A user can configure their email signature inside of Client Manager to match what would appear in Outlook for when they send emails from inside the system (Webmail).
You will initially need to save your email signature to your computer - this will save any images you want to pull through.
- Go to your email, create a New Email, and open your signature to copy:
- Copy and paste your final formatted signature to a new word document:
- Save this document with the type as ‘Web Page’ – highlighted below:
- Once saved, you will notice a folder is created in the same folder you saved your signature document. This folder will include any images you had in your signature that we will use shortly. Mine as per below:
Now we will need to get the Source Code to copy and paste into Client Manager.
- Go back to your email and send yourself an email with your signature ONLY. As per below:
Open the email you sent to yourself, click the ‘more commands’ icon > Actions > Other Actions > View Source, as per below:
- You will then see your source code open in a new Notepad doc. Select all and copy this text.
- Go to your Client Manager site > Settings and click Edit on the top right-hand corner.
- Paste the code in the pop-up text box and click Save.
- You will now see the signature come through, but the images will be broken – that’s OK! We need to upload these images now from the folder we created earlier.
- Click each broken image (1), one at a time, and click the Insert/edit image icon (2) as per below:
- Click the source icon as per below to find the image you want to upload here:
- Go to your folder and select your image and click Open:
- Once you have done this for each of your images, scroll to the top of the page and click Save.
Please note: there is no need to adjust any text formatting in Client Manager as this is all set up in the code. If you want to make any changes to the way your signature looks, we suggest you apply this in Outlook and then copy the source code again.
Open Webmail, and feel free to test and send yourself an email and you should be able to see the signature with the same formatting.