Choose a customer-page style and an authorized business signatory.

1. Open your business

Go to Business Profiles. Select Edit beside the business you want to set up.

Choose the correct business before changing its defaults.
Choose the correct business before changing its defaults.

2. Style the customer page

Open Customer Page. Choose a button colour and style, then use a preset or adjust the background colours. Review Preview.

Customer Page controls the page around the customer’s document.
Customer Page controls the page around the customer’s document.

3. Add the signatory

Open Additional and select Authorized Signatory. Type or draw the signature, correct it if needed, and save the signature window.

Additional includes the business signatory and stamp.
Additional includes the business signatory and stamp.

4. Save the profile

Choose Save Changes in the business profile too. Preview a document to check the signature and customer page. Saving the signature window alone does not save the surrounding profile.