This article will explain how you upload user's signatures to Actionstep. These signatures can be added to document templates using a merge field explained below.
To upload an electronic signature - go to the contact record of the person who you wish to upload their electronic signature and select Upload Signature.
You will be presented with another screen - upload the signature from your desktop and hit save.
If you want to insert this signature into a document template you can use this merge field:-
Remember you need to insert the participant type of whose signature you are wanting to insert into the document.
So far the lawyer on the matter it would be:-
For the current user it would be:-
ParticipantSignature|ptDiv__User (remember double underscore)
For the contact who the matter is assigned to:-
If the signature looks too big or small on the generated document you can add height and width measurements to get it perfect - an example is as follows (you can change the height and width to get it to the size you require):-