Uploading Electronic Signatures for Use in Documents

In this article:

• Uploading an Electronic Signature File
• Using the Signature in Documents

You can upload signatures into documents in Actionstep. These signatures can be added to document templates using a merge field. 

Uploading an Electronic Signature File

To do this:

1. In Practice Management, view the contact record for the person you want to upload a signature for. (See Editing a Contact for instructions.)
2. In the Identity section, click Upload a signature.
    The Signature Image window appears.
3.  Click in the Upload a new signature image field to find and upload a signature file.
   
4. Click Save to save your changes. 

Once the image is uploaded, you will see it in the Identity section of the contact record. 

Using the Signature in Documents

You can insert the signature in a document template using the following merge field:

ParticipantSignature

When doing this, remember you also need to insert the participant type for the contact whose signature you want to include in the document. 

Example

 If the signature appears too big or small in the generated document, you can add height and width measurements to get it perfect. For example:

ParticipantSignature|pt=Div__user|height=90|width=120

To learn more about templates and merge fields, see:

• Document Templates Overview 
• Merge Fields Overview