Onboarding Exclaimer for Client-Side (Microsoft 365)

To access the new onboarding for Client-Side configuration:

1. Log into your Exclaimer account and launch your subscription.
   
   
2. From the menu pane, expand Configuration, then select Connect to Microsoft 365.
   
   NOTE: If you have not yet configured any options, then the Connect to Microsoft 365 screen will appear automatically after you log in.
   
   
   _{Client-Side onboarding}

If you have not configured your subscription to use Client-Side signatures, the dashboard status will display Not connected.


_{Client-Side dashboard status: Not connected}

To configure Client-Side signatures:

1. Select CONNECT.
   
   You are prompted to sign in to Microsoft 365 as a Global Administrator (make sure you enter the credentials for the correct Microsoft 365 tenant).
   
   
2. Once signed in, you are prompted to accept a permissions request for Exclaimer to read your Azure AD data. Select Accept:
   
   
   _{Permissions request for Exclaimer to read Azure AD data.}
   
   We recommend: If you need to configure Client-Side signatures to use Apple Mail (macOS), or if you are using an Outlook version older than 2019 or for On-Premise mailboxes, then install the Exclaimer Signature Update Agent. Select Download User Agent and follow the steps.
   
   For more information, see how to install the Exclaimer Signature Update Agent (Windows). You can access the latest version for deployment from here: Exclaimer Signature.
   
   
3. Select which members of your organization you wish to set up Exclaimer signatures for: 
   
   - Select Full (Recommended) to allow all users and groups within your organization to have Exclaimer signatures.  
   
   - Select Limited to specify a group within your organization. This will allow only users and groups that are members of this specific group to have Exclaimer signatures. 
   
   
   _{Select which members of your organization you wish to synchronize with Exclaimer.}
   
   
4. Select CONTINUE.
   
   
5. Select LAUNCH APPSOURCE to install Exclaimer for Outlook from the Microsoft AppSource.
   
   
   _{Select LAUNCH APPSOURCE.}
   
   The Microsoft AppSource screen is displayed.
   
   We recommend: Sign out of any Microsoft 365 accounts that are not a Global Administrator account for the organization you are trying to deploy the Add-in for. This will help prevent any issues with the installation process picking up cached credentials and potentially causing a failure.
6. Select Get it now.
   
   
   _{Select Get it now.}
   
   The Sign in to Microsoft AppSource window is displayed.
   
   
7. Enter your email address to continue.
   
   
   _{Enter Admin email address.} 
   
   The Confirm your details to continue window is displayed.
   
   
   _{Select Get it now.}
   
   
8. Select Get it now.
   
   This starts the deployment process of the Exclaimer for Outlook app.
   
   
   _{Select which users should have access to the Exclaimer Outlook Add-in.}
   
   
9. Select which assigned users should have access to the Exclaimer Outlook Add-in:
   
   - Just me: Select to assign only yourself, in your organization, access to the Exclaimer Outlook Add-in.
   
   - Entire organization: Select to assign everyone in your organization access to the Exclaimer Outlook Add-in.
   
   - Specific users/groups: Select to assign specific users or groups within your organization access to the Exclaimer Outlook Add-in. Enter a specific user or group name; this is a predictive text field, so it will display any matching users or groups as you start to type.
   
   NOTE: You cannot use nested groups.
   
   Here, we have selected the Entire organization option:
   
   
   Example showing Entire orgaization option selected.
   
10. Select Next to proceed. 
    
    
11. Select Accept permissions for the new app.
    
    
    _{Select Accept permissions.}
    
    
12. You are prompted to sign in to Microsoft 365 as a Global Administrator (make sure you enter the credentials for the correct Microsoft 365 tenant): 
    
    
    _{Login as Global Administrator.}
    
    
13. Once signed in, you are prompted to accept a permissions request for Exclaimer - Signatures for Outlook. This will allow the Add-in to verify that the user is authorized to download the signatures.
    
    
14. Select Accept:
    
    
    _{Permissions request for Exclaimer - Signatures for Outlook.} 
    
15. Select Next to proceed.
    
    
    _{Select Next.}
    
    
16. Review your selected settings for the deployment.
    
    When you have reviewed and are happy with the options selected, select Finish deployment to complete the deployment process.
    
    The Deployment in process... screen is displayed.
    
    
    _{Deployment in progress.}
    
    When the deployment process is complete, a completion message is displayed.
    
    
    _{Deployment complete.}
    
    
17. Select Done to proceed.
    
    The Integrated apps screen is displayed, listing the Exclaimer for Outlook app.
    
    
    _{Integrated apps showing Exclaimer for Outlook configured.}
    
    NOTE: It may take some time for the Exclaimer for Outlook app to appear within the Integrated Apps list - select Refresh to refresh the list.
    
    
18. After a successful onboarding, the dashboard status of the Client-Side configuration changes to Connected.
    
    
    _{Client-Side dashboard status: Connected.}
    
    
19. Select Re-install to make changes to the onboarding settings.