We have a shared inbox, firstname.lastname@example.org, and many companies have one too. Setting up Sarah and Michael to send a unique signature through the shared email address is no problem with Opensense.
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.
- Go to Compliance (Signature drop down > Compliance)
- Search for the shared email address
- Click Edit User. Delete the data. Unlock all fields AND break the sync.
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. If you already have a custom signature block, copy and paste this into the Signature Settings of the shared inbox. If employees need to create a new signature block, they can do so using your MySig tool.
- Go to MySig and enter your details
- Copy, paste and save the signature block into the Signature Settings of the shared email address.
- Users can select their signature block from the signature selector. The fields will populate with the data in the signature block.