Plan: Available: All plans
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
Email Signatures that are no longer in use can be archived or deleted, and will no longer be available to select. Before you archive or delete an Email Signature, check if it has been assigned as the Practice Default Email Signature or if it has been selected in the user settings.
Note: Deleted Signatures cannot be restored. Rather than delete a Signature that is not in use, we recommend setting the Status to "Archived".
Archiving an Email Signature
Archiving an Email Signature prevents it from being used, while still retaining the signature in FYI. Archived signatures can be restored by changing the status to Active.
- From FYI, click Knowledge, then select the Templates tab.
- Select the Email Signature. The Email Drawer opens.
- Expand the Filing section.
- Change the Status to Archived.
- The Email Signature is now Archived.
Deleting an Email Signature
Once an email signature has been deleted it cannot be restored.
To delete an Email Template:
- From FYI, click Knowledge, then select the Templates tab.
- Select the checkbox next to the name of the Email Signature.
- Click the Delete button in the toolbar.
- In the pop-up window that appears, confirm by clicking Yes.
- The Email Signature is now deleted.