Get started

First time using CodeTwo Email Signatures 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

• Supported platforms and requirements – see the technical specifications required to use the software.
• Licensing – read about the licensing model in CodeTwo Email Signatures 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, email signatures, subscriptions, etc. for your organization.
2. (Optional) Grant access to CodeTwo Admin Panel to other admins – find out how to invite users to become admins in CodeTwo Admin Panel 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 CodeTwo Admin Panel and select the way CodeTwo signatures will be added to your organization's emails.
4. Deploying the add-in for Outlook from the Microsoft 365 admin center – the Web Add-in automatically adds signatures to emails in Outlook and OWA (Outlook or combo signature mode) and also lets users preview their cloud signatures (cloud or combo mode).

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

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

Signature and tenant management

• Signature modes – learn about the three working modes of our software which govern the processing of emails.
• Tenant settings – tenant-related settings like user attributes, signature modes, SPF record, automatic & manual configuration of connectors, etc. 
• Scope of licensed users – find out how to limit the number of users who can consume licenses and benefit from CodeTwo (get signatures & automatic replies).
• Admin roles – find out more about all admin roles and permissions in CodeTwo Email Signatures 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.
• Sent Items Update – learn how to configure the software to see signatures in your Sent Items folder (cloud or combo mode only).
• User attributes manager – find out how to bulk edit user information shown in signatures, add custom attributes (not available in Entra ID / Azure AD), and allow end users to edit their own personal details.

One-click surveys management

• One-click surveys – learn how to unlock this feature for your Microsoft 365 tenant to add quick surveys to your emails and automate customer feedback collection.

Automatic replies management

• 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.