Create a New Signature
You can create custom signatures to use when sending emails using the Create & Send feature.
- Using any PM module document
form (PM Other Documents, PM Request For Information, etc.), click on the Create and
Send icon (
) in the toolbar at the top of the form.
- The PM Send Documents form will display.
- Click on the new Signatures
option (
) at the top of the form and select Signatures from the menu that displays.
- The PM Signature Setup form will display.
- Enter a '+' in the Sequence field.
- Use the Signature Title field to name the signature, for example "Standard". This will be used to select the signature.
- Check the Use as default signature in message body box if the signature should be added to all communication that you generate.
- Use the text field in the
lower portion of the form to create the email signature.Adding images to your signature
Adding an image to your signature can be a little tricky, and the text field does not support transparency in an image. For example if you have a logo in a .png file with a transparent background, the transparent portion of the image will generally change to black. To fix this, you can use a graphics editing tool to replace the transparent portion of the image with white and then paste the modified image into the signature field.
- Open the image in a graphics editing tool, for example MS Paint.
- Copy the image.
- Click the Paste icon
(
) above the text field on the PM Signature Setup form.
- The image is added to
the signature.Adding a link to your signature
Currently you cannot add a link to your signature, for example a link to your corporate website or LinkedIn profile.
- Click on the Save icon
(
) when complete to save the new signature.