Installing and launching the signature management application

If you finished all the previous configuration steps, it's time to start working with email signatures. To do that, you first need to install a dedicated application for signature management. Follow the guidelines below.

Open the User Panel, go to the Dashboard, and click the Manage signatures (ESIG for O365 manage button 14px) button displayed next to your tenant name on the Tenants card (Fig. 1.).

The tenants card.
Fig. 1. The Tenants card.

This will install the Admin Console - our application designed to help you configure signature rules.

Info

The application works out of the box in Internet Explorer 9 (or newer), therefore we recommend using IE. However, we also successfully tested recent versions of Google Chrome and Mozilla Firefox. Other browsers will probably work, too, but installing additional plugins or downloading executables each time you launch the app might be required.

In Internet Explorer, clicking the Manage signatures (ESIG for O365 manage button 14px) button on the product's website will automatically launch the program or (if you have not installed the program yet) download and run the application installer (Fig. 2.).

Application download in progress.
Fig. 2. Application download in progress.

Other browsers will download the CodeTwo Email Signatures for Office 365 Admin Console installer every time.

The application will be installed locally. After installation, you can launch the Admin Console in several ways:

  • from a shortcut in the Start menu,
  • via the Manage signatures button on the program's website,
  • from the User Panel, by clicking the Manage signatures (ESIG for O365 manage button 14px) button next to the name of your tenant (see Fig. 1.).

The Admin Console is equipped with a self-updating mechanism (a feature of the ClickOnce technology). Each time you launch the program, it checks for newer versions and prompts you to install the most recent update, if available.

Info

If you stumble upon a logon error mentioning that proxy authentication is required when starting the Admin Console, check this Knowledge Base article.

The application shows a welcome screen at launch (Fig. 3.). You need to log in to proceed.

Info

Credentials of a global admin account of your Office 365 tenant will be required. If your tenant has multiple global admins, you can use any global admin account to log in (it does not have to be the account under which your tenant is registered in the User Panel).

CodeTwo Email Signatures for Office 365 Welcome screen.
Fig. 3. CodeTwo Email Signatures for Office 365 welcome screen.

Click Log in and an Office 365 sign-in page will open (Fig. 4.). Sign in to your tenant by using global admin credentials.

Important

Your credentials are completely safe as they are passed directly and only to Microsoft servers, which is ensured by the Azure's OAuth 2.0 authorization. CodeTwo does not store, copy or have access to your global admin credentials. If you select the option to keep you logged in (Fig. 3.), the required tokens will be encrypted and stored on your local machine.

Office 365 log in pop-up.
Fig. 4. Office 365 sign-in page.

Read and accept the permissions that must be granted for the application to run (Fig. 5.).

Granting permissions to CodeTwo application to read from Office 365.
Fig. 5. Granting permissions to CodeTwo Email Signatures for Office 365.

Finally, the application launches and you can start managing your signature rules.

Tip

Consider blocking your end users from configuring OWA signatures to avoid duplicates and unauthorized disclaimers.

See next

Sent Items Update - configure the program to update your Sent Items Folder.

Quick Guide - create a signature rule step by step.

Signature management - learn more about the signature adding algorithm and various components of the program.

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