Top

Electronic Signatures

The Electronic Signature feature allows you to add Signatures to our template letters as well as any Livedocs in a file.

Add, change or remove a Signature to your profile

  1. Select Staff List from the from the Dashboard dropdown;

  2. Find your name and click the blank picture;

  3. Search your device for the image and select open;

  4. Select update next to image;

  5. To amend re-select the image and once changed select update;

  6. To remove the Signature select remove under the image. 

Add a Signature to a LiveDoc

  1. Open a file;

  2. To Edit the Document select the File dropdown and then Edit Mode from the list or select Edit Document;

  3. Ensure the cursor in the body of the text is where you want the signature to be;

  4. Select Data Fields and scroll through the items in the dropdown for your signature;

  5. Select Save Changes and then Exit Edit Mode.

 

To View the Signature

  1. Open your file;

  2. Select the File dropdown and select Print View or Print View (Content Only);

  3. From the print preview page select the pdf icon and you will see the letterhead image displayed above the content of the document.

Note: You have the ability to add as many Signatures as you need providing they are part of the engagement team for that file and have an image uploaded. 

  

 

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.