Implementation of Templafy-Hosted Email Signature Server for Microsoft 365

About this article

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

• Tenant Steps
  • Configure Certificates
  • Configure access to mailboxes
  • Configure Microsoft 365 Exchange to use Email Signature Server
  • Add the Smart Hostname dedicated domain to Microsoft 365 accepted domains
  • Configure Templafy for Email Signature Server
• Templafy Solution Engineering Steps

Tenant 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

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 mail connectors and mail rules 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 the html email signatures that will be applied to the emails sent by the users of the organization and have users follow the onboarding flow to set up their user profiles.

Templafy Solution Engineering Steps

1. Deploy Templafy Email Signature Server for tenant

Email Signature Server is implemented as a Docker container image. It is deployed and configured for your tenant to the Templafy Container Services subscription as a new distinct Azure Kubernetes cluster namespace managed and maintained by Templafy.

2. Set the SAS URL

Configure email signature synchronization to the dedicated blob storage in which the email signatures generated by Templafy will be stored and accessed by Templafy Email Signature Server

3. Verify dedicated domain Smart Hostname configuration

Run a verification process on the implementation Smart Hostname the tenant added to their Azure subscription's accepted domains.