Setting Up Your Email Signature

The platform supports HTML formatting, allowing you to include images, logos, links, and styled text.

Follow the steps below to complete the configuration:

Step 1: Access Signature Setup

1. Navigate to the top-right corner of the IEX Portal.

2. Select the admin icon or your name.

3. From the dropdown menu, click “Signature Setup.”

Step 2: Edit the Email Signature

The email signature editor will open automatically.

By default, the signature will display:

• First and last name

• Company name

Modify the signature as needed using the available formatting tools. You may:

• Apply bold or italic formatting

• Add a job title

• Insert hyperlinks

• Upload a company logo using the image icon

• Adjust layout and styling using the editor toolbar

Ensure all information entered is accurate and formatted appropriately.

Step 3: Save the Signature

After completing all edits, select “Save Changes.” Failure to save will result in loss of updates.

Step 4: Insert Signature into Email Templates

To display the signature in outgoing emails:

1. Navigate to Email Templates within the Assets Manager.

2. Open the desired template.

3. Insert the following tag in the body of the email where the signature should appear (typically at the bottom) [Sender.Signature]

This tag is required for the system to render the saved signature.