How do you set up a HTML email signature when sending external emails?

There are 3 areas where an email signature can be set:

1. For a Job - from the Job file menu, select Job ->Job Settings
2. For a User - in the User Profile under the Signatures tab
3. For a Practice - from the Practice menu select Practice -> Practice Settings (recommended method)

Setting the HTML Email Signature in the practice

From the job file menu select Practice  > Job Practice.

Copy & Paste the file path to a HTML file so it appears at the bottom of of the preview box:

Note: Ensure the file is saved in a location all staff can access

 

Setting a HTML Email Signature in the User

In the User Profile under the Signatures tab

Setting the HTML Email Signature in the Job

Notes

If you apply the HTML email signature to the practice then it applies to all jobs . You don’t need to apply the signature to a job unless you want a different signature on that particular job and you don't have to apply a HTML signature to each user either.

You can use RF codes to personalise correspondence within the email (and documents)