How to edit the Email provider (Microsoft Office / Google Workspace)?

About this article

In this article, we will explain what Email provider setting is as well as the main differences between Microsoft Office and Google Workspace providers,

Prerequisites

How to change the Email provider?

1. Navigate to Email Signatures section
2. Click on the More Actions ellipsis menu in the top right corner
3. Click on Settings
4. Click on Email Providers
5. Select the desired email provider
6. Carefully read the informative pop-up 
7. Type Confirm
8. Click Confirm
9. Click Save

Microsoft Office as an email provider

This should be chosen when Microsoft is the email provider for the company. Microsoft Office as a provider allows for a variety of functionalities and deployment methods.

Admin functionalities

• Create a variety of email signature parts (signatures, top campaigns, bottom campaigns, and disclaimers) 
• Target email signature parts for specific users or user groups
• Apply email signature parts for new emails only, new and reply emails, or reply emails only 

End-user functionalities

• See the signature in the email body while typing new, reply, or forward emails*
• Switch between user profiles and/or new/reply signatures**

Deployment methods

• VSTO add-in (with Templafy Desktop)
• Web add-in 
• Email Signature Server 

Google Workspace as an email provider

This should be chosen when Google Workspace is the email provider for the company. Google Workspace as a provider allows for limited functionalities due to Google's limitations. 

Admin functionalities

• Create a variety of email signature parts (signatures, top campaigns, bottom campaigns, and disclaimers) 
• Target email signature parts for specific users or user groups

End-user functionalities

• See the signature in the email body while typing new, reply, or forward emails

Deployment methods

• Gmail Service Account

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