Certificate signature verification

Last updated: March 25, 2026

Overview

When creating a certificate template, the signature field automatically populates with a default signature. This article explains how to set the default signature option for your agency.

Set the default certificate signature

Agencies can choose to use either a User or a Producer signature. A User signature displays the signature of the person generating the certificate, while a Producer signature uses the account’s Primary Producer. Follow the steps below to choose the default signature preference for your agency.

  1. Click on the gear icon and click Setup.

    Untitled design (40).png

  2. Use the Quick Find to search for Custom Settings.

    Untitled design (41).png

  3. Click Custom Settings.

    Untitled design (42).png

  4. Next to Certificate Signatory, click Manage.

Untitled design (43).png

  1. Click Edit.

Untitled design (44).png

  1. In the Preference field, enter your agency's preferred default signature.

Untitled design (45).png

Note: The values User and Producer must be entered with the exact spelling and capitalization. Incorrect casing or spelling will result in an error.

  1. Select Save.

    Untitled design (46).png

For guided steps on creating a signature, see 📄 Managing signatures.