Email Signature Hierarchy in Accelerate

In Accelerate, the email signature system follows a hierarchical structure to ensure that the most appropriate and relevant signature is applied based on brand relationships and configurations.

• If a centralised brand signature is configured and the Relationship is linked to the brand, this signature will be used.

• If the relationship is not linked to a brand or no centralised brand signature is configured, the system defaults to using the personal signature from the user's 'My Account' settings.

• If no centralised brand signature is configured but there is a brand signature set up in the user's settings, the system will use this signature instead.

• In the absence of both a centralised brand signature and a brand signature in the user's settings, the system will fall back to using the personal 'My Account' signature.

Example

Scenario: Your company has multiple brands, and the user is associated with the 'Leasing Solutions' brand.

1. Centralised Brand Signature Configured:

   • Condition: The company has set up a centralised brand signature for 'Leasing Solutions', and the user is linked to this brand.

   • Result: The users emails will use the centralised 'Leasing Solutions' brand signature.

2. No Centralised Brand Signature, Brand Signature in User Settings:

   • Condition: The centralised brand signature is not configured, but the user has set up a brand signature for 'Leasing Solutions' in his user settings.

   • Result: The users emails will use the brand signature from their user settings.

3. No Centralised or Brand Signature, Personal Signature:

   • Condition: Neither a centralised brand signature nor a brand signature in the user settings is configured.

   • Result: The users emails will use their personal 'My Account' signature.

This hierarchical system in Accelerate ensures that the most context-appropriate email signature is automatically applied, maintaining brand consistency and streamlining communication.

Centralised Brand Email Signatures

You can now centrally manage your team's email signatures at the brand level. Updating brand signatures requires Admin Access. If you do not have Admin Access, contact your administrator for assistance.

1. Navigate to 'Settings' in the main menu.

2. Go to 'Brands' to view and edit the centralised signatures linked to each brand.

3. You can also use dynamic tags https://qvsystems.atlassian.net/wiki/spaces/QSKB2/pages/413892612 for automatically populating the sender’s details when composing an email

Open

Creating Centralised Brand Email Signature

Adding an Email Signature

1. Click on your name in the top right menu bar.

2. Click “my account” to open your account settings.

3. In the 'Email Signature' section, type the text you want to include in your signature. Focus on adding your name, position, and any other relevant details.

4. You can also use email dynamic tags (https://qvsystems.atlassian.net/wiki/spaces/QSKB2/pages/413892612)

5. You can also include hyperlinks and images.

6. Click 'Save' on the 'My Account' page to store your new email signature.

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Adding an Email Signature

Brand Signatures

For users working within multiple brands within the organisation, each brand's email signature needs to be updated individually. Updating brand signatures requires Admin Access. If you do not have Admin Access, contact your administrator for assistance.

1. Navigate to 'Settings' in the main menu.

2. Choose the user whose brand signature you need to update.

3. Go to 'User Brands' to view and edit the signatures linked to each brand.

4. Edit the signature linked to the selected brand, make the necessary changes, and save the updates.

Open

Adding a Brand Signature

E-Sign (Adobe Sign) Email Signatures

Adobe Sign only supports plain-text in its accompanying messages, meaning that no images, hyperlinks, or rich text formatting can be included. As a result, if you need to send e-sign documents, it's advisable to set up a text signature in addition to your standard email signature. This can be done for the ‘Brand’ and ‘My Account’ signatures

My Account:

1. Click on your name in the top right menu bar.

2. Click “my account” to open your account settings.

3. In the 'Text Signature' section, type the text you want to include in your signature. Focus on adding your name, position, and any other relevant details.

4. You can also use email dynamic tags (these can be found in the following guide: https://qvsystems.atlassian.net/wiki/spaces/QSKB2/pages/413892612)

5. Save the updates.

Brand

1. Navigate to 'Settings' in the main menu.

2. Choose the user whose brand signature you need to update.

3. Go to 'User Brands' to view and edit the signatures linked to each brand.

4. Edit the text signature linked to the selected brand, make the necessary changes

5. Save the updates.

Open

Plain Text Email Signature