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Troubleshooting
Handling Signature Correction Requests
In enterprise organizations, non-admin employees are strictly sandboxed to the /my-signature portal. While employees can self-manage designated delegated variables ({{variable#}}), directory variables ({{variable}}) such as job titles, departments, and corporate phone numbers are locked to preserve data governance.
When an employee detects an error in their locked directory attributes, TeamSigs provides a structured in-app issue reporting workflow that packages diagnostic data and notifies administrators directly.
The Employee Reporting Flow (#report-issue-modal)
From the /my-signature view, employees have access to a Report an Issue button situated beside their signature preview.
When clicked, the application opens an interactive reporting modal (#report-issue-modal) where the employee enters an explanation of the required change (e.g., "Promoted to Lead Architect; please update my job title and extension").
Data Packaged in the Report Payload
To eliminate ambiguity and prevent back-and-forth communication, the system automatically collates a diagnostic snapshot when the modal is submitted:
| Parameter | Diagnostic Content | Purpose |
|---|---|---|
| Employee Identity | Employee's full name, email address, and internal member ID. | Identifies the exact directory record to modify. |
| Active Template | Template ID and template display name assigned to the employee. | Identifies which template layout is rendering the data. |
| Current Data Snapshot | Complete JSON payload of the employee's active record, including job_title, phone, department, and custom_fields. |
Provides administrators with the baseline data before edits. |
| Employee Message | The verbatim correction text entered by the employee. | Specific instructions on what needs to be changed. |
| Timestamp & Session Info | Submission timestamp and browser user agent. | Facilitates audit tracking and technical verification. |
Automated Administrator Notification
Upon submission of the modal, the backend dispatches an automated alert email to the organization's registered workspace administrator(s):
- Email Subject:
[TeamSigs] Signature Correction Request from {Employee Name} - Sender:
TeamSigs System <[email protected]> - Email Content:
- Employee name, email, and department.
- The employee's exact written request.
- Comparison block displaying current directory parameters.
- Direct action deep-link:
Review in Team Directory(https://teamsigs.com/team?search={email}).
Resolving Requests in the Team Directory
Administrators can review and apply requested updates in a few clicks:
Step-by-Step Resolution Procedure:
- Click the deep-link in the notification email, or navigate directly to Team (
/team) in the TeamSigs navigation bar. - In the Omnibox search bar (
#member-search), enter the employee's name or corporate email address. - In the filtered results, click the Edit (pencil) icon on the employee's row.
- Modify the requested field(s) in the Edit Member modal (e.g., update
job_titlefrom Senior Engineer to Lead Architect). - Click Update Member.
Instant Reflection on /my-signature
Because TeamSigs compiles signatures dynamically from database records upon page load:
- No Delay: The moment the administrator clicks Update Member, the database transaction commits immediately.
- Instant Verification: When the employee refreshes
/my-signature, the visual signature preview renders with the updated information. - Adoption Audit: The employee can immediately click Copy for Gmail, Copy for Outlook, or Copy for Apple Mail to deploy their updated signature into their mail client.