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Draft an email with Copilot

Created on  | Last modified on 

Summary

How to create email signatures using Copilot in Sage Accounting.

Resolution

  1. Select Company, then Company settings, then Email signatures.
  2. Select Add signature, then enter a name and choose the document type.
  3. Select a placeholder and enter a subject.
  4. Choose the options for the body of the email, then select Generate a new draft.
  5. Review the draft email, then select Save.

    NOTE:

    You can view our guide on how to email customer tax invoices.

     

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