Navigation hints | Exclaimer Knowledgebase

To help you quickly locate what you need in Exclaimer, this guide contains details on where to find some of Exclaimer's tools and features. Select an option for instructions on how to access it.

Menu quick reference

The table below contains a breakdown of which features each of Exclaimer's menus contains. For navigation instructions by feature, see the following sections of this article.

	Menu
Features	Menu sidebar Found at the side of each page	Help menu Found under the question mark icon in the header bar	Settings menu Found under the cogwheel icon in the header bar	Account menu Found under the initials icon in the header bar
	Home page	Signature Tester	Brand Kits	Account settings
	Signatures	Diagnostics	Integrations	Invoices NOTE: Users on trial subscriptions do not have invoices, as no subscription has been purchased. Instead, trial users see a Purchase link.
	Campaigns	Message capture	Sender Management	User Management
	Signature Tester		Mail Flow	Audit Log
	Analytics		Outlook signatures
	Disclaimers		Exchange On-Premises
	Meeting Branding

Tools

Signature Tester

To access the Signatures Tester:

From the menu sidebar, select Signatures Tester.

OR

From the header bar, select the question mark icon to open the Help menu, then select Signatures Tester.

_{The Signatures Tester is found in the menu sidebar and the Help menu.}

Diagnostics

To access Diagnostic Logs:

From the header bar, select the question mark icon to open the Help menu.
Select Diagnostics.

_{Diagnostics is found in the Help menu.}

Message capture

To access Message Capture:

From the header bar, select the question mark icon to open the Help menu.
Select Message Capture.

_{Message Capture is found in the Help menu.}

Settings

Brand Kits

To access Brand Kits:

From the header bar, select the cogwheel icon to open the Settings menu.
Select Brand Kits.

_{The Settings menu is found under the cogwheel icon.}

Integrations

To access Integrations for LinkedIn, Facebook, Salesforce, or Hubspot:

From the header bar, select the cogwheel icon to open the Settings menu.
Select Integrations.

_{The Settings menu is found under the cogwheel icon.}

Sender Management contains the following options:

Sender Management settings

To access Sender Management settings:

From the header bar, select the cogwheel icon to open the Settings menu.
Select Sender Management.

_{The Settings menu is found under the cogwheel icon.}

Mail Flow contains the following options:

Mail Flow settings

To access Mail Flow settings:

From the header bar, select the cogwheel icon to open the Settings menu.
Select Mail Flow.

_{The Settings menu is found under the cogwheel icon.}

Outlook/Gmail Signatures contains the following options:

Outlook/Google settings

To access Outlook or Google settings:

From the header bar, select the cogwheel icon to open the Settings menu.
For Microsoft 365 subscriptions, select Outlook Signatures. For Google Workspace subscriptions, select Gmail Signatures.

_{The Settings menu is found under the cogwheel icon.}

On-Premise settings

To access On-Premise Settings:

From the header bar, select the cogwheel icon to open the Settings menu.
Select Exchange On-Premises.

_{The Settings menu is found under the cogwheel icon.}

Account features

Account contains the following options:

Overview tab - view the subscription ID, add or remove a user, view subscription details, or cancel a subscription
Buy Now tab - purchase an Exclaimer subscription
Billing tab - change your card or Direct Debit details
Account tab - change your name, email address, or telephone number

Account details

To access the Account settings:

From the header bar, select the initials icon to open the Account menu, then select Account. This opens the Account details tab in the Exclaimer portal.

_{Select the initials to open the Account menu. The initials are of the user currently logged in.}
To locate your subscription ID, add or remove a user, view your subscription details, or cancel a subscription, select Overview.
To access payment details for card or Direct Debit, select Billing.
To purchase an Exclaimer subscription, select Buy Now.

Invoices

To access invoices:

From the header bar, open the Account menu by selecting the initials icon.
Select Invoices.

_{Select the initials to open the Account menu. The initials are of the user currently logged in.}

User Management

To access settings for user roles:

From the header bar, open the Account menu by selecting the initials icon.
Select User Management.

_{Select the initials to open the Account menu. The initials are of the user currently logged in.}

Audit Log

To access the Audit Log:

From the header bar, open the Account menu by selecting the initials icon.
Select Audit Log.

_{Select the initials to open the Account menu. The initials are of the user currently logged in.}

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