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Creating an Organisation Signature

Make every reply look like it came from the same business. An organisation signature is set up once by an admin, and fills in each person’s own details when they send. This video shows how to create a signature in Administration, choose who can use it, and add variables like Agent Name and Agent Job Title so each person’s details fill in automatically. You’ll also see how to control whether it’s applied by default, how agents find and use it under Shared, and how to test it on a real reply. Then see it in action with a practice manager who sets up one signature with the firm’s logo, so every reply looks the same whoever sends it.

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