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Guide

Create a signature template

Build a company email-signature generator in the Dashio Marketing Portal.

4 min read

Open the Marketing Portal

Sign in, select the Space whose branding you want to manage, and open Marketing Portal → Email signatures. This production-enabled feature is labeled Open Beta in the application.

Template management requires the Space owner or an administrator. If you do not have access, ask that person to manage the template and share the employee link with you.

Select New template, or select an existing template to edit it.

Configure the company template

Work through the editor sections to set the company information, locations, available employee fields, layout, images, social links, and other supported content. Use the validation messages beside the editor to find missing or invalid information.

Use company information that is suitable for publication. The employee page exposes the published company configuration to anyone who has its link.

For images, use the editor’s supported image controls and review the preview. The available template features depend on your selected plan; use the subscription and feature information shown in the portal rather than assuming every option is included.

Preview employee details

Use Test employee details to see how the template looks with a name, job title, contact information, and location. Check the preview at the intended size, including long names and any optional fields you expect employees to use.

Test details help you preview the generator; they are not a company-wide employee directory or a mail-client deployment.

Save a draft

Select Save draft after completing the required fields. Resolve validation messages and wait for the saved-state feedback.

Draft changes are separate from the last published version. Employees continue using the published version until you publish the saved draft. If you leave with unsaved changes, save them before publishing or navigating away.

Publish when ready

Read Publish and share for subscription requirements and the employee link. If you only need to install a signature from an existing employee link, use Install your signature.