Signature Agent 2023 (2.5.3)
Signature Agent 2023 (2.5.3)
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Sending Email Requests to Create a Service Call

Your customer can send an email that is sent to the accesskey@servicerequests.io email address OR to an email address that our user has set up (service@company.com) that forwards the email to the access key email address. 

In Outlook the body text can be added to a Quick Part template gallery to quickly insert the information into a new email. The customer would then only have to enter a subject line and the description after inserting the Quick Part. See Working with Quick Part Templates below.

  1. Your customer opens their email program and opens a new message.

  2. The customer enters the:Email AddressEmail SubjectEmail body that follows the template as determined by the user in the Event Trigger Properties.

  3. The following lines including the colon ":" in the body of the email are required to generate a service email. Additional fields may be added, like "Equipment ID:".Customer Number: <Actual customer number in Signature>Location Number: <Actual location ID in Signature>Description: <Used in service call description>

Example Email

Example of an email with the optional line for Equipment ID:

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Working with Microsoft Outlook Quick Part Templates

Adding a Quick Part Template in Microsoft Outlook

If you are using Microsoft Outlook email, you can have your customers create a Quick Part.

  1. Open a new message window (as if to send a new email).

  2. Type and then select the text to be added as a Quick Part.

  3. On the Insert tab, locate the Text section. (The Insert tab is only visible in a new email. The Text section is only enabled if you click in the body of the new email.)
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  4. Select Quick Parts.

  5. Select Save Selection to Quick Part Gallery…

  6. In the Create New Building Block window, you can name the Quick Part and enter a description.Name: Enter a descriptive name.Description: Enter a brief description.

  7. Select OK.

Using a Quick Part Template

  1. Open a new message window (as if to send a new email).

  2. On the Insert tab, locate the Text section.

  3. Select Quick Parts.

  4. Select the appropriate template.

  5. The body of the email is populated with the text.

  6. Edit the text as needed.
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