See before you send for Microsoft 365 subscription

Description

This is also referred to as client-side signatures. In this mode, signatures are synchronized to the users' computers for use in Microsoft Outlook. When messages are sent from Outlook, they are sent directly via Microsoft 365 (they are not routed to Exclaimer Cloud for processing). 

Signatures are synchronized with Outlook (Windows and macOS) and Apple Mail using Exclaimer Cloud Signature Update Agent, which must be deployed to the users' computers. This Agent runs in the background and synchronizes the signatures at regular intervals. When the signatures are synchronized to Outlook and Apple Mail, the first applicable client-side signature is synchronized as the default signature for that user.

How to access it? 

To access the See before you send (Client-side) option: 

Configuring for client-side signatures

To configure for client-side signatures: 

1. Click START SETUP to set up client-side signatures so that your signatures can be automatically downloaded to Outlook and Apple Mail and are visible when you draft your email.
   
   If you don't want to configure client-side signatures, click Skip setup.
   
   You can configure client-side signatures later by going to Manage signature rules, Enable tab (see the Enabling Signatures for client-side section).
2. Click AUTHORIZE to allow you (users) to sign in to client-side signatures and download signatures to Outlook, so they are visible when you draft your email.
   
   You are prompted to log in as a Global Administrator, and you need to provide the required credentials.
   
   Once authenticated, you are prompted to accept a permissions request. Click Accept:
   
   
   
   Once users have been successfully authorized to sign into client-side signatures, the Authorization Successful message is displayed:
   
   
   
   As required, select the appropriate Download settings to control the behaviour of the Exclaimer client-side signatures.
   
   
3. Select Prevent users from changing signature options (Outlook for Windows only) to block users from modifying the signatures. 
   
   
4. Select Remove all existing signatures in Outlook and Apple Mail to archive any existing local signatures (that is, Microsoft Outlook signatures that have not been synchronized from Exclaimer Cloud). This will ensure that users can ONLY use signatures that are synchronized from Exclaimer Cloud.
   
   
5. Click CONTINUE to proceed.
   
   
6. Click DOWNLOAD to view the different deployment options available for client-side signatures. The Exclaimer Cloud Signatures page is displayed. Download the option best suited to your environment:
   
   - Outlook Add-in (Recommended): This is centrally deployed to Microsoft Outlook and allows any user to add email signatures created within Exclaimer Cloud, to the body of their emails, while composing the email. See how to Install Exclaimer Cloud Outlook Add-in (Public channel).
   
   - Desktop Agent (Windows): This synchronizes signatures directly with the user's Outlook on Windows only. See how to install the Exclaimer Cloud Signature Update Agent (Windows).
   
   - Desktop Agent (macOS): This synchronizes signatures directly with the user's Outlook on Mac or Apple Mail only. See how to install the Exclaimer Cloud Signature Update Agent (macOS).
   
   For more information, please see the differences between Exclaimer Cloud Outlook Add-in and Exclaimer Cloud Signature Update Agent?
   
   
7. Click CONTINUE to proceed.
   
   
8. If you want to configure Apply to email from all devices including mobiles or Exchange on-premises, expand the required option and click START SETUP; or else click Skip setup to proceed to configure only client-side signatures.
   
   
9. If no other configuration is required, click COMPLETE SETUP to complete this configuration process. 
   
   - To complete the setup, it is mandatory to select at least one method on how you want to apply your email signatures.
   
   - The setup process can take some time to complete - this is indicated by a spinner. Once it is successfully completed, a Syncing Complete message is displayed, highlighting that the user data syncing is complete.