Scenario

You are using Exclaimer with Microsoft 365 and Client-Side deployment and wish to set certain signatures to apply by default, such as when composing a new email thread or when sending a reply or forward email.

Resolution

You can use signature rules in the Manage screen or the Exclaimer Outlook Add-In pane to set a specific signature to apply as default in two ways: the default for new emails, and the default for replies and forwarded emails. Your defaults then apply using the Exclaimer Outlook Add-In.

To set a Client-Side signature as a default:

Select an option below to view the related instructions:

Option 1: Set a signature as a default in the Exclaimer portal

  1. From the menu sidebar, select Signatures, then locate the signature you wish to set as a default and select Manage Rules.

  2. Select the Enable tab. The default options are found in the Client-Side section under Apply as default for.


    The Apply as default for checkboxes set this signature as a default.

  3. Select a checkbox to choose a default type for this signature:

    Select New messages to apply this signature as a default for new emails.

    Select Replies and forwards to apply this signature as a default for email replies and forwarded emails.
  4. To remove a default setting, deselect the checkbox.

  5. In the unsaved changes banner, select Save.

  6. Run a manual data synchronization to sync your signatures with Outlook.

  7. Install the Exclaimer Outlook Add-In. Your default signatures are now applied when you send an email using Client-Side deployment.

  8. To view your default signatures, open your email client and view the Add-In signatures pane. Icons are displayed above signatures - if a signature has been set as a default, the corresponding icon is highlighted.


    Signatures in the Exclaimer Outlook Add-In. There are icons above each signature. Icons are highlighted when a signature is set as default.

    The pencil icon indicates a signature set as default for new emails. The arrow icon indicates a signature set as default for replies and forwards.


    The corresponding icon appears orange when the signature is set as a default.

    Signatures set as default for both types display both icons.

Option 2: Set a signature as a default using the Outlook Add-In

  1. Install the Exclaimer Outlook Add-In. For more information, see how to install the Outlook Add-In.
  2. Run a manual data synchronization to sync your signatures with Outlook.

  3. Open your email client and view the Add-In signatures pane. Icons for defaults are displayed above signatures.


    Signatures in the Exclaimer Outlook Add-In. There are icons above each signature. Icons are highlighted when a signature is set as default.

  4. Select the pencil icon to set a signature as the default for new emails. The icon appears orange for signatures that are set as defaults.

  5. Select the arrow icon indicates a signature set as default for replies and forwards. The icon appears orange for signatures that are set as defaults.


    The corresponding icon appears orange when the signature is set as a default.
How easy was it to find what you needed?