You can find Setup at the top of the left navigation panel when you first start with WiseStamp. As you complete each step, it is marked with a checkmark and your progress percentage updates at the top of the page.
Step 1: Edit your company info
Add your company details so they can be used in your signatures.
Click Edit company info to add or update them.
You can skip this step and add the details later from Settings.
Step 2: Edit your signature
Edit your current signature design, or choose another template from the gallery.
Click Edit signature to open the Studio and customize your design.
To learn more about designing your signature, see Getting Started with the Studio.
Step 3: Who needs a signature?
Choose who the signatures are for.
My team (recommended): Add people by email, CSV upload, or sync from your directory. Everyone gets a branded signature automatically. Click Add employees to get started.
Just me for now: Set up a signature for yourself. You can always add teammates later.
For more on adding your team, see Add and Import Employees.
Step 4: Add signature to email
Install your signature so it appears in your emails.
For my team (recommended): Connect your email service to automatically manage and deploy signatures for your entire team. Click Connect your email platform.
Just for me: Install your own signature. Click Get install instructions for step-by-step guidance for Gmail, Outlook, or your email client. This takes about 2 minutes.
Step 5: Choose a plan
What you see here depends on the choice you made when you signed up.
If you chose Signatures for my whole company, you are on a free 14-day trial with full access. The trial banner shows how many days you have left. Choose a plan to keep everything you have built.
If you chose Just my signature, you are on the Free plan. You can stay on it or upgrade at any time.
Click See plans to review the available plans and pick the one that fits you.
For help choosing, see WiseStamp Plans and Upgrades and WiseStamp Free Plan vs. Paid Plans.
Why is my left navigation menu collapsed?
While you are completing the Setup steps, the left navigation panel can be collapsed, so you may not see the usual menu items such as Employees, Signatures, and Settings.
To expand the panel: Click the arrow toggle (<) near the House icon.
After setup: Once you finish setup, the panel returns to its normal expanded state automatically.
FAQs
My menu disappeared / I can't find Employees or Settings. What happened?
My menu disappeared / I can't find Employees or Settings. What happened?
During setup, the left navigation panel can be collapsed, which hides the menu labels. Click the arrow toggle (<) near the House icon to expand it. The panel returns to normal automatically once setup is complete.
Do I have to complete every step right away?
Do I have to complete every step right away?
No. Every step can be skipped and completed later. For example, you can skip Edit your company info and add it from Settings at any time. Your progress is saved, so you can return to the Setup page to finish any remaining steps.
How do I get back to the Setup page?
How do I get back to the Setup page?
Click Setup at the top of the left navigation panel. Setup remains available until you complete all the steps.