Load the contact record or refer to the section above "How To Search for a Contact / User record".
Once the contact record has been loaded, scroll to the bottom of the page
Click the Add File Attachment button
Click on the Purpose drop box and choose Signaturethe option that represents the purpose of this attachment.
In the Name field, type in Signature since the name that we will use to refer to this attachment, such as Signature when the attachment and other details relate to the an authorised signature that will appear on the templates. This is how we refer to the file attachment record.
The Description field should could contain for example, the name of the current Registrar or Dean and that name will appear on the templates. Immediately on the next line in the Description field under the name, add the official position title of the person whose signature will appear on the templates. If the position title is not needed on the templates, it does not have to be included here.
The Status field should be set as Published.
The Permission Level field should be set to the lowest permission level that is to be allowed access to read or open the file, such as Staff. It is recommended not to set it to the Student level for security reasons.
It is not necessary to upload an image file in the file attachment record, but if the file should contain the contains an image of the signature of the person who represents the provider, and the image should be set to have a transparent background. The transparent background allows for the signature to appear on the template without obscuring any background image that also printed.
Click the Browse button and select the file from your local computer that contains the image.
When the details above have been completed, click the Save File Attachment button.
Once these details have been added, you are then able to update these details as you please, and the new details will be immediately updated across all report and letter templates that are currently configured to use them.