About this article
This article details what the email signature onboarding flow for users is and how to trigger it.
- What is the Onboarding Flow
- Accessing Email Signature Web Add-in
- Accessing Email Signature VSTO Add-in
- Accessing Email Signature on Mobile Devices
- How to Manually Trigger the Onboarding Flow?
Prerequisites
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What is the 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
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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
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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.
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Accessing Email Signature on Mobile Devices
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How to Manually Trigger the Onboarding Flow?
- Navigate to the Templafy web app
https://[tenant].hive.templafy.com/ - Click on the ellipsis menu in the top right corner and click on
Settings
- Click on
Manage your email signature
- This will redirect the user to the onboarding flow to edit and revise their signature.
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