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:

This signature is used in the following cases:

• When notifications for external contacts are sent from an employee's internal Planfix email—that is, when an external email addresses is not used.
• If notifications for external contacts are sent from an external email address (personal or company) but a signature isn't set at the address level (see below).

Personal employee signatures at the external account level

Planfix lets employees add one or more external email addresses they can use to send emails to external contacts, depending on the project or other conditions. Each of these email addresses can have its own signature:

These signatures will be used only when sending notifications from these email addresses.

Go to

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