Deploying your signatures at scale
Methods, best practices and tips for a successful deployment across the entire company.
Beyond a few dozen employees, deploying signatures becomes a project in its own right. Here is how to organize it.
Form the project team
Bring together a representative from IT (connectors and mail), from communications (templates) and from HR (employee data). Appoint a single lead.
Make the data reliable
Directory sync is the key to a large-scale deployment. Fix missing job titles and departments at the source rather than in the signature tool.
Organize by department
Assign a default template to each department and, if needed, by entity or by country. The rules apply automatically to newcomers.
Deploy in waves
- A multi-department pilot group.
- Volunteer departments.
- The rest of the company, department by department.
Communicate before each wave: a short message is enough to explain what changes.
Track and follow up
The dashboard shows the adoption rate and the list of employees awaiting installation. Installation links can be resent in one click.
Govern over time
Define who can edit templates, who validates and who publishes. The approval workflow and version history prevent uncontrolled changes.
