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How to edit and configure email signature parts

This article explains how to manage signatures in the Admin Center of your Templafy tenant.

  Prerequisites

  • Admin/owner access to the Templafy tenant.
  • At least one of the Email Signature modules enabled.

How to Edit Email Signature Parts

  1. Select the signature part that needs to be edited.
  2. To adjust the content or design of the signature, click Edit template or Edit HTML.
  3. To adjust other configurations, navigate to the relevant tab:
    • Details: will allow you to edit the name of the signature part as well as its configuration.
    • Target users: will allow you to edit the users that should be targeted for this signature part (by specific user, user group, or user profile field).
    • Domains: will allow you to edit which email domains should benefit from the signature part.
  4. Make the desired changes.
  5. Click Save

Details tab

  • Signature name: change the name of the email signature part.
  • Email type: choose whether this email signature part should apply to all messages, new messages only, or reply and forward messages only.
  • Recipients: choose whether this email signature part should apply to all recipients, external recipients only, or internal recipients only.
  • Valid from/to: set a specific time frame, that this email signature part is valid from and to.

  Note

  • In the Email Signature Settings pane, you can set the time zone that will apply for the validity period.
    • Selecting (UTC) Coordinated Universal Time will set the validity period based on the end-users' time zone.
    • Selecting a specific time zone will set the validity period based on that time zone.
  • The signature will automatically be set to inactive once the validity period is over.

Target users tab

Edit the users that should be targeted for this signature part (by specific users, user groups, or user profile fields).

  Note

If nothing is set in the Target users tab, the email signature part will target everyone.

Target by User groups and Users

Edit the user groups and users that should be targeted for the email signature part by clicking Edit, making the changes, and clicking Save

Target by User Profile

Edit the User Profile fields that should be used to target which users should get the email signature part by clicking Edit, making the changes, and clicking Save.

  Note

Using more than one criteria will utilize an 'and' parameter, meaning all criteria and related conditions must be met.

Domains tab

Edit which email domains should benefit from the signature part by clicking Edit, making the changes, and clicking Save.

  Note

  • The Email domains set in the settings will automatically be applied to the newly created signature parts.
  • At least one Email domain should be selected for each signature component.
edit Email signature
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