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General Case Management

  • Adding Hold Codes
  • Adding a Legal Status
  • Editing Bad Phone Numbers and Addresses
  • Workflows
  • Imaging
  • Image Sharing
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  • Creating a New Case File
  • Adding New Activity Codes
  • Creating a New Client (Part 1 of 2)
  • General Navigation Menus and Buttons
  • Understanding Settings Hierarchy
  • Creating a New Client (Part 2 of 2)
  • Importing New Files
  • Adding Wage and Bank Garnishments
  • Abbreviations

Security

  • Two-Factor Authentication

Add-Ons

  • Microsoft Outlook Add-On
  • Adding an Enhanced Email Signature

Document Management

  • Basic Document Generation
  • Advanced Document Generation
  • Building Document Expressions
  • Adding a Signature

Accounting

  • Searching for Checks
  • Generating a Client Remittance Report
  • Transactions Check Register
  • Entering Client Invoice Payments and Unpaying Bills
  • Preparing and Finalizing Bills
  • Adding Wage and Bank Garnishments
  • Balance Calculation Basics

Preferences

  • Enabling Pop-Ups
  • Adding Top Buttons to Grids

Administration

  • Batch Internal Status Updates
  • Image Restore
  • Reassigning Reviews, System Users, and Default Users
  • Adding New Activity Codes
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Tools

  • Importing New Files
  • Importing Batch Images

CMPOnline Support

  • SOS Support Line Access Instructions

Adding a Signature

Table of Contents
  • Overview
  • Adding the Signature to the User
  • Adding the Signature to a Document Template
  • Adding a Signature Video Highlight

Overview

This document details how to add a signature to a user’s settings in CMPOnline. This process allows a document to automatically generate the user or the responsible attorney’s signature without need for editing after generation. 

Please keep in mind that this is different from creating a signature used in enhanced email automation. For more information on this, view our Adding an Enhanced Email Signature help file.

Adding the Signature to the User

  • Navigate to Administration > Security > Users > (User Settings).
  • Scroll down to the bottom of the page and click on Add Signature.
  • Drag and drop or click the blue link and select your signature.

Note: This must be in PNG, GIF, JPG, or SVG format.

  • Click Save on the user settings screen.

Adding the Signature to a Document Template

  • Navigate to Administration > Set Up > Document Templates and open a template.
  • Search for _ATTORNEYSIGNATURE or _USERSIGNATURE in the CMP Merge Fields search box.
  • Select the field and drag it into the desired place on your document.
  • Click Save.

NOTE: For the Attorney’s signature to populate correctly, an attorney must be assigned to the file as the responsible attorney under Case File > Main > Settings Tab > Resp. Attorney.

Adding a Signature Video Highlight

Administration Settings, Document Integration, Documents, Paperless Office, User Preferences
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Table of Contents
  • Overview
  • Adding the Signature to the User
  • Adding the Signature to a Document Template
  • Adding a Signature Video Highlight

CMPOnline by Case Master Pro
P.O. Box 5722
Gainesville, FL 32627
phone: (386) 675-0177

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