Signature Timing Feature

You can also watch the stages detailed in the document via the video below.

This document outlines the steps to schedule signatures and groups in SIGNandGO, ensuring that team members can easily follow the process.

1. Accessing Signatures

• Open the SIGNandGO admin panel.
• Click on Signatures to view existing signatures or create a new one.

2. Creating or Editing a Signature

• To create a new signature, click on the Create New Signature button.
• To edit an existing signature, click on the pen icon next to the signature you wish to modify.

3. Activating Timing Option

• Click on Settings for the selected signature.
• Activate the Timing Option.
• Set the Start Date and Time for when the signature will be active.
• Set the End Date for when the signature will no longer be active.
• Click Save to apply the changes.

4. Setting Scheduling for Groups

• Click on Groups to manage signature groups.
• To create a new group, click on the Create New Group button.
• To edit an existing group, click on the pencil icon next to the group you wish to modify.

5. Activating Group Scheduling Feature

• Click on the right arrow on the screen that opens after selecting the group.
• Click on Settings for the group.

6. Configuring Group Timing

• Activate the Timing Option for the group.
• Set the Start Date for the group signature.
• Set the End Date for the group signature.

7. Saving Group Settings

• Review the settings you have created for accuracy.
• Click Save to apply the changes for the group.

Cautionary Notes

• Ensure that the start and end dates are set correctly to avoid any scheduling conflicts.
• Double-check the group settings to confirm that the correct signatures are assigned to the right users.

Tips for Efficiency

• Use consistent naming conventions for signatures and groups to make them easier to identify.
• Regularly review and update signature settings to ensure they align with current needs.