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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:**

  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.