Your first fields

Fields describe what each employee brings to their signature. A template only knows fields: at deployment, each {{field_name}} variable is replaced with the value from the profile. The owner and admins manage them on the Fields page.

The seven types

• Text — a title, a department, a certification.
• Email — rendered as a mailto: link.
• Phone — rendered as a tel: link.
• Phone extension — an extension, to place in the template next to the number.
• URL / Link — an address, with link text.
• Social media — a profile, tied to its network.
• Image (URL) — a photo or visual specific to the person.

Create a field

New field opens a window: type, name, link or network for URL and Social media fields, and the Required checkbox. A required field is flagged with a badge on the employee profile and an asterisk in the portal, but saving isn’t blocked: only the email address is enforced. First name, Last name and Email are locked.

The table shows where each field is used, for example “4 templates · 245 employees”.

Let AI suggest your fields

The page’s ··· menu offers two paths, at 3 credits each, from the Starter plan up:

• Import a CSV — headers only or a filled-in file: Gensy suggests the name, type and order of each column.
• Suggest fields with AI — paste a signature, a profile or an email; the values aren’t saved.

Both lead to the Suggested fields list, with a confidence score. A “Same everywhere” column — company, website, main phone — is unchecked: it belongs in the template as fixed text, not as a field.

The same menu offers Export CSV template, a ready-to-fill file for importing employees.

Limits by plan

5 custom fields on the Free plan, 10 on the Starter plan, unlimited from the Essential plan up. First name, Last name and Email don’t count; Job title, created by default, does.

Bilingual

A bilingual organization declares two fields — titre_fr and titre_en — rather than one: that’s what lets you display one or the other with a condition.

Delete a field

Before you confirm, Gensy shows how many employees have the field filled in and which templates use it. The field’s data is erased; this can’t be undone.