Uploading User's Electronic Signatures

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:-

ParticipantSignature

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:-

ParticipantSignature|pt=Lawyer

For the current user it would be:-

ParticipantSignature|ptDiv__User (remember double underscore)

For the contact who the matter is assigned to:-

ParticipantSignature|pt=Action__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):-

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