Signature - Customize for Firm Member

Access level: Firm Administrator

To customize a Firm Members Signature, take the following steps:

1.       My Firm > Users / Security

2.       Find the person whose signature needs customizing

a.       Click the Edit button for that person

3.       Click Edit under Preferences on the right-hand side of the page

4.       Select Signature under Message Defaults

5.       Type in the information you want to appear in the signature

6.       Click Save

Notes:

                     i.      Font type is fixed

                   ii.      Link for website is only link accepted

                 iii.      Company logo is not an available option