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Adding a Signature to a Bank Account

  1. Locating the Client Signature Page 

     
    Pull the Signature Digitation Form in SharePoint > Client Center Department - Home (sharepoint.com) Current Client Folder > Implementation.  

    Scroll to the bottom of the form. Under the Final Signature box 
    Use the Snipping Tool to Snip a Copy of a Signature. 

     
     
  2.  Saving the Image
     
    Save Image as Client Signature and Save under the Client folder > Implementation.


     
     
  3.  Upload the Signature
     
    Click on the three dots (...) and select doc to upload signature in Isolved. 
     
     
  4.  Check Verification
     
    Verify Check Signature by clicking on Check Verification to ensure signature looks valid.