Firstly, if using Outlook desktop, you need to make sure you turn off your default signature if you have one set:
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Then make sure the below is “(none)” for both
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Secondly, you can keep any signatures you have set up in Outlook, however you must remove the bottom part containing the old signature and only leave anything that goes above the signature. We don’t want to prevent people using them for templates, but you need to make sure you don’t have the old signature as well otherwise your emails will have two signatures added.
Going forward, your signatures will be completely automated, and you will not see them in Outlook unless you add them using the Code Two Signatures add in. See below for details. This will have a few different options depending on your role. Note, you don’t need to add these unless you want to see how it looks or tweak it. Signatures will appear on all sent emails not sent via Salesforce.
Outlook desktop on new emails:
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Outlook web:
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If you have any questions about this, please contact the service desk.
Code Two is the software we are using going forward to automate all signatures and signature updates.
Outlook Desktop
In Outlook desktop, when composing a new email you will see this message at the top. (Fig 1)
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By default, you don’t need to do anything unless you want to select a specific signature, as your signatures will be automatically added after you send an email. |
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However, if you would like to insert one of the signatures before sending, click the Open add-in pane link (Fig 1) and you will see this on the right of the message.
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In the list there should be a couple of signatures for you to pick from (Fig 2)
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Depending on your role or department you may see additional signatures here to pick from |
If you click Use this signature (Fig 2) it will be added to the body of your email. (Fig 3)
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If you then want to insert pre-written messages etc. you can do so using the Template phrases add-in. (Fig 4 & Fig 5)
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