You’ve heard it before…saving time will save money.
How many times have you had to wait for a signature before
moving ahead?
Within Casetrackerlaw, you can create your template and add an electronic
signature.
With the ability to have a signature electronically added to
your Letter Wizard documents when they are generated, would save you time and
money, not to mention how convenient it would be. And you can enter as many signatures as you
need with the added ability to have different signatures on different
documents.
*This feature is located in Settings, click Letter Wizard,
click Manage Signatures. Below are
instructions on how to use the e-signature feature.
Write your signature
on a piece of paper, the size you want it to be displayed on your letters.
Scan the signature and save to your desktop as a .jpg, .gif
or .png file only.
Access site: go to Settings: Letter Wizard
Top of the template screen, click “Manage Signatures”, browse
for your saved signature.
Give the signature a name, upload.
Select the letter you want to add a signature to, click
Edit. Find the place in the letter that
you want to display the signature. From
the Merge Fields dropdown menu, select Signature (It’s located in the “Other”
category of options) to add as a merge field.
Go to the Letter Settings.
There is a Signature dropdown menu with the signatures that
you uploaded.
Select the signature you want to appear on the selected
letter & click Submit.
Test to confirm that it looks good using a test claim. If the signature is too big or too small, you
can edit the size by going back to the Manage Signatures screen. Change the Scale #, 50% seems to work well,
to whatever size you like.