cathy.kildea
11 months agoCurious Observer
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
11 months agoThanks 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
11 months agoCurious Observer
Thanks Rainier. I will do. I thought Iress Connect was only if we had error messages so I'm learning more already. :)
- rainier.reyes11 months ago
Advisely Team
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!
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Might be one for you courtney.youngblutt.
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