Adding a Signature to a Saved Default Email Template

Adding a Signature to a Saved Default Email Template

There are 2 ways to add a signature to a default template:
  1. When the same signature is to be used by all users.
    1. Go to Administration > Mail User Settings.
    2. Click 'Edit'.
    3. Copy the signature.
    4. Go to Administration > Mail Templates.
    5. Select the required template and click 'Edit'.
    6. Paste the signature into the email template. This will now appear in every email generated by the system for the respective document type.

  2. When each user should use their own signature, make sure the individual signatures are saved in the Mail User Settings. To set up a user's signature:
    1. Go to Administration > Mail User Settings.
    2. Click 'Edit'.
    3. Type up the details needed in the signature.
    4. Click 'Save'. The signature will not appear in the email generated by the system for the respective document, instead it will be automatically appended after the user clicks 'Send'.

Related Articles:
How to set up Default Email Templates in SFM
How to set up User Mail Settings in SFM