Adding letterhead and/or electronic signatures to SCORE

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  • Updated 4 years ago
Steps to bring the letterhead and electronic signature into a SCORE report:

1. Copy the KLIB license module with electronic signatures (!!) from KLIB to JZBM.

2. Copy the HG header/footer module with support for electronic signatures from KLIB to JZBM.

3. Copy the financial statement template from GENMST to the file with the SCORE report if the Jazzit financials are not already in the client file (this is needed to bring partner name and firm name into the signature area of the SCORE report).

4. Open the SCORE report and open the document properties (link button at top of document).

5. Click on the “Update” button beside the Headers/footers/signature block to bring in the electronic signature block (an letterhead if needed). If you are prompted to keep input data click “No”.

Digital signature will now be available in the SCORE report.
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Posted 4 years ago

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