Email Signatures

✉️ Email Signature Templates

Access: File → Configuration → Templates → Email Signatures

🧾 What Email Signatures Do

Email signatures standardise the header and footer content used by Email Templates. They can include merge fields, images, and hyperlinks so every outgoing message uses consistent branding and personalised details.

➕ Create a New Email Signature

• Click New on the Email Signature screen.

• Enter a clear Description (internal name).

• Use Insert Field to add merge fields such as Contact Name, Company, or Job Title.

• Type text directly into the Header and Footer fields.

• Click Save.

🖼 Add Images and Links

• Place the cursor in the Body, Header or Footer field and choose Insert Image to add a logo, staff photo, or electronic signature.

• Use Insert Hyperlink to add a website or clickable contact details.

• Right-click inside the body field to access line alignment options.

✅ Best Practices

• Use a short, descriptive Description so signatures are easy to find.

• Keep the Header focused on branding; put contact details and legal text in the Footer.

• Prefer small, web-optimised images (low file size, appropriate resolution).

• Use merge fields to personalise signatures and test them with sample contacts.

• Avoid overly large images or complex layouts that may break in some email clients.