WorkestraDocs
IntegrationsEmail (Gmail & Outlook)

Email Signatures

Create, manage, and assign default email signatures for outbound emails.

Email Signatures

Create professional email signatures that are automatically appended to your outbound emails. Each user can have multiple signatures and set a default.

Accessing Signatures

Go to Settings → Email Signatures from the settings sidebar.

Creating a Signature

  1. Click New Signature
  2. Enter a name for the signature (e.g., "Work", "Formal", "Sales")
  3. Compose your signature using the rich text editor
  4. Click Save

What to Include

A good email signature typically contains:

  • Your full name and job title
  • Company name
  • Phone number and email
  • Website or social links
  • Company logo (optional)

Setting a Default Signature

Mark one signature as your default — it will be automatically applied whenever you open the compose dialog.

  1. Open the signature you want as default
  2. Toggle Set as default
  3. Save

You can always switch signatures when composing. The default just saves you a click.

Using Signatures When Composing

When you open the compose dialog from CRM, Support, or Recruiting:

  1. Your default signature is automatically appended
  2. To change it, click the Signature dropdown below the message body
  3. Select a different signature or None to send without one

Managing Signatures

From the signatures settings page, you can:

ActionHow
EditClick a signature to open it in the editor
DuplicateCopy an existing signature as a starting point
DeleteRemove a signature you no longer need
ReorderDrag to change the order in the selector

Tips

  • Create separate signatures for different contexts (internal vs. external, formal vs. casual)
  • Keep signatures concise — recipients see them on every reply in a thread
  • Test your signature by sending a test email to yourself

Next Steps