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The goal of this article is to show you how to create your own email signature to have it look the same as the one's used in Outlook.
- From Sugar Navigate to the Email Module on the left hand bar and select the 3 dots next to the letter icon
- Emails -> Create Email Signatures
- Creating the Signature
- Enter in a name for the signature
- In the main body of the signature add the following items
- First Line: Your Name
- Default font, Bold Size 12
- Second Line: Title/Position
- Recommend Copy/Paste this line from Outlook Signature
- Remove Bold, 10.5 Font (Size from Outlook), Arial Font or default font
- Third-Sixth Line: Phone, Email, Address
- Insert Phone Image (See Below for instructions on how to insert an image into Sugar Template)
- When uploading ensure the following width/height is used:
- Cell Phone (10X16)
- Phone (15X14)
- Email (15X12)
- Location (15X19)
- Default font, Size 10
- 7th Line: Stellar Logo
- Insert Image (See Below for instructions on how to insert an image into Sugar Template)
- When uploading ensure the following width/height is used:
- 137X48
- Uploading an Image
- Note: The images used can be found attached to this knowledge article in TDX.
- Select the Upload Image Button (making sure the typing cursor is where you want to image to appear in your signature)
- Image is directly below the font size on the toolbar.
- Select Upload, and then "Browse for an Image
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- Select the image you wish to upload
- Ex: Phone, Logo, etc.
- Modify the Width/Height according to the list above for lines 3-7 to make sure the size is correct, and save.
- Repeat the above steps for the other images until complete.
- If you need to make a change to the size of the image, you can select it from the body and then click on the upload button again to make edits.