Using and customizing a template

Templates define the layout of signatures. Each employee's information is injected automatically.

Start from a template

Open « My templates » then « New template » and choose a base from the library.

Customize

In the editor, adjust:

• the layout and order of blocks;
• the colors and logo size;
• the displayed fields (phone, website, social networks);
• the default banner.

The preview shows the result with the information of a real employee.

Publish

A template stays in draft until it is published. If the approval workflow is enabled, publication requires an approver's validation. Each publication creates a new version.

Set the default template

Assign the template to one or more departments: it will apply to all their employees.