What
This article shows how to add an Email Signature when sending an email out from the Timeline.
NOTE: Article 'Setting up Email Signatures for the Email Editor' describes how System Administrators can create and set up default email signatures for sending from the Mercury Email Editor.
Where
Home > Settings > Advanced Settings > Templates tab > Email signatures
How
1. View existing signatures, (the default view is My Email Signatures); use the drop-down menu to switch to All Email Signatures.
2. To create a new email signature, click +New.
3. In a new email signature record you must fill in the mandatory fields: Name and Language. When creating the signature you can update the font type, size, colour, etc. and also add images, such as a banner.
4. Create an email to add the signature to. For example: Contact record > General tab > Timeline > +Email
5. Click on Insert Signature from the top navigation menu
6. The Insert Signature window will open. Click the magnifying glass to search for a signature to insert
7. The selected Signature will then be added to the body of the outgoing email: