Save Signature Service Dropdown with airSlate SignNow

Ensure digital signature template

[Music] good afternoon everybody this is valerie canyon from the customer success team all right our topic today is digital signatures all right so first it started with talking about digital signatures and all the cool things that you can do with them and then we'll walk through how to set them up some of the advantages of digital signatures is where we will begin and we will discuss how to add them how to assign them to a bank account and then how to use the merge code to add directly to a check first let's look at just a few of the benefits number one there will be no need to use a courier to have check sign you can easily upload the signatures to use touch using a touchscreen or a mobile device and then finally using the merge code manager you can automatically add signatures straight to your checks okay so we learned why it's beneficial to use visual digital signatures now let's go over creating them assigning and using them in templates saving and assigning your digital signatures to your bank accounts will streamline the process of printing your cheques to add signatures you can start by clicking on portfolio then communities next you'll click the actions button on the top right corner and select signatures from the drop down menu this page will show you any existing signatures saved to your account to easily add your signature you can use a touchscreen device like a surface pro an iPad or your phone you can also use a touchscreen laptop if you have one of those first you'll click actions then create signature you will then draw the signature in the box using your finger or a stylus finally add a mean to your signature and then click Save there are pen settings that will further customize your signature you can choose black or blue ink and then there's an eraser setting you can remove sections of the signature or you can click the Clear button to start over and also upload a signature that you have scanned and saved on to your computer to do this click actions and upload signature click on choose file and then select the file from your computer you can resize the signature by moving the slider below the image and center it by dragging the image lastly name the signature and click Save now we'll go over how to add a signature to your bank accounts you can add up to two signatures per bank account first you'll go to portfolio then select your bank scroll down in the center of the page and select the bank account you wish to add a signature to you'll select authorized signatures from the box on the right-hand side of the page you can have up to two authorized signatures per bank account from here you can select an existing signature that was added from the community page and the steps that we just gone over you can upload a new signature or you can create one directly from this page using a device with the touchscreen if you are selecting an existing signature you can search from the uploaded signatures using the search box once you have added and assigned your digital signatures to your big accounts you'll need to add the merge code to your check templates when the merge code is added you'll be able to process and generate checks for signatures already printed on them so first you'll access the template library by clicking admin then template library under your related links you'll change the template type to check by clicking the search button download your check template and open in word and remember you must be using Word 2013 or newer to access our merge code manager once you open the template in Word open the tops merge trademanager from the ribbon on the top right and this might look different depending on which version of word you were using if you do not have the merge code manager you can add it for free through the office add-ins by going to the insert tab add-ins and then searching for tops next you'll log into the merge code manager using your top 1 credentials to access your custom signatures to insert a text box you'll go to the insert tab choose text box and draw above the signature line in the template you'll need to drag the text box to the correct location and resize it to fit also make sure to delete any existing text from the text box and then we'll remove the border as well to remove the border right-click on the text box hover over outline and then select no outline you're now ready to add the merge code to your template so you've placed your text box remove the outline in any existing text you'll go back to the merge code manager from there select your template type as check and under categories select all and then make sure you've clicked back into the text box before selecting the appropriate merge code and finally you'll select either the authorized signature one or authorized signature to this screenshot will show you where the merge code should be located in the text box and on your text template when the signature is generated on the check it will print at the bottom of the text box once you have finished making your edits to your check template save a copy of the template and we will upload it to top one you alright now I'm going to walk through those steps with you in the tops one all right so you're at your homepage and you're going to go ahead and click portfolio community on the right side under actions go to signatures and you can see here I already uploaded a signature from a mobile device to add a new signature you'll click actions and create signature or upload signature you can also toggle between the two options on the right side here create new or upload so once you either create your new signature or upload from a chosen file name your signature and click Save right now if you assign the signature to your bank account go back to portfolio and click on Bank select the bank from your list and then go ahead and select your account number from your list right down here you're authorized signatures are added from the box on the right side of the screen and as I said before you can select an existing one create or upload from the screen as well so I'm going to go ahead and select from our distinct signatures and this is the search box if you had many signatures to look through you could just go ahead and search select signature and now it has been added as an authorized signature so next we want to add that merge code to our check template click on admin you and then go ahead and scroll down to the bottom under related links where it says template library to find your check template you'll have to hit the search button on the top right select check and search find your check template from your list and then click the download template button and this downloads your file as a Word document go ahead and open that file all right so as I said before with the merge hood manager depending on your version of word this might all look just a little bit different if you already have the merge code manager you'll find it on the top right where it says merge code manager if you do not have the manager yet you can go to insert get added in here you can search for tops and your merge toad manager is the first one you go ahead and press add go ahead and sign into the merge code manager using your tops 1 credentials all right your template type is going to be check followed by categories which you'll select all now before you place your merge code you'll need to insert a text box you can find that under insert text box and select your text box drag that down to your signature line and resize that to fit right above it now you'll need to make sure to remove any existing text as well as the border to remove the border you'll right click click on outline and then no outline and then be sure to click back into your text box before you select your merge code so back to your merge trade manager scroll down to find either authorized signature 1 or authorized signature 2 I save mine as 1 so that's the signature merge code I will select and that automatically inserts it into your text box once you're complete completed making those edits you'll go ahead and save your chest template close out of your check template and go back to your tops one instance and from here you'll add your template again two tops one replacing your previous template with the new one that has the merge code on it [Music]