How do I set up my Message Center Email Signature for the client portal?

Wendy Claypool -

You can set up a personalized email signature and optional email disclosure that will appear in outgoing email notifications sent to clients from the secure message center. 

This will not appear inside message center conversations, email newsletters or greetings.

There are three customizable areas on the secure message notification.
These include -

1. Message Center Email Signature Field
2. Company Name
3. Email Disclosure

 

To set up, login to your ClientWhys Admin at https://portal.clientwhys.com

1. To set up the Message Center Email Signature
Click on the Gear on the upper right side of the page

 

Click on the Communications Icon

 

Toggle over to the right and click the edit button next to Message Center Email Signature.

Add your signature and click Save Changes.

 

2. To edit the Company name field click on the Company icon.

Toggle over to the right and click the edit button next to Company Name.
Click Save Changes.

Exit out of the settings page.

 

3. To add the Email Disclosure - 

Click on the Communications tab on the upper left side of the page.

Click on the Setup icon.

 

Click on Footer.

Toggle over to the right and click the edit button next to Email Disclosure.

Click Save Changes.

 

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