Preview Sigsync Server-Side Signatures

Enable the option to switch between client mode and cloud mode

Step 1 : Login to the Sigsync Dashboard

Step 2 : Navigate to the ‘Manage Signatures’ > ‘Settings’ tabs

Step 3 : Select the 'Outlook Add-in' tab and check the option: 'Allow users to toggle between Client Mode and Cloud Mode (server-side) signatures in Outlook Add-in pane'

Step 4: Save the changes.

Open Outlook Addin’s pane on Outlook / Outlook on Web (OWA):

To open the Add-in pane on Outlook desktop, click ‘Sigsync Add-in for Outlook’ on the ribbon bar or it will be available under ‘All Apps’ in the compose window

Similarly, to open the Add-in pane on Outlook Web App (OWA, click ‘Sigsync Add-in for Outlook’ on the ribbon bar or click the Apps icon on the ribbon bar and then select ‘Sigsync Signature Add-in for Outlook’.

Switch the signature mode to Cloud Mode in the Outlook Add-in pane

Select the option ‘Cloud Mode’ in the Add-in pane.

Close the compose window and open it again to propagate the Cloud Mode changes.

Preview the Sigsync cloud signatures using Outlook Add-in:

Upon opening the Sigsync Signature Outlook Add-in pane, it will preview all the cloud signatures as per signature rules that you have set in Sigsync dashboard. Add-in pane updates continuously with every change such as adding recipients or typing text etc. To preview the email signatures in the Add-in pane, you must include at least one recipient in the To, Cc, or Bcc fields.

If you've assigned different templates for internal and external recipients within the signature rules, the Add-in pane will provide previews of all corresponding signatures. Additionally, if you've set up different signatures for new and subsequent emails, you can also preview these signatures directly from the Add-in pane.

If you have set specific keywords in the signature rule to include or exclude signatures, enter the appropriate phrases in the email subject and/or body, and the preview will appear accordingly in the Add-in pane. For instance, the below screenshot shows including the keyword #nodisclaimer in the email subject line removes the disclaimer from the signature. To learn more about to set keyword based conditions in the signature rule, referred to the following link

The Add-in always displays the signature configured for the mailbox selected in the From field. However, the signature that gets applied will depend on whether the sender has ‘Send As’ or ‘Send On Behalf’ Of permissions for that mailbox. To learn more about the setting up of the signatures to emails with ‘Send as / Send on behalf’ permissions, refer to the following link.