How To Add a ClientPoint to Your Email Signature - Outlook

Adding a ClientPoint to your email signature in Outlook allows you to seamlessly share relevant resources with recipients and make your emails more informative. You can personalize your signature to include text, images, business cards, logos, and a clickable link to your ClientPoint.

Step-by-Step Guide to Adding a ClientPoint to Your Signature

• Open a New Email Message

  • Start by opening Outlook and clicking on New Email to create a draft message.

• Navigate to Signature Settings

  • In the message window, go to the Message tab.
  • Select Signature and then choose Signatures from the dropdown menu.
  • This will redirect you to the main Settings within Accounts. 

• Create a New Signature

  • Under Select signature to edit, click New.
  • In the New Signature dialog box, give your signature a name (e.g., "ClientPoint Signature").

• Edit Your Signature

  • Under Edit signature, you can customize the content of your email signature.
  • Add your name, title, contact information, and any relevant text.
  • To include a ClientPoint link, type a call-to-action (e.g., "Access my ClientPoint here") and highlight the text.

• Insert the ClientPoint Link

  • Click on the Link icon (chain symbol) or right-click and select Hyperlink.
  • Paste the ClientPoint URL into the Address field.
  • Click OK to insert the link.

• Enhance Your Signature (Optional)

  • You can add an image or your company logo to make your signature more visually appealing.
  • To insert an image, click on the Image icon in the Edit signature section and upload the file.
  • Optionally, hyperlink the image to your ClientPoint by selecting the image.

• Set Signature Defaults

  • Choose your newly created signature under Choose default signature for New messages and Replies/forwards if you want it to appear automatically.

• Save and Apply

  • Click Save to store your new signature.
  • Close the Signatures and Stationery window.

• Test Your Signature

  • Compose a new email to ensure the signature displays correctly and that the ClientPoint link is functional.

By adding a ClientPoint to your Outlook email signature, you can streamline the sharing of important documents and presentations, enhancing communication with clients and colleagues. Regularly updating your signature to include your most relevant ClientPoint links ensures that recipients always have quick access to essential resources.