To open Details, click the Details icon in the left panel of the Studio.

This section defines who the sender is and their position within the organization.

Use the dropdown menus for Employee Name, Employee title, and Company name to ensure the Studio pulls this data directly from your user database.

Yes. Click (+) Add field to include additional identifiers like department, pronouns, or secondary titles. You can also add a field for a custom employee variable you created, such as credentials. For the full procedure for credentials such as CFP® or MD, see How to Use Variables in the Studio.

Yes. The Studio always places a comma between personal details text elements, so an employee name followed by a credentials field appears as John Smith, CFP® without you adding anything. Do not add your own comma, because the signature would then show two commas.

The exception is a duplicated element. If you create a field by duplicating an existing element and changing its Field value, no comma is added between the two elements. Add the field with (+) Add field instead to get the automatic comma.

The Contact info section manages the functional communication channels in your signature.

This indicates that the field is dynamic. It is pulling live data (e.g., Employee phone or Employee email) from your records. If the data changes in your employee list, it updates here automatically.

You can select the global company website and address from the dropdowns to keep them consistent across the entire team.

When you enter your company website, include the full address with https://, for example https://www.example.com. This points the link to the secure version of your site and helps keep your emails out of spam filters. See Preventing Your WiseStamp Emails from Being Filtered as Spam.

Click (+) Add field to insert extra contact options such as a booking link, WhatsApp number, or a secondary office address.

You choose how each contact detail is labeled from the top of the Contact Details panel in the left panel. Click your Contact Details element on the Studio Canvas (the signature preview in the center), then at the top of the panel choose one of four label styles:

The label style you choose also determines which styling options appear in the Contextual Design Bar (explained below).

You can edit the label text of a field so it reads the way you want. This is useful when a second field of the same type is named with a number, such as Address 2.

The field label option appears only in Template Variables mode. If you do not see it, see How to Use Variables in the Studio.

Changing the label affects only this signature. Each signature that shows the same field needs its own label edit.

You style your contact details in the Contextual Design Bar above the signature. Click the Contact Details element on the Studio Canvas, and the styling controls appear in the bar above the signature. The bar has sub-tabs for styling different parts of the element: Details, Value, and either Icon or Label depending on your label style. You switch between these parts using the sub-tabs shown just below the selected element.

The Details sub-tab styles the contact details block as a whole. Its controls are:

The Value sub-tab styles the value text (the actual phone number, email address, website, and so on). Its controls are the text controls: font, font size, color, bold, italic, underline, letter case (uppercase), and alignment.

The Icon sub-tab appears when your label style is Icon. Its controls are:

The Label sub-tab appears when your label style is Text or Letter. It styles the text labels in front of each detail (for example, PHONE or MOBILE). Its controls are the same text controls as the Value sub-tab: font, font size, color, bold, italic, underline, letter case, and alignment.