Home → Integrations / Bolt-Ons → Rubi Outlook Plugin (New) → How to include your email signature on emails sent via the Plugin

1.13. How to include your email signature on emails sent via the Plugin

To ensure your emails sent via RubiCRM include your personalised signature, follow these steps:

1. Navigate to User Settings

   • Go to Main Menu → System → Users.

   • Locate and select your user account from the list.

   • In your user account, open the General section.

   • Find the field labelled Outlook Email Signature.

2. Add or Update Your Signature

   • Select your email signature from the dropdown.

   • If your signature is not an option, it must be created within RubiCRM first, within Main Menu -> Marketing -> Templates.

   • Future emails sent through RubiCRM via the Plugin will now include your signature automatically.

3. Verify Your Signature (Optional but Recommended)

   • Send a test email to yourself or a colleague to confirm that your signature appears correctly.

 

Is your Email Signature not an option in the dropdown?

To create email signatures in RubiCRM, follow the separate guide here.