Configure Signature

  1. Click on the ‘More’ link in the top left of your browser and select ‘Configure
    Signature’ to launch the tool.

  2. You will be directed to a page asking you to ‘Please sign in to your Google
    Account’.  Click the ‘Sign In’ link and you will be taken to the configure
    signature page.

    If prompted with a Google Accounts permissions screen, click Allow.

    !! PLEASE BE PATIENT - THE PAGE CAN TAKE A FEW MOMENTS TO LOAD !!
  3. On the left side of the form, fill in the required fields (denoted by a red asterisk) plus any other information that you wish to populate within your email signature block. 

     

  1. To upload an image from your computer, click on the ‘Browse’ button, select the
    image and click ‘Upload’ and then click ‘OK’.

    To insert a second image, simply repeat the Browse process.
    If the image is to be a hyperlink, before selecting Add, type the link address - including the http:// prefix into the Link field.  After entering the address, click the Add button.

       

  1. IMPORTANT:  Registered Representatives will need to add a custom signature disclosure to include your compliance approved regulatory disclosures.  To add your appropriate disclosure, click on the ‘Disclosure’ button located in the ‘Preview’ pane.  When complete, Click OK.

          

  1. Click on the ‘Preview’ button in the bottom right corner of the screen to
    see your signature (at any time).


     
  2. Your new signature will not be applied to your email account until you refresh the browser window that you are viewing your email in.  
    Final edits to your signature (e.g. color, bolding, removal or addition of text) can be accomplished from the 'Signature' section located in your email settings, under the general tab.


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Click here to view a training video on how to configure your signature.







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