When editing a Word document you can add your digital signature.
To insert your digital signature in a Word document, you must hold a digital scan of your signature in FYI. For details on how to add your digital signature to FYI, refer to Approval Signature - Adding your Electronic Signature in Setting Defaults and Filing Defaults for your Own Login - My Settings.
This feature is only available for practices on the Pro plan.
Signature Bookmark in the Word Template or Word Stationery
A Signature Bookmark can be included in the Word Template or in the Word Stationery so that when you insert your digital signature image it is positioned automatically in the document. Refer to Adding a Signature Bookmark to a Word Template in Creating Templates for Word, Spreadsheet or Presentation and to Adding a Signature Bookmark to Word Stationery in Creating Stationery for Word.
If the Signature Bookmark has not been included, you can still add your digital signature image by first positioning the cursor in the document where you want the signature to display.
Inserting a Signature into a Word Document
When a document needs a signature, this is done using either the online or desktop version of Word, using the Signature section in the FYI Drawer.
- Open the document in either the online or desktop version of Word.
If the document has been created using a Word Template or Stationery that includes the Signature Bookmark, the digital signature will be automatically positioned.
If the Word Template or Stationery does not include the Signature Bookmark, first position the cursor in the document where you want the signature to display.
- In the FYI Drawer in Word, expand the Signature section.
- Click the Insert Signature button.
This inserts the users signature.