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.
Didn't find a solution or answer to your question?
See here for more help or send us a message. Write which topic you are interested in or what issue you need help with.