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For Agencies

How do I assign templates to a client workspace?

There is no control that assigns a template to a workspace, and looking for one is the reason this step feels harder than it is. A template already belongs to the workspace it was created in. What you actually assign it to is a group, and groups live inside a workspace.

So the sequence is: be in the right workspace, build the template there, create a group, attach the template to that group, then add the client's people to the group. Signatures are generated as each teammate is added.

Before you start

Requirement Where it lives Notes
The client's workspace is the active one Workspace switcher Everything below happens inside whichever workspace is open
Owner or Manager role That workspace Teammates cannot create templates or groups
Signatures allocated to that workspace Account page, Owner only A workspace at its limit generates nothing, silently. Managers cannot open Account
The client's brand assets Wherever you keep them Logo, colors, and any disclaimer text you need to apply

How to assign a template

  1. Switch to the client's workspace first. The switcher at the bottom of the left sidebar shows which one is active. Build a template in the wrong workspace and it is stranded there, because templates do not move between workspaces.
  2. Open TEMPLATES and create the template, or open an existing one in that workspace. Lock the parts that should stay identical across the client's team, and leave the personal fields dynamic so each teammate's own details fill in.
  3. Open GROUPS and create a group. Name it after how that client's signatures actually differ, by department, office, or role. If everyone at the client uses one layout, one group is enough.
  4. Assign the template to the group. This is the link that does the work, and the step people look for at the workspace level. Everything else follows from it.
  5. Add the client's teammates to the group. Signatures are generated automatically as each person is added. You do not create them one at a time.
  6. Install or send the signatures. If that client's Google Workspace or Microsoft 365 is connected under Integrations, install from inside the group. Otherwise send each teammate their signature to copy.

Reusing a template across clients

You cannot. Workspaces are isolated by design, so a template built in one client's workspace does not appear in another's template list, and there is no copy to another workspace option. This is the same isolation that stops one client seeing another's teammates.

Duplicate inside TEMPLATES copies a template within the workspace you are already in, which is useful for building a second layout for the same client. It does not move anything across workspaces.

In practice, agencies keep a house layout they rebuild per client, changing logo, colors, and links each time. Budget for that when you onboard a client rather than expecting to clone last client's work.

Common issues and fixes

Issue Cause Fix
The template is not in the client's template list It was built in a different workspace Rebuild it in the client's workspace. Templates do not cross tenants
Teammates added but no signatures appeared The group has no template attached Open the group and assign a template
Cannot find where to assign a template to the workspace No such control exists. Templates attach to groups Create a group and assign the template to it
A teammate has the wrong layout They are in the wrong group Move them. A teammate belongs to one group at a time
Edited the template but signatures look unchanged Google Workspace signatures need reinstalling unless Auto install is on Open the group, select the users, click Install signature

Still stuck? Email support@syncsignature.com and include the client workspace name and the template you are working on.