Personalized signatures allows users the option to display their information when emailing from the various forms in Q360. For example, if a technician is sending an email correspondence from a call, they can select their name within the email form.  This attaches a personalized signature with name and contact details.

To set up personal signatures, complete the following steps:

1. From the main menu click your user name > User Preferences.
2. Click the Email Preferences tab and click the Edit icon.
3. Add and format the email signature content in the editor.
4. Click the Test Send button. This sends an email to the user currently logged into the web client.

When an email form is generated from a record, click the Sender Email drop-down box to identify as the sender for the email. When a user with an added signature is selected, the signature is automatically added in the body of the email.

Also note the following options:

• Default Plain Text – When checked, the body of the email is formatted in plain text instead of HTML, including the signature.
• Default Archive – When checked, emails sent from forms such as Call, Service Contract, and Quotes, a copy of the sent emails will be added to the Email tab of the record.