Add your firm logo and signature to documents

Learn how to upload signature images for each staff member and use automation fields to display those signatures in your firm's documents. The same functionality also exists for firm logos.

Table of Contents

• Getting Started

• Configuration
  • Firm logo
  • Staff signatures
• Add a staff signature or firm logo to a Document Container or Letterhead
• Create a letter with a staff signature or firm logo from a matter

Beta feature
This feature is currently in beta testing.

Getting Started

1.    The Firm Logo and Signature automation fields are also available when modifying or creating Precedents. 

2.    If neither fields appear in Word, ensure your triConvey application is on Version 9.3 or later. 

3.    We recommend uploading Firm Logos and Signatures as .JPEG/.JPG files, as they are the most stable. 

4.    We recommend uploading an image around the 200x150px - 300x200px range. This reduces the need to resize the image every time you generate a new letter or Precedent.

Configuration

Firm logo

1.    Navigate to Firm Details in triConvey Settings.

2.    Select the blue Edit link in the upper right corner of Firm Details.

3.    Select the firm logo you wish to use from your computer's local directory and then select Open. 

Tip:  You should use .jpeg files for both firm logos and signatures.

4.    The logo should now display in the upper right corner of Firm Details.

Staff signatures

You can set a signature for each staff member in triConvey. Alternatively, the user can upload their own signature as well. 

1.    Navigate to triConvey Settings and then select Staff & Users. 

2.    Double-click on a staff member's name to open the staff card. 

3.    Select the blue Add link next to the Signature field.

4.    Select the signature image you wish to use from your computer's local directory and then select Open.

Tip:  We recommend uploading an image around the 200x150px - 300x200px range.  This reduces the need to resize the image every time you generate a new letter or Precedent.

5.    The staff member's profile should now have a blue View link next to the Signature field. 

6.    Click on View to preview the signature. You have the option to replace or delete the signature.

7.    Once you are happy with the uploaded signature, select Save at the bottom of the staff card.

Add a staff signature or firm logo to a Document Container or Letterhead

1.    Select the gear icon from the top right corner of the triConvey Desktop App.

2.    Select Document Containers.

3.    Right-click on the document container you wish to add the signature to and then select Modify.

Tip:  The document container will open in Microsoft Word.

4.    Too add your firm logo:

• Click on the location in the document where you want to place the logo. 
  
  
• Insert the logo by selecting Firm Details and then Firm Logo from the automation panel. 
  
  
• Double-click it to insert the automation field into your document container.

5.    To insert a signature field:

• Click on the location in the document where you want to place the logo. 
  
  
• Select Matter Info > Person Responsible or Person Assisting or Introducer > Signature from the automation panel. 
  
  
• Double-click it to insert the automation field into your document container.

6.    Select Save & Close from the triConvey Word ribbon and then select Save.

7.    Return to triConvey Settings and make sure to select Save.

Create a letter with a staff signature or firm logo from a matter

1.    Open a matter from the triConvey Desktop App. 

2.    Ensure there is a Person Responsible, Person Assisting or Introducer assigned to the matter in the Matter Info section.

3.    Select New Document and then select Letter/Fax. 

4.    Choose your Letterhead, select a recipient, and then select Create.

5.    The document should display the automated fields you added to the letterhead earlier. You can use your mouse cursor to re-size these images, if necessary, in Word.

6.    Compose the letter contents. 

7.    Once you are done, select Save & Close from the triConvey Word ribbon. 

8.    Rename the letter and then select Save.

9.    The document will now be saved to the Documents section of your matter.