Change your signature in a letterhead document

Learn how to replace or change the signature included in your triConvey default letterhead template.

1.    Select the gear icon on the top-right corner to access triConvey Settings.

2.    Select Document Containers.

3.    Right-click on Default Letter and select Modify.

Tip:  The letter will now open in Microsoft Word.

4.    Find the image of the signature.

5.    Right-click on it and select Change Picture. 

6.    Select This Device... to find the signature you wish to insert.

7.    The signature image should change to the uploaded one. 

8.    Select Save & Close to save your letterhead template.

To learn more about best practices with letterhead signatures and advanced automation to streamline your firm's processes, view our signature automation guide.