Cimmaron Software On Demand Technical Support

If you are sending a text email (you have the Text radio button selected) and you have a text-based signature stored in Outlook, you can use the drop down Insert Signature button on the Activities tab to add your signature to your emails.

If you would prefer to use a graphical signature (anything with color, special fonts, images, etc.), you can create a signature template and then use it as the base of your emails.  To do so:

1. Create a web template that contains some blank space at the top (hit enter in the HTML editor a couple of times before creating your signature), and then your signature at the bottom.  For instructions on creating a web template, see How do I create a new e-mail (HTML) template.
2. Add an Outbound Email activity.  For instructions on adding an Outbound Email, see How do I send an email to a client.
3. Before entering the text of your email, click the Web radio button and then click the Select button that appears.
4. Select your Email Signature template, then click Select.
5. Click the Edit button (located next to the Select button at the top of the large text box).
6. Enter the text of your email above your signature and then click OK.
7. Click Save to save or schedule your email.