Once ExSign has been installed and your Exchange environment is connected, you're ready to create and deploy professional email signatures across your organization.
This section explains everything you need to configure, design, test, and manage centrally controlled email signatures in ExSign. Whether you're creating your first company-wide signature or managing multiple Exchange environments with different branding requirements, these articles will guide you through every stage of the process.
The Setting Up Your Signatures section consists of the following:
Follow the steps in sequence. Every step is the pre-requisite for the next step.
- Adding Entities and Organizations - Learn how to configure the organizational structure used by ExSign. This article explains how Entities and Organizations help you manage Exchange environments, users, administrators, signatures, and branding from a centralized portal.
- Managing Servers - Learn how to register Exchange Servers with ExSign and establish communication between the Exchange environment and the ExSign Portal so that signature configurations can be published successfully.
- Creating a Rule - Learn how to create signature rules that determine when and how signatures are applied. Rules can be configured using conditions such as users, departments, groups, domains, message types, recipients, and many other criteria.
- Setting Conditions and Exceptions - Learn how to add different conditions and manage exceptions.
- Designing Your Signature - Learn how to design professional email signatures using ExSign's built-in visual editor. Add dynamic Active Directory information, images, legal disclaimers, banners, and other branding elements without writing HTML.
- Publishing and Managing Rules - Learn how to publish and manage signature rules.
- Testing Rules - Learn how to validate signature rules before publishing them. Testing allows you to verify that the correct signatures are applied to the intended users without affecting your production environment.
- Adding and Managing Banners - Learn how to create and manage promotional banners that can be displayed within email signatures to advertise products, services, campaigns, announcements, or events.
- Adding Logos and Social Icons - Learn how to upload and manage company logos so they can be used consistently across all email signature templates. Learn how to add social media icons and links to your organization's online profiles, helping recipients connect with your business through platforms such as LinkedIn, Facebook, X, YouTube, and Instagram.
- Designing vCards - Learn how to create digital business cards that automatically use information from Active Directory. Recipients can scan the generated QR code to save contact details directly to their device.
- Applying Legal Disclaimers - Learn how to create and manage legal disclaimers that are automatically appended to outgoing email messages to support compliance, confidentiality, and corporate communication requirements.
- Signature Guidelines for ExSign - Learn the recommended HTML, layout, formatting, and design practices for creating email signatures that render consistently across Outlook, Exchange, mobile devices, and other email clients.