This article presents the steps required to successfully deploy a WiseStamp signature by adding it to the signature settings in an email client using the copy/paste method. This method can be used in multiple email platforms, including Mac Mail, iOS Mail (iPhone/iPad), Gmail, Outlook (Web and Desktop versions), and any other platform that accepts HTML signatures.
Copy/paste workflow
WiseStamp signatures are built in the HTML language. While most email programs and CRMs accept some level of coding, not all support specific HTML signatures.
Access your Employee Hub.
Click Install for the relevant signature.
Click Other.
Where you see Install your signature with, select Copy/Paste.
Click the Copy icon to copy your signature.
Follow the instructions to insert your signature:
Sign in to your email account.
Go to the settings or preferences menu in your email client and locate the Signature or Email Signature section.
Open the signature editor and paste the copied signature directly into the editor.
Click Save or Apply to confirm your changes.
Compose a new email to verify that your signature is displayed as intended.
You can also copy the signature HTML by clicking the dropdown in Copy/Paste and selecting HTML Code.
Before closing your email settings, make sure to save your changes to ensure your WiseStamp signature is displayed correctly.
Install your signature in Outlook for Windows
Employees who use Outlook for Windows can install their WiseStamp signature using the copy/paste method. This is the recommended method for an individual installation with New Outlook.
If you are using Classic Outlook, we recommend using the WiseStamp Desktop app.
The following steps are for employees after receiving the invite email.
If you are an admin, you can copy the signature HTML or signature itself from your Employee Hub.
Access your Employee Hub.
Click Outlook and then For Windows.
Where you see Install your signature with, select Copy/Paste.
Click Copy to copy your WiseStamp signature.
Open your Outlook Desktop and compose a new email.
If you have New Outlook, perform the following:
Paste your signature as a new signature
Go to the Messages tab, click Signature, and then select Signatures.
In the Create and edit signatures section, click New signature.
Enter the name for your signature.
In the Edit signature area, paste your copied signature.
Click Save.
Assign your signature to all relevant email types:
Go to the Select default signatures section. From the For New Messages and For Replies/Forwards dropdown boxes, select the signature you want for each email type.
Click Save and close the dialog box.
If you have Classic Outlook, perform the following:
Paste your signature as a new signature:
Go to the Messages tab, click Signature, and then select Signatures.
In the Select signature to edit section, click New.
Enter the name for your signature and click OK.
In the Edit signature area, paste your copied signature.
Assign your signature to all relevant email types:
Go to the Choose default signature section. From the New messages and Replies/forwards dropdown boxes, select the signature you want for each email type.
Click OK.
Your signature will appear automatically in the appropriate emails.
After updating a signature, save your changes and then repeat the above procedure to ensure that the updated signature is displayed in your emails.