This section covers how to design, build, and manage signature templates for Microsoft 365 using the ExSign editor, including personalization fields, branding elements, legal disclaimers, and the rules that decide who gets which signature and when. Whether you're building your first signature or refining an existing rollout, you'll find everything you need here to get consistent, professional signatures out to your organization.
The Setting Up Your Signatures section covers the following:
- Adding Entities and Organizations M365 - Learn how to set up entities and organizations in ExSign, so signatures reflect the right branding and details for each part of your business.
- Signature Guidelines for M365 - Review best practices and design guidelines to follow before you start building signatures, so your templates stay consistent and professional.
- Adding and Managing Banners M365 - Learn how to create, schedule, and manage promotional or informational banners within your signatures.
- Creating a Rule M365 - Follow step-by-step instructions to create a rule that determines which signature is applied and to whom.
- Legal Disclaimers M365 - Learn how to add legal disclaimers to outgoing email, and how to control where and when they appear.
- Setting Conditions and Exceptions M365 - Understand how to fine-tune your rules using conditions and exceptions, so the right signature reaches the right users in the right scenarios.
- Designing Your Signature M365 - Discover how to use the ExSign editor to design your signature layout, including personalization fields and branding elements.
- Publishing and Managing Rules - Learn how to publish your rules and signatures to production, and how to manage, update, or retire them over time.
- Testing Rules Before They Go Live M365 - Learn how to preview and test your rules and signatures before publishing them, so you can catch issues before they reach your users' inboxes.
- Designing vCards M365 - Learn how to design and attach vCards to signatures, giving recipients an easy way to save your users' contact details.
- Account Settings M365 - Learn how to configure account settings.