- Navigate to Email in the Main Navigation Bar
- Click on the Manage Signatures link
- Select the signature you wish to edit from the Choose a signature drop-down
- Make any necessary edits and click the Save button when complete
Creating an Email Template
- Navigate to Email within the Main Navigation Bar
- Click the Manage Templates link on the left side of the page
- From the Manage Templates page, click the Create New Template button in the top right
- Enter all appropriate details and click the Save button at the bottom of the pane when complete
Creating an Email Signature
- Navigate to Email in the Main Navigation Bar
- Click the Manage Signatures link on the left side of the page
- From the Manage Signatures Page, make sure that the Choose a signature drop-down is set to New Signature
- To update an existing signature, select it from the Choose a signature drop-down to make edits
- Enter a Name, check the box if you want to make it your Default Signature, enter the signature details, and click Save when complete
Sending Outgoing Email Through Top Echelon Recruiting Software
- To send an individual email:
- Navigate to a Datasheet and click on the address you’d like to email
- To send a Mass Email:
- Navigate to a list of search results, a Hotlist, or a Pipeline
- Select the records you wish to email
- Click the Select an Action drop-down and select Email Selected
How to Send a Mass Email
- Navigate to a list of search results, a Hotlist, or a Pipeline
- Select the records you wish to email using the checkboxes to the left of each name
- Click to expand the action icon and select Email
- If the email is being sent to 11 or more recipients, it will default to send as a Mass Email meaning the messages will be sent individually
- Click the Send Email button after your email is composed and ready to send