A Sign-off Template will be included at the end of generated correspondence and be displayed below the Content Template.


Typically the Sign-Off will include:


  • Signatures
  • Formal Name
  • Job titles

Add a Sign-Off Element

  1. Go to the System tab > Click on Standard Templates
  2. Click on ‘Add Sign-off’ next to Sign-off in the Smart Templates section
  3. Record the Sign-off Details
  4. Enter the Sign-off Title – this is the name of the Sign-off templates within Equinox
  5. Enter any Notes for internal reference about the use of this template
  6. Add the Sign-off content
    > Add a Letter sign-off
    > Add an Email sign-off
    e.g.

    Yours Sincerely, 


    #USER SIGNATURE#


    #USER#

    #USER_TITLE1#

  7. Click ‘Save’ to store the Sign-off Template in your system
    OR
    Click ‘Cancel’ to go back


 


Note: If your system is configured to send correspondence in multiple languages you will need to add content for each language.