Navigation: Practice Management > Workspace > Conversations > Settings
Click here to watch how to add and use an email signature
Click here to see how to set up email conversations
Help/Guide:
Please head to Conversations in Practice Management and click on settings in the bottom left corner
Click to create a new signature
You can copy and paste any pictures/wording you would like in the signature
You can create multiple signatures. However, please click Make as Default for the signature used the most often.
You can compose an email by clicking the blue compose button on the left.
The default signature will be automatically added.
You will be able to change the signature by using the pen icon at the bottom of the pop up.
If not needed you can delete the signature.
You can email a client directly by going to Practice Management > Workspace > Clients > Select Client.
The default signature will appear in the email box.
By clicking on the pen icon you will be able to change the signature to another.
You can take off the signature by deleting the text
You can then proceed with sending the email.