Editing a signature

Editing an email signature gives you full control over customizing every detail, from design to functionality. You'll have the ability to modify the look and feel using HTML and CSS, assign signature fields, configure your reply templates, and more.

Getting started

To start editing an existing email signature, navigate to the Designer Studio inside the Signatures section of the navigation pane.

Each signature card includes an actions menu accessible via the "···" button in the upper right corner. 

You can access the signature edit page by selecting "Edit" from the dropdown menu or clicking directly on the signature card.

Updating a signature

You can modify the HTML/CSS, adjust signature fields, and toggle reply templates to customize the appearance and functionality of your signature. Use these options to create a signature that meets your specific needs.

Changing the HTML & CSS

To modify the signature's contents, click the "Edit HTML" button at the upper right of the signature preview.

The signature editor will appear directly below the signature preview.

You can customize your signature's appearance and layout by making any needed adjustments directly to the HTML & CSS. The preview will refresh automatically with each update, allowing you to verify changes in real-time.

The editor includes several features to ease the coding experience:

• Autocomplete: Suggests HTML tags, variables, and elements to speed up coding and reduce typos.

• Syntax Highlighting: Color codes HTML for easier reading and navigation.

• Autolint: Flags errors instantly, helping to catch mistakes early.

• Autoformat: Keeps code clean and organized for easy editing.

• Autopreview: Updates the preview in real-time so you can verify changes as you go.

These features make customizing your signature efficient and error-free.

Managing signature fields

Signature fields allow you to customize the specific information included in your email signature, such as name, title, contact details, and more. You can find the fields list in the bottom-right corner of the page, where you can easily add or remove fields based on your signature’s content.

• Adding a field
  To add a new field, click the "Add Field" button at the bottom of the fields list. After naming the field, it will be immediately available for use and can be added to your signature.

• Removing a field
  To remove a field, click the "x" icon on the far right of the field entry. This will delete the field from the list, but it won’t remove it from the signature HTML—you'll need to handle that manually.

• Hiding a field
  To hide a field, check the box at the start of the field entry. This will exclude the field from the signature fields list when interacting with APIs.

• Reordering a field
  To reorder a field, use the drag icons on the far left of the field entry to move it to a new position. This helps organize how fields are presented, which is particularly useful when using PTP (Plain-Text Preview).

Previewing your changes

By default, the editor automatically refreshes whenever you make changes to the signature HTML or fields. You can also test different renderings of a signature by selecting both the sender and recipient options from the pane on the right.

• Employee field
  This field lists all users within your domain. Based on the selected user, certain content may be shown or hidden, allowing you to confirm that each user receives the correct signature output.

• Recipient field (Optional)
  You can enter an email address to verify accurate renderings, mainly if your signature includes dynamic fields or logic targeting specific domains or users.

Saving your changes

Once you've finished making your edits, click the "Update" button at the top right of the screen to save your changes.