What you can do: Add Wet Signature
In Pulse360, you are able to create a signature that will appear at the bottom of your templates.
How: Step by step directions on how to do that:
1. Navigate to the Onboarding screen by clicking the present icon on the sidebar menu. Select "Personalize your Experience" to add and edit your signature.
2. Consider adding your name and official title in the text box below the wet-signature box. This will show up under your Wet Signature in your documents.
3. To include your wet signature in your document templates, navigate to "Templates" on the sidebar menu. Select the template you wish to add your wet signature to and add the Wet Signature Block to any document templates that you wish.
You can also add your wet signature by selecting it from within the merge field dropdown.
Note: The Wet Signature Footer Block is already created within the Pulse360 application and is added in a few provided document templates.
4. Your signature will appear in all the documents you create with this template.
Wet signatures can be added to any document.
Ideally, you may want to use an iPad with a Pencil or a Microsoft Surface with a Pen when creating your wet signature.
Each user in your practice can add their own signature without having to create a new template.
You can add or edit your signature in the "Onboarding" or "User Settings" screens.
Your signature will remain the same formatting and size in the document and editor.
How to Add Email Signature
What you can do: Add Email Signature You can add your email signature to Pulse360. Whenever you send an email from your account, this signature will appear. How: Step-by-step directions on how to do that: 1. Navigate to the Setup screen and go to ...
How to Add a Logo
What you can do: Add the Company Logo How: Step-by-step directions on how to do that: 1. Navigate to "Setup" > "Personalize Your Experience" and upload your logo. 2. For the logo to appear in your final documents, you need to edit it in your ...
How to Add and Edit Blocks
What you can do: Create Reusable Blocks Reusable blocks make up a document template. They can be used across all templates. When you update a block, any other template that uses that block will also be updated. This way, if you have a block, for ...
How to Bulk Add Collections
What you can do: Bulk Add Collections You can add multiple Collections to multiple contacts in a few seconds. In order to do so, you need to have collections in your Library. Here you can find how to manage collections. Check out the video to see ...
How to Add Riskalyze Links
What you can do: Create Riskalyze Links If you need to send a Risk Questionnaire to your client, by integrating Pulse360 with Riskalyze, you can send the link directly from Pulse360. For this you need to connect Riskalyze to Pulse360. Check out the ...