Adding PDFpen to the e-check workflow
I’m glad Tom Stoeckel read what I had to say about using Hazel and Automator to format checks for online depositing. In his comment:
I added an interim step where my ScanSnap scans the PDF to a temp folder and then automatically opens it up in PDFPen for me to insert my signature and a “FOR DEPOSIT ONLY…” statement. I then Save-As to my check scans folder and Hazel does the rest…
I’m now doing exactly the same thing. My bank has pretty strict instructions for e-check endorsement, and my account number must be written on the back of each check.
I added my signature, my wife’s signature, and the other required verbiage to my PDFpen image library using Smile’s instructions. Now I don’t have to write all that stuff out by hand each time (or look up my account number).