Why it matters
Signatures help you maintain consistent and professional communication. They ensure your preferred sign-off or contact details are automatically included in your outgoing messages across SMS and email.
Key Concepts
Signature: A block of text automatically or manually added to the end of a message.
User signature: A signature available only to your individual user account.
Organisation signature: A centrally managed signature available to all team members.
Default signature: The signature that is automatically applied to all outgoing messages.
Signature modal: The window used to create, select, and manage signatures.
Step-by-Step: Create a Signature in a Conversation
Open your Inbox.
Select the conversation where you want to add a signature.
Click the signature icon in the message editor.
Select Add Signature.
Name your signature.
Compose your signature. (Use Shift + Enter to add new lines.)
Set permissions to User or choose another level as needed.
Click Save Signature.
Click the signature icon again to select your signature when drafting a message, if needed.
Send your message. The signature will appear at the end of the message.
Step-by-Step: Edit or Delete a Signature
Click the signature icon in a conversation.
Select the signature you want to modify.
Click the edit option beside the signature.
Update or delete the signature.
Save your changes.
Step-by-Step: Use Automatic Signatures
Go to Settings using the gear icon in the header.
Click Signatures in the left sidebar.
Toggle Set as Default on the signature you want to use for all outgoing SMS and email messages.
The default signature will automatically be added to all messages unless manually removed.
Step-by-Step: Manage Organisation Signatures
Open Settings and go to Organisation settings.
Select Signatures from the left menu.
Review all organisation signatures. Each entry displays:
Name
Content
Created by
Updated by
Created date
Updated date
Use the search bar to find a signature quickly.
Apply filters using fields such as:
Signature Name
Signature Body
Signature Inserted At
Signature Updated At
Created by Name
Created by Email
Updated by Name
Updated by Email
Refine results using operators like Contains, Does not contain, Starts with, Ends with, Is exactly, Is not exactly, or Has any value.
Create advanced filters for more specific searches.
Click Add Signature to create a new organisation signature.
Use the ⋯ options menu to edit or delete an existing signature.
Set your organisation-wide default signature using the default toggle.
Tips and Best Practices
Keep signatures concise and professional.
Use Shift + Enter to format your signature cleanly.
Use clear naming conventions to manage multiple signatures.
The default signature appears automatically in outgoing messages but can be manually removed from any individual message.
Signatures work across both SMS and email messages.
Troubleshooting
Issue | Possible Cause | Fix |
Signature not appearing in messages | No default signature set | Set a default signature in Organisation settings |
Cannot set a personal default | Default signatures are organisation-wide | Ask an admin to adjust the default signature |
Line breaks not displaying | Enter key starts a new message | Use Shift + Enter to add line breaks |
Signature not available for selection | Incorrect permission level | Change permission to User or Organisation |