Signature implementation procedure

1. Requirements analysis and template design:


  • Division of templates: Determination of different variants of templates according to needs (e.g. different positions, types of documents).
  • Data source configuration: Decide whether data will be updated from Google Workspace or directly in the gSignature application. Configure advanced settings.


2. Prepare employee data:


  • Data cleaning: Removing duplicates, errors and inconsistencies.
  • Data completion: Adding missing information (e.g., photos, aliases, group memberships).
  • Employee division: Separating employees into groups according to their possession of photos (for non-standard templates).
  • Aliases: Define aliases for individual employees or groups.
  • Groups: Define the composition of groups and assign signature variants to them.


Defining exceptions:

  • Master addresses: Define addresses to be excluded from the automatic process.


3. Communication to employees with or without access to the application:

  • Information about changes: Notify employees of the changes made and how to use the new version of the application.

  • Instruction: Prepare instructional materials for users without access to the application.

 4. Testing and implementation:


  • Data validation: Thorough validation of employee data before installing signatures.

Installation of signatures: Adding signatures for domains, subdomains, aliases, entities and groups.

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