Plan: Available: All plans
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
Email Signatures may need to be updated when practice details, branding, or logos change. This article explains how to update an existing Email Signature in FYI, including content, merge fields, and images.
Update an Email Signature
- In FYI, click the Knowledge menu and select the Templates tab.
- Filter the view to display only Email Signatures in the Templates list. You can also add a keyword such as "Signatures", make Email Signatures easier to identify in the All or Active views.
- Select the Signature in the list to display the drawer.
- Expand the Filing section and make any changes. Changes are recorded in the Activity section.
- To change the contents, click the Editor button on the side of the drawer to display the FYI Editor panel.
- Make the changes required to the contents or to the Merge Fields. To add, edit, or remove images, refer to the Using Images section of the Formatting and Fonts using the FYI Editor article.
- Close the drawer. Changes are saved automatically.