Manage Signatures

Create New Signatures

1. To create a personal signature, expand your personal folder, click on [Agent's Signature] folder (this will have the name of the agent's account).


2. To create a signature shared in the system globally, click on the [Group Signatures] folder.

Existing Signatures will be displayed in the right pane. Right click anywhere on the right pane, then click [New...] to create a new singnature.

1. Enter a subject for reference to this signature.


2. You can add placeholders to the signature to cut down on entering data which can be filled in with placeholder variables. See the lesson Placeholders for more information.

Signatures created are listed in the right pane of the signatures folder, in the agent's workspace. You may create one or more signatures to be stored in this folder for later use.

Assign/Unassign a Default Signature

The above screen shows multiple signatures being created for an agent. Agents may set a default signature that will be used in their e-mail messages. Only one default signature is allowed. To assign or unassign a particular signature as default, right click on the signature you wish to use, then select [Change Default] as shown in the above image.

Zoom

The selected default signature will appear in the content area of the message editor.