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How to add client-side signatures to a server-side Office 365 subscription

Zendesk API Admin
  • Updated

Relevant Products: Exclaimer Cloud - Signatures for Office 365

If your Exclaimer Cloud is configured for server-side deployment (so signatures are applied to all email messages via Exclaimer's Cloud service), and you wish to add client-side functionality (so applicable signatures are synchronized to Microsoft Outlook on users' computers), follow the steps below:

To learn more about Exclaimer's Outlook Client feature, please see the Exclaimer Cloud Signature Update Agent article.

Configuring Exclaimer Cloud Signature Update Agent

To complete the setup described below, you will need:
Office 365 Global Administrator credentials
No conditional access policies 
If you are using MFA, you need to have configured an App Password
  1. Log into the Exclaimer portal and Launch your subscription. All existing signatures (and signature folders) are displayed on the Home page, in processing sequence.

  2. Hover your cursor over any signature that you wish to synchronize to Outlook clients (if necessary, create a new signature) and then select the Signature rules option:



    The Signature rules window is displayed with a focus on the Server-side (Office 365) options:

    mceclip0.png

  3. Select the Client-side (Outlook) tab (at the top of the page) to access the Outlook options then click the Configure button:

    mceclip2.png

  4. A summary page is displayed, detailing the tasks that will be completed during this setup:

    mceclip3.png

  5. Click Next to grant permission for Exclaimer's Cloud Signature Update Agent to sign in to Office 365 as a user:

    mceclip4.png

  6. Click Next. You are directed to a page within the Microsoft Online environment, where you should enter Global Administrator credentials and grant required permissions. Having confirmed these details, you are directed back to the Exclaimer's setup wizard, where you'll see a confirmation of this:
    mceclip5.png

  7. Click Next to access the Home page - you're now ready to create your first email signatures in Signatures for Office 365.

Deploying Exclaimer Cloud Signature Update Agent to the user's computers

To synchronize signatures to Microsoft Outlook, the Exclaimer Cloud Signature Update Agent must be deployed to each user's computer. The agent runs in the background and synchronizes signatures at regular intervals.

There are two ways that you can deploy the Exclaimer Cloud Signature Update Agent to the client computers:

Unless you have a specific need to deploy via GPO, we recommend that URL deployment is used - this is the simplest method, and ensures that the agent is always up to date.

Note: For more information, see Exclaimer Cloud Signature Update Agent.