Setting or Changing Your Email Signature

Setting or Changing Your Email Signature

AdvisorEngine CRM has the ability to pre-fill your signature in any email you create within the Correspondence Editor.

Prior to enabling this feature, you will need to create a document containing your signature content. Acceptable file formats are: docx, doc, pdf, rtf, txt, and html (or htm).

Enabling and Setting your Email Signature

  1. From within AE CRM, navigate to User Profile > User Preferences.
  2. Click Edit to begin making changes.
  3. Select the checkbox for the Email Signature line to enable the Email Signature feature.
  4. Click Setup on the same line to open the Email Signature Setup dialog.
  5. Click Choose File and navigate your PC for the file mentioned above that contains your signature.
  6. Click Ok on the Email Signature Setup dialog and then Save on the User Preferences page to commit your changes.

The email signature will now pre-fill when you use the Correspondence Editor to Send a Single Email or Send a Mass Email within AE CRM.

Attention!
Loading a Template from within the Correspondence Editor will remove the signature and load only the content of the Template. Use the Insert Signature button to add your signature to the appropriate location within the document.

Changing Your Email Signature

Once enabled, you may adjust your email signature at any time by following the steps above again and uploading a different file.

You may also access the Email Signature Setup dialog from within the Correspondence Editor while creating an email by clicking the Upload Email Signature button in the ribbon.

    • Related Articles

    • New User Module 3-1: Email and Calendar

      Online Document Editor Learn about the Online Document Editor used in emails, letters, and general document editing. Online Document Editor Microsoft 365: Emailing through Outlook Online Common and Helpful Merge Fields Inserting the Current Date and ...

    • Changing Grid Defaults

      Every Grid in AdvisorEngine CRM has a system default view. These defaults can be customized to your firm’s preferences. Before adjusting your defaults, please note the following: The default view for a Grid is a firm-wide setting. Changes will affect ...

    • Setting a Landing Page

      It is possible to control the section of AdvisorEngine CRM that loads first when you log in. By default you will be assigned a dashboard relevant for your Role in your user profile. The following areas are available to choose from: Home Screen ...

    • Email and Calendar Setup

      Full email and calendar integration with AdvisorEngine CRM requires a one-time setup process. The basic workflow is the same regardless of your provider, but the details will vary between users of Exchange, Microsoft 365, or Google. The Basic Process ...

    • Google: Email Capture Overview and Setup

      Once the Google integration is Set up for your User, you can begin capturing emails to AdvisorEngine CRM. NOTE: When first enabled, existing emails in your inbox and sent folders will not be scanned and captured. You will need to capture them ...