Admin > Document Library. Either select a document for edit, or click on New to create a new Template.

(Please note: This option only works in Word, therefore, when setting up the Document, please select that "Word" is used as the merge option).

Name the Document, and select the relevant information from the drop-down combos.

Click Edit Body of Document to open the Document in Word for edit.

In Word, click on the File tab and select Options.

Select Advanced, and tick the option to Show Bookmarks, click Ok.

Now you are ready to create your bookmarks.

There are the four types of bookmarks, and any or all of them can be added to a document:

1. Claim Signature - If you save a signature as a Claim signature, this bookmark will pull that information.

2. Client First Contact Signature - This will pull a signature that you have saved as your Client's first contact signature.

3. Client Second Contact Signature - This will pull a signature that you have saved as your Client's second contact signature.

4. Combined Signature of both Contacts - This will pull a signature that you have saved to combine both contacts for that particular Client. 

In the box add whichever of the four following options that you will want in this document, these will be used in the same way as "mergefields" and will pull Client signatures that are saved in your LogiClaim App when run on a Client. The wording must match the wording below:

1. ClaimSignature

2. ClientFirstContactSignature

3. ClientSecondContactSignature

4. ClientCombinedSignature

Save the document.

When scanning in a signature, as described in How to Scan a Signature, the signature will be saved as one of the above four options. This will then be pulled as data instead of the above bookmark when running the document on that Client.

Introduced in version 2019.4.9.6078 released on 11/06/2019.