How do we use an external signature provider for our email signature within FYI?

If you are using an external signature provider, such as Exclaimer, CodeTwo, or WiseStamp, there's no need to use FYI to manage signatures.

When creating an email in FYI, the third-party email manager will apply the email signature when sending the email, according to how that application has been set up.

To configure FYI for using an external signature provider:

  1. You will need to create a blank Email Signature to select as a default for the Practice. This should be the only Template selected as an Email Signature. Refer to Creating Email Templates and Signatures.

  2. For your Practice Settings, ensure you have selected the Blank Email Signature for your practice in the Default Email Signature field. Refer to Practice Settings for Documents.

  3. For the User profiles, ensure none of the users are set with a signature selected. All users should show the Signature field as "No signature template selected". Refer to Managing Users.
Was this article helpful?
0 out of 0 found this helpful