Configure your email signature
Save your personal email signature, insert it through supported template variables, and check the result before sending.
Save your signature in Email Preferences, then check how it appears in the email workflow or template you use.
Save a signature
Open Settings β Communication β Email Preferences.
In Email signature, enter your name and the contact or company details you want recipients to see.
Use the available text formatting and links as needed.
Choose Save signature and wait for confirmation.
Open an email composer and review the resulting signature before sending.
The preference is saved for your user. Keep it current when your name, role, or contact details change.
Use a signature in a template
In the template editor, insert the supported Email signature variable where you want the saved signature to appear. Review the message to avoid repeating a footer already written into the template.
Template previews and tests use sample information. Check your saved details in the final composer and save template changes separately.
If it does not look right
Reopen Email Preferences to confirm the saved text. Review the template and composer for a missing signature variable or duplicated footer. If saving fails, keep your edits and follow the error or Retry action shown.
Email connection and sender setup are separate from the signature. Use the email setup guide below if the mailbox or From address is the problem.
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