Why it matters
Signatures help teams keep outbound messages consistent while still allowing centralized and personal signature management.
Key Concepts
Add signature: The Add signature action opens the signature creation flow.
Default signature: A signature can be set as the default or cleared as the default from row actions.
Search signatures: The Signatures table includes Search signatures to find existing signatures.
Step-by-Step: Create and manage signatures
Open Settings > Signatures.
Click Add signature to create a new signature.
Enter Signature name and Signature body.
Select a channel if the signature should be tied to a channel where that field is shown.
Choose whether the signature should be the default when that option is available.
Save the signature.
Use Search signatures to find, edit, delete, Set as default, or Clear default for existing signatures.
Tips and Best Practices
Keep signature bodies concise.
Use channel-specific signatures when different senders need different wording.
Set one clear default so users do not need to choose repeatedly.
Review signatures when brand, compliance, or contact details change.
Troubleshooting
Issue | Possible Cause | Fix |
No signatures appear | No signatures have been created or the current search is filtering them out. | Clear Search signatures, then click Add signature if the list is empty. |
Cannot set a default signature | The signature update may have failed or your role may not allow the change. | Retry Set as default, then ask an admin if the action is blocked. |
Signature does not appear when sending | The signature may not be set as default or may be tied to a different channel. | Review the signature's channel and default status. |