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.