The Setup page walks you through five steps to your first professional signature. This article explains each step and how to navigate the Setup page.

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 name, logo, website, and social links. You set these once, and every signature picks them up automatically.

Set it up now: Click Edit company info to add your details. This takes about a minute.
Not ready? Click Skip for now. You can add this later from Settings at any time.

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: Make it live

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

You are on a free 14-day trial with full access. Choose a plan to keep everything you have built.

Click See plans to review the available plans and pick the one that fits your team. The trial banner shows how many days you have left.

For help choosing, see WiseStamp Plans and Upgrades.

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?

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?

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?

Click Setup at the top of the left navigation panel. Setup remains available until you complete all the steps.

Setting Up WiseStamp: The Setup Page