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Add fee earner signature to letters

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Written by Antoine Larsen
Updated over 3 weeks ago

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

  1. Enter Image Maintenance

  2. Click New and locate the image of the required signature

  3. Double click the image to add it to image maintenance

  4. Repeat step 2 and 3 for any further signatures you require

  5. Exit Image Maintenance

Database Maintenance

  1. Open Database Maintenance

  2. Select the relevant Case Type and then locate the Fee Earner field

  3. Press Update and click under the last row under Heading to create a new one.

  4. Type in an appropriate name and select the Type to Image

  5. 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

  1. Open Handler Maintenance

  2. Select the relevant Handler

  3. Click Update then click the Case Types tab

  4. Select the required Case Type and locate the heading you created earlier.

  5. Double click the field space under this heading, and select the relevant signature image from image maintenance

  6. Repeat this for any further Case Types for this handler, then press Save

  7. Repeat this for any additional Handlers then press Exit

Option Maintenance

  1. Open Option Maintenance

  2. Select the required Case Type then the Fee Earner field

  3. Press Update then locate the Fee Earner you need to amend

  4. Double click the field space under this heading, and select the relevant signature image from image maintenance

  5. Repeat this for any additional Fee Earners and then press Save

  6. Press Exit

Workflow Maintenance

  1. Open Workflow Maintenance

  2. 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

  3. Press the Word icon to open the document template

  4. Place the cursor at the location you want to add the signature

  5. In the Field Selector window choose Fee earner in the first column

  6. In the other columns locate the Picture field.

  7. Press Accept to add this field to the template, this will show as a Placeholder image

  8. 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.

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