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My Settings in Matrix

At the top right of Matrix there is a "Hello, [your name]" button that offers a “Settings” page where you can find a variety of options to modify your information in Matrix and change settings for searches, shortcuts, Hot Sheets, and notifications. Here we will cover updating your publicly visible information including the Email Signature and Headers & Footers
Updating your contact information
When on the Settings menu, click on the My Information section at the top left, it should start with the Information tab. From here make sure that your contact information is correct. If you notice that an area is greyed out and you can't change it this means it's information that we have with membership that is incorrect. Please contact membership or support (918-663-7500) to update that information. If you need it to be changed immediately or our office is closed you can use the Override? checkbox to the right of the field to manually update the information for now and work with our teams to update it later.
Note:
The contact fields on the Information tab will be used for the "branding" information on the Header & Footer and the Portal Profile.
 
Creating an Email Signature
Click on the My Information section at the top left, then Email Signature
Type a message in the “Email Signature” box
Click “Save Email Signature”
The message will auto-fill on your screen when you send listings from Matrix
Creating Headers and Footers
The “Header & Footer” feature allows you to personalize your portal and various print reports. The Header displays selected information at the top of the pages and the “Footer” allows you to display information at the bottom.
 
Matrix offers template packages that you can use to format your information. You can also upload a custom header/footer that you have created. Note: Not all packages have the Footer templates.
 
Create Header/Footer using a template:

• Click on the My Information section at the top left, then Header & Footer
Select one of the available background/layout templates and click “Next: Set my Information”
Fill in the details you wish to be displayed or click on the link to pre-fill your details based on your personal profile information
Upload your photo by clicking on the “Browse” button to choose the file to upload
Click “Preview” to view your package prior to saving or click “Save” to save your Header/Footer
 
To upload a custom Header image
Select “Upload a custom banner image”
Upload your image by clicking the “Browse” button from each section
 
Notes: 
1. Each Header/Footer section has a required image size.
2. Images larger than these sizes are not accepted due to graphic corruption when scaling the image to the appropriate size.
3. Images smaller will be left justified, centered vertically and padded with a white border.
4. Images should be in .JPG or .JPEG format
5. Images for the Header/Footer (display viewing) should be visually web friendly as they will be viewed by clients in a web browser.
Click “Save” to save your custom images

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