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Signatures
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Create A Signature

 

Creating your signature will save time when sending email correspondence. You can design your signature with both text & graphics, and easily select it when sending email correspondence.

 

  1. Click Setup in the navigation panel
  2. In the Communications section, click Signatures
  3. Click the Add Button.

  4. 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.
  5. If applicable, select a User. If a specific user is selected, the signature will only be available to that user. If no user is selected, then this signature is available to all users.
  6. 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.
  7. When completed, click Done.

 

Edit A Signature

 

  1. Click Setup in the navigation panel
  2. In the Communications section, click Signatures.
  3. Click the hyper-link for the signature you wish to edit.
  4. Complete desired edits.
  5. Click Done.

 

Delete a Signature

 

Click Setup in the navigation panel

  1. In the Communications section, click Signatures.
  2. Click the hyper-link for the signature you wish to delete.
  3. Click the Delete button.
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