In cases where it is not possible to reliably and/or automatically collect all the information to be included in the email signature, we allow you to delegate the entry of this information to your employees. Would you like to save time and make it easier to synchronise your properties under O365? Then this feature is for you!
⚠️ This feature is only available to users who benefit from the Boost My Mail Add-in.
How can you delegate the entry of information to your employees?
1. Check the import of users.
- Check that your users have been added to Boost My Mail by clicking on the home page in the "Users" section.
- You can then begin configuring governance to allow your employees to modify their properties.
2. Use the self-service feature.
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Go to the Settings menu, then to the Properties tab. All the properties (or attributes) available in Boost My Mail are visible, and the column on the right, “self-service”, allows you to decide which property or properties you make available to your employees.
⚠️ When self-service is enabled for a property, if that property was automatically synchronised from a directory, automatic synchronisation of that property is disabled to prevent it from overwriting what the end user may have modified in their signature.
- Click the icon to enable governance of the property by your employees.
- Save your changes to save your configuration choice.
How can the employee modify their data?
Once this configuration has been completed, your users will be able to modify the property or properties you have made available to them. To do this, they must:
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Open a new Outlook email
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Open the Boost My Mail Add-in in the ribbon (depending on the version of Outlook, it may be located in different places)
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Click on "My properties" to access the configuration panel from the Boost My Mail Outlook Add-in panel.
- Modify the desired properties and choose your signature to have personalised information.
- Save the changes.
IMPORTANT : Changes made by end users in the Add-in are sent to the Boost My Mail portal. When a user modifies information from their Boost My Mail Add-in in Outlook, their user profile on the Boost My Mail portal will not be updated with this information (if the property is automatically synchronised via a directory). We do not have write access to your directory, only "read" access.
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