You may create or edit a signature to include in your file uploads or conversation messages from your portal. Your signature will prefill just as it does in your Outlook or Gmail.
Client Profile
A signature can be added or edited by the Client Owner using the Client Profile.
Click on Management>My Profile from the left menu.
Scroll down to the Conversations section of the Client Profile and click on the Edit Content link below the Signature area.
Skip to Step 4 below to continue with the create/edit signature process.
Client Employee
A signature can be added or edited for a Client Employee using their Employee Profile.
Click on Management>My Profile from the left menu which takes you to the Employee Profile.
Scroll down to the Conversations section of the Employee Profile and click on the Edit Content link below the Signature area.
Create your Signature in the area below the formatting toolbar or edit the existing signature. For assistance with the formatting toolbar, click here.
Select the green Preview button to preview the signature.
Select the green Publish button to save the signature or click on the "x" at the top right of the window to return to the Create/Edit Contents page.
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