Signature modes
Create a signature with Builder
1
Open Email settings
Go to Account Settings and choose Email.
2
Choose Builder
Select Builder if it is not already selected.
3
Review default details
Confirm your name, title, company, and other fields available in the builder.
4
Enable the signature
Turn on the signature if you want it included in CoDraft emails.
5
Save
Save the signature and preview it before using it in a message.
Use a custom HTML signature
1
Choose Custom HTML
Switch the mode to Custom HTML.
2
Paste signature HTML
Paste the signature markup from your email tool or approved generator.
3
Preview
Review the rendered preview.
4
Enable or disable
Decide whether the signature should be used in CoDraft emails.
5
Save signature
Save only after the preview looks correct.
When the signature appears
Your signature is intended for CoDraft email workflows. It does not automatically change:- Your account name.
- Workspace membership.
- CoDraft authorship.
- Notification emails.
- External email client settings.
Review before sending
Before sending or preparing a CoDraft email, check:- Signature is enabled.
- Name and title are current.
- Company details are correct.
- Links and phone numbers are accurate.
- The signature does not include outdated regulatory, legal, or confidentiality text.