Using the Exclaimer Cloud Outlook Add-in – Exclaimer Cloud Knowledge Base

Description

The Exclaimer Cloud Outlook Add-in is an application that can be 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.

Exclaimer Cloud Outlook Add-in features:

The Add-in automatically inserts a signature set as default into the email; giving you confidence that your contact details and organizational branding are present, and in the correct location, when you send your emails.
The Add-in can also dynamically pick the best signature, depending on who the email is being sent to. For instance, the Add-in can insert your shorter internal signature when you only add internal recipients but insert your content-rich external signature when you add external recipients to the email. For more information see how you can Apply Recipient Settings Client-Side.
If required, you can select a different signature for a special circumstance - all you need to do is open the Add-in within Outlook and click on the signature you wish to insert.
The Add-in allows signatures that have been enabled for client-side use in Exclaimer Cloud. For more information, see how you can enable client-side for Microsoft 365 subscription.

Pre-requisties

To use the Exclaimer Cloud Outlook Add-in, your Microsoft 365 Administrator must have deployed the Add-in for you.
You must also be using one of the following versions of Microsoft Outlook:

Outlook for Microsoft 365 (Click-To-Run version 2108 build 14326.20258 or later)
Outlook on the Web (Microsoft 365)
Outlook for macOS 16.64 (22081401)

Using the Add-in in Outlook

Please click on the required options listed below to go through the detailed description:

Using the Add-in in Outlook Web

Follow these steps to use the Exclaimer Cloud Outlook Add-in (Outlook Web):

Log in to your Outlook Web App.
Click New message to compose a new email.
Click the Exclaimer icon () to select the required signature for your email.
Depending upon the installation, the Exclaimer icon can be found on the bottom toolbar or as an option within the ellipsis ().
You are prompted to sign in to your Microsoft 365 account.

Example:

NOTES:
- For users: If the sign-in prompt does not appear, then this implies that your sign-in has already been authenticated.

- For Global Administrators: Make sure you sign in with the appropriate Admin account credentials.
Once authenticated, you are prompted to accept a permissions request for the Exclaimer Outlook Add-in. Click Accept to proceed.

Example:

NOTE: For Global Administrators: Make sure you select Consent on behalf of your organization option.
The right-hand pane is now displayed, listing all your signatures, based on your Exclaimer Cloud Signatures subscription, that were added to your Outlook Web.

Example:
Select the required signature you want to add to your current email conversation. The selected signature is instantly displayed in the message area.

Example:

Using the Add-in Outlook Desktop

Follow these steps to use the Exclaimer Cloud Outlook Add-in (Outlook):

Log in to your Outlook Desktop App.
Click New Email to compose a new email.
Click Exclaimer Cloud to select the required signature for your email.
You are prompted to sign in to your Microsoft 365 account.

Example:

NOTES:
- For users: If the sign-in prompt does not appear, then this implies that your sign-in has already been authenticated.

- For Global Administrators: Make sure you sign in with the appropriate Admin account credentials.
Once authenticated, you are prompted to accept a permissions request for the Exclaimer Outlook Add-in. Click Accept to proceed.

Example:

NOTE: For Global Administrators: Make sure you select Consent on behalf of your organization option.
The right-hand pane is now displayed, listing all your signatures, based on your Exclaimer Cloud Signatures subscription, that were added to your Outlook Desktop.

Example:

NOTE: The Exclaimer Cloud Outlook Add-in takes up to one hour to synchronize updates to signatures and user details. If you have saved a change to the signature design or synchronized updates to user data in the Exclaimer Cloud Portal, please wait for one hour before expecting to see the changes in the Add-in.