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Enable Signatures

Payal Arya
  • Updated

    • Don't recognize this UI? Have a look at the legacy UI. You can also access the Exclaimer Cloud knowledge Base.

    Description

    This feature allows you to enable an email signature that may have been previously disabled. 

    By default, when you create a new signature, it is disabled. To use the new signature, you have to enable it.

    Also, there can be a scenario where you would have previously disabled a signature (instead of deleting it) as you didn't want to use it at that time. Now that you want to start using it again, you must enable the signature.

    This topic describes how you can enable (and, if required, disable) a signature either for server-side or client-side deployment or, in some cases, both.   
     
    Server-side: Signatures are applied once the message has been routed to Exclaimer Cloud. As the signature is applied once the message has been sent, you will not see the signature while composing your email. Signatures are applied to messages sent from any device, including mobiles.

    Client-side: Signatures are synchronized to Microsoft 365 (Outlook), visible while composing your email.

    NOTE: Any changes you make on this screen will not be applied until you click SAVE CHANGES. You can also edit the different rules across multiple tabs before saving the changes.

    Pre-requisites

    To enable or disable server-side or client-side signatures, you need to:

    • Configure your Exclaimer Cloud - Signatures for Microsoft 365 subscription.
      • If you haven't already configured your Exclaimer Cloud - Signatures for Microsoft 365 subscription, the CONFIGURE option is displayed to allow you to configure your subscription as required.

      • If you have already configured your Exclaimer Cloud - Signatures for Microsoft 365 subscription, then at a glance, you can see which option is enabled for the selected signature and, if required, make the necessary changes.

    How to access it?

    To access the Enable tab: 

    1. From the All Signatures tab, select the signature you want to enable, then click MANAGE.

      The selected signature window is displayed.

    2. Select the Enable tab to enable the selected signature for server-side or client-side deployment.

      The above screenshot displays the configuration options for the server-side and client-side - this means that the Exclaimer Cloud - Signatures for Microsoft 365 subscription has not been previously configured.
      NOTE: The CONFIGURE option is displayed only if you haven't already configured your Exclaimer Cloud - Signatures for Microsoft 365 subscription.

    Please click on the required options listed below to go through the detailed description:

    Testing signature

    To save and test your signature:

    NOTE: The SAVE & TEST SIGNATURE option is only visible for the Exclaimer Cloud Tour.
    If you are not an IT Admin and unsure how to proceed, you can invite an IT Admin to set this up for you. Click Invite your IT Admin to complete the setup.
    1. Click SAVE & TEST SIGNATURE. 
    2. The Signature Rules Tester screen is displayed.

      - In From: enter the sender's email address.

      - In To: enter the recipient's email address.  

      - Click TEST to test the signature.

      - If you wish to make further changes to this signature design, click EDIT DESIGN. 

      - If you wish to edit the signature rules, click MANAGE.

      - If you want to view this Test signature via email, click SHARE VIA EMAIL.
    Enabling signatures for server-side

    To configure (if not already done before) and enable selected signatures for server-side deployment:

    1. From the Enable tab, within Apply to emails from all devices, including mobiles option, click CONFIGURE.
      NOTE: The CONFIGURE option is displayed only if you haven't already configured your Exclaimer Cloud - Signatures for Microsoft 365 subscription.
    2. You are directed to the Configuration section, where you can configure server-side signatures.

    3. Once you have successfully configured the server-side signatures, you are directed to the signatures list. Navigate your way and select the Enable tab again. 

    4. To enable server-side signatures, select the Apply to emails from all devices, including mobiles  option.

      Immediately, the status of the required option changes from 'Not Enabled' to 'Enabled'.

      If you want to disable it, untick the option.
    Enabling signature for client-side

    To configure (if not already done before) and enable selected signatures for client-side deployment:

    You will need Microsoft Outlook, or Apple Mail installed for client-side deployment.  
    1. From the Enable tab, within See before you send in Outlook (Windows, Web and MacOS) and Apple Mail option, click CONFIGURE.
      NOTE: The CONFIGURE option is displayed only if you haven't already configured your Exclaimer Cloud - Signatures for Microsoft 365 subscription.
    2. You are directed to the Configuration section, where you can configure client-side signatures.

    3. Once you have successfully configured the client-side signatures, you are directed back to the signatures list. Navigate your way and select the Enable tab again. 

    4. Now, to enable client-side signatures, from the Enable tab, select the See before you send in Outlook (Windows, Web and MacOS) and Apple Mail option. Immediately, the status of the required option changes from 'Not Enabled' to 'Enabled'.

      If you want to disable it, untick the option.

    5. Additional options associated with the client-side deployment are now enabled. You can now, by default, set:
      - Signature on all New messages
      - Signatures only on Replies and forwards
    Downloading client-side email agent

    To download the client-side agent for both Windows and macOS: 

    1. Click the link provided to download the Exclaimer Cloud Signature Update Agent. This will allow you to synchronize signatures directly with the user's Outlook (Windows, Web and MacOS) and Apple Mail.

      The Exclaimer Cloud Signatures webpage is displayed. You can download the client-side update agent for Windows and macOS.
      NOTES:  For more information on the Outlook Add-in, see:
      How to use the Exclaimer Cloud Outlook Add-in.
      How to install Exclaimer Cloud Outlook Add-in for a single user.
      How to migrate Exclaimer Cloud Outlook Add-in from Manifest to App Store

    2. When the installation is complete, you will be asked to provide your Microsoft 365 email address and password. The agent will use these credentials to authenticate and download the appropriate signatures. After that, the agent will run silently in the background. But, if you change your password later, you may be asked to re-enter your details. 

     

    Related Topics:
    Signature Overview tab - This displays a summary of the signature rules applied to the selected signature.
    Signature Senders tab - This allows you to define specific senders (which includes groups, email addresses or domains) from within your organization who will be included to use the selected signature.
    Signature Exceptions tab - This allows you to exclude specific users within your organization from using the selected signature.
    Signature Recipients tab - This allows you to specify whether a signature should be applied to a message based on the recipient or a specific domain.
    Signature Date/Time tab - This allows you to define a date/time period within which a signature will be used.
    Signature Advanced Rules tab - This allows you to define signature rules based on email content and subject for server-side deployment only.