Documentation & guides

Create an account, pick a layout, import users and deploy to a pilot group.

The difference between owners, admins, editors and standard members.

Bulk invites, CSV import and self-serve joining by verified domain.

Which delivery mode suits your mail platform and compliance needs.

Permissions requested, how to grant them, and how to verify the connection.

Host requirements, firewall rules and Exchange Management Shell setup.

Create the service account, add scopes and confirm Gmail API access.

CSV import, the self-serve portal and optional SMTP relay stamping.

Everything users need to install a signature on a Mac or phone.

What to include, what to cut, and the sizes that render everywhere.

Use the builder to control every colour, font, divider and button.

Use your CDN, or upload and let us host with permanent cached URLs.

Text links, coloured icons or rounded badges — and how clicks are tracked.

Known issues and the safe patterns our templates already use.

Choose exactly which fields employees may edit in their portal.

Version, approve and target disclaimers with the legal disclaimer add-on.

Every template, policy and deployment change is recorded and exportable.

What data we store, where it lives and how long we keep it.

Target by department or date range and end campaigns automatically.

Split traffic between variants and read the results.

How clicks are attributed to CTAs, banners and social icons.

Create a key, call your first endpoint and render signature HTML programmatically.

Create, scope, rotate and revoke keys safely.

React to template, deployment and campaign events in your own systems.

Active mailboxes, proration and what happens when people leave.

Add-ons are prorated onto your next invoice — no contract change needed.

Annual billing saves about 20% and can be switched at any renewal.

Export templates and user data before your access ends.

Add a meeting link, star or emoji ratings and a scannable contact card to a signature.

Insert starting-point disclaimers and add Google Analytics tags to banner links.

Score signature HTML for deliverability and estimate time saved by central management.