Manual Menu

How to setup Connectors configuration?

After adding the SPF record, click on the ' Setup Connectors' tab to Setup the connectors as shown below.

Automatic configuration video tutorial


Manual configuration video tutorial

From the 'Setup Connectors' tab, you can Configure Exchange online connectors to start sending emails to Sigsync servers. You can either configure it automatically or manually.

setup-connectors

Sigsync will install Outbound, Inbound connectors and Rule in automatic mode without any hassle. If you choose manual method, it will be time consuming process and prone to human errors. Hence, it’s better to choose automatic configuration. Click the 'Configure Connectors' button to proceed with Configuration wizard as highlighted in below screenshot.

config-connectors

In the Connectors Configuration wizard, once you are done reading instructions provided and ready to proceed, click 'Next'.

inbound-outbound-connectors

You must use Office 365 global administrator credentials to authenticate as connectors cannot be created without the permission of global administrator. Your credentials will not be stored by any means on our server.
Note: If you are using MFA (Multi Factor Authentication), you can use app password to login (Know more). This process is secure as the functionality is provided by Microsoft. Click 'Next' to proceed.

login-to-office-365-tenant

Now, if you need signature for all users then select all users or create a group which contains only the users who need email signatures. Make sure you have selected only the users you want to have signatures since, each user’s emails that is processed by Sigsync will consume 1 license. Its better to avoid excessive usage of licenses by selecting users and making a group for those selected users who need email signatures.

You can select 'Add Email Signatures to all the users' for all users to have signature as shown below.

If you want signatures to be added to internal mails as well as external mails, then choose the checkbox 'Apply signatures to the email sent between the users of this tenant as well'.
If you want to apply signature to only external mails, then uncheck the 'Apply signatures to the email sent between the users of this tenant as well'.

add-signature-to-users

Or you can select 'Add Email signature to the users belonging to this group only' option to choose a group from list of groups in drop down menu which has only users that require signatures to be attached to the emails and click the 'Next' button to proceed.

If you want signatures to be added to internal mails as well as external mails, then choose the checkbox 'Apply signatures to the email sent between the users of this tenant as well'.
If you want to apply signature to only external mails, then uncheck the 'Apply signatures to the email sent between the users of this tenant as well'.

add-signature-to-users-groups

Now, click the 'Configure' button to start the setup process. It will create Outbound, Inbound connectors and Rule to reroute email through Sigsync servers for users selected in sender’s scope.

configure

Wait for few minutes and the process will complete. That’s it! Your connectors configuration is completed.

config-status

Now, Go to Dashboard --> Manage Signature to check the status of your tenant. It should show 'Connectors configuration successful' under status column as highlighted in below screenshot.

Click the 'Manage Signatures' to make changes to 'Preferences'.

manage-tenant

Now, Let's head to 'Preferences' settings.

 

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