You are here: ViewPoint Help > Mail Merge > Set Up Mail Merge > Merge Tools - Signatures

Mail Merge Tool: Electronic Signature

If you have installed one or more e-Pad devices at your workstations, you may want to include an electronic signature in your mail merge documents. This is especially useful for Truth-In-Lending and Contract documents, as the electronic signature will be archived in the correspondence history along with the merged document.

Create or edit a mail merge document. See "Letter Library" for details.
Position your cursor where you want to place the signature in your document.
Insert signature code - Open the Add-In menu (if available). Then, from the Custom Toolbars menu, click Insert Signature. A signature code, something like this, is inserted into the document: {EMBED eSign.eSignObj.1 \s}. If you do not see the merge code, or if you see an error, press Alt+F9 to toggle the merge code display.
Save & Exit - Click the X in the upper right corner of the Word document window. As you exit, you have the opportunity to save the document. You may want decide upon a convention for naming letters that contain the electronic signature field, such as placing an "e" at the beginning of the name (e.g., eBreakage Problem, eConsultation Book).

Notice!

Toggle Merge Code Display - When creating and editing documents with mail merge codes (such as variables and conditional statements), it is helpful and sometimes necessary to be able to see the codes. During regular daily use, however, you may wish to have them off. While different versions of Word have different ways of accessing this setting, an easy way to toggle the merge code display, regardless of your version of Word, is to press ALT+F9 on your keyboard.

e-Pad preferences - Use the Preferences option to access your e-Pad device settings. Please consult the documentation provided with your device for further details.

Electronically sign documents - While viewing a mail merge document that has an e-Pad signature field, open the Add-Ins menu (or merge toolbar, depending on your word processor), and click Sign Signature Field , or, double-click the signature field itself. Then use your e-Pad device to sign the letter. See "View Mail Merge Documents" for details.