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Here’s a simple guide to help you set up and confirm your email signature in AdviserAide. Once added, your signature will automatically appear on any email you send from within a case profile, as well as invoice emails, payment receipts, and advance payment emails.

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Access the email signature page from the left menu

Email signature settings menu
  1. Select Settings from the left‑hand menu.
  2. At the top of the settings page, click User and then choose Email Signature from the User Settings sub‑menu.
  3. An editor loads where you can create your signature. Use the formatting toolbar to add bold text, lists or upload an image/logo, and type the content of your signature.
  4. When finished, click Save Changes at the bottom of the editor
To include images or a logo, make sure to use the highlighted Upload Image button pasting images directly will not work.

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Verify that the signature appears in the emails

  1. Navigate to the relevant case’s email section: In the Emails tab, click New Email. A compose window opens.
  2. The body of the new email automatically populates with the signature you saved example:
Email with signature