Plan: Available: All plans
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
If you use an external signature provider, such as Exclaimer, CodeTwo, or WiseStamp, you do not need to manage your signatures within FYI.
When creating an email in FYI, your third-party signature manager will automatically apply the email signature when sending the email, based on how that application has been configured.
To configure FYI to use an external signature provider:
- Create a blank Email Signature to select as the default for your practice. This should be the only Template selected as an Email Signature. Refer to Creating Email Templates and Signatures.
- In your Practice Settings, ensure the Blank Email Signature is selected for your practice in the Default Email Signature field. Refer to Practice Settings for Documents.
- For User profiles, ensure none of the users have a signature selected. The Signature field should display “No signature template selected.” Refer to Managing Users.
Note: Ensure all users’ settings are consistent to prevent multiple signatures from appearing in outgoing emails.