Specialdocs Email Signature Instructions
Specialdocs_Email_Signature_Instructions
Specialdocs_Email_Signature_Instructions
Specialdocs_Email_Signature_Instructions
Specialdocs_Email_Signature_Instructions
Specialdocs_Email_Signature_Instructions
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Specialdocs eSignature Installation Instructions Specialdocs eSignature Installation Instructions March 2018 1 Table of Contents Step 1: Configure Your Signature................................................................................ 3 Step 2: Installing Your Signature.................................................................................. 6 Installing on Microsoft Office 365................................................................................. 8 Installing on Microsoft Outlook................................................................................... 13 Installing on Mac Mail…............................................................................................. 26 Installing on iOS Mail….............................................................................................. 30 Installing on Gmail...................................................................................................... 37 Installing on Android Mail Apps ................................................................................. 42 Specialdocs eSignature Installation Instructions March 2018 2 Step 1: Configure Your Signature Specialdocs eSignature Installation Instructions March 2018 3 Email Signature Generator We created an online tool to make it easy for you to generate, preview, and install your employee signature, with only a few steps! Please visit our Signature Generator Tool here to get started: https://specialdocs.com//email/ signature/ Specialdocs eSignature Installation Instructions March 2018 4 Email Signature Generator 1 3 2 4 5 • • • Enter your name, job title, email address, and phone number. Note: The fields with a Red dot in the image above are optional. Then, click “Preview Signature” to preview your signature and make sure everything was entered correctly. Specialdocs eSignature Installation Instructions March 2018 5 Step 2: Installing Your Signature Specialdocs eSignature Installation Instructions March 2018 6 Installing Your Signature: Overview After generating your signature, use our Signature Generator Tool to export to the email client which you are currently using: • • • • • • Microsoft Office 365 (online): Microsoft Outlook (desktop; versions 2010, 2013, and 2016): Mac Mail (desktop): iOS Mail (mobile): Android Mail Apps (mobile): Gmail (desktop): Please refer to the following pages for instructions on how to install on your email client. Note: If you are using a mobile device, you need to open the Signature Generator Tool on that device in a web browser (Safari, Google Chrome, etc.) Detailed instructions on how to do this will be described in the following pages. Specialdocs eSignature Installation Instructions March 2018 7 Installing on Microsoft Office 365 Specialdocs eSignature Installation Instructions March 2018 8 Installing On Microsoft Office 365 • Please click the “Export To Office 365” button as shown to the right. • When you click the button, a dialog box like to the one below will notify you that the signature was copied to your clipboard. Click okay and continue with the instructions. Specialdocs eSignature Installation Instructions March 2018 9 Installing on Microsoft Office 365 • • Next, you need to to log into your Microsoft Office 365 account at: https://login.microsoftonline.com/ Once you’ve logged in, look for the settings icon (cog wheel) located on the top right, and click on “Mail” located under “Your app settings”. Specialdocs eSignature Installation Instructions March 2018 10 Installing on Microsoft Office 365 • • A sidebar will then show up on the left side of your page as shown to the left. You want to click on “Email Signature” which is located under “Layout”. You will then need to paste the signature into the text box and make sure both of the checkboxes are checked as shown below. Proceed by clicking the save button. Specialdocs eSignature Installation Instructions March 2018 11 Installing on Microsoft Office 365 • To test your email signature, return back to Outlook and create a new email. In the new email, your new signature should be displayed as shown in the image to the right. Specialdocs eSignature Installation Instructions March 2018 12 Installing on Microsoft Outlook Versions: Microsoft Outlook 2010, 2013, and 2016 Specialdocs eSignature Installation Instructions March 2018 13 Installing On Microsoft Outlook • Please click the “Export To Outlook (Desktop)” button as shown to the right. • When you click the button, your browser will start to download a file named “*Company Name* eSignature.zip” as shown in the image below. Specialdocs eSignature Installation Instructions March 2018 14 Installing On Microsoft Outlook • • Double-click the .ZIP file that was downloaded. After opening the .ZIP file , a window like the one below will open. Click the “Extract All” button circled in the image below. Specialdocs eSignature Installation Instructions March 2018 15 Installing On Microsoft Outlook • In the dialog that pops up, you can browse for a folder, or leave the default folder in the “Files will be extracted to this folder:” field. • Make sure “Show extracted files when complete” is checked, then click on the “Extract” button. This ensures that after extraction a window will open showing the files you just extracted, which contain the signature. Specialdocs eSignature Installation Instructions March 2018 16 Installing On Microsoft Outlook • Keep the window that contains the newly extracted files open so that you don’t misplace them. Specialdocs eSignature Installation Instructions March 2018 17 Installing On Microsoft Outlook • Press and hold the WINDOWS key and “R” key at the same time on your keyboard. This will bring up a “Run” dialog box. Next to where it says “Open”, enter the following (as shown in the image below): %APPDATA% \Microsoft\Signatures Specialdocs eSignature Installation Instructions March 2018 18 Installing On Microsoft Outlook • Another folder, named “Signatures” should now be open in a new window, as shown below. This folder stores all of your Microsoft Outlook signatures. Specialdocs eSignature Installation Instructions March 2018 19 Installing On Microsoft Outlook • Next, you need to copy the extracted files in the window you kept open before (refer to page 17) to the “Signatures” window. This easiest way to do this is to highlight the 4 files and drag them into the “Signatures” window, as demonstrated below. Specialdocs eSignature Installation Instructions March 2018 20 Installing On Microsoft Outlook • The “Signatures” folder should now look like the image below. You can now close this window and open up Outlook. Specialdocs eSignature Installation Instructions March 2018 21 Installing On Microsoft Outlook • • • Specialdocs eSignature Installation Instructions After opening Microsoft Outlook, compose a new message ( + N) Make sure that the “Message” tab is selected (located between “File” and “Insert” on the blue bar at the top of the window). Click on “Signature”, and then click on “Signatures…” in the drop-down menu as shown in the image to the left. March 2018 22 Installing On Microsoft Outlook • Under “Select signature to edit”, you should see “*Company Name* eSignature” in the list. Make sure this is highlighted in blue, like in the screenshot to the right. If not, click on “*Company Name* eSignature.” • Note: Do not worry if the signature preview in “Edit signature” does not look correct – your signature will not display like this in an email. • Additionally, please do not make modifications in the “Edit signature” window. All edits to your signature should be made directly through our Signature Generator tool. Specialdocs eSignature Installation Instructions March 2018 23 Installing On Microsoft Outlook Specialdocs eSignature Installation Instructions • Click on the boxes labeled “New messages” and “Replies/forwards” and select “*Company Name* eSignature” from the drop-downs shown to the left. This ensures that any new messages or replies to messages will automatically insert your signature. • Click “OK” when done. March 2018 24 Installing On Microsoft Outlook • When you compose a new message again, you should notice your signature is now displayed in the message body as shown to the right. Specialdocs eSignature Installation Instructions March 2018 25 Installing on Mac Mail Specialdocs eSignature Installation Instructions March 2018 26 Installing On Mac Mail • Please click the “Export To Mac Mail” button as shown to the right. • When you click the button, a dialog box like to the one below will notify you that the signature was copied to your clipboard. Click okay and continue with the instructions. Specialdocs eSignature Installation Instructions March 2018 27 Installing On Mac Mail • After opening Mac Mail on your device, click on Mail on the top left of your screen and go to “Preferences” as shown in the image to the right. • Navigate to the “Signatures” tab and click on the plus sign as shown in the image to the left to add a new signature. • Next, type in a name for your signature (i.e., Company Name), and paste your new signature in the far right box and close the window. Specialdocs eSignature Installation Instructions March 2018 28 Installing On Mac Mail • To test your signature, compose a new email. • If the new signature doesn’t automatically show up in the body of the email, use the signature drop-down shown in the image to the right and select the signature you just created. • Your signature will now be displayed in all future emails. Specialdocs eSignature Installation Instructions March 2018 29 Installing on iOS Mail Specialdocs eSignature Installation Instructions March 2018 30 Installing On iOS Mail • First, check to make sure the “Shake to Undo” capability is on. To do this, go to your settings, scroll down to “General”, scroll down to “Accessibility”, and then scroll down to “Shake to Undo”. If it is off, you need to select it and turn it on. Specialdocs eSignature Installation Instructions March 2018 31 Installing On iOS Mail • If you are using iOS Mail, first you need to go to the signature generator tool website on your device in a web browser as shown to the right. • Add your information as shown and click “Preview Signature” to make sure you added your information correctly. Specialdocs eSignature Installation Instructions March 2018 32 Installing On iOS Mail • Next, click on “Export to iOS Mail”, which will open up a new tab in your web browser that contains the new signature. You need to long press (touch and hold) the screen with your finger at the bottom of the signature until it looks like the 2nd image below. Then, drag the blue line until it covers the entire signature, as show in the 3rd image. Finally, tap “Copy”. Specialdocs eSignature Installation Instructions March 2018 33 Installing On iOS Mail • Now, you need to go to your device’s settings and navigate to “Mail”. Inside the Mail settings, scroll down to “Signature”. • Inside the signature settings, you can select an email account to add the signature to, or apply it to all of them, depending on your needs. Long press (touch and hold) your finger down in the empty box and select “Paste”. Specialdocs eSignature Installation Instructions March 2018 34 Installing On iOS Mail • After you paste the signature in the empty box, you might notice that some of the colors and text fonts were changed, compared to the preview. To fix this, you need to slightly shake your phone until a box pops up on your screen that says “Undo Change Attributes,” as shown below. When this box pops up, you need to tap “Undo”. You should notice the colors and fonts are fixed. Specialdocs eSignature Installation Instructions March 2018 35 Installing On iOS Mail • Finally, when you return to your email app and compose a new message, your new signature is now the bottom of your message. Specialdocs eSignature Installation Instructions March 2018 36 Installing On Gmail Specialdocs eSignature Installation Instructions March 2018 37 Installing On Gmail • Please click the “Export To Gmail or Mac Mail” button as shown to the right. • When you click the button, a dialog box like to the one below will notify you that the signature was copied to your clipboard. Click okay and continue with the instructions. Specialdocs eSignature Installation Instructions March 2018 38 Installing On Gmail • In the to right, click the Settings tab in the settings gear drop down menu. Specialdocs eSignature Installation Instructions March 2018 39 Installing On Gmail • In the “Signature” section, add your signature text in the box. If you want, you can format your message by adding an image or changing the text style. Specialdocs eSignature Installation Instructions March 2018 40 Installing On Gmail • At the bottom of the page, Click “Save Changes” to commit the changes. Specialdocs eSignature Installation Instructions March 2018 41 Installing On Gmail • When complete, verify that your signature appears in the email body text area. Specialdocs eSignature Installation Instructions March 2018 42 Installing on Android Mail Apps Specialdocs eSignature Installation Instructions March 2018 43 Installing On Android Mail Apps • Unfortunately, most Android mail apps (including Gmail) do not support HTML email signatures. Please refer to documentation from your Android mail app to see if it supports HTML signatures and instructions on installing HTML signatures. Specialdocs eSignature Installation Instructions March 2018 44
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