Setting up Default Signature Template

Setting up Default Signature Template

Overview

You can set signatures to be consistent across all staff and councillors. this essentially forces a signature policy on all users. To do this:
  1. Go to the Email Admin Panel
  2. Go to Organisation
  3. Go to Signature Template
  4. Give it a name
  5. Enter the template

About Signature Templates

You'll see a list of placeholders. These are little "shortcodes" that when used will automatically be replaced with the name, role, etc of the person.

For these to work effectively, make sure each users details are added in the Users section.

Suggested Email Signature Template


{{ Name }}
{{custom.Role}}

XXXXXXXXXX Parish Council

Email: {{ Email Address }}
Website: www.xxxxxxxxxx.gov.uk

-----
This email and any attachments are intended solely for the addressee and may contain confidential information. If you are not the intended recipient, please notify the sender immediately and delete this email from your system. Any unauthorised use, disclosure, or copying of this email or its attachments is prohibited. Views expressed in this email are those of the individual sender and may not necessarily reflect the views of XXXXXXX Parish Council. The Parish Council accepts no liability for any loss or damage arising from the use of this email or attachments.


Replace the highlighted components with your local council details.

Setting Roles

To make sure the signature shows the correct role for each user, you'll need to add a value into each user's Personal Settings.
  1. Go to Admin Console
  2. Go to Users
  3. Click on a User
  4. Click EDIT in the top right for their Personal Settings
  5. Enter "Role" into the Custom Field Name
  6. Enter the role, e.g. "Councillor" into the Custom Field Value
  7. Click Save
  8. Repeat for each user

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