Email Signature onboarding flow​ in the Admin Center

About this article

This article will explain what the Email Signature onboarding flow in the Admin Center is and what it consists of. 

 

Prerequisites

Email Signature and/or Email Signature for Office 365 module(s) enabled for the first time after June 8th, 2022.

 

What is the Email Signature onboarding flow in the Admin Center? 

The onboarding flow for the Email Signature Manager will provide a short step-by-step process in order to ensure that admins are supported in providing the technical information required to configure the module properly. 

 

What are the steps of the onboarding flow? 

The onboarding flow consists of three main steps 

Step 1: Configure your email provider

By choosing between Microsoft Office or Google Workspace, Templafy can ensure that the relevant options will be displayed in the settings as well as within the configurations of the email signature parts. 

 

 

Step 2: Set up the email domains

The email domains required in this step of the onboarding flow are necessary in order for Templafy to be aware of which email domains should it generate signatures for. Once the email domains are added, they will be accessible in the settings. Also, while editing email signature parts, the admin will be able to set which email domains should benefit from which email signature parts. 

 

 

Step 3: Configure your email signature solution 

This step will support the admin to configure the email signature solution provided in step 1: 

 

Configure Microsoft 365

Enable Microsoft 365 Outlook web add-ins

Allow users to access their Templafy email signature from with the Email Signature in Office Online and Mac. 

Please note, that enabling the email signature web add-in the Admin Center doesn't deploy the add-in itself, the deployment guide can be found here: How to distribute Email Signature web add-in for Outlook Online?

 

Email Signature Server for Microsoft 365

Finalize the step up of Email Signature Server by adding the required SAS link. 

Email Signature Server fir Microsoft 365 will only be displayed if Email Signature for Office 365 module is enabled.

 

 

Provide your Google credentials 

Enter the service account credentials necessary to benefit from Email Signatures in Google Workspace.

 

 

All the above information can be edited later through the Email Signature Settings.

 

Related articles

Email Signature Settings How to edit the Email provider (Microsoft Office / Google Workspace)? How to add or remove Email Domains? What is Email Signature?