Management System - ACORD Form Signature & Custom Address
Modified on: Sun, 29 Sep, 2024 at 3:35 PM
For ACORD Forms created in EZLynx you can pre-fill a signature when creating the ACORD forms and if allowed you can pre-fill a colleague's signature so setting this up is super important and saves time.
This article will teach you how to setup your ACORD form signature and how to add it to an ACORD form!
TABLE OF CONTENTS
Set ACORD Form Signature
1. Anywhere in EZLynx, click the Profile icon.
2. Then, click Account Settings.
3. Click the ACORD Forms tab.
4. Under the Signature section, choose whether you would like a Type Signature or to Upload your own.
5. If you want a Type Signature, type in your name.
6. Decide if you want to allow your colleague's to be able to use your signature on ACORD Forms or not.
7. Then, click Save.
Your Signature will update in the Current Signature box and you are ready to start signing!
Applying the ACORD Signature
When you are generating an ACORD Form and you have your ACORD Form Signature setup, the system will automatically pre-fill your signature. If you want to change your signature or apply someone else's Signature, click the Actions button and then Add Signature.
Here you can Generate a new signature for yourself which will pre-fill moving forward for all ACORD Forms, or you can select the drop-down to select someone else's signature if you are allowed. When you are done, click
.
Custom ACORD Address
When you create an ACORD form, it pre-fills with the address we have on file for your agency. But what if you want the address to be something different? You can set a custom ACORD Address in your Account Settings which will pre-fill instead of what we have on file for your agency.
1. To setup the Custom ACORD Address, check-mark Use custom address.
2. Then, input the address you would like to pre-fill instead of what we have on file and click the Save button.
Now that you've setup your signature and address, check out our Documents - Upload, Edit, Move, Share, Delete, Email, & More! for how to generate ACORDs.
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