If signature automation is already set up and needs changing, automation becomes a process of identifying and emulating the setup with new information.
Editing signatures based on Person Responsible or other data fields
For signatures with a current setup based on Person Responsible or other data fields:
- Click the If/Then/Else heading in the Smokeball toolbar.
- Place your cursor below the letter sign-off (for example, "Yours Sincerely").
- Select Ask in the If dropdown menu.
- Select the newly created signature Ask from the list.
- Select Equal from the Is dropdown menu in the toolbar.
- In the Equal data entry field, type a choice from the Ask (case sensitive).
- This action satisfies the If condition of the If/Then/Else statement.
- This action satisfies the If condition of the If/Then/Else statement.
- Select Insert. The If/Then/Else statement appears in the container.
- Replace the word TRUE in the statement with the signature image file(s) relevant to the choice and name/role information.
- This action satisfies the Then condition of the statement.
changes to:
This statement says that if TH gets selected in the Ask, Tony’s signature automates on the letter. If TH is not selected, the word ‘False’ automates on the letter.
- This action satisfies the Then condition of the statement.
- Remove the word ‘False’ and leave the cursor between the <<ELSE>> and <<END IF>> tags.
- Repeat from step 6 for each choice in the Ask.
- Remove the word ‘False’ from the final choice’s statement.
- Before saving the container, place the cursor in front of the <<Body Content>> tag. This allows the cursor to go straight to the correct location when generating letters in a matter file.
- Save & Close the container.
- Repeat the process for each relevant document container.
- Test the automation by generating test letters in a matter file.
Editing signatures based on an Ask
For signatures with a current setup based on an Ask:
- Add the new choice to the Ask Automation.
- Right-click the existing Ask in the Smokeball toolbar.
- Select Edit.
- Add the new options and click Save.
- To account for the new choice (case-sensitive) in the If/Then/Else statement, remove the word ‘False’ and leave the cursor between the <<ELSE>> and <<END IF>> tags.
- Before saving the container, place the cursor in front of the <<Body Content>> tag. This allows the cursor to go straight to the correct location when generating letters in a matter file.
- Save & Close the container.
- Repeat the process for each relevant document container.
- Test the automation by generating test letters in a matter file.