Settings

E-Signature and Stamp

Add an authorized-signature area, your own e-signature, and a company stamp placeholder to PDF documents — giving them the visual authority of a signed document while remaining fully digital.

Navigate to: Settings → Documents & workflows → Templates → PDF Document → Signature & Stamp

The Signature & Stamp section of a PDF template adds a signature area and a stamp placeholder to the document. The signature image itself is yours — each user draws or types their own in the E-Signature editor, and the template decides whether it prints.

Signature & Stamp on the template (left) and the E-Signature editor (right).

Template Settings

SettingWhat It Does
Signature LineWhen on, an authorized-signature area is placed on the document. When off, no signature area appears regardless of the other settings.
Signature ModeLine Only — a printed line and label. E-Signature — your saved signature image. Both — the image above the line.
Your signatureShown when the mode is E-Signature or Both: the current image, with Set Up (none yet) or Change.
Signature LabelThe text printed below the signature. Default "Authorized Signature"; e.g. "Approved By", "Director".
Company StampWhen on, a labelled stamp placeholder box is placed beside the signature area.
Stamp LabelThe text inside the stamp box. Default "Company Stamp".

These settings are saved with the template, per document type (and per center when a center-specific template is in use).

Drawing a Signature

1
Open the E-Signature editor

Click Set Up (or Change) beside "Your signature". The editor shows your current signature, if any, with a bin icon to remove it.

2
Draw your signature

On the Draw tab, sign above the line with a mouse or trackpad. On a touchscreen, use your finger or stylus for a more natural result.

3
Clear and redraw if needed

Click Clear to start over. Signatures rarely look right on the first attempt with a mouse — take a few tries until it looks natural.

4
Save the signature

Click Save Signature. It is stored as a PNG image against your user and used wherever a template's mode is E-Signature or Both.

Typing a Signature

If you prefer not to draw, use the Type tab: enter your name (up to 50 characters) and pick one of four script styles — Classic, Formal, Brush, Handwriting. The rendered text is saved as the signature image.

ℹ️The signature belongs to the user, the stamp to the template

An e-signature is personal — each user keeps their own, and a document prints the signature of the user who generates it. The stamp is a labelled placeholder box drawn by the template; there is no stamp image upload.

ℹ️Signature placement on the document

The signature and stamp are placed in the summary area of the document body, below the totals and above the footer. You can see the placement in the template preview to the right of the settings.