Email: Email Signature

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Ic description black 24dp.png Newton User Guide: Correspondence
Ic info black 24dp.png Required Software Version: Spring 2017
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Emails created using Newton can be configured with a default email signature, similar to Microsoft Outlook. The signature is automatically added to any email started or responded to within Newton. The signature can contain formatted text, web links, and images.

Contents

Configure an email signature

  1. Log in to Newton by Agency Systems.
  2. From the User Dashboard Tab, select Create Item -> Email.
  3. Enter the desired signature information into the compose email window. An existing Outlook signature can be copied and pasted into the window.
  4. Highlight the text by pressing <CTRL> + <A>.
  5. Right Click on the highlighted text and select Save As Signature.
    Email-signature-saveas.png

The signature is now saved to the current operator. Create a new email and the signature will automatically display.

Ic info black 24dp.png See: Email for more information.


Email-sig-createfromoutlook.gif

Insert a different email signature

The email signature for the current operator will be automatically placed as the footer of an email when it is started. Additional email signatures such as a house account can be selected from the compose email window.

To select a different email signature, Right Click -> Insert Signature -> Choose... and select the desired producer profile.

Composeemail-choosesig.jpg


Ic info black 24dp.png See: Producer Profile for more information.

Memo Writer merge code for email signature

A merge code is available for the current operator's email signature. The merge code can be added to a memo template by typing the code directly, or selecting the menu from the merge code list. (Insert -> Merge Fields -> Miscellaneous -> Operator's Email Signature)

Memo-mergecode-emlsig.png


When a user selects a memo template in the compose email window, it replaces the entire contents of the outgoing email with the selected memo. With the email merge code included in the memo template, the email signature is automatically included with the merged memo text.

Email-create-selectmemo.png


The email merge code will only work when a memo is selected as the body of an outgoing email message. If the memo is used outside the email system, a user-defined text input field will display.

Ic info black 24dp.png See: Memowriter: Create A Form Letter Template for more information.