How to Set a Default Email Signature in XVWeb
In XVWeb, you can set a specific email signature to apply automatically when emailing records via Export > Email. This is especially useful when managing multiple locations, so each location uses its own designated signature by default.
Applies To
Product: Apteryx XVWeb
Plan: All plans
Role: Admin
Before You Begin
- You must be logged in as a user with Admin privileges to complete these steps.
- The email signature(s) you want to assign must already exist in XVWeb. If no signatures have been created yet, set those up before proceeding.
- If you have multiple locations, you will need to repeat these steps for each location separately.
Steps
- Log into XVWeb as a user with Admin privileges.
- From the Locations drop-down in the top navigation bar, select the location you want to set a default email signature for.
- Navigate to Settings > Location Settings.
→ You will see: The Location Settings panel opens. - Click the drop-down menu under Default Email Signature, then select the email signature you would like to set as the default for this location.
→ You will see: Your selected signature name appears in the 'Default Email Signature' field. - Click Save.
→ You will see: The Location Settings panel saves and closes.
To set a default email signature for additional locations, repeat steps 1–5 for each location.
Expected Result
When complete, the selected default email signature will be applied automatically whenever images are emailed from the specified location using Export > Email. The signature will appear pre-selected in the Email dialog's Signature section, confirming the setting is working correctly.
Need More Help?
If these steps did not resolve your issue, contact Planet DDS Support and include the following:
- A screenshot or screen recording of the issue
- Your account name or Practice Group ID (PGID)
- The exact error message text, if any
- The location name for which you are trying to set the default signature
- What you were doing when the issue occurred