Signature Creation Process

This document provides a step-by-step process for creating a new signature. You will learn how to start from scratch or use preset templates from a gallery, customize your signature with various elements, and save your final design.

Step 1

To begin creating a new signature, click on the "New Signature" button.

Step 2

Select the new editor. You will have two options to proceed.

Step 3

The first option allows you to start creating the signature from scratch, enabling you to build your own layout. By selecting this option, the editor will open with an empty canvas.

Step 4

To add elements, either click on "Elements" in the edit panel or drag and drop them onto the canvas. You can edit any element at any time by clicking on it.

Step 5

Here, you can insert content, edit the design and style of the elements, adjust the layout, add space around elements, or modify their positions relative to each other.

Step 6

At any point, you can undo or redo your actions.

Step 7

Once you finish creating the signature, it is recommended to preview it before saving.

Step 8

In preview mode, you can select an employee to see how their data will appear in the signature.

Step 9

You can view the signature in either mobile or desktop view.

Step 10

Test all the links in the signature by clicking the relevant elements to ensure they work correctly.

Step 11

After completing the signature design, click on "Save."

Step 12

Do not forget to provide a name for your signature.

Step 13

Finally, click "Save" to complete the process.

Step 14

Note: Unlike the old editor, the new editor creates the signature only when saving it. After clicking "Save," you can continue editing the signature and save it again if needed. Now, let's exit to the Signatures page.

Step 15

Let's create a signature from the gallery option.

Step 16

When selecting the gallery option, you can see a collection of preset templates.

Step 17

You can pick a template and click on it to start adding it.

Step 18

Adjust the layout, add additional elements to the signature, and edit each element by defining its content, design, and layout.