Overview
With email signatures in Docketwise, you easily include your personalized email signature with outgoing email messages!
Contents
Setting Up Your Email Signature
There are a couple of ways that you can set up your email signature. You can copy and paste the email signature that you are using outside of Docketwise or manually add your signature into the text editor.
Copying and Pasting a Signature
Copying and pasting the email signature that you are using outside of Docketwise is the quickest method. If you wish to set up your signature by copying and pasting your email signature, please follow the steps below:
Copy the email signature that you are using outside of Docketwise (from Outlook, Gmail, etc.)
In Docketwise, navigate to Settings > Personal Information
Paste your email signature into the text editor
Toggle the slider bar for Include Email Signature Automatically (if you wish to have this toggled on automatically when preparing messages)
Note: You will still be able to control whether or not an email signature is included when creating any email message.
Click the Save Changes button
Note: If you copy any paste an email signature that has an image in the last line and hit Enter/Return after the image, it may cause the image to become distorted when sending. Therefore, it is recommended to add any additional spacing necessary prior to pasting the signature.
Manually Adding a Signature
Manually adding a signature will take more time than copying and pasting your signature, but allows for some more control while setting up the signature. If you wish to set up your signature by copying and pasting your email signature, please follow the steps below:
Navigate to Settings > Personal Information
Use the text editor to add and format any text and/or image needed for your email signature (as well as included any links to the text or images)
Toggle the slider bar for Include Email Signature Automatically (if you wish to have this toggled on automatically when preparing messages)
Where Your Email Signature Can Be Included
Email signatures can be included in:
Single email messages (sending an email message via the Create New ▼ button)
Bulk email messages (sending an email message to multiple contacts via the Contacts Dashboard)
Including Your Email Signature
Single Email Messages
When preparing a single email message (via the Create New ▼ button), you can include your signature. In order to do so, all you need to do is make sure that the slider bar for email signature is switched to Active.
Note: If you wish to change the default position of this slider bar, you can update this preference under Settings > Personal Information.
Bulk Messages
When preparing a bulk email message (sending an email message to multiple contacts via the Contacts Dashboard), you can include your signature. In order to do so, all you need to do is make sure that the slider bar for email signature is switched to Active.
Note: If you wish to change the default position of this slider bar, you can update this preference under Settings > Personal Information.