How to Set Up or Modify Your Email Signature

How to Set Up or Modify Your Email Signature

Email signatures are a great way to share key details about yourself and your business at the end of every email. Follow these steps to create or edit your email signature in Advisor's Growth.

Step 1: Creating Your Email Signature

1. Go to your Settings.

2. Navigate to My Profile.

3. Scroll down to the Email Signature section.

4. Add your desired email signature.

   • If you already have a signature from another system, you can copy it and paste it here. Some minor formatting may be required to match your preferences.

5. Click Save to confirm your changes.

Note: If you want to include images, such as a company logo, you can easily drag and drop the file into the editor. Be sure to resize the image as needed and save it.

Step 2: Using Your Email Signature

You can add your signature in two ways:

• Insert the custom value {{user.email_signature}} at the end of your emails.

• Automatically include the signature in all outgoing replies.

Important: You must be assigned to a contact for the custom value {{user.email_signature}} to work correctly.