This article will outline how to assign a signature to an email template, for example you may send an estimate with the body of an email message that is different when sending an invoice.
The signature must be created first and the article Creating an Email Signature Footer will guide you in this process.
In the example below a signature will be attached to an estimate/quote email.
1. Click the Settings cog (top right corner), then select ePrint MIS.
The window is arranged with a navigation pane on the left-hand side of the screen.
2. Click System Emails, then Customise Text, under System Emails, select Customers & Suppliers.
A list of available email templates may be displayed, these can be edited or new ones created.
3. Select Add New Record.
4. Enter in a Template Name (1), under Specific to User, a user can be specified alternatively set to General for all users (2), select the name of the template (3), a subject will be inserted (4) it can be edited if required.
5. Click in Email Body to enter the standard text.
Note: A list of system tags is available at the bottom of this screen that can be added to the template. For example, you may want to have the Estimate number referenced in the email, simply select the tag [$EstimateNumber$], make a copy, then paste into the email subject or body. Each time the email is generated the correct number will be inserted.
6. Under Specific Email Signature, select the name of the signature to use, (if applicable). Click the checkbox for Set this text as Default Body if it is to be the default, then click Save.
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If you have any further questions, please contact Support.