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...

jessica.lamb

Advisely Partner

2 years ago

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. 🙂

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