Getting Started with Technician Signatures

Overview

Using technician signature can automatically add a technician's signature to the emails that go out as they work on tickets. In this article, we'll cover the following ways you can set up this feature:

This article will not cover managing signatures with TDX API endpoints.

Enabling Signature Self-Management in TDNext

Enabling technicians to manage their own signatures lets them quickly make subtle changes to their signature that may not be part of central data records.  For example, personal cell phone number changes, certifications, education, and preferred names (Matt vs. Matthew). 

To check if a technician has access to this feature:

  1. Go to TDAdmin> Users and Roles> Security Roles
  2. Verify the user has at least one of these permissions enabled in their root security role:
    • Create and modify individuals in the People database
    • Allow User to Edit Their Profile

To manage your signature as a technician:

  1. Login and go to TDNext
  2. In the upper right hand, click on your name
  3. Select My Profile
  4. Select the Settings tab in the profile window
  5. Click Edit
  6. Update your signature in the text block as needed
  7. Check the boxes for when you want the signature applied
  8. Click Save

Managing Technician Signatures in TDAdmin

To edit a technician's signature in TDAdmin:

  1. Go to TDAdmin> Users and Roles> Users
  2. Select the user you wish to edit and open their user record
  3. In the General section of the record, scroll to the bottom of the page
  4. Update the signature in the text block as needed
  5. Check the boxes for when you want the signature applied
  6. Click Save

Configuring Technician Signature with People Import 

You can also use the People Import sheets to manage technicians signature. See the details of those attributes below:

Name Import File Header Data Type Description
Apply Technician Signature to Updates and Comments Apply Technician Signature to Updates and Comments Boolean Whether or not the associated Technician Signature of the user is applied to the updates and comments of tickets and ticket tasks.
Apply Technician Signature to Replies Apply Technician Signature to Replies Boolean Whether or not the associated Technician Signature of the user is applied to the replies of tickets and ticket tasks.
Technician Signature Technician Signature String

The associated Technician Signature of the user. 

Note that this column takes in plain text and converts it into HTML. Therefore, styling the signature will require wrapping text in HTML tags. For example, to add new lines to the technician signature, you must use HTML line breaks, or any equivalent HTML formatting (ex. Sincerely, <br /> John Smith).
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