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.Documentation Index
Fetch the complete documentation index at: https://docs.adviseraide.com/llms.txt
Use this file to discover all available pages before exploring further.
Access the email signature page from the left menu
- Select Settings from the left‑hand menu.
- At the top of the settings page, click User and then choose Email Signature from the User Settings sub‑menu.
- 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.
- 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.
Verify that the signature appears in the emails
- Navigate to the relevant case’s email section: In the Emails tab, click New Email. A compose window opens.
- The body of the new email automatically populates with the signature you saved example:
