Adding a signature to email messages

You are responsible for sending invoices, statements and other documents by e-mail and you would like your signature to be included in the email sent from maestro*? We have a solution for you.

Simply set up a signature in "Plain Text" or HTML format in user preferences so that it is used by default when an e-mail is sent using the Send Message function available in most screens.

Access the Preferences option by clicking the Configuration icon in the main menu.

 

Configure a signature for each user

1. Select a user on the screen and click the Miscellaneous tab.
2. Check the Use signature in email option.

3. Then click the Select emails signature button.

The two choices are: Microsoft Outlook or Other.

Select Microsoft Outlook to use your configured signature in Outlook or Other if your signatures are stored in a specific directory. Accept your signature and exit preferences. The selected signature will be displayed at the bottom of the screen.

 

Restrict the use of the signature to specific forms

By default, maestro* is configured to always use the email signature for all forms (invoices, statements, receipts, etc.). To prevent the signature from being used for certain forms, access the Mailing Configuration option and choose NO in the Use signature in email column.

To determine how maestro* sends email messages with forms or to select a different signature when sending, please refer to the How To – Setting up an e-mail signature procedure in the knowledge base.

 

Formerly, Tips & Tricks no. 4

Last modification: November 07, 2024