Setting up Signature Rules (Commercial)

Signature rules are configured within permission groups and apply to all users in that group.

Here’s how signature rules work and how to set them up:

1. Signature rules are created within a permission group. Select Business > Administration, open the contract details, and select the pencil icon on Permission Group Rules.
2. Select the edit group icon for the applicable permission group, then select Create signature rule.
3. Select the applicable Accounts (one, multiple, or all) and Transactions (one, multiple, or all) the rule will apply to.
4. Enter the Signature Type — the sign type or combination required to authorize the transaction. For example, “A + A” requires two users with Sign Type A to approve.
5. Optionally, set a Minimum and/or Maximum dollar amount to define when the rule triggers. Leave blank if approval is required for all amounts.
6. Multiple signature rules can be applied to layer approval requirements. For example: $0–$10k requires A approval; $10k–$50k requires A + A; over $50k requires A + A + A.
7. Select Save to apply the rule.

How signature rule amounts work:

Minimum: If blank, approval triggers for any amount up to the maximum. If entered, approval triggers at or above that value.

Maximum: If blank, approval triggers at or above the minimum with no cap. If entered, approval triggers for transactions between the minimum and maximum values.