Configuring User Profile Settings in Shape Software

Configuring Your User Profile

There are 4 tabs to configure in the user profile settings. Each use must configure their user profile settings.


Personal Info Settings

Update your basic information, profile picture, password, and email signature on the Personal Info tab.

Update your basic information, profile picture, password, and email signature on the Personal Info tab.

Update your basic information, profile picture, password, and email signature on the Personal Info tab.

Enter in your basic profile information. If you have an individual Calendly or Acuity link that you want to pull into an email template as variable data from user to user, put in your calendar links here.

Enter in your basic profile information. If you have an individual Calendly or Acuity link that you want to pull into an email template as variable data from user to user, put in your calendar links here.

Upload your profile picture.

Upload your profile picture.

Change your password if you need to make an adjustment. Make sure you follow the password rules.

Change your password if you need to make an adjustment. Make sure you follow the password rules.


Email Signatures

Either copy/paste in your current email signature or use our WYSIWYG rich text HTML editor to build in your email signature. Create a single email signature or multiple if you wear many hats, but make sure to make one your default email signature.

Create one or multiple email signatures. Make sure to make one the default email signature.

Create one or multiple email signatures. Make sure to make one the default email signature.

Word & Excel Paste:  Choose if you wish to keep or clean formatting when pasting from another source and the rich text editor does it all for you. If you copy/paste from your email signature, please try sending yourself an email first before sending in bulk. Sometimes, email signature emails are hosted by your email provider and if you do not re-upload them in Shape, there can sometimes be a broken image link. If you are running into this issue, remove the image and re-upload an image directly into Shape.

Word & Excel Paste: Choose if you wish to keep or clean formatting when pasting from another source and the rich text editor does it all for you. If you copy/paste from your email signature, please try sending yourself an email first before sending in bulk. Sometimes, email signature emails are hosted by your email provider and if you do not re-upload them in Shape, there can sometimes be a broken image link. If you are running into this issue, remove the image and re-upload an image directly into Shape.

Basic Styling:  Basic styling, such as bold and italic, is built-in the main code. Perfect when you need a simple WYSIWYG HTML editor.  Paragraph Format:  Use normal paragraphs, write some code or just highlight ideas using headings.  Font Family:  Give your text some personality using different font family from your custom list of available fonts.  Font Size:  Change font size with pixel precision. No more "small", "medium", "large" and nothing between them.  Colors:  Give your thoughts some color. Change the text or background color as you wish, selecting from your color palette.

Basic Styling: Basic styling, such as bold and italic, is built-in the main code. Perfect when you need a simple WYSIWYG HTML editor.
Paragraph Format:
Use normal paragraphs, write some code or just highlight ideas using headings.
Font Family: Give your text some personality using different font family from your custom list of available fonts.
Font Size:
Change font size with pixel precision. No more "small", "medium", "large" and nothing between them.
Colors: Give your thoughts some color. Change the text or background color as you wish, selecting from your color palette.

Images:  Drag & drop, browse or paste an URL to insert an image. Drag & drop images to reposition them, click to resize, change the alignment, make links, and replace or delete.

Images: Drag & drop, browse or paste an URL to insert an image. Drag & drop images to reposition them, click to resize, change the alignment, make links, and replace or delete.


Need More Help? Contact us at support@setshape.com