What is it?

Global Organizations usually have multiple disclaimers based on branch, location or based on the situation and having one agency level disclaimer does not fit all. Agents need the flexibility to customize their own disclaimers in the email signature.

Benefits of the feature:

With this new enhancement Agents can now customize disclaimers in their user profile settings or even when sending submissions to clients.

How the feature works (Admin):

In the Agency Settings, admin users can add a agency wide email disclaimer. Once set up, this email disclaimer is available for selection to all the agents to include in their Email Signature under My Profile & Settings.

To learn more, check out this article: http://help.useindio.com/en/articles/4312348-email-signatures-for-agents

How the feature works (Agent):

Agents/brokers can add a disclaimer when the agency wide disclaimer is not defined or edit the existing agency disclaimer to include in their email signature. Agents can customize disclaimers from two places 1. In their My profile & settings > Email Signature or 2. In the Send Submission to Client window when sending a submission to client with an option to save the edits to their user profile.

To learn more, check out this article: http://help.useindio.com/en/articles/4312348-email-signatures-for-agents

Still have questions? Feel free to chat with our Support Team! The chat feature is located in the bottom, right-hand corner of the platform or email at support@useindio.com.

Note: The Indio Technologies platform is most optimized on the browsers such as Microsoft Edge, Google Chrome or Mozilla Firefox. If you use Internet Explorer (IE) 10 or less, there may be limited functionality as a result. Internet Explorer (IE) 10 will reach end of support on January 31, 2020.