HELP FILE

How to create an email signature for an operator

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

Note: An Enterprise subscription is required.
  1. From the main menu of the operator client, go to Setup > Account Setup. The Account Setup window is displayed.
  2. On the left menu of the Account Setup window, click General > Operators > New. The New Operator window is displayed.
  3. Go to the Email Settings tab and set up the signature using HTML and/or plain text:
    Option Description
    Email Name The name to show in the email From field.
    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
  4. Save your changes. The email signature will be available to the operator upon next login.
Tip: Operators in a Permission Group with the permission Can Use Email Signatures Setup can manage their own signatures under Setup > My Email Signature Setup.