Socket allows you to upload your own digital signature so it can be inserted automatically into your documents. This means you don’t need to print, sign, and re-upload — your signature can be added seamlessly to proposals, engagement letters, intros, and more.
How to Upload Your Signature
Go to Practice Settings
Log into your Socket account and navigate to Practice Settings in the left hand menu.
Navigate to Manage Team.
Choose the team member you want to add a signature for
Click on the team member shown and below the name, email and roles you will see the option to upload a signature.
Choose Upload Image and upload your signature image, make sure it fits the requirements shown below.
Click Save to store this signature image.
How to Use Your Signature in Documents
Once you have added your signature above it can be used in documents using the Dynamic Tags in Socket.
You can use the following tags depending on what you want to add:
[client_owner_signature]
[client_manager_signature]
[proposal_owner_signature]
[proposal_creator_signature]
[practice_principal_signature]
When the document is generated, your uploaded signature will automatically appear in place of the tag.
Tips for Best Results
Use a clear, high-quality scan or photo of your handwritten signature.
A transparent PNG file looks the most professional.
Test your signature placement with a sample proposal to ensure it appears as expected.
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