Headlines in this article
- Getting started with Onboarding
- Storing the email signatures
- Default and Reply email signatures
- Edit user profile information
- Keeping signatures up-to-date
Getting started with Onboarding
Templafy starts an onboarding flow first time Outlook is opened after installing Templafy. With the onbording flow you can set up your userprofile and see a sample of your email signatures.
Choose Finish when the information is right.
Storing the signatures
It can take a few seconds while Templafy stores the signatures. The message below will appear when the email signature is ready to use.
The signatures are stored as HTML files locally on your PC in this directory:
Default and reply email signatures
When you create a new email, your default signature is added automatically. You can replace the default signature in your email with a reply email signature by choosing from the Signature drop-down list in Outlook. The Signature button can be found in the ribbon in the Message tab.
Edit user profile information
The Edit Email Signature opens a dialogue box where you can edit your personal information.
The information in your email signatures can be edited by clicking on the Edit Email Button, which can be found in the Home tab in the ribbon. If you are composing a new email, you can find it in the Message tab.
Keeping signatures up-to-date
Changes in the design of email signatures can be initiated by administrators in the admin interface. The information displayed in the signature can be edited locally on the PC.
Update of signatures, on the PC, can happen when Outlook is started or restarted, When the Edit Email signature flow is completed in Oulook, or every night after midnight.
Templafy will show this message when the email signatures are updated and ready to use.
These criterias can trigger a notification to the user saying "your email signatures were updated".
- Email Signatures changed
- Profile Data Source changed
- User Profile Form changed
- Email Campaign changed
- Disclaimer changed.
- User Profiles changed (in Templafy)
- User has chosen a different signature in Outlook than the default set by Templafy.