Shared Inboxes for Stamping Customers

Updated 2 years ago by Laura Goepel

Shared email boxes also work for stamping customers. The users with the shared email box will need to use our signature block to override the stamp. Here is how to set this up!

Step 1: Remove Compliance data

Opensense uses a data priority system to fill in the signature templates. With a shared email address, we want the field data to populate based off of the user's signature block, so all competing data must be a lower priority. This means all fields must be unlocked and the sync must be broken for these fields.

  1. Go to Compliance (Signature drop down > Compliance)
  2. Search for the shared email address
  3. Click Edit User. Delete the data. Unlock all fields AND break the sync.
It is okay if the fields show an asterisk (*) with the old data. The * shows the data in the signature block on the last sent email.

Step 2: Creating Unique Signature Blocks

Now that the data in Opensense has been cleared, the data will only pull from the signature block on the email. Please instruct the users of this shared email to create their own unique signature block using your MySig tool.

  1. Go to MySig and enter your details
  1. Copy, paste and save the signature block into the Signature Settings of the shared email address.
  2. Users can select their signature block from the signature selector. The fields will populate the transformed signature and override the stamped signature.

How did we do?