How to create an email signature for an operator

Create an email signature that can be attached to outgoing email messages.

Note: An Enterprise subscription is required.
  1. From the main menu of the operator client, go to Setup > Account Setup.

    Result: The Account Setup window is displayed.

  2. On the left menu of the Account Setup window, click General > Operators > New.

    Result: The New Operator window is displayed.

  3. Go to the Email Settings tab and set up the signature using HTML and/or plain text:
    Option Description
    Email Name The name to show in the email From field.
    Use Email Signature

    Never ? Do not add the email signature to outgoing emails

    First Outgoing Only ? Add the email signature to the first outgoing email (new email or first reply)

    All Outgoing ? Always add the email signature to outgoing emails

  4. Save your changes.

    Result: The email signature will be available to the operator upon next login.

Tip: Operators in a Permission Group with the permission Can Use Email Signatures Setup can manage their own signatures under Setup > My Email Signature Setup.