This article guides you through the steps of deploying UpSlide's Outlook Signature Manager option on Outlook.
Prerequisites
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
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
- Job title
- Business and mobile phone
- Office address, including street name, postal code, city and country.
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.
Add-in installation
You can deploy the Outlook Signature Manager via Microsoft AppSource. To deploy an Office application to your organization, you'll need admin rights.
- Click here to access the Outlook Signature Manager add-in.
- Click on Get it now and follow the instructions.