We’ve made customizing signature blocks quick and simple, matching the seamless experience of major email clients like Outlook and Gmail.
Instructions:
1. Users will be able to create and modify the signature blocks from their auto-generated casework email templates. The signature blocks can be changed from:
a. The My Settings tab; this will be a new tab added that will allow users to manage only the signature blocks (not to be confused with the System Settings tab).
b. From there, users can write out their signature below the [ EMAIL-TEMPLATE-BODY] message.
2. If the user is on the case page, ready to write an email, then they can click on the Template icon, marked as ‘1' on the image below, and then click on Change default template, marked as '2’, to prompt the signature box.
**Please note that your new signature will have to be inserted under the [EMAIL-TEMPLATE-BODY] message that appears in the text box!
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