Insert Signature

Contents

    To insert a signature when sending an email:

    Customers > People > Email > Signature

    The first time you click the Signature button you’ll get the following prompt:
    Sig Prompt 2015.02.23.jpg

    Click OK at the prompts and a default signature will be added to the email.
    Default Sig 03 2015.02.23.jpg

    To edit the signature hold down the Cntrl (or Apple key on Mac), and click the Signature button again.
    Edit Sig 2015.02.23.jpg

    Note: Additionally, you can edit the signature through the Security Module (requires Security Module purchase).
    Sec Sign 2015.02.23.jpg

    Updated on October 23, 2026