📌 Note: To add or amend the Staff Signature or a different user, System Administration role is required.
R10.6 and previous builds
Go to the System Admin tab.
Click on Staff records.
Click on View staff record.
Select the desired Staff Member to be amended.
Go to the Multimedia tab.
Add a new file with the type WSIG - Email disclaimer.
On the right, double click the blank box.
Add the signature into the Word document that appears and then click Save and Close.
If the user requires a Reply signature, the System Admin would have to follow the same process but change the file type from WSIG – Email Disclaimer to WSIH – Email Reply/Forward Disclaimer.
V11.4 and onwards
Change the Menu (Main) to System Admin.
Go into Users and then View User.
Using the User Finder (Main Record) window, locate the desired user to amend their signature.
Double click to open the record.
At the top let of the record, within the Other Actions menu, click Email Settings.
Under Email Settings, the System Admin will be able to open Word Documents by clicking on both Edit New Email Signature and Edit Reply Signature.
Once the Signature has been placed within the Word Document, click Save and Close.
📌 Note: If the amended user is still logged into Profile, the new amendments to the signature will not take effect until they log out and back in.