Assigning a Signature Template to a Department

Updated 2 years ago by Laura Goepel

Summary

Signature Assignment and Departments are used together to ensure each employee is sorted into the correct signature. This document shows how to create a department by adding users and building departments, and assign those specific departments to specific signatures in via "Signature Assignment." You'll also learn how to activate and deactivate signature routes.

Create a department 

  1. After logging into Opensense, click on the Signatures dropdown and choose Departments
  2. Click on +Add New Department

  1. Name the department
We recommend naming departments the same name as the signature template they will be assigned. Department: sales, Signature Template: sales, Banner Tag: sales.

Add Users to a Department
  1. After logging into Opensense, click on the Signatures dropdown and choose Departments
Opensense defines who is in which department by an employee's username. Their username is everything before the @ sign in their email address.
  1. Add users individually - in the top right of the department you're adding users to, click the blue edit icon. Type each username into Direct Members (tip: press tab after each username)
  2. Add users in bulk from a spreadsheet - in the top right of the department you're adding users to, click the blue edit icon. Click on the Toggle Bulk button above Direct Members. Copy and paste the column of usernames you want to add from a spreadsheet

 

Binding Departments to your Company Directory
  1. Search for groups that exist in your directory
  2. Click the green button on the top right to save

Assign a Signature Design to a Department

Create a Signature Route
  1. After logging into Opensense, click on the Signatures dropdown menu and choose Signature Assignment
  2. Click +Add New Route and toggle the route to ON

  1. In the left box (for signature blocks/templates), type in the signature template you want to use. Or type * to see all of your templates and select the one you want

  1. In the right box (for groups/departments), type in the group/department to assign the signature template to. Or type * to see all the departments and select one from the dropdown list

  1. Click Save and also click Save Re-Order

Note: the priority # under the toggle switches on the right shows priority of each route. You can drag and drop the signature routes to re-prioritize. This hierarchal system will route users who are in more than one department to the highest priority signature template. That said, it's always good practice to keep the signature route activated for "allusers," and to place the signature design routed to "allusers" as the last priority so it appends a signature to any users who are not specified in a department.
Activate/Deactivate a Signature Route 
  1. To activate a route, click Edit on the route that you want to toggle on/off.
  2. Toggle the route to the ON or OFF position. Click Save.
  3. Toggling routes on and off can effect which signature a user gets. If a user is part of a route and it is toggled off, they'll recieve a signature from the next available route they are grouped in. Who were a part of that signature route will then receive a signature design belong to the next signature route

How did we do?