Skip to main content

Getting Started with Legacy Free/Legacy Pro

Updated over 2 weeks ago

Your interface has been updated to be smoother, smarter, and easier to use with your Legacy Free or Legacy Pro account. Follow these steps to create, edit, and install email signatures.


1. Access the Signatures Tab

  1. Log in to your account.

  2. Navigate to the Signatures tab.

Here, you can either:

  • Edit an existing signature, or

  • Create a new signature.

2. Create a New Signature

  1. Click New Signature.

  2. In the new signature editor, you can:

    • Choose a template, or

    • Create your signature from scratch.

  3. Customize your signature with your desired information, formatting, and design elements.

See Overview of the New Signature Editor to learn more about creating and editing your signature.

3. Save Your Signature

  1. When you are finished editing, click Save.

  2. Give your signature a name.

  3. Click Save again to confirm.

  4. Click Exit to return to your signatures page.

4. Assign Your Signature

Go to the Employees page and locate the Primary signature column. Click on it and select the signature you want to set as the primary signature from the dropdown menu.

5. Install Your Signature

  1. On your Signatures page, locate the signature you want to use and click Install.

  2. Follow the on-screen steps to complete the installation.

Once installed, your signature is ready to use in your email client.

You can always return to the Signatures tab to edit, duplicate, or install additional signatures as needed.

Troubleshooting

Wrong signature showing up in email

Make sure that you have assigned the signature under Primary Signature.

It won't let me delete a primary signature

This is because you must always have a primary signature assigned. To remove a signature as the primary, simply assign a different signature as the primary signature.

Did this answer your question?