User Email Signature coding for Emails

Hi everyone, I'm very new to setting up email templates and have read everything I can find so far with no luck on how I can draw in Adviser signatures set up in Xplan by going through the followin...

rainier.reyes

Advisely Team

2 years ago

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.

cathy.kildea
Valued Supporter
2 years ago
Thanks Rainier. I will do. I thought Iress Connect was only if we had error messages so I'm learning more already. :)
- rainier.reyes
  Advisely Team
  2 years ago
  No worries at all, Iress Connect is there for all your support needs!
  
  However, keep posting here on Advisely to know how others are using Xplan efficiently. For example, check out our upcoming AMA here with zita.white for all things doc notes!

Welcome to the Advisely forums!

This is where financial advice professionals from all walks of life come together to share knowledge, swap ideas, solve problems, and talk all things growth and efficiency.

Here are some tips when posting in the forums:

Be respectful and courteous to fellow members
If a reply helped you, mark it as a solution so other users can find it easily
Take a moment to read through our Community Guidelines
For Xplan support issues, it's best to raise a ticket in Iress Connect first. You can also search the discussions for posts about the same issue first before starting a new thread.
Keep an eye out for our 'Ask me anything (AMA)' threads – these are live text-based Q&As with industry and Xplan experts during a set period of time. Find out when the next one is happening here.
Don’t be shy! You don’t need to be an expert to help someone out. Many users are looking for practical advice, shared experiences, or just a fresh perspective
Introduce yourself and meet other members here!