The Personal Assistant (PA) feature allows an assistant to send emails on behalf of an executive, such as a CFO, using the executive’s email signature.
This is ideal for law firms, executive assistants, and teams where secretaries or support staff send emails on behalf of others.
Assign a Signature to a PA
- Go to the **Xink Portal** and select the EMPLOYEES menu.
- Search for and select the manager(s) whose signature will be used by the PA.
- In the new window, search for and select the PA.
View Shared Signature Assignments
You can view an overview of shared signatures in the EMPLOYEES menu:
Remove a Shared Signature
- Click the gear icon next to the employee.
- Select Shared Signatures.
- Click Delete to remove the shared signature assignment.
A checkmark appears next to the user’s name in the Shared Signatures view when successfully shared.
Show Partner’s Details and PA’s Contact Info
To display both the partner’s and the PA’s details in the signature:
- Share the partner’s signature with the PA.
- Use a template with
((shared:...))
fields for the partner’s info.
Best regards, ((shared:DisplayName)) ((shared:JobTitle)) ((shared:Mobile)) On his behalf, sent by ((DisplayName)) ((JobTitle)) ((Mobile))
The shared: feature must be enabled
Please get in touch with Xink support to activate the shared: field feature.
Note
The shared:
fields will not appear in the preview. They only show in Outlook.
Shared mailbox email signatures will be disabled.
If needed, you can easily switch back to the previous setup at any time.