How to preview your user data in the Template Editor

Relevant Products: Exclaimer Cloud - Signatures for Office 365 | Exclaimer Cloud - Signatures for G Suite

Scenario

You have created a new signature and would like to preview what this would look like for a particular user in your environment, rather than the example user Karen Green.

Resolution

In this scenario, you can preview the user's data in the Exclaimer Cloud Template Editor.

To preview user data

1. Log into the Exclaimer Cloud portal and launch your subscription. 
   
   
2. Hover over the required signature design tile you wish to preview then click the Signature Design option.
   
   
   
   The selected signature design is opened in the signature designer.
   
   
3. On the right-hand side of the signature designer, you can see the preview of the selected design (using the signed-in user).
   
   
   
4. To preview the data for another user, click the drop-down arrow at the top of the preview pane.
   
   
5. Here, you can view the template with the Example User instead, or you can search for a specific user inside your organization and preview the signature template using their data.
   Example:
   
   
   
   
6. Click on the desired user in the search results to preview using their data.
   Example: