How to create an email signature for an operator

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.