Fields in Signature 365 contain user data imported from the integration with your Microsoft 365 tenant.
You can find details about the data imported by default from Microsoft 365 at the link below: What Entra ID data is synced with Signature 365? : Signature 365 Help Center
The Fields tab in Signature 365 displays all the imported default fields from Entra ID. If you are also using Active Directory attributes, custom attributes or our connectors, imported data will be listed here.
The display details the Field name, the Token to use this field in a signature template (eg: {{Fullname}} ) if the field is editable (defaulted to No) and the Source of the data.
The data source consists of 4 possible icons:
Custom Fields created in Signature 365 are detailed in Using custom fields in Signature 365 and are configured when created.
Information
All data imported to Signature 365 is a one-direction sync - changes made within Signature 365 cannot be synced back to your Microsoft 365 tenant.
By default, imported data from Microsoft 365 or the external connectors cannot be updated; however, it is possible to grant this permission through the Signature 365 portal as an administrator.
Granting permission to edit these values does not update the field values in their source systems, only within Signature 365. An administrator can enable this by doing the following:
From the Fields Tab within Signature 365, select the field, this will display the "Edit field" dialog:
You will note that standard and imported fields cannot have their names edited.
You can grant Administrators, Editors or Users the permission to edit user field data - select the options required, and click Save.
Editing field data is available both in the Signature 365 portal, and within the Signature 365 add-in.
From the Signature 365 portal, select the Users tab
Find the user that you wish to edit, and click the Edit details button. The button will only appear if field editing has been enabled.
This will allow an Administrator or Editor to update fields for a user. Update the field as required, and click the Save details button.
Clicking the Reset button at the top of the screen will reset all edited values to their imported state.
Fields marked as User editable are displayed in the Signature 365 task pane, where they can be edited and saved by the user.
This is accessed by opening the Signature 365 add-in, and selecting the Details tab from the window
Data can be entered into any editable field, following any updates, the user clicks the Save button, and changes are immediately reflected in the user's signature.
