Adding a Staff Signature to Your Invoice Template

24/10/2024
Knowledge

How To

Learn how to add staff signatures to any LEAP precedents, including the firm’s invoice templates. This process is a two-step process, where your first step outlines how to add your signature to your profile in LEAP, and the second step shows you how to amend the Invoice Template to include the signatures.

Adding your Signature to your Staff Profile

Click to edit heading

Desktop: Click the LEAP Menu > Settings > Application Settings. The LEAP Application Settings will open in a new window.

Web: Click > Settings > Application Settings. The LEAP Application Settings will open in a new window.

Click Firm > under Staff > Members.

A list of your existing staff will be displayed.
Select the staff member.
Click on Additional Details.
Click Upload Signature.
Click Save.

Adding a Signature to an Invoice Template

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Forms & Precedents.

The Forms & Precedents will open in a new window.
Make sure you're on the Browse tab.
Navigate to Practice Management > Accounting folder on the left-hand side.

Open the Accounting folder.

Click to edit heading

Alternatively, you may search for your Invoice template precedent using the Search precedents field.
Right-click the Invoice template and select Edit Precedent.

The Invoice template will open in Microsoft Word.
When the Invoice template opens, scroll down to the white space just above the Staff Name and place your cursor.
In the LEAP ribbon at the top, click the “Editing” button with the icon.
Click Insert Fields.
In the Fields drop down select Matter from the list.
In the Search bar type “sig”.
Double click on the Person Responsible - Signature field or the appropriate field of the signatory that you want to add.
Click Save in the LEAP ribbon.
Enter the Reason for Change for reference purposes.
Click OK.