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.
Akansha Garg
Client Services Manager
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
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
Email- info@midwinter.com.au