Disclosure wording, a blind copy for the file, and a separate default signature for each of the three places email goes out.
How every email you send signs off — and, for regulated work, the confidentiality wording that has to travel with it.
This guide covers building a signature, the Disclosure and bcc options, and the three separate defaults that let your Campaigns sign off differently from your one-to-one email without you thinking about it.
Go to Campaign Management › Email Campaigns › Signatures. You can keep as many as you like.
The name is for you, not your Client — it is what you pick from a dropdown. “Tax sig with disclaimer” is more useful than “Signature 2”.
The sign-off itself. Kind regards, your name, whatever you normally end with.
Switch on the Disclosure Flag and the Disclosure Body travels underneath the signature on every send — the confidentiality paragraph that accountants, advisors and anyone handling client data is usually expected to carry.
Write it once here rather than pasting it into every template.
Switch on the bcc Flag and give an address, and a blind copy of every email using this signature goes there. Useful when a second person, or an archive mailbox, needs the record.
Leave it off and nothing is copied.
On the list you will see three columns: Default (Email Tab), Default (Email Campaign) and Default (Workflow), each with a Make Default button.
A default is chosen for you the moment you start writing, in that context. So your Campaigns can sign off one way and your one-to-one emails another — automatically, and without remembering to switch.
Set all three defaults. They are separate on purpose, and an unset one means picking manually every time.
Keep the visible sign-off short. Three lines. The disclosure can be long because nobody reads it; the sign-off is read every time.
Write the disclosure once. Putting it in the signature rather than the template means one edit updates everything.
Use bcc deliberately. It is a blind copy of real client correspondence. Point it at a mailbox that should hold that, not a personal inbox.
Have a plain one. Not every email wants a legal paragraph. A short signature with no disclosure is worth keeping alongside the formal one.
A signature is chosen on an email template, or falls back to the default for wherever the email is going out from — the Emails tab, an Email Campaign, or a Workflow.
That mirrors how templates work: templates declare where they appear, signatures declare where they are the default.
No signature on my email. Either the template has none chosen, or no default is set for that destination.
The wrong signature keeps appearing. Check which one holds the default for that context — the three are independent.
My disclosure is not showing. The Disclosure Flag has to be on as well as the body being filled in.
The bcc is not arriving. Check the bcc Flag is on and the address is correct. A blind copy leaves no trace in the sent email.
I need different disclosures for different work. Make a second signature. There is no limit.
The confidentiality wording many regulated businesses must include. It sits below your sign-off on every send.
Sends a blind copy of every email using that signature to an address you choose.
Because the three contexts are different. A Campaign to two hundred people and a one-to-one reply rarely want the same sign-off.
Yes, as many as you need.
No. That is what blind means.
No, it is internal — only the Signature Body and Disclosure are sent.
How every email you send signs off. Campaign Management, Email Campaigns, Signatures. You can keep as many as you like, and each one carries three things.
A Disclosure Flag, for the confidentiality wording some businesses have to put on every email. Accountants and advisors, mostly. A bcc flag, so a blind copy of everything goes to an address you choose. Useful when the file needs a record. And then the columns on the right, which are the useful part.
You can set a default signature for three places, separately. The Emails tab on a record, Email Campaigns, and Workflows. A default means it is chosen for you the moment you start writing. So your Campaigns can sign off one way and your one-to-one emails another, without you thinking about it.
Open one and it is a short form. An internal name, just for you. Then the Signature Body. Kind regards, and your name. Turn on the Disclosure Flag and the disclosure text sits underneath it on every send.
Turn on the bcc flag and add the address. Leave it off and nothing is copied. Set it once, and every email you send is signed the way it should be.
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