HELP FILE

Create an email signature for an agent

Create an email signature that can be attached to outgoing email messages.

  1. Create or edit an agent, as follows:
    1. At admin.bold360.com, go to Organization > Agents.
    2. On the Agent Management page, select an existing agent or click Create New.

    The New/Edit Agent page is displayed.

  2. On the Email Settings tab, set the following options:
    Option Description
    Email Name The name to show in the email From field.
    Email Account The email account to associate with the agent.
    Use Email Signature Never – Do not add the email signature to outgoing emails.
    First Outgoing Only – Add the email signature to the first outgoing email (new email or first reply).
    All Outgoing – Always add the email signature to outgoing emails.
  3. To set up the signature, use the HTML and/or plain text editor.
  4. Save your changes.