Getting Started with the enhanced Signature Manager
We have updated the Signature Manager to give you more control, better visibility, and a smoother design experience. These enhancements simplify how you manage your organization’s email branding, ensuring that your signatures are professional and deployed accurately across your entire team.
The revamped interface is a complimentary upgrade included in your existing plan. Your subscription renewal date remains unchanged.
Key Features and Enhancements
1. Role-Based Access Control
To help you delegate tasks safely, we have introduced specific user roles. This ensures team members only have access to the tools they need.
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Admin: Full access to everything, including billing, user permissions, and company settings.
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User: Can create and manage signature designs but cannot access billing or change account-wide settings.
2. Enhanced Template Editor & Previews
Designing is now more intuitive with a revamped "Template Picker" and a smoother builder.
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Live Data Previews: The editor now shows real user details. If information (like a phone number) is missing from your Admin console, the editor flags it immediately so you can fix it before going live.
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Deployment Confirmation: When you save a signature, the system provides a clear status update in Step 4 to confirm the assignment was successful.
3. Streamlined Management Tools
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Self-Service Billing: You can now view plan details, renew manually, or schedule a cancellation directly from your dashboard.
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Search and Table View: Quickly locate specific templates using our new search bar and organized list view.
Frequently Asked Questions
Q1: Why has the interface changed? The new interface is built to handle larger teams more efficiently. It provides better transparency into which users are assigned to specific signatures and reduces the risk of errors during deployment.
Q2: Can I still use the old interface to make changes? No. To ensure data consistency, the old interface is now read-only. You can view your historical settings there for a few days, but all active edits must be made in the new interface.
Q3: Do I need to recreate my templates or settings? No. All your templates, company information, billing details, and configurations have been migrated automatically. Everything will continue to function exactly as it did before.
Root Cause: Why was this update necessary?
Previously, managing signatures at scale could be difficult because it wasn't always clear which user data was missing until after a signature was sent.
These updates address platform transparency. By integrating live data previews directly into the editor, we bridge the gap between your directory data and your signature design. This prevents "broken" signatures caused by empty data fields in your organization's user profiles.
How to Navigate the New Experience
If you are logging in for the first time since the update, follow these steps to familiarize yourself with the new tools:
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Review Permissions: Go to the User Management section to assign "User" or "Admin" roles to your team members.
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Check Your Templates: Open your existing templates in the new "Table View" to see how they look with the improved previewer.
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Verify User Data: Use the preview tool to spot any missing employee information (e.g., missing titles or mobile numbers) that needs to be updated in your directory.
Use the Support Chatbot: If you have questions, click the chat icon. Our chatbot can answer technical questions or help you open a support ticket for a follow-up call.