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