User Email Signature coding for Emails

Hi cathy.kildea 

I am glad that you have been able to use IRESS Connect to review more information on Email Signatures. I thought I would jump on an provide some more information here for others that might have the same question. 

Email Signatures can be set up for the whole XPLAN site by your System Administrator (via System Settings), for a User Group via User Group Settings or for an individual user via User Interface or my Preferences (to set up your own).

Once you select to use a Site Signature, Group Signature or Personal Signaure, the first thing to ensure is that the content looks good. Use the Rich Text tool bar to selected the correct fonts, size, colours, links and images (connected via Doc Library or a URL). 

Once your signaure is in XPLAN, everytime you open the email editor to send an email to a client (or clients) via XPLAN, your signature will automatically load. If you load an email template, the template will load followed by your signature. So there is no need to add your signature to your email teamplates. 

Hope this helps and feel free to post any additional or follow-up questions. 🙂 

Hi cathy.kildea!

This Community article should give you what you're after: https://community.iress.com/t5/Xmerge-Library-Xplan/Xmerge-Syntax-Email-Signature/ta-p/17290

But if you have any trouble with it, please raise a query with Iress Connect as per rainier.reyes's  suggestion.

Thanks for joining us here on Advisely cathy.kildea ! Can't wait to hear if anyone has done this themselves and would like to share.

You can also pop a support request through Iress Connect here and the support team can help you out.