Add a Signature to a Communication

You can add a signature to the emails sent using the Create & Send feature.

You must first create a signature before you can add it to emails sent using the Create and Send feature. For more information, see Create a New Signature.

To add the signature to a communication:
  1. Using any PM module document form, select any option in the Create and Send menu in the toolbar at the top of the form. For example select Send Document to generate a project document.
  2. The PM Send Documents form will display.
  3. Click on the Signatures option at the top of the form and select the signature that you created in the drop down menu. For example if you named your signature "Standard", select the Standard option in the drop down.
The selected signature is added to the Message field on the PM Send Documents form.