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Assign Signature to Reply/Forward Emails on SIGNandGO

You can also watch the stages detailed in the document via the video below.

 

 

This document outlines the steps to define and assign a signature specifically for reply emails in the SIGNandGO application.

 

1. Access Signatures

  • Open the SIGNandGO application.
  • Navigate to the 'Signatures' section.

 

2. Create or Preview Signature

 

  • If a signature already exists, click the pencil icon to preview it.
  • If no signature exists, click the 'New' button to create a new signature.

 

3. Define Signature Properties

 

  • In the new window, define your signature using Attributes Values.
  • Use the 'Insert' option to create the design with tables.

 

4. Adjust Table Properties

  • Set table properties using fixed pixel values instead of percentages.
  • Adjust height and border width as needed.

 

5. Save Signature Changes

  • Save the changes made to your signature.

 

6. Name and Activate Signature

  • Give your signature a name.
  • Check the activation status to ensure it is active.

 

7. Add Template (Optional)

  • Optionally, add a ready-made signature template from the tool's source code or select from the gallery.

 

8. Assign Signature to Groups

  • Click on the 'Groups' option.
  • Click on 'Plus New' and select 'Signature'.

 

9. Set Default Signature

  • Choose the signature you want to set as default from the list.

 

10. Create Reply Signature Set

  • Click on 'Plus' and select the 'Reply' option.
  • Choose the signature created for reply emails.

 

11. Create Signature Policy

  • Click on 'Policies' and create a new policy.

 

12. Add Policy Rule

  • Add a new policy rule and select the 'Reply/Forward Email' option.

 

13. Use Default Signatures

  • Click on 'Use Default Signatures' and select 'Use Signature Set'.
  • Choose the signature set and select the reply option.

 

14. Save Policy Settings

  • Click on the save icon to save your policy settings.

 

15. Assign Signatures to Users

  • Use the 'Filters' option to match users based on parameter values.
  • Manage user inclusion/exclusion using the 'Users & Groups' option.

 

16. Automate Signature Assignment

  • Use the 'Memberships' option to automatically assign signatures to users in Office 365 groups.

 

17. Finalize Changes

  • Edit member groups as necessary.
  • Activate changes and set priority score.
  • Save all settings.

Cautionary Notes

  • Ensure that the signature is properly activated before assigning it to users.
  • Double-check the table properties to avoid formatting issues in emails.

Tips for Efficiency

  • Use pre-existing templates to save time on signature design.
  • Regularly review and update signatures to maintain consistency and relevance.