Your administrator may have already set up your standard email signature block for your email communications to suit your professional and legal requirements as well as set your primary time zone however you will need to go into your account settings to confirm.

To view & confirm your email signature & time zone:

1. Select your profile in the top right hand corner of your screen;
2. Select ‘Manage Account’ from the drop down list to open your profile work area;

Once your profile work area loads you will be able to view your email signature & primary time zone within the box labeled ‘Account Settings’;

4. If your time zone is incorrect, select the listed time zone to open the drop down list;
5. From the drop down list select your correct time zone;

If your signature is empty or incorrect, select ‘Edit’ in the bottom left hand corner of the ‘Account Settings’ box

6. Edit/Fill in your signature per your professional and legal requirements
7. Once completed, select ‘Save’ in the top right hand corner of the ‘Account Settings’ box

CompleteEmpire integration with Microsoft 365 means that importing your calendar schedules and messages is now simpler and more secure. You will need to link your Microsoft 365 account just once, the first time you login.

To link your Microsoft 365 account:

1. Select your profile in the top right hand corner of your screen
2. Select ‘Social Accounts’ from the drop down list to open your profile work area;

3. Once the social accounts work area loads, select ‘Microsoft365’ to link the account. You will be redirected to your company’s Microsoft 365 login screen. Login as normal using your email address and password or using your Microsoft Authenticator mobile phone App dependent on your Microsoft 365 secure access setup.

4. Follow the on-screen instructions to authenticate your account. Once you have logged into your Microsoft 365 account you will be redirected back to the Social Accounts page.

With CompleteEmpire integration with DocuSign, you can streamline the process of getting documents signed and routing documents through a review and approval cycle. In addition to signatures, DocuSign also enable signers to add their initials, full name, email address, the date signed, and any other field types necessary for your organisation’s specific needs.

Electronic signatures are validated by the signer and provide the same legal binding as a handwritten signature.

To link your DocuSign account:

1. Select your profile in the top right hand corner of your screen
2. Select ‘Social Accounts’ from the drop down list to open your profile work area;

3. Once the social accounts work area loads, select ‘DocuSign’ to link the account. This will take you to the DocuSign Log In web page. Login as normal using your email address and password.

4. Follow the on-screen instructions to grant permission to CompleteEmpire to access your account. Once you have complete this you will be redirected back to the Social Accounts page.

Once you have linked your Microsoft 365 account you will now be able to import any emails from your Outlook inbox with a CREF in the subject line to CompleteEmpire. We recommend once you link your Microsoft 365, you do a test import to ensure this has been linked correctly.

How to Import Emails from Outlook:

1. Select the Messages module on the Main Menu to open the Messages view
2. Select the ‘Open Panel’ icon (blue arrow) on the right hand side of the Work Area Header to open the Mail Import slide out panel.

4. Once the Mail Import window opens you will be able to adjust the date range to your preference.
5. Select ‘OK’ to commence the scanning of your email account and import of CREF tagged emails

Similarly, to your Messages, once your Microsoft 365 account is linked, you will now be able to import any appointments listed on your primary Outlook Calendar to your CompleteEmpire Calendar.

How to Import your Calendar from Outlook:

1. Select the Calendar module on the Main Menu to open the Calendar view
2. Select the ‘Open Panel’ icon (blue arrow) on the right hand side of the Work Area Header to open the Calendar Import slide out panel.

3. Select ‘Sign in with Microsoft 365’ to open the Microsoft 365 Calendar Import window.

4. Once the Calendar Import window opens you will be able to adjust the date range to your preference.
5. Select ‘OK’ to commence the scanning of your email account and import of your calendar items.

Your dashboard is your home screen and can be used to present important information in a simple and customisable layout. It can be a snapshot of your work and a reference for the days ahead by showing your performance metrics, your to-do task list, your appointments and more. There are a multitude of pre-set widgets and screen layouts to choose from, you also have the choice of setting up different ‘views’ for your dashboard, this might be useful if you have multiple job functions within the business.

How to personalise your Dashboard:

1. From the Dashboard view, select the ‘Open Panel’ icon (blue arrow) on the right hand side of the Work Area Header to open the dashboard configuration panel. You will be presented with three tabs Widgets, Layouts, Views where you can make your changes.

How to Add Widgets to your Dashboard:

1. Under the widgets tab, select the arrow next to the widget category of the widget you wish to add
2. Select the tick box of the widget that you wish to be displayed on your Dashboard. Please note the maximum number of widgets that can be added at any one time is 10. Use the Dashboard View options to create customised views to suit your working style.

How to change your Dashboard Layout:

1. Under the Layout tab, select the Layout that you wish to be displayed on your Dashboard. The action will refresh the screen and allow you to move widgets on screen.

How to create a Dashboard view:

1. Under the Views tab, type in a name for your new view.
2. Click [Create Empty] button to create an empty view. This is a view with no configuration ready for you to customise.

There are times when the system may not work as expected or you are unsure on how to use a particular function. When you come across these issues, please follow the following steps to resolve: