Publish and deploy

Editing a template and updating mailboxes are two separate steps. Save keeps a draft; Publish makes the version live. With the Outlook add-in, the published version applies from the next message; in Gmail and in manual mode, signatures only change when they’re deployed. Careful: a never-published template serves its draft to employees already deployed.

Template statuses

• Unpublished — the template has never been published; you publish it from the editor.
• Unpublished changes — changes are waiting; a Publish button (with confirmation) replaces Edit on its card.
• Ready to deploy.

The template list filters by status: All, Online, Drafts, Unpublished changes, No employee.

Before deploying

• Check one complete profile and one incomplete profile in Real preview.
• Use Send a test, in the ··· menu on the template card.
• Click every link: a badly pasted address isn’t visible.

After publishing

Employees using the template switch to Update available on the Deployment page. Update refreshes them if they’re already live, Deploy if they never have been, and Deploy All applies the changes in bulk.

Schedule

Schedule… sets a date and time, up to 60 days ahead, with the shortcuts “In 1 hour”, “Tomorrow 9 a.m.” and “Monday 9 a.m.”. It runs within about 15 minutes; up to 20 schedules can be pending per workspace. Scheduling is available from the Starter plan up. In automated mode, Schedule removal… does the same to take signatures offline.

Roll back

Fix the template, publish it and redeploy. In automated mode, to remove a live signature immediately, choose Unpublish in the employee’s ··· menu on the Deployment page. In manual mode, Gensy can’t remove a pasted signature: the employee deletes it from their settings.