Automatic signature in notifications

Planfix gives you the ability to add a signature to messages addressed to external contacts. There are four types of signatures, which cover a large number of use cases:

• Personal employee signatures, which can be set in employee cards
• Personal employee signatures, which can be set at the address level for each external address an employee uses
• Employee group signatures, which can be set at the account level
• Employee group signatures, which can be set at the address level for employees' external addresses

Personal employee signatures, which can be set in employee cards

In an employee's card, in Edit mode, there is a checkbox option for Add a signature to notifications for external contacts under the expandable group Email. When you click the checkbox, a text block will appear where you can add your usual signature:

Go to

• Setup of outgoing mail
• Work in Planfix by means of email