Editing Signature Information

The "Branded Layout" (included by default) automatically pulls information from your Propertybase profile to create your email signature. You can modify what appears (or doesn't appear) in your signature by editing your profile information. To edit your profile follow the steps below:

• Click the profile image at the top of the screen, then click the profile image again.

• Next click Edit in the top right corner of the profile.

The following fields will appear in your email signature:

• Name
• Title
• Company Name
• Agent Image URL (See: Editing Signature Image)
• Email
• Phone
• Cell
• Address 

• When finished, click Save.

Editing Signature Image

To modify the image that appears in your signature, edit the Agent Image URL field. This field will accept any remote URL, but you can host the image in Propertybase if you choose. This needs to be a Square dimension image or it might distort the picture. The default templates are set to be a 60x60 image.

If you already have a remote URL for your image you can skip to the final step below.

• Click the profile image at the top of the screen, then click Switch to Salesforce Classic.

• Click the "+" icon in the top navigation bar.

• In the list of applications, click Documents.

• Click New.

• Fill out details using the image below as a guide.

Note: Make sure you check the "Externally Available Image" option on this screen.

• When finished, click Save.
• On the following screen, right-click the image and click Copy Image Address.

• Next, switch back to the Lightning Experience.

• Return to the edit profile screen and paste the copied URL in the Agent Image URL field.

• Click Save.

Congrats! Your email signature is now customized.