Agency and agent signatures can be uploaded or generated directly in Momentum AMS so they appear on certificates, forms, and other documents.
This ensures branding consistency and saves time when generating client paperwork.
Setup Steps
Access the Signatures Tab
Option 1: Click your name in the upper right corner → select Agency Profile → click the Signatures tab.
Option 2: From the left navigation, go to Miscellaneous → Agency Customization → Signatures.
Add a Signature
Click Add New Signature.
Choose Generate Your Own or Upload File.
Generate Your Own: Enter your name in the Name field, then choose a style from the Style dropdown (e.g., Vladimir Script).
Upload File: Select and upload a signature image from your computer (PNG or JPG recommended, transparent background preferred).
Assign the Signature
Link the uploaded or generated signature to the appropriate agent or agency record.
Save and Test
Click Save.
Generate a sample certificate or form to verify the signature appears correctly.
Best Practices
Use Generate Your Own for quick, clean digital signatures.
Keep uploaded signatures high-resolution and sized appropriately.
Transparent backgrounds provide the best appearance on forms.
Update signatures immediately if personnel or branding changes.
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