Filling out the Employee Details section for your employees
There are two different ways to fill out employees’ details - you can either send them an invite and let them fill out their own personal details or you can manually fill out the details for them as an admin. In this article, we will show you how to do it manually as an admin:
- First, hover your mouse over the sidebar and click Employees.
- Hover your mouse over the employee you’d like to edit and click the Edit icon.
- Fill out the employee’s personal details and make sure to assign them to a Group. (You can read more about Groups in Step 4: Creating Groups). On the right, you can see a preview of how the employee’s signature will look.
When you’re finished editing, click Save Employee.
- When you’ve finished filling out all of your employees' personal information, you can easily preview how the signatures will look. In the row of the relevant employee, hover over the Eye icon.
That’s it! Now all your employees can enjoy their personalized signatures!
*If your employees are using the copy/paste method make sure that every time you edit an employee’s signature you send them an invitation by clicking “Invite”.
**If you are using Google Workspace/ O365 domain integration, just make sure to tell your employees to refresh their webmail account (Gmail/ Outlook web).