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Setup your email signature in Influence?

The latest versions of the Influence Professional database allow users to specify which of their MS Outlook email signature(s) should be used when sending email journals from the database.

The newest versions include an email signature picker to make this process easier and allow Influence to store multiple email signatures for a user to choose from. Older versions allow the linking of one MS Outlook email signature to your Influence userID.

Adding an email signature using the signature picker

Create your signature in MS Oulook. Make a note of the name of the email signature in MS Outlook.

Login the the Influence database. At the top of the screen you will see a small MS Outlook icon. Click the icon and the system will display a screen where you can add your MS outlook email signature.     

(NB: On older systems the icon might be gold rather than blue)

        

To add a new email signature click on the <Add> and over-type this with the name of your email signature which you noted earlier.

You can add as many email signatures as you wish using the email signature picker.
Each time you send an email from the influence database the system will choose the signature which you have ticked as the 'default' signature within Influence.

If you wish to change the signature which is used as the default email signature by Influence simply open the email signature picker and choose another of your available email signatures.

NB: If the images do not display correctly in the Outlook then the signature may need to be reformatted, a guide to this can be found here.

 

Adding a single email signature (older systems)

If you are using an old version of the Influence Professional database you may not have the email signature picker. In this case it is possible to link your userID to a single MS Outlook email signature in the following way.

Login as the user ADM (or another user with suitable privileges)
Choose Maintenance -> Setup -> User Profiles.
Select your userID using the [...] box and then open the Auto Signature page of the record.
At the bottom left of this page enter the name of the MS Outlook signature you wish to use into the Use Outlook Signature field.

 

Adding an email signature (Influence Classic)

On very old systems which have not been updated or those running the older Influence classic version of the software it is not possible to link to an MS Outlook email signature. In these systems you need to create a signature actually within the Influence database itself and it is this which is used and passed to MS Outlook when an email is sent.

Login as the user ADM (or another user with suitable privileges)
Choose Maintenance -> Setup -> User Profiles.
Select your userID using the [...] box and then open the Auto Signature page of the record.

You may then design your email signature on this page. Items from the database such as your Name, Telephone or email address can be added to the signature by right-clicking in the white space and selecting the relevant entry.

 

 



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  1. Graeme Orchard

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