Add your firm logo and signature to documents

You can 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. 

This article will explain how to upload signatures and logos and what steps you need to take to use them in your automated documents.

Important Note: You can only upload, replace, or delete your own signature or request a user with Firm Owner privileges to do so on your behalf.

Configuration

Firm logo

1. Navigate to Smokeball Settings and then select Firm Details.
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.
   • Note: The file type must be .jpeg for both firm logos and staff signatures.
4. The logo should now display in the upper right corner of Firm Details.

Staff signatures

1. Navigate to Smokeball Settings and then select Staff & Users.
2. Double-click on a staff member's name to open their 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.
   Note: The file type must be .jpeg for both firm logos and staff signatures.
   
   
   • Image size notes: 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. Click on View to preview the signature. You have the option to replace or delete the signature.
   
6. Once you are happy with the uploaded signature, select the Save button at the bottom of the staff card.

Add a staff signature or firm logo to a Document Container

1. Navigate to Smokeball Settings and then select Document Containers.
2. Right-click on the document container you wish to add the signature to, then select Modify
3. Click on the location in the document where you want to place the firm logo.
4. In the automation panel, double-click on Firm Details > Firm Logo automation field to insert the field into your document container.
5. Click on the location in the document where you want to place the staff signature.
6. In the automation panel, double-click on the required staff type signature (for example, Fee Earner, Current User, etc) to insert the automation field into your document container.
7. Select the Save & Close button from the Smokeball Word ribbon and then select Save.
   
8. Return to Smokeball Settings and make sure to select Save.

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

1. Open a matter in the Smokeball desktop app.
2. Ensure there is a staff member assigned to the role that has been automated, for example, Fee Earner.
3. Select New Document, then select Letter.
4. Choose your Letterhead, select a recipient, and then select Create.
   
5. The document should display firm logo and signature as automated. Drag image edges to resize if necessary.
6. When finished composing your letter, select Save & Close from the Smokeball Word ribbon and then select Save.
7. The document will save to the Documents section of your matter.

Good to know

• If this feature isn't appearing for you, make sure you have updated to Version 9.3 or higher. 
• Firm Logos and Signatures should be .JPEG/.JPG files.
• The Firm Logo and Signature automation fields are also available when modifying or creating Precedents.
• 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.