Add consultant signatures to Library letters

Summary

Learn how to set up consultant letter signatures and include them in Library letter templates so they automatically populate when the letter is generated.

This article covers:

• Overview
• Set up a consultant letter signature
• Add the signature to a library letter template

Overview

Consultant signatures are managed in the staff profile and linked to Library letter templates using consultant fields. 
Once set up, the signature pulls from the listing consultant and staff profile automatically.

Set up a consultant letter signature

You must first create the signature in the consultant’s staff profile.

To add a letter signature:

• Go to: More > Staff
• Open the relevant consultant’s staff profile
• Under Staff Signatures, click the + icon

• Select Letter Signature as the signature type

• Enter the signature details
• Click Save

Add the signature to a library letter template

Once the signature is set up, add it to the letter template.

To insert the letter signature field:

• Open the letter template in the Library
• From Categories, select Consultant Fields

• From Bookends, choose the relevant Listing Consultant (e.g. Listing Consultant 1, 2, or 3)
• From Fields, double‑click Letter Signature

• Click Insert
• Click Save & Close to save the template

When the letter is generated:

• The consultant’s Letter Signature automatically populates
• The information is pulled from the listing and the staff profile