There are two ways to use signatures in Junxure: Embedded Signature Objects and the <<RepLetterSignature>> merge field. Both methods are implemented in the Word Document, but are based on settings in the Junxure database. Review each section below for a description of each method and steps for adding each type to your documents.

See Letter/Envelope Wizard and Creating a Single Document for more information about creating documents in Junxure.

Creating a Scanned Signature

This signature will update with user or Advisor. To use scanned signature files imported into the User details, use the embedded signature objects in document templates.

• Make sure you have added signatures to the user details. See Adding Signatures below for details about adding signatures to a user's record.
  
• Open the document template through Letters > Document List and double-click the template to edit. See Document List for more information about locating and selecting documents from the document list.
  
• Click the Edit Template button in the lower-right corner. The template will open in Microsoft Word. Go to Insert > Picture > From File. Depending on your version of Microsoft Office, the menus may be set up slightly differently.
  
• Browse to the My Documents folder on your C: drive and locate the currsig.BMP file. Click on Currsig.bmp to highlight it.
  
• Use the drop-down menu on the Insert button and to choose "Link to File", as shown below circled in red. Choosing "Link to File" creates a placeholder in templates; Junxure will then fill this placeholder with appropriate signatures, enabling you to make one template but fill in different signatures based on the Advisor listed on the account or the creator of the letter.
  




• Word will insert a placeholder signature block into the letter. Continue editing the document template as needed.
  
• Save the template and close the Word window. The Currsig.bmp file is updated each time you create a document using the Letter Wizard or by selecting a signature for a single document.
  

Using a Text Line

This will update with user or Advisor. The merge fields <<RepLetterSignature>> or <<UserLetterSignature>> print a text signature line into a template. Using this method includes text in the same font style, type, and size as the entire document, and does not include any scanned signatures. See Adding Signatures below to add signature lines.

• <<RepLetterSignature>>: Displays the signature for the user selected as advisor1.
  
• <<UserLetterSignature>>: Displays the signature for the logged in user.
  

See Contact Tabs: Profile Tab for information about the Advisor1 field.

• Make sure you have added signatures to the user details.
  
• Open the document template through Letters > Document List and double-click the template to edit. See Document List for more information about locating and selecting documents from the document list.
  
• In Word, open the merge field selection window and click the Insert Merge Field button. If you do not see either button, make sure your Mail Merge menu options are available.
  
• To add a new mail merge field, place your cursor in the appropriate place in the document.
  
• Click the Insert Merge Fields button in the Microsoft Word Toolbar to see a list of merge fields available. This button will be located in slightly different places based on your version of Word, but will typically look similar to the one above.
  
• In the Insert Merge Field window, select the RepLetterSignature or UserLetterSignature. In some versions of Word, the merge field can be double clicked on to add, or you may need to click the Insert button to add the merge field.
  




• Continue editing the document template as needed. Save the template and close the Word window. The next time this template is used, the text signature for the employee selected as Advisor1 or the logged in user appears in the document at the location of the <<RepLetterSignature>> or <<UserLetterSignature>> merge field.