Customizing Email Signatures and From Fields

If you are not familiar with working with HTML the simplest way of creating an email signature containing rich-formatted text, images and links, is to use NetSuite’s email editor. You can either access the editor from an entity record (Customer, Company, Lead and so on) by clicking the Communications subtab > Messages > Email. Or, in the case of the procedure below, from the Email Templates record. The editor is the same in all cases.

To create an email signature using NetSuite’s email editor:
1. Go to Documents > Templates > Email Templates > New.
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2. Enter your signature information in the editor.
3. Optional: to add an email link, click the link icon (top right hand corner of editor). Set the Link Type to E-mail. Complete the additional fields.
4. Optional: to add an image to a signature, first make sure the image has been uploaded to NetSuite’s file cabinet. See Uploading Files to the File Cabinet.
- Open a new browser tab/window and go to Documents > Files > File Cabinet.
- Locate the required image file and click Edit.
- Copy the URL which begins https://ACCT#.app.netsuite.com/ as displayed on the image below.

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5. Return to the email editor. Click the image icon (top left hand corner of editor).
6. Paste the file cabinet image URL into the URL field. Input sizing and alignment options as required. Click OK.
7. Switch to the editor’s markup view by clicking the DIV icon (top left corner of editor).
8. Copy all lines of the markup code
- Optional: save the email template file for future use
- Discard the template file.

9. Go to Home > Set Preferences.
10. Clear any existing content from the Signature field, and paste in the copied HTML.
11. Check the Add Signature to Messages box.
12. Click Save.