Find the next step.
Keep every signature moving.
Clear guidance for administrators and employees—from workspace setup and approvals to installation and integrations.
Help shaped around what you need to do.
Choose the path closest to your task, then move into the searchable knowledge library below.
Answers for the real workflow.
AdministratorsSet up your brand workspaceConfigure approved logos, colors, layouts, fields, and company defaults.
Start in Brand Studio and Fields & Rules. Confirm the company identity, approved signature layouts, required employee fields, disclaimer, and default campaign behavior before inviting employees.
AdministratorsImport and invite employeesMove from a team CSV to secure, employee-specific request links.
Import the employee CSV, review the Draft records, apply brand settings, then export the private form links. Share each link only with its matching employee.
AdministratorsReview and approve a signatureCheck submitted details before moving an employee signature Live.
Open the approval request, verify required details and preview both main and reply signatures. Approve the profile only when the content and layout match the organization’s standards.
EmployeesComplete your private formAdd approved business details through a secure personal link.
Open the private link provided by your administrator, complete the available fields, review the live preview, and submit your details for approval. The link is tied to your request and should not be forwarded.
EmployeesUnderstand locked fieldsKnow why some brand, layout, or identity controls are unavailable.
Locked fields are controlled by your organization’s brand rules. Contact your administrator if an approved business detail is incorrect or a required field is unavailable.
EmployeesInstall an approved signatureUse the installation action available after administrator approval.
After your signature is approved and Live, open the employee portal and choose the supported installation option. Follow the platform-specific confirmation steps and send a test email.
InstallationInstall in GmailAuthorize the approved signature and verify it in Gmail settings.
Use Install in Gmail from the approved employee experience, sign in with the matching Google account, grant the requested access, and confirm the signature appears for new messages and replies.
InstallationPrepare Outlook and Microsoft 365Use the supported workflow for the organization’s Microsoft environment.
Confirm the correct Microsoft account and tenant configuration before deployment. Outlook behavior can differ across Windows, Mac, web, and mobile, so verify the signature in the clients your team uses.
InstallationRun a post-installation testCheck images, links, spacing, replies, mobile, and dark mode.
Send test messages to internal and external accounts. Review new-message and reply signatures in Gmail, Outlook, Apple Mail, and mobile clients where relevant.
IntegrationsConnect Google WorkspaceAuthorize Google workflows with the correct administrator account.
Use the Integrations area to connect the approved Google administrator account. Confirm OAuth configuration, authorized domains, redirect URLs, and publishing status before broader deployment.
IntegrationsConnect Microsoft 365Prepare tenant authorization and supported deployment controls.
Connect using an authorized Microsoft administrator account and review requested permissions. Availability can depend on tenant policy and the deployment method selected for the workspace.
IntegrationsTroubleshoot access and authorizationResolve account mismatch, blocked access, and redirect errors.
Confirm that the selected account is authorized, the redirect URL exactly matches the provider configuration, and the intended domain is registered. Reconnect only after correcting the underlying configuration.
Bring the question. We will route it clearly.
Share the workspace, installation, integration, or account issue and the support form will collect the details needed for a useful response.