There might be times when you need to have different signatures, depending on your responsibilities. For example, if you are a Transaction Coordinator with multiple clients, you may need to have a separate signature for each client. Let's go over how to create, clone, and delete an email signature as well as apply one to a transaction.

Creating an Email Signature

Step 1:

Go to the navigation menu on the left side, and hover over the gear icon to get to Settings. From there, click on Email Signatures.

Image shows the gear icon as the last option in the navigation menu. Email Signatures is the fourth option from the top.

Step 2:

A side panel will open on the right side where you can enter your new email signature name into the box provided and click Add.

Image shows text box below the Close option at the top. The Add button is to the right of the text box.

Step 3:

This will open up a new window for you to fill out the information for the signature. The Signature Name shows what was initially entered for the name. You can update this if you need to now or at a later date.

Step 4:

The Assigned To lets you select who will use the email signature. You can only have one user assigned to the email signature at a time.

Step 5:

Next, you will type out what you want the signature to be. You can use any of the formatting tools on the editing bar to create a more personalized signature.

Important:

We don't recommend pasting email signature content from other programs because it can cause bizarre formatting when your emails are sent. Text editor formatting can vary and copy and pasting retains formatting from the previous source which can interfere with the text editor you are pasting into.

We also don't recommend pasting HTML code into our email editor because it will, in most cases, break the link and fail to display once it hits the recipient's inbox.

Step 6:

Click on Save to create the email signature.

Image shows the text box at the top for the Signature Name, and has Assigned To dropdown below that. Below that is the body of the email signature. Editing options include; Text Color, Background Color, Bold, Italic, Underline, Strikethrough, Link Image, Quotes, Alignment, Bullet Points, Numbered List, Emojis, Clear Formatting, Smart Blocks, and Source Code. Save is in the lower right corner and Close is to the left of Save.

Cloning or Deleting an Email Signature

When you have a lot of email signatures to create, and they look similar to each other, it's easiest to just clone the original one. Be sure to update the email signature name, who the signature is assigned to (if necessary), and the content in the signature.

If you no longer need an email signature, go ahead and click on the trash icon directly above the cloning option.

Image shows the email signatures with the trash icon to the right of the screen. Directly below that is the Clone option.

Applying Your Email Signature to a Transaction

To change the default email signature on a transaction, select the green drop-down arrow next to the Property Details. From there select Defaults & Settings.

Scroll down and locate Default Email Signature. Here you can select a different email signature or you can choose to Edit Signatures which allows you to create a new email signature.

If you are composing an email from the Email tab, you can manually change an email signature before sending out an email. Scroll to the bottom of the email where you can change the email signature before sending it out.