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Signatures

Updated
The Goal: Create, edit, and delete email signatures so you can quickly apply consistent, branded text and graphics to your email correspondence.

Before You Begin:

  • You need staff access to the Settings for the Communication section.
  • Decide whether the signature should be available to a single staff person or to all staff. A signature with no user selected is available to everyone; a signature assigned to a specific user is available only to that user.

Using a signature will save time when sending email correspondence. You can design a signature with both text & graphics, and easily select it when sending email correspondence. Signatures can be available to the staff person they are designed for, or available to any staff member to send messages on behalf of another staff member.

Microlearning Overview

Step-by-Step Instructions

Create a Signature

  1. Go to Marketing & Communication, Communication section, click Settings and select Signatures.
  2. Click the Add button.
  3. Provide a Name for the signature. You can create multiple signatures, so you will wish to provide a name that allows you to differentiate between signatures.
  4. If applicable, select a User. If a specific user (staff person) is selected, the signature will only be available to that user (staff person). If no user is selected, then this signature is available to all users (staff).
  5. In the Signature HTML text box you can customize your signature by adding your organization name, an image, a link, etc. Common word processing icons make it easy to format your signature as you desire.
  6. When completed, click Done.

Edit a Signature

  1. Go to Marketing & Communication, Communication section, click Settings and select Signatures.
  2. Click the hyper-link for the signature you wish to edit.
  3. Complete desired edits.
  4. Click Done.

Delete a Signature

  1. Go to Marketing & Communication, Communication section, click Settings and select Signatures.
  2. Click the hyper-link for the signature you wish to delete.
  3. Click the Delete button.
  4. To confirm deletion, click OK.

Common Pitfalls

  • Signature visible to the wrong people: Leaving the User field blank makes the signature available to all staff. If a signature is meant for one person only, be sure to select that user before clicking Done.

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