User Email Signatures

User Email Signatures

Accessing Email Signature Page 

Hover of the main menu (1), hover over settings (2) and select User Email Signatures (3):

When first entering this tab the page will appear like so:

Inputting Your Email Signature into AdviceOS

First select the user you would like to add the signature for in the drop down on the left: 

Once selected you can now add in your signature. 
NOTE: Do not take a screenshot and copy and paste this into this field, as this does not convert well for when you send emails from AdviceOS. 
We will use my signature as an example of how how to ensure your signature comes through correctly:




By simply copying and pasting, your email will come out looking like this.

Philip Chigwidden

Application Support Specialist

 

Midwinter Financial Services

A: Level 6/345 George Street, Sydney NSW 2000

T: 1300 882 938  

E: info@midwinter.com.au  W: www.midwinter.com.au

 

  

 

Click here to download the free eBook today.

 

 

 

Midwinter Financial Services Pty Ltd | ABN 22 121 020 620

 

Please consider the environment before printing this e-mail. This message contains confidential information and is intended only for the individual named.  If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake and delete this e-mail from your system. E-mail transmission cannot be guaranteed to be secure or error-free as information could be intercepted, corrupted, lost, destroyed, arrive late or incomplete, or contain viruses. The sender therefore does not accept liability for any errors or omissions in the contents of this message which arise as a result of e-mail transmission. If verification is required please request a hard-copy version. This message is provided for informational purposes and should not be construed as a solicitation or offer to buy or sell any securities or related financial instruments.

Therefore you need to follow the following steps to ensure the format comes out as you wish.
 
Step 1) Copy and paste any wording


Step 2) If there is a picture in your signature (see my example below), you will need to take a screenshot of it and save it as a picture. Then select the picture icon to choose the picture you have saved:


Step 3) Once you have successfully added in everything for your signature you simply need to select save.

For more information on user email signatures, please:
Call- 1300 882 938 



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