Get started

First time using CodeTwo Email Signatures for Office 365? Watch the video tutorial below to see how to quickly deploy the service in your Microsoft 365 tenant and set up automatic email signatures. Use the links below the video if you need more information.

• System requirements and licensing information
• Deployment and configuration
• Signature management

System requirements and licensing information

• Supported platforms and requirements – see the technical specifications required to use the software.
• Licensing – read about the licensing model in CodeTwo Email Signatures for Office 365 and how to start a free trial.

Deployment and configuration

Use the links below to learn about all the deployment steps:

1. Creating a CodeTwo Admin Panel account – learn how to create an account used to manage tenants, emails signatures, subscriptions, etc. for your organization.
2. (Optional) Grant access to the CodeTwo Admin Panel to other admins – find out how to invite users to become Admin Panel admins and let them manage tenants and subscriptions in your organization. 
3. Registering and configuring a Microsoft 365 tenant – find out how to add your tenant to the CodeTwo Admin Panel.
4. Configuring SPF records (server-side or combo mode only) – to avoid emails being treated as spam, you need to update your SPF records at your domain registrar.
5. Configuring Exchange Online connectors (server-side or combo mode only) – learn how to automatically or manually configure your connectors and specify users whose emails will be processed by CodeTwo.
6. Deploying a signatures add-in for Outlook. You can only use either of the two add-ins:
   • New experience: Deploying the modern CodeTwo Signatures Web Add-in for Outlook for Windows, Outlook for Mac (early access) and OWA from the Microsoft 365 admin center – the Web Add-in automatically adds signatures to emails in Outlook (client-side or combo more) and also lets users preview their server-side signatures (server-side or combo mode).
   • Classic experience: Deploying the classic CodeTwo Signatures Add-in for Outlook for Windows (client-side or combo mode only).

If you would like to remove the software, visit this article.

If your organization uses additional mail relay services (smart hosts), see these guidelines to learn about the recommended configuration.

Signature, auto reply and tenant management

• Signature modes – learn about the three working modes of our software which govern the processing of emails.
• Admin roles – find out more about all admin roles and permissions in CodeTwo Email Signatures for Office 365.
• Delegating access to signature rules – specify users who can configure email signatures in your organization.
• Creating signature rules – find out how to set up email signature adding rules, design signature templates, and more.
• CodeTwo Outlook Add-ins overview – see the comparison between the two signature add-ins.
• Sent Items Update – learn how to configure the software to see signatures in your Sent Items folder (server-side or combo mode only).
• Autoresponder – learn more about the feature that lets you create and centrally manage fully personalized automatic replies & out of office messages and how to turn it on.
• Creating autoresponder rules – learn how to configure rules responsible for sending smart automatic replies.