Cloning a signature

Overview

Clone a signature to create a variation of it without starting from scratch. A clone copies the signature’s fields, reply template, text template, and other settings, so variations for different roles and departments stay consistent.

Getting started

1. In the navigation pane, select Signatures > Designer Studio.
2. Open the actions for the signature in one of two places:
   • On the signature card, click the actions menu (···) at the upper right.
   • On the signature editor page, open the Actions menu.
3. Select Clone or Clone to Domain.

Open Designer Studio · Signatures > Designer Studio

From the signature card · Actions menu at the upper right

From the signature editor · Actions menu at the top of the page

Cloning options

Clone

Creates a copy of the signature in your current account. Use it for a quick variation for another user, role, or department in the same account.

Clone to Domain

Copies the signature to a different account under your domain. Use it to replicate a signature across multiple accounts and keep branding and compliance consistent across your organization.

Who can use Clone to Domain

Clone to Domain is available to Domain Admins and Signature Admins. For what each role can do, see Opensense portal admin roles.

Using Clone to Domain

1. Select Clone to Domain from the actions menu. The clone dialog opens.
2. Select the domain or domains to clone the signature to.
3. Optionally, enter a new name for the cloned signature.
4. Click Clone Signature.

Confirm the clone

1. Go to Manage > Domains.
2. Find the domain you cloned the signature to.
3. Click the actions menu (···) at the upper right of the domain card and select Manage Domain.
4. Go to Designer Studio and check that the cloned signature is there.

What’s next

• Editing a signature: customize the clone for its team.
• Opensense portal admin roles: see which roles can clone and manage signatures.