Designer Studio (Pre-2022 Legacy)
- 16 Jan 2024
- 2 Minutes to read
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Designer Studio (Pre-2022 Legacy)
- Updated on 16 Jan 2024
- 2 Minutes to read
- Contributors
- Print
- DarkLight
- PDF
Article Summary
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Pre-2022 templates were built using our legacy HTML syntax. This article is for you if your tags are in $tag; format
Designer Studio houses your signature templates. The signature templates are designed in HTML. Don't worry if you are not familiar with HTML, we provide your initial signature templates during onboarding
Check in Signature Assignments (Signature drop down > Signature Assignments) to see which signatures are LIVE. Use caution when editing a live signature. We recommend cloning before editing and using the preview button before pressing Save
Do you need to change an image or link on your signature template? Click here to learn more.
Do you need to change an image or link on your signature template? Click here to learn more.
How to Access the Designer Studio
- Click on the Signatures dropdown menu and choose Designer Studio
Creating and Editing a Signature Template
- Click on the green +Add New Template button to create a new signature template
- Name your template (refer to the Opensense Naming Convention) and click Save
- To edit your signature template, click Edit
- Add/edit your HTML text to the HTML Template box
Adding Fields
Add fields by clicking on the +Add Field button and type out your field names (you can hide these fields in your plain text signature block by checking the hide box). When finished, hit Save
Refer to the Opensense Naming Convention when naming your fields. You will also have to add these new fields as code in the HTML Template $fieldname; (i.e. $email;). If it is an optional field, you should add conditional logic into the HTML code
- To preview any edits before saving, click on the purple Preview button
Cloning a Signature Template
- Click on the Clone button
- Name it (refer to the Opensense Naming Conventions, and click Save
Creating/Editing a Reply Template
- Click the Edit button on the Signature that you would like to add a reply template to
- Turn on the Reply Template button
- Scroll down to the Reply HTML Template box and add your HTML text to create your reply template. Click the purple Preview button to preview
- When finished, hit Save
How to Add a Plain Text Signature
In addition to your traditional HTML signature template, you may also add a Plain Text Signature template to your existing signature
- In the Designer Studio go to your signature template, and click on the blue Edit button
- In the Text Template and Reply Text Template boxes, type in the fields that you would like to be present in your plain text signature template (refer to the Opesense Naming Conventions)
- When finished, hit Save
Useful Functions in Designer Studio
- Conditional fields: wrapping all optional fields within conditional statements ensures that there are no gaps in the signature if field data is missing.
- Hidden fields: hidden fields do not appear in the signature block or in MySig. Hidden field data is synced or uploaded into Opensense.
- External and Internal Wraps: allows the signature to appear differently when received by those within your domain vs outside of your domain.
- Auto-populating Sender and Recipients Email
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