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ExSign

ExSign for Microsoft 365

Welcome to the ExSign for Microsoft 365 documentation. ExSign is a centralized email signature management solution for Microsoft 365, enabling you to design, control, and deploy professional, consistent signatures, disclaimers, and branding across every email sent from your organization, regardless of the device or Outlook client your users send from.

This documentation is designed to guide you through every stage of your ExSign journey, from preparing your Microsoft 365 tenant and completing your installation to day-to-day administration and ongoing optimization. Whether you're evaluating ExSign for the first time, rolling it out across a new tenant, or looking to get more out of an existing deployment, you'll find the resources you need here.

The documentation is organized into the following sections:

  • Overview - Learn the fundamentals of ExSign for Microsoft 365, including how it works, its core components, and how it fits into your tenant, so you can build a solid foundation before you begin deployment.
  • Preparing Microsoft 365 - Get your tenant ready for ExSign by configuring the connectors, permissions, and app registrations ExSign needs to process mail and read user details from Microsoft 365.
  • Before You Install Microsoft 365 - Review the system requirements, licensing considerations, and planning decisions you should address before installing ExSign to ensure a smooth and successful deployment.
  • Installing and Setting Up - Follow step-by-step guides to install ExSign, connect it to your Microsoft 365 tenant, complete your first login, and get your environment ready for configuration.
  • Setting Up Your Signatures - Discover how to design, build, and manage signature templates using the ExSign editor, including personalization fields, branding elements, layout options, and the rules that decide who gets which signature.
  • Managing Users and Access - Learn how to manage user accounts, assign roles and permissions, and control who can create, edit, and publish signatures within your organization.
  • Monitoring and Reporting - Learn how to track signature activity, review usage and campaign performance reports, and monitor the overall health of your ExSign deployment.
  • Administering the System - Keep ExSign running smoothly day to day with guidance on licensing, backups, updates, audit logs, and routine maintenance tasks.
  • Outlook Edition Specific for M365 - Understand what's different when you deploy the Outlook Edition, including how signatures appear while users compose, add-in deployment, and client-specific behavior.
  • Troubleshooting and FAQ - Find troubleshooting guides, frequently asked questions, and support resources to help you resolve issues and get answers quickly.