It is possible to use a field to store a image of a signature and then merge this into a letter. You can do this by following the steps listed within each programme/ section below:
Saving the Images
Enter Image Maintenance
Click New and locate the image of the required signature
Double click the image to add it to image maintenance
Repeat step 2 and 3 for any further signatures you require
Exit Image Maintenance
Database Maintenance
Open Database Maintenance
Select the relevant Case Type and then locate the Fee Earner field
Press Update and click under the last row under Heading to create a new one.
Type in an appropriate name and select the Type to Image
Press Save then Exit
Handler Maintenance/ Option Maintenance
The next steps will need to be done in either Handler Maintenance or Option Maintenance if you're using Proclaim 3.3.0 or below
Handler Maintenance
Open Handler Maintenance
Select the relevant Handler
Click Update then click the Case Types tab
Select the required Case Type and locate the heading you created earlier.
Double click the field space under this heading, and select the relevant signature image from image maintenance
Repeat this for any further Case Types for this handler, then press Save
Repeat this for any additional Handlers then press Exit
Option Maintenance
Open Option Maintenance
Select the required Case Type then the Fee Earner field
Press Update then locate the Fee Earner you need to amend
Double click the field space under this heading, and select the relevant signature image from image maintenance
Repeat this for any additional Fee Earners and then press Save
Press Exit
Workflow Maintenance
Open Workflow Maintenance
Select the appropriate Case Type via the drop-down option at the top then find and select the template you wish to add the signature to
Press the Word icon to open the document template
Place the cursor at the location you want to add the signature
In the Field Selector window choose Fee earner in the first column
In the other columns locate the Picture field.
Press Accept to add this field to the template, this will show as a Placeholder image
Save and Exit Word
Once this is done you will be able to run the letter on a case and it will merge in the Fee Earner's signature. If you have any issues setting this up or do not have access to the programs mentioned then please raise a new case online and reference the title of this article.
