Overview
Signatures shows the selected client's saved custom signature and shared defaults. SDRs receive a View only page with selectable text and read-only HTML. Current signature marks the selected signature when available. SDRs cannot edit, upload, change the selection, save, delete, or send tests. Authorized editors can use the company details, default selection, custom editor, and test-email steps below. Fields in braces fill in when an email is sent.
How to use this page
View or copy signatures as an SDR
Choose the client and open Settings > Signatures. Review saved signatures and the Current signature label. Select rendered text to copy it, or expand Copy HTML and copy the read-only source. If no saved signatures exist, the page says so. Editing and test-send controls are unavailable.
Set the company details
For authorized editors: In Company Details, enter the client's website (it autosaves) and upload or remove the company logo. These feed the signature so links and the logo appear correctly.
Choose Default or Custom
For authorized editors: Use the two mode buttons. Use a Default lets you pick from the shared default signature templates, each shown as a live preview card. Custom Signature opens the editor to build your own.
Build a custom signature
For authorized editors: Give it a name, then edit in the Visual editor using the toolbar: Bold, Italic, Underline, text color, Insert Link, upload or insert an Image by URL, and a horizontal line. Switch to the HTML tab to paste or hand-edit raw HTML. Click a merge-tag button to drop a placeholder like the sender's name, title, or phone into the signature.
Preview and save
For authorized editors: The preview shows the signature with merge tags resolved, including sender name, email, title, and phone when those values are configured on the selected mailbox. Confirm it looks right, then click Save Signature. A Saved confirmation appears; the button stays disabled until a default is selected or the custom content is not empty.
Send a test email
For authorized editors: Click Send Test Email, pick which connected sending account to send from, enter a recipient (yours is prefilled) and subject, and send. This delivers a real email so you can see the signature in a live inbox.
What the buttons do
- Website
- For authorized editors: The client site URL used in the signature. Autosaves as you type.
- Upload / Remove logo
- For authorized editors: Adds or clears the company logo shown in the signature.
- Use a Default / Custom Signature
- For authorized editors: Switches between picking a shared default template and building your own signature.
- Visual / HTML
- For authorized editors: Toggles the custom editor between the visual toolbar and raw HTML editing.
- Bold / Italic / Underline / Color
- For authorized editors: Standard formatting for the selected text in the visual editor.
- Link / Img / URL / HR
- For authorized editors: Insert a hyperlink, upload an image, insert an image from a URL, or add a horizontal line.
- Merge tag buttons
- For authorized editors: Drop a placeholder such as sender name, title, or phone that fills in per sender at send time.
- Save Signature
- For authorized editors: Saves the selected default or your custom signature. Disabled until there is something to save.
- Send Test Email
- For authorized editors: Sends a real test email from a chosen account so you can preview the signature in an inbox.
- Copy HTML
- Expands saved signature HTML in a read-only text field for manual selection and copying.