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How do I enable the e-signature Setup/Manage Account button in SureFire Install Version?


🔍 How do I enable the e-signature Setup/Manage Account button in SureFire Install Version?

This guide explains how the admin user can enable the Setup/Manage Account button on the Office Information tab of the Setup Assistant window.

⚠️ Before You Begin

To complete this process, you must be logged in as the admin user.

📊 Step-by-Step Guide

Step 1: Open the Office Information tab

Use this when you need to access the settings that control the Setup/Manage Account button.

Go to the Office Information tab.

Step 2: Confirm the e-signature login email is present

Use this to ensure the system has the required e-signature login information.

Make sure that E-signature login (email) address is present.

Step 3: Go to the Partner Verification tab

Use this to refresh the partner verification data used by the e-signature setup.

Click on Partner Verification tab.

Step 4: Refresh the data

Use this to download the latest verification information.

Click on Refresh Data.

Step 5: Close after the download completes

Use this after the system finishes downloading the updated information.

Once downloaded click Close.

Step 6: Verify e-signature enrollment status

Use this to confirm that e-signature is properly enrolled before enabling the button.

Go to Additional Services, E-signature and verify that it shows Enrolled.

Step 7: Enable the Setup/Manage Account button

Use this to confirm the Setup/Manage Account option is now available.

Click on Office Information Tab and the Setup/Manager Account for E-signature should be enabled.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: install,setup