Each profile in your account can have multiple email signatures to choose from. This is great for those who want custom signatures for each Managed Agent, or if you have integrated more than one email in your account, each needing different signatures.

TABLE OF CONTENTS

Creating Email Signatures


  1. Go to Admin > Team Members

  2. Select the user you need to set up an email signature for.

  3. Create signature(s). If multiple signatures, you can turn on the star icon to indicate which is your default signature.



Open in AFrame: Admin > Team Members


TIP: each standard user can also edit their own email signature under My Profile > User Info > My Email Signatures

Email Integration Default Signature

Each standard user can select a default email signature for their email integration into their account. In the dropdown selections, you will see all standard and managed agent signatures. This is especially helpful for accounts that have multiple emails integrated. 



Open In AFrame: My Profile > Integrations > Email & Calendar
Related Articles: Email Integration

Transaction Default Email Signature

Each standard user can decide to use their own email signature or the primary agent's signature as their transaction default email signature; by default, it is set to "My Signature". Selecting the primary agent's signature can open up the option of having customized email signatures per agent for the Transaction Coordinator users. Each standard user can edit their transaction default email signature under their My Profile settings.


  1. Set Up Your Email Default Settings


    Open in AFrame:  My Profile > User Info



  2. Set up Each Primary Agent's Signature


    Open in AFrame: Admin > Team Members