Adding or Editing Email Signatures

If you would like to add an email signature that will be used every time you send email from your BigSIS system you have found the right place! These instructions will help with how to add a signature for your own email account and, if you are a super admin, how to add a signature for other user's email accounts. There are two ways to add email signatures so you get to make the choice on which you prefer.

We have also included the quick steps to edit an email signature. To skip ahead click here. 

If you need to start with the basics, click here to learn more information about Email Accounts in BigSIS or Setting up New Email Accounts to Send From BigSIS.

How to Add an Email Signature from the Email Signatures table
How to Add an Email Signature from the Email Accounts table
How to Edit an Email Signature

How to Add an Email Signature from the Email Signatures Table

1. Go to System > Settings > Email Signatures.
2. Click New to add a new signature.
3. This will take you to the Add Email Signature page.
   • You will start by adding a Title and then format the SignatureHTML according to what you want your email signature to say. The Owner User field will prefill with your username and controls who can edit this email signature. (This field can be updated to a different user if you are adding a signature for a different user and would like them to be able to edit this signature in the future.) The Initial Email Account to attach Signature field will show the name of the email account you are adding this signature to. (Click Save and Continue to add this email signature to other email accounts.) Click Save and Back when you are done.
     

How to Add an Email Signature from the Email Accounts Table

1. Go to System > Settings > Email Accounts.
2. Select and edit the email account you would like to add a signature to and this will take you to the Edit Email Account page.
3. Click the combo box in the Email Signature drop-down menu to add a new email signature.
   
4. This will take you to the Add Email Signature page.
   • You will start by adding a Title and then format the SignatureHTML according to what you want your email signature to say. The Owner User field will prefill with your username and controls who can edit this email signature. (This field can be updated to a different user if you are adding a signature for a different user and would like them to be able to edit this signature in the future.) The Initial Email Account to attach Signature field will show the name of the email account you are adding this signature to. (Click Save and Continue to add this email signature to other email accounts.) Click Save and Back when you are done.
     (Click to Enlarge)
     
     
     

How to Edit an Email Signature

1. Go to System > Settings > Email Signatures.
2. This will take you to the Email Signatures table where you will be able to select and edit the email signature of your choosing..
3. This will take you to the Edit Email Signature page.
   • You may edit any of the included fields: Title, SignatureHTML, Owner User, or Active. Click Save and Back when you are done. 
     
   • You may also add Public Documents to use with your email account. And view the Email Accounts this email signature is currently tied to. Important: if you do add an image to your email signature, the width of the image should be no more than 480px, but the preferred width of the image is 200px. If your image exceeds 480px, it will cause problems when your email signature is being loaded into PDFs such as Tax Receipt Letters.
     • Public Documents
       
     • Email Accounts