Deploying the Outlook Signature Manager

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Written by Lounis | Updated

This guide explains deploying UpSlide Outlook Signature Manager software using Office 365 Admin Portal.

Prerequisities

You will also need access to Microsoft Entra ID to set up the Outlook Signature.

Below is the list of compatible Microsoft Outlook versions:

  • Microsoft Outlook Desktop 2016 or more
  • New Outlook
  • Outlook Online
  • Outlook for iOS, version 4.2352.0 or more
Note:
We are now compatible with Outlook for iPhone and iPad to display signatures. Android is under investigation. If your signature is not appearing on your mobile Outlook, please upgrade to the latest version of the Outlook app for iOS. 

For Outlook on Safari, it is necessary to first activate the signature on the desktop version first (Windows or Mac). If this solution is not available to you, disable “Prevent cross-site tracking” to activate the signature and re-enable it after

Employee information

Ensure the following information is up-to-date in your Microsoft Entra ID for every user using UpSlide's Outlook Signature.

These are all the user fields that can be used in an UpSlide signature.

  • Name
  • Email
  • Job title
  • Business and mobile phone
  • Office address, including street name, postal code, city and country.
Important
User information is not saved in our database. The data is pulled directly inside the Outlook client.

Upload a custom app

You can deploy your customized Office app via the Office 365 Admin Portal.

  • As an admin, click here.
  • In the App type dropdown menu, select Office Add-in.

  • Select Provide link to manifest file and enter the following URL manifest: https://office-online.upslide.net/manifest.xml
  • Click Validate and, Next.

Edit Application Assignment

There are 3 options for deployment:

  • Deploy for yourself for test deployment.
  • Entire organization to deploy the Outlook Signature Manager for the whole organization.
  • Specific users/groups to deploy to a specific set of users.

After selecting your deployment option and validating the users, click Next.

Accept permissions requests

When you get to this step,  accept the App Permissions and Capabilities. Then, the deployment will start. Please note that the app deployment using the Office 365 Portal can take up to 24 hours to be deployed.

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Assign licenses

To access the Outlook Signatures, each user must register in the UpSlide Account Portal. You can find instructions on how to add users here.

We also provide a provisioning solution to help you synchronize your Microsoft Entra ID with our licensing database. Learn how to set it up here.