Adding Email Signatures into Share Templates

Overview

This article explains how to add and use email signatures in Bigtincan. Individual users can create and edit their own signatures in Settings, while administrators must insert the signature field into the appropriate email templates under Platform Configuration. Signatures are supported only in share notification emails, and admins are advised to back up templates before editing. Once configured, user signatures will automatically appear in outbound Share emails.

Sections

• Adding Email Signature
• Adding Signatures to Templates

Adding Email Signature

Adding a signature under Settings. Each user will be responsible for adding a signature to their profile

1. In the top right hand cover of the homepage click on the dropdown arrow and select Settings
2. Scroll down to the bottom of General settings and update signature using the extensive Word Processing options.

Administrators will need to insert Signature into the desired Email template.

NOTE: It is highly recommended to Download a Backup Template of ANY email templates an administrator is updating in case a mistake is made and you would like to revert to the original template.

Adding Signatures to Templates

1. Navigate to Templates via Platform Configuration > Email > Templates
2. Select Email Type > When Content is shared with external users. Email Signatures are only able to be added to email templates located under the Share notifications category.
3. Navigate to line 109 of the Email Body (we recommend this part of the template as the Signature will appear under the Files Shared section of the Share). Place cursor at the beginning of the line.
4. From the Insert Variables drop down menu Click on Actor Signature.
5. Save Email Body
6. Select Reload Preview to preview the email.
7. Complete. Any new Share emails will include the end users signature.

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