How to Scan a Signature
(Please note: If you would like to use these signatures in a document, the document will have to be set up accordingly, click here for instruction).
Open the Scan window
1: Click on Scanning - the Scan window will open.
Scan the document
Put the document in the scanner. Then....
1: Click Scan to scan the document.
Open the To Do List
1: Click To Do - the To Do list will open.
Select the required Scan
1: Double click the required attachment - the ScannedItemDetails window will open.
Select the signature
1: Select a Client from the pop-out list.
2: If the signature is for a specific claim, select a Claim from the drop down list.
3: Add details if desired.
1: Choose whether the whole page will be considered the signature, or just a selection.
2: If a Selection is required, click Selection Tool and select the area needed for the signature.
3: Select the Signature
4: Click on the button which states which signature type this should be saved as.
5: To remove a previously saved signature, untick the check-box.
6: To remove all signatures, press clear.
You can choose to save more than one signature type, by selecting a different area and clicking on a different button for the required signature type.
When you have finished, click OK.
The Signatures can now be viewed either in the Global History, or in the Client's History.
The Signatures will then be pulled into a document that has been set up as described in Using Signatures in a Document.
Yaakov Smith
Looks good to me, but I don't really know this feature that well