Creating email signatures
Overview
Here you can store templates for signatures for all actions where an email should be sent. Such signature templates can then be selected by using the respective actions (e.g., under Service Desk → Incidents, select the Incident, then in the action panel, click Send E-mail → Signature).
To Create an E-mail Signature
- Go to Matrix42 Enterprise Service Management → Service Desk application.
- In the navigation area, click Configurations → E-mail Signatures.
- On the toolbar, click Add E-mail Signature. A properties dialog opens.
- Enter detailed information about the email signature.
- Name: internally used name of the e-mail signature;
- Enabled: checkbox allows activating or deactivating the e-mail signature. Options:
- Disabled (default): the e-mail signature is deactivated and will not be shown in the sent e-mails;
- Selected: select the checkbox to activate the e-mail signature;
- Compliance Rule: defines whether the e-mail signature can be used in the e-mails that are sent by the Compliance Rules. Options:
- Disabled (default): the e-mail signature will not be shown in the e-mails that are sent by the Compliance Rules;
- Selected: select the checkbox to use this e-mail signature in the e-mails that are sent by the Compliance Rules;
- Send E-mail: defines whether the e-mail signature can be used in the e-mails that are sent via Send E-mail action. Options:
- Disabled (default): the e-mail signature will not be shown in the e-mails that are sent via Send E-mail action;
- Selected: select the checkbox to use this e-mail signature in the e-mails that are sent via Send E-mail action;
- Signature: use the suggested editor to create an e-mail signature.
- Click Save & Close.
Actions
The E-mail signature preview page has the following actions:
- Edit: opens e-mail signature for editing.
- Set Audience: restricts access to the email signature; only users and/or user roles selected in the widget are granted access. See also How to Set Audience in SolutionBuilder page.
- Delete: delete the email signature.
- History: view and export email signature-related transactions. See also History Wizard page.
- Export: export the email signature to an .xml file. See also Export Data page.
See also, E-mail Signatures.