Branch Access

Branch Access lets you set users to be able to sign documents electronically.

1. On the Set-up menu, click Company.
2. Click the Electronic Signature tab, then the Branch Access tab.
3. To allow all users to sign documents electronically, click Allow electronic signatures on all branches.
4. To limit access to users (company contacts, who are linked to a branch), in the Allowed branches list, select one or more branches.

   Note: Only users linked to a branch with access will see the Electronic Signature tab on documents.

5. Click OK.

See Also