You can create Templates to for employee signatures to manage company signatures centrally.
To create templates for a workspace in SyncSignature, follow these steps:
- Navigate to Templates Section:
- Go to the TEMPLATES section in the workspace.
- Create Workspace Template:
- Select the option to create a new template.
- You can either choose the signature you created in the “MY SIGNATURES” section and save it as a template OR you can start creating your template from scratch. In both cases, you will be able to customize the template further in the Template editor.
- Dynamic variables:
- SyncSignature allows you to personalize certain aspects of your company signatures.
- While some of the fields in the template will be static(can not be changed by teammates), there are certain fields that users or teammates will be able to change by themselves.
- Those fields are called Dynamic variables and they can be set for a specific template from Template editor.
- When you create signatures for your teammates, you will be able to keep dynamic variables open – that means either you can fill them or you can let your teammates add those details.
- This is how to set dynamic social icons and/or dynamic call to action buttons for a template.
- Save the Template:
- Once you finalise the template, you can save it to create signatures for your teammates, that can be done from Groups section.
