Implementation of Templafy-Hosted Email Signature Server for Microsoft 365

This article provides step-by-step instructions to implement the Templafy-Hosted Email Signature Server solution.

Implementation Steps

1. Configure Certificates: A self-signed certificate set is generated to encrypt the communication channels between the Templafy Email Signature Server and the Microsoft 365 Exchange Online subscription.
2. Configure access to mailboxes for Sent Items update: Emails that have been processed by the Email Signature Server, and a signature was appended, also get the signature appended to the e-mail in the Sent Items folder by the Email Signature Server using Graph API.
3. Configure Microsoft 365 Exchange to use Email Signature Server: Set up connectors and a mail flow rule in the Exchange Online Admin center that will route emails to the Email Signature Server cluster.
4. Add the Smart Hostname dedicated domain to Microsoft 365 accepted domains: Organizations must add the unique domain, the Smart Hostname, generated for the deployment as an accepted domain to their Exchange Online configuration.
5. Configure Templafy for Email Signature Server: In the Templafy Admin center, configure email signatures, set the ESS SAS Link, and have users follow the onboarding flow to set up their User Profiles.