Email signatures allow you to create a personalised signature for different email templates and save time while maintaining consistency. Your email signature can help make your emails stand out and impress your clients with more professional communications.
How-to
Create an email signature
Go to Workspace Settings.
Under Workspace, select Details
Scroll down to Email Signature.
Design your email signature
Design your email signature by adding different placeholders and your logo. Included are new placeholder options for Users, such as Profession, email, signature, phone number and more!
Placeholders are not just for practitioners but also for admin users, with the addition of the admin profession field in the user settings page.
To add a placeholder, select either the Business drop-down for business detail placeholders or the User drop-down for personal detail placeholders. Click the placeholder to add it to the signature where your text caret/cursor is located.
Add your email signature to your email templates
Go to your Workspace Settings.
Under Templates, select Email Templates.
Select the Actions (•••) drop-down for the template you would like to add the signature to, then select Edit.
Select the Include Email Signature checkbox. Your email signature will be displayed.
Additional Information
We recommend adding an email signature to general, progress note, form and letter email templates. These are the typical templates that are more personalised, whereas invoice, statement and receipt emails would typically come from the business. For these types of email templates, add your logo and business placeholders into the email template directly and don't select the email signature.
When sending an email, the signature will be automatically appended to the email template.
The Email Signature feature is an excellent tool for businesses and practitioners alike, allowing you to create easily customisable email signatures to add a personalised touch to emails while keeping them uniform and professional.