Manage staff signatures

This article covers:

• Overview
• Create a staff signature
• Create signatures for multiple consultants

Overview

Staff signatures allow you to create personalised signatures for emails, letters and blasts in Box+Dice. Each consultant can have their own signature, including formatted text, images, hyperlinks and disclaimers.

Signatures are created individually for each consultant. Once you create a signature, you can reuse the HTML source code to quickly create matching signatures for additional consultants.

Create a staff signature

Supported image formats include GIF, JPG and PNG.

To create a signature:

• Go to: More > Staff
• Open the Staff Details screen
• Click the + button next to Signatures

• Select the signature type you want to create:
  • Email
  • Letter
  • Blast

• Enter the text you want to appear in the signature
• Use the toolbar options to apply formatting as required

To add an image

• Click the Insert Image button

• Drag and drop an image into the upload area, or click the area to browse for an image

• Update the title, alternate text and image size if required
• Click Insert Image

Create signatures for multiple consultants

If you need to create signatures for multiple consultants, you can use an existing signature as a template.

• Create the first signature, including all text, images, hyperlinks and disclaimers (if applicable)
• Test the signature to ensure you are happy with the result
• Open the completed signature and click the Source Code button

• Copy all HTML displayed in the source code window

• Create a new signature for the next consultant
• Click the Source Code button
• Paste the copied HTML
• Update the consultant-specific details, such as:
  • Name
  • Phone numbers
  • Email address
  • Hyperlinks (if required)
• Click Save
• Repeat the process for each consultant