How to set up a default Message Signature
The Portal Messaging User Options allow you to set a default signature for messages generated by the logged in user.
1. Create a new Portal Message
To access the Portal Messaging User Options, you first need to open a Portal Message. The easiest way to do this is to open a matter and click the message button in the top right corner of the Client Detail window.
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2. Click the User Options button
When the messaging window opens, click the User Options button in the top right hand corner.
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The Options window will now appear.
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3. Choose or Create a Signature
To set a default signature for this user, you can either:
- Select a previously created signature from the Default Signature dropdown; or
- Create a new Signature Quickpart by clicking the + button. For instructions on how to create Quickparts see: How to Create or Edit a Message Template - Messaging Quickparts
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4. Click Save & Close
To save the selected Quickpart as the default signature, click Save & Close.
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