Documents in the Accounting Edition of CaseWorks can be signed using the CaseWorks Approval function. This function adds a physical signature as well as a digital certificate to the document.
If a notification was received by email that document(s) are awaiting approval, select the Document Processing Center link in the email body.
Select the DocBox containing the documents to approve.
Right-click on a document to approve and select Edit Properties (NCT).
Select the CaseWorks Approval button to activate the function. Click and drag in an open section on the document to add a signature and certificate.
Enter your digital signature password and adjust settings as necessary. Click continue to sign.
In ACE, you may have multiple signers on a document when signing in Edit Properties (NCT).
If only one signature is required, select the Final Approver checkbox. This will mark the document as Verified.
If Multiple Signatures are required, the first signers will not select the checkbox, and may click the Continue button.
When the Final Approver signs the document, they will select the Final Approver checkbox.
Once Final Approver checkbox is selected, the document may now be submitted for Batch payment.
If the final approver did not select the checkbox, they can either digitally sign the document again and select the Final Approver checkbox, or (as a workaround) adjust the doctype to a Manual Signature doctype and select the Approval checkbox.