How to Add Email Signature

How to Add Email Signature

What you can do: Add Email Signature

You can add your email signature to Pulse360. Whenever you send an email from your account, this signature will appear.

How: Step-by-step directions on how to do that:

1. Navigate to the Setup screen and go to "Personalize your Experience" to add and edit your signature.


2. Format your signature to fit your style. You can use a variety of options in the editor, including inserting tables and images. Save changes.
Note: If you copy and paste your signature, it may not display correctly. You must type it or paste it as plain text and format it.
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3. Select "Templates" from the sidebar menu and add the Email Signature Block to any document templates that you want.
Note: We have already created an Email Signature Footer Block for you and added it to a few of the provided document templates, but you can adjust this yourself.



4. Your signature will appear in all the documents you create with this template.

Tips

  1. Each user in your practice can add their own signature. You do not need to create multiple templates for each user.
  2. You can add or edit your signature in the "Setup" or "User Settings" section of the sidebar menu.
  3. Your signature will remain the same formatting in the document and editor.