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How to Onboard with Email Signature

This article details the email signature onboarding flow for end-users and how to trigger it.

  Prerequisites

  • At least one of the Email Signature modules enabled

Email Signature Onboarding Flow

The onboarding flow refers to an interface in which User Profile information can be created or edited and it is used for setting up and previewing the user's email signature.

Accessing Email Signature Web Add-in

  Note

Applies to Outlook Online, Outlook Desktop for Mac, New Outlook, and Outlook Desktop for PC if Email Signature VSTO Add-in is not enabled.

If a user accesses the Email Signature Web Add-in for the first time, a sign-in prompt will be displayed upon email composition.

If a user has not completed the onboarding flow (User Profile is not filled out), they will be notified to do so via the task pane. Clicking on Edit user profile will allow a user to complete the onboarding flow.

If a user has interacted with the sign-in prompt, but still has not filled out their User Profile, they will see the corresponding message the next time they compose an email.

Accessing Email Signature VSTO Add-in

  Note

Only applies to Outlook Desktop for PC

If a user accesses the Email Signature VSTO Add-in for the first time, an onboarding flow will be triggered automatically upon accessing Outlook Desktop.

  • Clicking on Edit Email Signatures will also trigger the onboarding flow.

Accessing Email Signature on Mobile Devices

Automatic email signature previews are available on both iOS and Android devices in Microsoft Outlook.

How an End-User can Manually Trigger the Onboarding Flow

  1. Navigate to the Templafy Web App: https://[tenant].hive.templafy.com/
  2. Click on the ellipsis menu in the top right corner and click on Settings
  3. Click on Manage your email signature
  4. The end-user will be redirected to the onboarding flow to edit and revise their signature.

  Note

Accessing https://[tenant].hive.templafy.com/email-signatures will navigate the end-user straight to the onboarding flow in Step 4.

outlook email signature onboarding flow manage your email signature
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