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Email Signatures

Email signatures let outgoing DocJacket messages include a consistent closing block with your name, role, contact details, brokerage information, logo, links, or required disclaimers.

Create one default signature for everyday use, or keep separate active signatures for different brands, offices, roles, or message types.

Creating a signature​

  1. Go to Templates > Email Signatures
  2. Click New Signature
  3. Enter a signature name
  4. Choose a starter layout, or start from scratch
  5. Edit the signature content in the rich editor
  6. Add links, formatting, images, logos, or disclaimer text as needed
  7. Use the preview panel to check how the signature will render in email
  8. Turn on Set as default signature if this should be used automatically
  9. Click Save

New signatures open the template picker automatically. Starter layouts include:

  • Simple — name, title, and contact details
  • Professional — name and title with contact details below a divider
  • Branded — stacked contact details for a fuller signature
  • Compact — one dense line for quick replies

The starter layouts give you editable sample content. Replace the sample name, company, phone, email, and website with the exact text you want recipients to see.

Editing content​

The signature editor uses the same rich editor used elsewhere in DocJacket. You can:

  • Format text
  • Add links
  • Insert line breaks
  • Upload images
  • Add brokerage or compliance language
  • Preview the rendered signature before saving

Keep signature images small enough for email. Large logos or wide banners can make mobile email replies harder to read.

Default signature​

The default signature is selected automatically when DocJacket loads signatures for outgoing messages. You can set the default from either:

  • The signature editor, using Set as default signature
  • The signatures list, using Set as Default

Only one signature can be the default at a time. The default signature cannot be deleted until another signature is made default.

Using signatures​

When you compose an email from a transaction, DocJacket selects your default signature when one exists. You can choose another active signature from the composer, or choose no signature for that message.

Task email sends also show the default signature preview before sending.

Signatures work alongside email templates. The template supplies the message content, and the signature supplies the branded closing block.

For example:

  • Email template: inspection reminder body
  • Email signature: your name, brokerage, phone, website, and disclaimer

Tips​

  • Keep your default signature concise so task emails stay easy to read.
  • Include required brokerage or compliance language if your office requires it.
  • Create a separate signature when a team, office, or role needs different branding.
  • Use a compact signature for high-volume task replies.
  • Send yourself a test email after changing logos or long disclaimer language.