Set up the agency's dossier CTAs
What this is about
At the end of every dossier stands a sign-off: an appeal and below it the sender. What the agency maintains here stands in every associated Workspace in addition to that Workspace’s own sign-offs.
How to do it
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Open the agency’s dossier settings
Click Agency in the sidebar and then Dossier settings.
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Create a new sign-off
Click New dossier CTA. The form is the same as in the Workspace: headline, text, sender with name and role.
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Save
The new sign-off appears in the Your dossier CTAs list.
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Set the default
A click on Make default makes a sign-off the proposal for all Workspaces of the agency. It then carries the Default marker.
Who wins
The same order as with the brand: the Workspace wins. If it has a default of its own, that one applies; otherwise the agency’s default.
A sign-off is chosen as a whole, not field by field: text and sender always come from the same place.
Deleting
Delete removes a sign-off after a confirmation. Dossiers already produced keep their text and their sender — they do not fall back on the template.