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Configure email signatures, auto-replies and blocklists

Set sending defaults, signatures, automatic replies and blocked senders.

Written by Carl Martin

Email account settings control how you appear in outgoing mail and which incoming senders are excluded. Review both personal and workspace behavior before enabling a broad automatic response.

Before you start

You need access to the mailbox or workspace email configuration you intend to change. A disconnected account may be unavailable as a sender.

Email accounts connection options for Microsoft 365, Gmail and iCloud.

Connect your own provider account from Email accounts.

Review outgoing and incoming defaults

  1. Open Settings → Email accounts and review Default account. Choose the address Scout Agent should use for new threads.

  2. Create or edit the intended signature and select the default where supported. Check formatting, contact details and any watermark option.

  3. Review saved templates separately from signatures. A template is reusable message content and still needs the right recipients and context.

  4. Configure automatic replies for the intended personal or workspace inbox. Review dates, hours and audience before enabling them.

  5. Open the mailbox’s blocklist settings to exclude a specific email address or an entire domain. Check the scope carefully.

  6. Prepare a draft to verify the sender, signature and body. Check the automatic-reply configuration without sending an unnecessary test to a real supplier.

Check the result

New drafts use the intended account and signature, and any automatic replies or exclusions have the intended scope. Replies to existing threads retain their existing address.

Sender selection

The default account applies when Scout Agent starts a new thread. Replies stay on the thread’s existing address. Inspect the actual sender in a draft rather than assuming a default change rewrites every conversation.

If your selected mailbox is unavailable, read any fallback notice. Ask an administrator to configure a usable workspace email in Channels when needed.

Blocklists and automatic replies

A domain entry can exclude every sender at that domain. Use a specific address when you intend to leave out only one person.

An automatic reply can reach people outside the team. Review its audience, schedule and content, especially for shared inboxes that may already have another responder.

If something does not look right

What you see

What to check

The old signature still appears

Check the active default and whether the draft was created before the change.

Expected mail is missing

Check the mailbox blocklist, synced folders and import state.

Does changing the default account change replies?

No. Replies to existing threads stay on their existing address. Review the sender on each important outgoing message.

Continue your work

Open the relevant area in Cartograph to continue with your workspace data.

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