Scenario
You are using Exclaimer Cloud - Signatures for Microsoft 365 and you would like to set up the client-side signature rules to apply a particular signature to forward/reply messages only.
This signature will be shorter and applied to forward/reply messages only instead of repeating the long signature with a disclaimer throughout the email chain.
Resolution
NOTE:
To enable or disable server-side or client-side signatures, you need to:
- Configure your Exclaimer Cloud - Signatures for Microsoft 365 subscription.
- If you haven't already configured your Exclaimer Cloud - Signatures for Microsoft 365 subscription, the CONFIGURE option is displayed to allow you to configure your subscription as required.
- If you have already configured your Exclaimer Cloud - Signatures for Microsoft 365 subscription, then at a glance, you can see which option is enabled for the selected signature and, if required, make the necessary changes.
- If you haven't already configured your Exclaimer Cloud - Signatures for Microsoft 365 subscription, the CONFIGURE option is displayed to allow you to configure your subscription as required.
To apply a client-side signature to a forward or reply message
- From the All Signatures tab, select the signature you want to enable, then click MANAGE.
The selected signature window is displayed.
- Select the Enable tab to enable the selected signature for server-side or client-side deployment.
The above screenshot displays the configuration options for the server-side and client-side - this means that the Exclaimer Cloud - Signatures for Microsoft 365 subscription has not been previously configured.
NOTE: The CONFIGURE option is displayed only if you haven't already configured your Exclaimer Cloud - Signatures for Microsoft 365 subscription.
Enabling signature for client-side
To configure (if not already done before) and enable selected signatures for client-side deployment:
You will need Microsoft Outlook or Apple Mail installed for client-side deployment.
- From the Enable tab, within See before you send in Outlook (Windows and macOS) and Apple Mail option, click CONFIGURE.
NOTE: The CONFIGURE option is displayed only if you haven't already configured your Exclaimer Cloud - Signatures for Microsoft 365 subscription. - You are directed to the Configuration section, where you can configure client-side signatures.
- Once you have successfully configured the client-side signatures, you are directed back to the signatures list. Navigate your way and select the Enable tab again.
- Now, to enable client-side signatures, from the Enable tab, select the See before you send in Outlook (Windows and macOS) and Apple Mail option. Immediately, the status of the required option changes from 'Not Enabled' to 'Enabled'.
If you want to disable it, untick the option.
- Additional options associated with the client-side deployment are now enabled. As required, you can now, by default, set:
- Signature on all New Messages
- Signatures only on Replies and Forwards.
Downloading client-side email agent
To download the client-side agent for both Windows and macOS:
- Click the link provided to download the Exclaimer Cloud Signature Update Agent. This will allow you to synchronize signatures directly with the user's Outlook (Windows and macOS) and Apple Mail.
The Exclaimer Cloud Signatures webpage is displayed. You can download the client-side update agent for Windows and macOS.
NOTES: For more information on the Outlook Add-in, see:
How to use the Exclaimer Cloud Outlook Add-in.
How to install Exclaimer Cloud Outlook Add-in for a single user. -
You can either download the Windows agent or the macOS agent as required.
When the installation is complete, you will be asked to provide your Microsoft 365 email address and password. The agent will use these credentials to authenticate and download the appropriate signatures. After that, the agent will run silently in the background. But, if you change your password at a later date, you may be asked to re-enter your details.
Related topics:
Signature Overview tab - This displays a summary of the signature rules applied to the selected signature.
Signature Senders tab - This allows you to define specific senders (which includes groups, email addresses or domains) from within your organization who will be included to use the selected signature.
Signature Exceptions tab - This allows you to exclude specific users within your organization from using the selected signature.
Signature Recipients tab - This allows you to specify whether a signature should be applied to a message based on the recipient or a specific domain.
Signature Date/Time tab - This allows you to define a date/time period within which a signature will be used.
Signature Advanced Rules tab - This allows you to define signature rules based on email content and subject for server-side deployment only.
Signature Enable tab - This allows you to enable (and, if required, disable) a signature either for server-side or client-side deployment or, in some cases, both.
Signature Overview tab - This displays a summary of the signature rules applied to the selected signature.
Signature Senders tab - This allows you to define specific senders (which includes groups, email addresses or domains) from within your organization who will be included to use the selected signature.
Signature Exceptions tab - This allows you to exclude specific users within your organization from using the selected signature.
Signature Recipients tab - This allows you to specify whether a signature should be applied to a message based on the recipient or a specific domain.
Signature Date/Time tab - This allows you to define a date/time period within which a signature will be used.
Signature Advanced Rules tab - This allows you to define signature rules based on email content and subject for server-side deployment only.
Signature Enable tab - This allows you to enable (and, if required, disable) a signature either for server-side or client-side deployment or, in some cases, both.