STEP 1
Go to the Crossware Mail Signature portal: https://portal.crossware365.com/
Complete the deployment step in the onboarding process but DO NOT continue to the Connect stage.
STEP 2: Create Group
Log into your Microsoft 365 Admin Portal using your Microsoft 365 login credentials. You can access this at https://admin.microsoft.com
You will be creating a group:
- One of type Security with the name CrosswareMailSignatureAdmins
(Users in this group will be able to configure Crossware Mail Signature)
See the following screenshots
Create CrosswareMailSignatureAdmins group
STEP 3
STEP 4
STEP 5
Go to Crossware Mail Signature Portal > ADMIN > MANAGE FEATURES and enable Signature auto insert by assigning the feature to all users or a selected user / group: https://portal.crossware365.com/cms/admin/feature-flags
IMPORTANT NOTE: The SEND TEST EMAIL function in the Signature Designer will only work for internal email addresses (i.e. email domains within your Microsoft tenant). This is because the Transport rule and connectors have not been configured.