Connecting Email and Adding Signature

This process outlines how to connect your email account with Planhat and set up an email signature. This will ensure seamless email communication with your personalized signature automatically attached to your outgoing messages.

Step 1

To begin, log into your Planhat account. Click on your name located in the top right-hand corner of the screen.

Step 2

Select the 'Profile' option. Within your profile, navigate to the 'Email' tab.

Step 3

Enable Google account access if you are using Google. If you are using Outlook, you will see Outlook instead.

Step 4

Click on the relevant option and then click 'Enable'.

Step 5

A window will appear requesting permission to grant access. Proceed by granting the required access.

Step 6

Click 'Continue'. You will now see a confirmation that access has been granted.

Step 7

Click on 'Inbox' and 'Sent' as the folders you wish to sync. If desired, you can create additional categories to organize your sync preferences.

Step 8

Scroll down to find the email signature section. You can either manually type in a signature or import it from Google by clicking on 'Get Signature from Google'.

Step 9

The signature you have set up in Google will appear. Click 'Update' to finalize the setup.

Step 10

Your email is now in sync with Planhat, and your email signature is set up. When you send emails from Planhat, your recipients will see this signature.