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How to setup Signature 365

It is quick and easy to setup Signature 365 integration with your email platform.

Create your account

If you have not already created a Signature 365 account, follow these simple steps:

  1. Go to https://app.signature365.com
  2. Click Start my free trial on the upper right corner
  3. Enter your details and click the Register button

You have now created your Signature 365 account and the Signature 365 dashboard will show in your browser:

What you need to setup integration with your email platform

To setup the integration with your email platform you will need:

  1. Global administrator credentials for your Microsoft 365 account
  2. Access to your domain provider to update the SPF record for your domain
  3. A mail-enabled group of users if you want to limit Signature 365 to process specific users

You are now ready to setup the integration with your email platform.

Setup integration with your email platform

Open the setup wizard by clicking Enable under Finish setting up your account in the dashboard or select Integrations > Microsoft 365:

Select the email platform you need to integrate with. Currently Microsoft 365 is supported. Click Next to continue:

Select the directory you need to import users from. Currently Azure Active Directory is supported. Click Next to continue:

The setup wizard is now ready to configure the required permissions to access your directory. The page shows the required permissions that will be requested. Click Authorise and sign in using your Microsoft 365 Global administrator credentials:

Review the requested permissions and click Accept to continue:

Select how you would like signatures to be applied.

Click Next to continue:

Update the SPF record for any domains with errors. Click Check again to verify the updates until all are listed successfully:

Click Continue to proceed:

Choose whether you want Signature 365 to handle emails from all users, or only emails from users in a specific group. If you are trialling Signature 365 you may want to select Handle emails from users in a specific group and select a mail-enabled group of test users.

The setup wizard is now ready to setup the integration with Microsoft 365. To do this Signature 365 needs to create a Send Connector, Receive Connector and Transport Rule in your Microsoft 365 tenant. Signature 365 can do this for you automatically, or you can perform a manual setup using a PowerShell script.

We recommend you click Automated setup for the automatic setup:

The setup wizard is now ready to configure the required permissions to setup the integration. The page shows the required permissions that will be requested. Click Authorise and sign in using your Microsoft 365 Global administrator credentials:

Review the requested permissions and click Accept to continue:

Signature 365 is now ready to create a Send Connector, Receive Connector and Transport Rule in your Microsoft 365 tenant. Click Copy to copy the device code, then click Authorise to continue and note this opens in a new browser tab:

Paste the device code and press Next to continue:

Select your Microsoft 365 Global administrator account to continue:

Click Continue to proceed:

Close the browser tab and return to the Signature 365 browser tab where the configuration process will be running:

When the configuration process has completed you will be able to proceed:

Click Next to proceed:

Select how you would like signatures to work in Outlook and click Next to proceed.

Click Go to dashboard to return to the dashboard.

You Microsoft 365 tenant is now configured to integrate with Signature 365. Users and groups will be imported every hour. If you selected the option to apply signatures to email from all devices including mobiles, email will be routed via Signature 365 for signature injection and then back to your Microsoft 365 tenant for delivery.

You can now proceed to upload images for your signatures, create signatures, and create rules to assign your signatures to users and groups.

You may also want to enable signature preview in email clients and to enable updating of sent items. See below for more information.

Install the Signature 365 add-in for Outlook

The Signature 365 Outlook add-in allows you to preview the signatures that will be added to emails by the Signature 365 service. The add-in is very easy to deploy via the Microsoft 365 Admin center and works in Outlook on Windows, Outlook on Mac, and Outlook on the web.

How to install the Outlook add-in

Enable update of sent items

Signature 365 can update Sent Items with a copy of every sent email. The copy includes the injected signature and shows the exact email received by the recipients. The subject is prefixed with [Signature Copy] to be easy to identify, search for and manage.

How to enable Sent Items update

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