Compliant signatures for a 220-person accounting firm, in one afternoon
The challenge
- The regulator required a company-level legal disclaimer on outbound email, and partners were responsible for it personally.
- Every partner and manager had built their own signature over the years — five different fonts, three logo versions and no disclaimer anywhere.
- IT had tried a group policy before; it silently failed on Macs and mobiles, so nobody trusted it.
How they set it up
One approved template, locked down
The marketing team built the firm template in Signavique with the disclaimer add-on, fixed the brand colours and fonts, and left only the personal fields editable.
Deployment rule with sign-off
A deployment rule targeted everyone in the workspace, and the compliance partner used the approval step to sign the design off before it went live.
Every platform covered
Outlook on Windows and Mac picked up the signature through roaming signatures, while the Outlook web and mobile install guides in the user portal covered the rest.
What changed
- The approved disclaimer is on every outbound email, and changes go through one approval instead of 220 email requests.
- New starters get the correct signature from day one — nobody emails 'what's the signature template?' anymore.
- The firm can evidence exactly when the disclaimer was approved and applied, from the activity log.