Configuring Email Signatures and Email Templates

Open Settings > Email & Notifications. This area requires Full Access and Manage Settings for workspace changes.

Email Signature

The signature builder supports Name, Job Title, Company Name, Email Address, Office Phone, Mobile Phone, Website, Physical Address, Accent Color, Company Logo URL, Logo Size, and a Profile Image or uploaded headshot. Available social-link fields and display switches control which contact details and social icons appear.

Use the disclaimer control for supported disclaimer content and check Live Preview. Omit unused fields rather than leaving sample details. Select Save Email Settings when finished.

Email Templates

The template list is grouped by communication category. Open the relevant template to edit its Subject and Body.

1. Read the template description to confirm which message it controls.
2. Use only the variables listed in the template editor.
3. Keep required links and identifying information in the message.
4. Select Save Template.
5. Review a suitable test message before relying on it for client communications.

Different template systems

Email templates control supported outgoing messages. Case Update Presets supply reusable update text. Document and report Templates control generated files. Editing one does not modify the others.

A signature email can influence Reply-To behavior in supported case email flows, but it does not turn that address into a verified From sender. Verify both addresses in the message details.