This section walks you through installing and connecting every ExSign component for Microsoft 365, from the web portal and agents to the Outlook Edition add-in, and gets you to your first successful login. Whether you're deploying ExSign for the first time or adding it to a new Microsoft 365 tenant, following these steps in order will help ensure a smooth, complete setup.
The Installing & Setting Up section covers the following:
- Installing the ExSign Web Portal M365 - Follow step-by-step instructions to install the ExSign Web Portal, the central console you'll use to manage signatures, users, and settings.
- Installing the Microsoft 365 Agent - Install the agent responsible for processing mail flow and applying signatures to messages sent through your Microsoft 365 tenant.
- Connecting the Microsoft 365 Agent - Connect the Microsoft 365 Agent to your tenant so it can begin applying signatures to outgoing mail.
- Managing Servers M365 - Learn how to add, remove, and monitor the servers running your ExSign agents from the Web Portal.
- Installing the M365 Sent Items Update Agent - Install the agent that updates users' Sent Items so the signature they see locally matches what was actually delivered.
- Connecting the M365 Sent Items Update Agent - Connect the Sent Items Update Agent to your tenant so sent messages are updated correctly after signatures are applied.
- Logging In for the First Time - Complete your first sign-in to the ExSign Web Portal and confirm your environment is connected and ready for configuration.
- Quick Start Guide for Microsoft 365 - Get a fast, guided walkthrough of creating and publishing your first signature, so you can see ExSign in action right after setup.
- ExSign Outlook Edition M365 - Learn how to install and deploy the Outlook Edition add-in for users who need signatures applied while composing in Outlook itself.