Add firm logos and signatures 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: Users can only upload, replace, or delete their own signature or request a user with Firm Owner privileges to do so on their 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: 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

1. Navigate to Smokeball Settings and then select Staff & Users.
2. Open a staff member's profile and then select the Staff tab in the pop-up window.
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.
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 in the staff member's profile.

Add a staff signature or firm logo to a Document Container

1. Navigate to Smokeball Settings and then select Document Containers.
2. Select the Add button.
3. In the Create window provide a name for the container and then select Create.
4. Click on the location in the document where you want to place the logo.
5. Insert the logo by selecting Letterhead and then selecting Firm - Firm Logo from the automation panel.
6. You can insert a signature by selecting Letterhead > Matter - Attorney Responsible Signature  from the automation panel.
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.
2. Check to make sure there is an Attorney Responsible assigned to the matter in the Matter Info section.
3. Select the Blank Letter button.
4. Choose the Document Container you created, select a recipient, and then select Create.
5. The document should display both the firm logo and signature. You can use your mouse cursor to re-size these images, if necessary, in Word.
6. Select Save & Close from the Smokeball Word ribbon and then select Save.
7. The document will now be saved to the Documents section of your matter.

Create a form with a staff signature or firm logo

1. Open a matter.
2. Select Forms & Templates.
3. Select Add a form/letter.
4. Name the form/letter using the provided field.
5. Click on the location in the document where you want to place the logo.
6. Insert the logo by selecting Firm Details and then selecting Firm Logo from the automation panel.
7. You can insert a signature by selecting Info > Attorney Responsible > Signature from the automation panel.
   • Note: You can toggle Show values from the automation panel to preview the images.
8. Select Save & Close from the Smokeball Word ribbon and then select Save.
9. You can now re-open the form from the Form/letter window in your matter.
10. The form should display both the firm logo and signature. You can use your mouse cursor to re-size these images, if necessary, in Word.