Registration and configuration of a Microsoft 365 (Office 365) tenant
After you created a CodeTwo Admin Panel account and logged in, it's time to register your Microsoft 365 (Office 365) tenant to our service and specify how signatures should be added to this tenant.
You can add a new tenant to the Admin Panel directly from the Dashboard, by clicking the Add () button on the Tenants card (see Fig. 1.). Alternatively, go to the Tenants tab and use the Add new tenant () button.
In either case, a configuration wizard will open. Read on or use the links below to learn about all the steps.
- License agreement
- Signature mode
In the next step (2. Login - not shown here) click Next and you will be redirected to the Microsoft account sign-in website (Fig. 3.). Sign in with your Microsoft 365 global admin credentials - this is the only account type that has all the permissions required by the program to add personalized email signatures.
The program uses Azure OAuth 2.0 authentication. Your credentials are safe, because they are passed directly and only to Microsoft servers; they are never stored on any CodeTwo or third-party servers.
Accept the permissions necessary to run CodeTwo Email Signatures for Office 365 with your tenant.
After that, in step 3. Geolocation (Fig. 4.) you need to select a geolocation for the CodeTwo Email Azure Service (which adds signatures and stores your settings). Choose the location of the server in which your Microsoft 365 tenant resides (or the nearest one) and click Next.
Be sure to choose the right location for CodeTwo services as it is not possible to change this later without deregistering your tenant (which will also cancel your subscription). If you need to modify your geolocation, please contact our Support.
- Server-side mode: selected by default because it works with all email clients. In this mode, a signature is added after an email is sent. You can still preview the signature as you type an email by deploying a web add-in (this can be done centrally by an admin or individually by each user).
- Client-side mode: works with Outlook only. A signature is available in your Outlook and can be added automatically when you compose a message, or you can add it manually from the Outlook's ribbon.
- Combo mode: works with all email clients. It's a combination of the server-side and client-side modes. Signature is added as you type an email in Outlook. If you use other email clients, signature is added after an email is sent.
When you select a mode, the program shows how your mail flow will look like and provides a comparison table. You can also learn more about signature modes in this article. Read on or use the links above to learn about all installation scenarios.
To continue setting up your tenant in the default signature mode, leave Server-side mode selected, scroll down and click Register (see Fig. 5.). A successful tenant registration will be confirmed in the last step of the wizard (5. Provisioning), shown in Fig. 6.
Directly after tenant registration, you need to wait (usually for about 3-15 minutes) for our services to be provisioned before you can proceed with further configuration. You can track the provisioning status of your tenant on the Tenants tab, by refreshing the page. When it’s finished, the Signature mode status on your tenant's card will change from Provisioning in progress to Connectors configuration required (Fig. 7.). You will also get an email notification with further setup instructions.
Once the provisioning of our services is finished, a new accepted domain will be added to your Microsoft 365 tenant: [your unique ID].smtp.codetwo.online You can find the domain by following these steps.
Please do not remove this new domain - it's the new requirement from Microsoft, to make your email even more secure. If you remove it, the program will not work correctly. If you accidentally deleted the new CodeTwo domain from your Microsoft 365, follow the steps described in this article.
Please do not verify this domain in your Exchange admin center. If Microsoft 365 sends you notifications or warnings (e.g. to update the domain's DNS settings), you can configure this domain as described in this article or ignore these warnings - your mail flow is not affected.
At this point, your tenant is almost ready - you only need to complete a few additional steps to finish the tenant's configuration. To learn more, click the Connectors configuration required status on your tenant's card (Fig. 7.). The program will show additional information and redirect you to the Next steps page (Fig. 8.), where you will learn what is required to finish the configuration of your tenant.
It is recommended that you configure your SPF record and Exchange Online connectors now, according to the instructions displayed (Fig. 8.). Visit the articles below (or use the navigation menu on the left) for step-by-step instructions.
When your mail flow is configured, the Next steps page (Fig. 8.) will explain how to create your first email signature rule.
If you choose the client-side signature mode in step 4. of the tenant registration wizard (see Fig. 5.) and click Register, the tenant is registered and provisioned right away (Fig. 9.).
From now on, signatures will be available in Outlook for every user in your organization who has the CodeTwo Signatures Add-in for Outlook deployed on their machines. You can copy the instructions provided (Fig. 9.) and send them to the users who need signatures or deploy the add-in globally by following this guide. However, since you have not created any signature templates yet, it's better to prepare them first - follow the steps provided in this article to create client-side email signature rules. Don't worry, the manual add-in installation instructions are also provided in this article or you can access them in the Admin Panel by going to the Tenants tab and clicking the Add-in setup info link on your tenant's card (Fig. 10.).
After you created your first client-side signature rule, you can ask the users you specified in this rule to install the CodeTwo Signatures Add-in for Outlook (or deploy the add-in globally). See this article for installation instructions and usage guidelines.
If you selected the combo mode in the tenant registration wizard (see Fig. 5.) and clicked Register, the provisioning (Fig. 11.) includes both:
- server-side provisioning, which can take 3-15 minutes, and requires setting up your SPF record and mail flow connectors thereafter;
- client-side provisioning, which is immediate but requires users to install a dedicated add-in on their Windows computers.
Use the links above to learn about both of these provisioning processes and the steps you need to follow to start using email signatures in these modes.