Setting Up Signature Capture

Portico provides the option to capture member signatures when completing a financial transaction.

To start using signature capture, submit a request to Portico Client Services.

When Portico Customer Service activates signature capture for your credit union, the Signature Capture check box will be selected on the Credit Union Profile - Products & Service tab.

Use the following fields to enable the signature pad and select the signature pad type.

• Select the Enable Signature Pad check box to enable signature pad.
• Click the Signature Pad Type down arrow to select the signature pad. The signature pad description appears below the drop-down list.
• Click Find Selected Device to locate the signature pad. A description of the signature pad will appear.

To enable touch signing for a specific workstation using the Portico User Experience, select the Enable Touch or Pen Signing check box on the Application Profile - Apps - Devices - Signature Capture tab.

To display the signature capture prompt for transactions involving cash disbursed, the Enable Receipts option must be selected.