Signature Template

The signature template defines the automatic email signature that primedocs inserts in Outlook (New). It contains profile data (name, function, phone, email, organisation details) and can embed optional campaign fields.

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Creating a Template

1. In primedocs Desktop, click «New Template» and select «Signature» (Microsoft Outlook category).
2. In the template editor, click «Editor».
3. Select the document language from the drop-down menu.
4. Prepare the signature content in Outlook (New).
5. Generate the HTML using the primedocs Add-In (Templating menu) and paste it into the «HTML Content» field.
6. Use the {{FieldName}} syntax for dynamic profile data.
7. Save and test the template.

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Example

<div style="font-family: 'Segoe UI', sans-serif; font-size: 10pt;">
  Freundliche Grüsse<br/>
  {{Profile.User.FirstName}} {{Profile.User.LastName}}<br/>
  <br/>
  <b>{{Profile.User.FirstName}} {{Profile.User.LastName}}</b><br/>
  {{Profile.User.Function}}<br/>
  {{Profile.User.Phone}} (Direkt)<br/>
  <a href="mailto:{{Profile.User.Email}}">{{Profile.User.Email}}</a><br/>
  <br/>
  {{Profile.Org.Title}}<br/>
  {{Profile.Org.Postal.Street}}<br/>
  {{Profile.Org.Postal.Zip}} {{Profile.Org.Postal.City}}
</div>

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Embedding Campaigns

To enable campaign fields in the signature, add the CampaignFields document function and define named campaign placeholders. These are populated at runtime by the campaign template that is currently active.