Worldox-logo2One of the great things about Worldox® compared to other document management systems is that it has email integration built-in. So not only can you easily save and search emails, you can also email a document directly from Worldox. In order to make sure your signature is consistent no matter how you send an email, you’ll need to set it up in Worldox. Here’s how:

Step 1: Open your Outlook and copy your signature.

Step 2: Click on the Email tab in Worldox:

How to Add an Email Signature in Worldox - Email

Step 3: Select the “Edit” dropdown, and choose “Signature”:

How to Add an Email Signature in Worldox - Signature

Step 4: Outlook will open.  Paste your signature block in, then hit “ESC.”

How to Add an Email Signature in Worldox - Paste

How to Add an Email Signature in Worldox - Paste2

Step 5: Test the signature by going to a Client’s File (or Favorite File, or any list of documents).  Highlight a document and click on the “Email” button on the top toolbar (or you can right-click on a document and select email). The email should come up, with the document attached, with your signature:

How to Add an Email Signature in Worldox - Step 6

Voila!!

Watch an on-demand demonstration of Worldox here >>

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