How do I assign templates to a client workspace?

To assign templates to a client workspace in SyncSignature, first create or select a template in the TEMPLATES section. Then, assign the template to a group or workspace. Any teammate added to that workspace will automatically receive the signature based on the template.

Steps to assign templates:

1. Create Template: In the TEMPLATES section, create or edit a signature template.
2. Assign Template: Assign the template to the desired client workspace or group.
3. Add Teammates: Add teammates to the workspace or group, and their signatures will be automatically generated based on the template.