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MarkPainter

Outlook Signature not being added on emails sent from Sage.

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Posted By

Hi Folks

I think I must be missing something obvious here, but none of the email, reports, letters etc etc that get sent from within our Sage 50 add the users Outlook signature to the email.
I assumed that the users Outlook signature, which appears when manually sending an email, would get added to the end of of a Sage email, but it doesn't. 
Most users only have one profile and one email signature. 

Could someone point me to the correct place to address this please?

  • 0
    SUGGESTED

    Hi Mark,

    Thanks for using Sage City.

    I would start with the steps in this article: Default Outlook signature settings may be ignored >

    If this helps, please click Verify Answer.

    Regards

    Andy
    Sage UKI

  • 0 in reply to Andy Rickeard

    Hi Andy

    I think I have confusion regarding the term "default signature" sage uses.

    Does "default signature" refer to the default signature that a user has set up in their copy Outlook for themselves, or does "default signature" refer to one that Sage adds to things it sends?

    The steps you suggest say "If you want to override the Outlook signature, change the default signature in Outlook to the required signature."
    Most users only have the one signature so that is the default one which doesn't need to be overwritten with a different one, but no signatures get added to any emails that anyone sends via sage.

    As I say, I think I must be missing a fundamental set up somewhere. 
    Do we have to create a signature somewhere in Sage and use that?  

    Despite being in IT for a long time, this one has me going round in circles!

  • 0 in reply to MarkPainter

    Thanks Mark,

    I talked to the Report Design Team about this.

    If you've not changed anything in Email defaults then the Default signature as set up in Outlook will be used,

    However, if you edit email defaults you can then tell the layout to ignore the default signature and pick a different Outlook signature, this is useful when the same layout is used over multiple PCs.  If they all have the same signature, but the name of that signature is different, then that could confuse the settings if email default has been used.

    Email signatures are always set up in Outlook.

    If you'd like someone to look at it in a bit more depth you can open a case for this using the following page: Submit a query online >

    Regards,

    Andy


  • 0 in reply to Andy Rickeard

    Hi Andy

    I have now raised this as a query.
    Will let you know when / if it gets sorted. 

  • 0 in reply to Andy Rickeard

    Hi Andy.

    Just had a long conversation with Support and we went through everything they could suggest to no avail.
    However the final suggestion is to do a brand new install of both Sage and Outlook on a virgin machine, so will be doing that later.
    I am just relieved that it's nothing I have done :D 

    Appreciate your input though. 

  • 0 in reply to MarkPainter

    Thanks for coming back Mark, good luck! I hope that resolves it for you!

  • 0 in reply to Andy Rickeard

    Sadly it made no difference after doing a new install on a brand new laptop.
    The report team have no idea why it isn't working, so it's been left at that for the moment.  

  • 0 in reply to MarkPainter
    MarkPainter said:
    Sadly it made no difference after doing a new install on a brand new laptop

    I'm not surprised to be honest. If the email is being successfully sent, but without the signature, there's nothing about a clean install that I would expect to affect that. It really has to be configuration somehow.

    Couple of suggestions of things to look at (and sorry if you've already tried these but I'm not aware of the troubleshooting steps taken so far)

    1. Go to Outlook and to File -> Options -> Mail -> Signatures and conform you see something in the signatures and that there is something set in the 'New message's option i.e. it should not say '(none)'.
    2. In Accounts open practice data and create a test customer and invoice for that customer.
    3. Go to Settings -> Company Preferences -> Reporting and ensure Use Data Path for Reports is checked
    4. Go to Settings -> Email Defaults -> Email Client and ensure Microsoft Outlook is selected as the email program
    5. In Settings -> Email Defaults -> Invoice confirm that the override default Outlook Signature is set to 'No'. Whilst you are there open that drop down to confirm that you do in fact see your Outlook signatures listed (but still leave it set to No for now).
    6. Leave all the other settings as default and click apply. In the apply screen check the Invoice node and click OK.
    7. Test sending the invoice to email using one of the standard layouts (I generally recommend INVDISPLAINA4.LAYOUT as good one for testing with).

    Based on all of that do you see your signature in the resulting email message?

    Hope that helps

  • 0 in reply to Darron Cockram

    Hi Darron

    Just did all of that exactly as you suggested, but again no mail signature was attached.
    However, I have just done all the above using the demo data and again no email signature was added in Outlook.
    However, If in the Email defaults I then tell it to override the default signature and tell it use (the same default) one, it works.
    That's a result :D
    Interestingly if I then go back and once again tell not to overide the default signature, again no signature is sent. 
    Will have a proper explore on Monday when I am back in the office. 
    Mark P

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