Forms Boss Desktop - Signature Guide

These are the steps to set up a Forms Boss Plus producer signature on ACORD forms.

• Open Forms Boss Plus
• Click Help, View Main Menu.
• Click the Management tab.
• Double-click the Sales Rep Form.
• Enter your Name in the boxes provided.
• Click the Signature tab.
• Click the scanner button.

  

• Wait for your list of devices to appear as it can take several seconds.
• Choose your scanner and click the OK button.
• Sign a piece of paper
• Insert your signed paper into the scanner.
• Click the Preview button.
• After the paper has been scanned and previewed, use your mouse to resize the selection.

  

• Click the Scan button.
• After the scan, the scanner dialog should disappear and the signature should appear in the Sales Rep Form.

  

• Close the Sales Rep Form.
• Open an ACORD that needs to be signed.
• Click the arrow in the producer signature area and left click your signature.