Administration - Email: Upload an Adviser's Signature
Upload an Adviser's Signature Overview
An Adviser’s signature image can be uploaded into XPLAN to use in documents merged (or generated) for the Adviser’s clients, including:
- Client Review Reports
- SoA Cover Page in Statements of Advice (SoAs)
- Fee Disclosure Statements (FDSs)
- Ongoing Advice Service Agreements (OASAs).
Signature images can also be included in report and email templates by using the following syntax (or merge) code: <:=$sender.xmerge_signature:>
Is the Adviser’s signature ready for uploading into XPLAN?
When creating the Adviser’s signature image, it will need to be in the correct format and size to ensure that it will be displayed correctly in your merged documents:
- The recommended format is jpeg or png.
- The recommended size is 130 x 40 pixels.
| Hint: This can be done easily using Microsoft’s Paint program. The size of the Adviser’s signature you see in Paint will be the size that it will appear in your merged documents. |
How to Upload an Adviser's Signature
To upload an Adviser’s signature into XPLAN:
- Create the Adviser’s signature image.
- Log into XPLAN using the Adviser’s User ID .
- Click Preferences (at the top right-hand corner of the screen):
- Go to Email > Signature Options:
- Make sure that the Use System Default Signature box is unticked.
- Tick the Use Personal Signature box.
- This option will only be displayed if the Use System Default Signature box has been unticked (as per Step 5 above)
- This option will only be displayed if the Use System Default Signature box has been unticked (as per Step 5 above)
- The Signature Image field will be displayed. Browse for and select the Adviser’s saved signature file:
- Click Save.
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