Editing a signature

Overview

Edit a signature to change how it looks and works. On the edit page, you can change the HTML and CSS, manage signature fields, turn on a reply signature, and preview the result for different senders and recipients.

Getting started

1. In the navigation pane, select Signatures > Designer Studio.
2. On the signature card, click the actions menu (···) at the upper right and select Edit. You can also click the signature card.

Open Designer Studio · Signatures > Designer Studio

Select Edit · Or click the signature card

The edit page · Signature on the left, settings on the right

The edit page shows the signature on the left. The Preview, Settings, and Fields panes are on the right.

Changing the HTML & CSS

1. Click Edit HTML at the upper right of the signature preview.
2. Change the HTML and CSS in the editor that opens below the preview. The preview refreshes after each change, so you can check your edits as you go.

Click Edit HTML · Upper right of the signature preview

Edit the code · The editor opens below the preview

The editor has these features:

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, so you catch mistakes early.

Autoformat

Keeps code clean and organized.

Autopreview

Updates the preview in real time as you edit.

Pro-tip

Click the pin icon next to Edit HTML to keep the signature preview in view as you scroll.

Managing signature fields

Signature fields hold the information in a signature, such as name, title, and contact details. The fields list is in the lower-right corner of the edit page.

Add a field

Click Add Field at the bottom of the fields list and name the field. You can use it in the signature right away.

Remove a field

Click the x at the far right of the field entry.

Hide a field

Select the check box at the start of the field entry. Hidden fields are left out of the signature fields list when you work with the APIs.

Reorder fields

Drag the handle at the far left of the field entry. The order controls how fields are presented, which matters most for Plain Text Block (PTP).

Removing a field does not change the HTML

Removing a field deletes it from the fields list only. Remove the field from the signature HTML yourself.

Previewing your changes

The preview refreshes automatically when you change the HTML or the fields. To test how the signature renders for a specific sender and recipient, use the Preview pane on the right.

Employee

Lists all users in your domain. Select a user to confirm that the signature shows or hides the right content for them.

Recipient (optional)

Enter an email address to check the rendering, mainly when the signature uses dynamic fields or logic that targets specific domains or users.

Saving your changes

Click Update at the upper right of the page to save your changes.

What’s next

• How to use the signature editor: a full reference for signature blocks, field types, and reply templates.
• HTML and field types (Liquid templates): conditional fields, hidden fields, and other template logic.
• Cloning a signature: copy this signature as a starting point for another team.