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

The Details list holds everything about the sender in one place: who they are, their position, and how to reach them. Personal details and contact details are a single list, and one (+) Add field button adds any of them.

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

Click (+) Add field below the list. The same button adds personal details and contact details, so pronouns, a mobile number, an address, or a booking link all come from one place. The options include Pronouns, Address, Company phone, Mobile, Extension, Fax, and Custom.

Choose Custom to add 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.

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.

A lock icon on a field means its value is synced from your company directory. Details that are synced from a directory are always locked, so they cannot be edited in WiseStamp. To change one, update it in your directory, or turn off syncing for that field.

For the full detail, including which details employees can edit in the Employee Hub, see Manage Employee Information.

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.

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.

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).

Each row in the panel has its own controls. Drag the handle at the left of a row to change the order of the details, and click the trash icon at the right of a row to remove that field. A lock icon on a row means the value is synced from your directory and cannot be edited here (see Why is a field locked? above).

Set the label style to Icon, then click the icon at the left of that field's row in the Contact Details panel. An icon picker opens.

Each field has its own picker, so you can use a different icon for each contact detail. You can also choose the icon for a field from the Contextual Design Bar above the signature (see Icon sub-tab 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.

Set the label style to Text or Letter, then click the label at the left of that field's row in the Contact Details panel and type the label you want.

If the label is not editable, open the signature in Template Variables mode first: click the From field at the top of the email preview and select Template Variables. 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.