Adding a Partner Signature To Your Templates
Ella Buan avatar
Written by Ella Buan
Updated over a week ago

If you would like to include the relevant partner’s signature to your engagement letters, using placeholders will allow you to use a single template instead of having to create one for each partner.

Copy the following bit of code to your template:

{{ client.partner_name | signature }}

{{ client.partner_job_title }}

{{ }}

The above blocks of code tell Ignition to show the client's assigned partner's name as a signature, then follow it with the partner's job title and your practice name.

The same block of code can also be used in your Ignition email templates.

Note: The above placeholder will require you to assign a Partner to each Client as well as define the partner's job title. You can do this by editing the client individually or you can choose to edit and assign them in bulk.

Did this answer your question?