Using Corporate Signatures

If you belong to a team on a Business plan, your admin may create corporate signatures — pre-designed, branded signatures that you and your team can use. This guide explains how to view, customize, and install corporate signatures as a team member.

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Business plan feature Corporate signatures are available on the Business plan. If your organization uses Byline for team signatures, ask your admin to invite you to the team workspace.

Viewing Corporate Signatures

When you switch to your team workspace using the tenant switcher in the navigation bar, you'll see all corporate signatures created by your team admin in a gallery view.

Each signature shows a live preview with your profile data automatically filled in (name, title, email, phone, etc. from your user profile). This means the signature you see is personalized to you — even though the design is shared across the team.

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Keep your profile updated Corporate signatures pull information from your user profile. If your name, title, or contact details are missing or outdated, the signature may show blank fields. Update your profile to ensure your signatures look complete.

Customizing Your Signature

If your admin has enabled member customization on a signature, you'll see a Customize button. Clicking it opens the signature editor with some fields you can personalize.

What You Can Customize

Only fields that your admin has marked as "free text" and unlocked are editable. You'll notice three types of fields:

Editable Fields

These have no lock or badge. You can type your own content. This is where you add personal touches.

Pre-filled Fields

Marked with a "Profile" or "Company" badge. These are pulled from your profile or company data and are read-only.

Locked Fields

Marked with a lock icon and "Locked" badge. Set by your admin and cannot be changed. These ensure brand consistency.

Design & Layout

The template, colors, fonts, and overall design are managed by your admin and cannot be changed by members.

Saving Your Customizations

Your customizations are saved as personal overrides on top of the corporate signature. The admin's original signature is not affected — only your version changes.

Resetting to Defaults

If you want to undo all your customizations and go back to the admin's original version:

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Open the corporate signature in the editor.
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Click the Reset to Defaults button in the toolbar.
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Your personal overrides are cleared and the signature reverts to the admin's original settings.

Cloning to Personal

You can clone a corporate signature to your personal workspace. This creates an independent copy that you have full control over:

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From the corporate signature gallery, find the signature you want to clone.
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Click the Clone to Personal option from the signature's action menu.
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Switch to your Personal workspace to find the cloned signature with full editing access.
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Clone is independent Cloned signatures are completely separate from the corporate original. Changes to the corporate signature by the admin won't affect your personal clone, and vice versa.

Copying & Installing

From the corporate signature gallery, you can directly copy or download any signature without opening the editor:

  • Copy — Copies the rendered signature (with your profile data) to your clipboard. Paste into your email client.
  • HTML — Copies the raw HTML code.
  • .htm — Downloads the signature as an .htm file for Outlook import.

See the Installing Your Signature guide for detailed email client setup instructions.

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