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Setting Up A Default Signature |
  
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Setting Up A Default Signature |
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EnergySteward.com provides a method to have 'templates' for emails. A template file is simply an 'html' text file which is pre-designed and can be used over and over for multiple purposes. For example, you might create an invoice template for mailing out invoices, a remittance template for mailing out remittance statements, etc.
One special option available within EnergySteward.com is an ability to pre-load a default template file. This default template file automatically populates each time the email screen is initially accessed. This default template can be used to store a signature block (including any text,graphics, etc.).
EnergySteward.com has been designed to automatically look for AND load a template file named 'default.html'. This is done each time you send a new email. Therefore, if you create and store a signature template file named 'default.html', then it will automatically pre-populate, on the email screen, every time you send an email.
The specific instructions for setting up a signature file (default.html) task is listed below. These instructions assume that you will be using the email editor included within EnergySteward.com for creating/designing your 'default.html' file. Important Note: that you can use any HTML editor to create these templates.
Instructions For Default Signature (default.html)
1. Create/Design your signature line(s). Go into the email editor (just as though you were sending an email to a counter party) and create your personal signature info (see screen shot on item 2 below). Use all of the features of the editor (incorporate links, images, modify colors, whatever text you want, etc.). You don't have to send an actual email here, just use the email editor screen to design/create how you want your signature to look (ultimately we are just using the editor to create a simple HTML file called default.html).
2. When you are finished creating (designing) your signature, then click the 'HTML' view button at the bottom of the screen:
3. This will show you the underlying HTML text for your signature line(s). Copy and paste all of this HTML to a text file (using notepad on your local workstation). Temporarily save this file somewhere on your local 'C' drive. Save the file as 'default.html' (being careful not to let notepad save it with a 'txt' extension). Make sure you remember where you save this 'default.html' file on your 'C' drive, we will be using the file in a step that follows.
4. At this point you have a 'default.html' file, which you created and saved, somewhere on your local drive (C drive, etc.). Now, still operating from within the EnergySteward.com email editor, go back into 'Design' view (clicking 'Design' button at bottom). Then, click the template manager button at the top of the email screen. This button is the button which allows you to store your personal template files. Again, this doesn't have to be just for the default signature template, you can have an entire library of templates.
5. The template manager should now popup (as shown in the screen shot below). Click the 'Upload' button and upload the default.html (signature) file which you previously saved to your local (C Drive) using notepad. This should be saved to the root 'Templates' folder. Below is a screen shot which shows what your screen should look like AFTER you have uploaded your default.html file. Important Note: These template files, as with all application related files, are stored on EnergySteward.com servers and therefore are included in all backups. In addition, these template files are available no matter where you access EnergySteward.com .
6. That is all that is required. Now every time you go in to create a new email it will automatically pre-populate the email window with your default.html (signature) text.
If you ever need to make a change to your default.html file (or any template file), follow the same rules as above for creating a new template and REPLACE the existing file.