You can set up multiple email signatures for every user in your account. This is great for those who want custom signatures for each Managed Agent or if you have integrated more than one email in your account with each needing different signatures.
Creating Email Signatures
- Go to Admin > Team Members
- Select the user you need to set up an email signature for.
- Create signature(s). If multiple signatures, you can turn on the star icon to indicate which is your primary signature.
Application Link: Admin > Team Members
TIP: each standard user can also edit their own email signature under My Profile > User Info > My Email Signatures
Email Integration Default Signature
Each standard user can select a default email signature for their email integration into their account. In the dropdown selections, you will see all standard and managed agent signatures. This is especially helpful for accounts that have multiple emails integrated.
Application Link: My Profile > Integrations > Email & Calendar
Related Articles: Email Integration
Transaction Default Email Signature
Each standard user can decide to use their own email signature or the primary agent's signature as their transaction default email signature. Selecting the primary agent's signature can open up the option of having customized email signatures per agent for the Transaction Coordinator users. Each standard user can edit their transaction default email signature under their My Profile settings.
- Setup Your Email Default Settings
Application Link: My Profile > User Info
- Setup Each Primary Agent's Signature
Application Link: Admin > Team Members