Account Setup
When the license has been purchased, and you have received an email with the information, do the following:
Go to https://portal.exclaimer.com/new/ and log in with the Microsoft account associated with the admin email you signed up with. You might have to authorize the Exclaimer application to access your account.
You will then be logged into the Exclaimer portal, see below. There, the licenses you have purchased should now appear, and you can start the application by clicking the orange “Launch” button.
Once logged in to the new portal, you will be asked to connect the account to your Microsoft 365 instance. This needs to be done with a global administrator account so that you’re able to delegate all the necessary permissions for Exclaimer.
Click the “Authorize”-button, then log in to your domain administrator account.
You will then be asked to choose whether all users should be synced to Exclaimer, or just those in a specific security group. For now, choose All Users, we will setup a group-specific sync later. If you already have a mail-enabled security group (admin.microsoft.com -> Teams & Groups -> Active Teams & Groups -> Mail-enabled security) you can choose that in this step, otherwise you will create a group along the way.
When this is done, you can start to configure the signatures. If you want to be able to apply signatures to Outlook for web, mobile and desktop click the “Start Setup” button.
Enter a group name here to create a group in your domain to limit Exclaimer to only certain users, then click Continue
Authorize Exclaimer to make changes in your tenant on your behalf by clicking the Authorize-button.
When prompted, choose your domain admin account and allow the permissions for Exclaimer.
Copy the configuration code, and click “Configure”. Enter the code into the field that comes up, then log in again with your Domain admin account.
When the above is done, you will also be able to setup See before you send, meaning the signature shows up in the Outlook-application and isn’t added afterwards. Click Start Setup
Enable your users to download their signatures automatically by clicking “Authorize” and logging in with your domain admin account
You can then choose whether to restrict the creation of signatures so that the user is forced to use the company-wide one, and if earlier signatures should be removed automatically.
You can then download the client to manage the signatures automatically. The URL for client download is https://support.portal.exclaimer.com/hc/en-gb/p/outlook-client and the users sign in with their regular company accounts. When done, click “Continue”
If you don’t have Exchange on-premises, you can now click “Complete Setup”
You will then receive a message stating everything works, and you can start creating a signature.
If you want to restrict which users have access to Exclaimer, reload the page (F5/Ctrl+F5) and click “Configuration” and “Manage User Data”. Under “Start Synchronization”, uncheck “Synchronize all users” and choose the group that contains the users who receive the signature. If you start typing a name, available groups will appear. If you haven’t added any users to this group (created in one of the previous steps), log in to Microsoft Admin (admin.microsoft.com -> Teams & Groups -> Active Teams & Groups -> Mail-enabled security) with your domain admin account and add the users/nested groups there.
This has to be an email-enabled Microsoft365 security group. Click the group name, and click “Start Sync”. You might have to do this a couple of times since it takes a while for the members in the group to update.
To be able to dynamically include information such as phone numbers, addresses or other types scroll down to Enable Additional Attributes and choose Synchronizing All Azure AD Attributes.
You should now be able to see only the users that are present in the group in the list at the bottom of the Manage User Data page.
To learn how you can create a signature for your users, follow the guide
