Automatic signature in notifications

In Planfix, you can add personal signature of employee and common signature of a group of employees who work on the same name.

Personal signature

The Add signature to notifications to external contacts checkbox is in the employee's personal card in the Edit mode, in the Work with e-mail tab. Activating it, you will see a text block in which you can add a customary signature:

Common signature

In some cases, it is necessary that certain members of the account interact with the outside world through one email address and one universal signature is added for them. For example, this approach is often used in the organization of the support service - the user works with an impersonated operator and is not attached to specific employees.

A common signature is set in Account management. This can be done only by account owner. Checkbox Add signature to notifications to external contacts is in the Signature in notifications tab:

Activating it, you will see a text block in which you can add a common signature.

Important

• If the signatures are set both at the account level and at the level of a particular user, then the settings at the user level will work. This allows to use a common signature (setting it up at the account level) for a part of employees, and personal signatures (having set them up in personal cards of employees)- for the other part in the same account.
• Using automatic signatures is only possible for paid and premium accounts. Users on a free package will not be able to use them
• For new Planfix accounts, these features will be available during the trial period, so they can test their application for their situation. If after the end of the trial period the account goes to a free package, the letters will begin to be sent without a signature.

Go to

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