DocsSignatures

Designing a template

Start from a gallery design, set your brand, preview against real directory data, and go live.

Updated August 29, 2026

Templates are designed in the portal under Design. A template belongs to one company; if your account has several companies (brands), the company selector at the top of the page decides which one you are designing for.

The Design Playground editor on the Signature tab — Design → the playground. The gallery sits in a rail to the left of this; nothing your team sends changes until you press Go Live.

Start from a design

The left rail lists Starter designs — the gallery — and any templates already saved for this company. Each card previews with sample data. View fills the editor so you can inspect it; Customize copies it so you can make it yours. Every starter is a complete, tested signature; customize one rather than starting blank.

Note: Viewing or customizing a design only fills in the editor. Your team's signature does not change until you save and go live.

Set the brand

The Signature tab holds everything visual:

Setting	What it does
Layout	The overall shape — showcase card, column, letterhead, plain
Theme	Light or dark card
Monogram	The letter in the mark, usually your initial
Accent	Brand colour, from the palette or a hex value
Category label	The small caption above the name — Corporate, Sales, and so on
Typeface	System sans, or the family your brand uses
Campaign strip	An optional one-line call to action under the card
Contact layout · Social position	Where phone, web and social icons sit
Legal footnote	Optional confidentiality or disclaimer line
Fields	Which directory fields appear — department, phone, address, socials

Switch to GUI for controls or HTML to edit the markup directly. The two stay in sync.

Preview with real data

The preview renders with a real mailbox from your directory, not lorem ipsum — so you see exactly what a given person's signature will look like, including the fields that are empty for them. A field with no value is dropped cleanly: a person without a phone number gets no Phone label, not a blank one.

The dashboard shows the same thing for the template that is live today, and lists any fields that are blank across your data so you know what to fill in.

Dashboard preview of the live template with a note about unset fields — The dashboard previews the live template with real directory data and calls out fields that are blank.

Save and go live

Save template stores your work under a name. Go Live makes it the signature RubySig stamps for this company from the next message on — there is nothing to push to users and nothing to install.

Tip: Keep one template live per company and iterate on copies. Going live is instant; so is going back, by making the previous template live again.

Banners

A time-boxed banner under the signature — an event, a launch, a notice — is designed on the Banner tab. See Banner campaigns.