This guide quickly walks you through the exact admin clicks needed to enable and configure electronic signatures in QuoteAnywhere. It eliminates guesswork by showing the precise menu path and settings locations so you can complete setup efficiently and avoid common navigation mistakes. Follow it to save time and ensure signatures are properly integrated.
1. Click "Admin"
2. Click "System Configuration"
3. Click "Settings"
4. Click "Program Options"
5. Click "Electronic Signature Integration"
6. Select the electronic signature integration.
7. Fill in the fields. This may require assistance from the system administrator and WeSuite Support Staff to complete.
8. Scroll down to see additional fields.
9. After the electronic signature is properly setup Click "System Configuration."
10. Enter the name in search or scroll to find the user.
11. Click "Edit"
12. Click "User Profile"
13. Scroll to the bottom to associate, remove or replace the associated esign user.
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