Draft an email with Copilot

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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Solution Properties

Solution ID
260625105122907
Last Modified Date
Mon Aug 24 10:10:19 UTC 2026
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