Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
Whether your signature is applied automatically depends on where the email is created, either in FYI or directly in Outlook.
Emails created in FYI
When you create an email in FYI, the email signature is controlled by the Email Signature settings configured in FYI.
If you want signature information to be automatically added to all emails created in FYI, you must create an Email Signature in FYI.
An Email Signature can only be created or managed by an FYI Admin. Refer to Creating Email Templates and Signatures.
- You can set up a default Email Signature as the practice’s default.
- You can also set up additional Email Signatures to be used instead of the practice default. When a non-default Email Signature is created, it must be selected in the User Profile of the relevant user for it to apply. Refer to Managing Users.
Emails created directly in Outlook
When you create a new email directly in Outlook, Outlook uses the signature configured in Outlook, not the Email Signature set up in FYI.
To use the FYI Email Signature, you must first create the email in FYI (with the Email Signature settings configured as described above). You can then use Draft in Outlook to send the email to Outlook for final edits and sending.
Refer to Sending Emails Immediately or Saving a Draft for more information.