Configure email settings (sender, signature and trash)

Set up how outgoing email looks per portfolio: the sender name and address, an email signature and the retention period for deleted messages.

Adjust email settings

1. Go to Settings;

2. Click Email;
3. Adjust the desired sections:
   1. Sender — set the display name and sender address. If you leave the Display name field empty, the portfolio name is used. If you enter a custom sender address, incoming email to that address will also arrive in Communication;
   2. Email signature — type a signature that automatically appears at the bottom of invoice and reminder emails. Use the formatting buttons for bold, italic and font size;
   3. Trash messages — specify how many days a deleted message stays in the trash before it is permanently removed (default 365 days);
   4. Daily unread message notification — enable or disable the daily notification. If there are unread messages in the morning, everyone with access to the portfolio receives an email about them.
4. Click Save.

These settings apply per portfolio. Switch the active portfolio in the menu to configure a different one.