Manage Email Signature
This article explains how to set up your email signature in RealOffice360 CRM
Overview
By creating an email signature in your RealOffice360 CRM account, you allows us to automatically append your signature to all emails you send out of RealOffice360 CRM. The signature is appended when you compose a new email message, but not when you reply. We auto append your signature to your outgoing individual emails as well as your Bulk emails (i.e. "mass" emails) you send out of RealOffice360 CRM.
Step 1 - Create email signature
Go to your Gmail or Outlook account Settings and set up an email signature if you don't already have one. If you're using an email signature provider (e.g. WiseStamp), login and navigate to your chosen email signature.
Step 2 - Copy email signature
Once you located your preferred email signature, select the signature contents with the mouse, right click and Copy.
Gmail
Click inside the signature box, press Ctrl + A (or ⌘ + A) to select it all, right click and Copy or Ctrl + C (or ⌘ + C)
Outlook Web
Click inside the signature box, press Ctrl + A (or ⌘ + A) to select all, and right click and Copy or Ctrl + C (or ⌘ + C)
WiseStamp
Select the entire email signature with the mouse, right click and Copy or Ctrl + C (or ⌘ + C)
Step 3 - Paste email signature
Login to RealOffice360 CRM and navigate to https://app.realoffice360.com/settings/email. Scroll down to the Email Signature section. Click the Create new signature button.
In the panel that opens up, simply right-click inside the text box and Paste or Ctrl + V (⌘ + V)
Your email signature should now show in the box. Click Save.
Your email signature should now show on the Email Settings page in RealOffice360 CRM.
To edit your signature, you can click Edit and make changes to the text. To fully format your signature with different styling or images, please do so in Gmail, Outlook or your email signature provider, and then copy the updated signature and paste it in RealOffice360 CRM again.
Troubleshooting
Problem
The image doesn't show (i.e. shows as a broken link)
Solution
If using Gmail, make sure you use the Insert Image > Upload option. Using the My Drive option may result in a broken image link. If using the Web Address (URL) option, copy and paste your image link in a new browser window to ensure the link works and that the file is at that location on the web.
Problem
I updated my email signature in Gmail or Outlook but the changes don't show in RealOffice360 CRM.
Solution
At this time we don't provide an email signature sync capability. Therefore, whenever you make changes to your signature in Gmail or Outlook, you need to copy the updated signature and paste it in RealOffice360 CRM.
Problem
My RealOffice360 CRM email signature is not appended to the emails I send out of Gmail or Outlook.
Solution
Please note that at this time we don't provide an email signature sync capability. Gmail and Outlook append your email signature if you set it up in Gmail or Outlook and you send your emails out of the email client, whereas RealOffice360 CRM appends the email signature you set up in the CRM when you send your emails out of the CRM. Please check your email client settings to ensure that you have a signature set up and that it is set to automatically be appended to your outgoing emails.