Setting up your Profile, Signature & Daily Notifications

When you first create your account, you will be asked to create your profile in Nekst. Most of the information requested is standard contact info, but here are a few items to note:

1. Update your profile at anytime

You can change your contact information, signature or convert the account to a different team member by modifying the details in the profile. You can also upload each team members photo for a better user experience.

2. Managing Notifications - Nekst Daily Activity Email

Nekst will notify you daily of the tasks due each day, including any past due tasks and the top 5 upcoming Key Dates. The email will arrive around 5:30am EST each morning. A sample email is below:

To turn daily task emails "On" or "Off", you can check the box at the bottom of your Profile Page:

3. Adding A Signature

For any outgoing emails, you can create a signature in your Profile and have it automatically inserted into an Email using the SmartTag #sender.signature

You can build your signature manually using the editor provided. But to ensure it matches the signature from your actual email, your best bet it copy and paste and text and photos directly from your email into the Nekst Profile Signature field

• Use (Ctrl+C or Cmd+C) to Copy
• Use (Ctrl+V or Cmd+V) to Paste

Updated on: 10/03/2025