Step 1 - Connect Your Office 365 Directory

• Click here and login with your Office 365 credentials to give the Trial Crossware Mail Signature access to your Office 365 Directory.

NOTE: It may take up to 2 hours for the Microsoft Office 365 process to run.

If you would like to create the connection manually please follow the Manual Instructions.

The setup page will create the following:

• Service Principal - Allows Crossware Mail Signature read only access to your Office 365 Directory.
• CrosswareMailSignatureTrialUsers group - You will need to add test users to this group once completed.(This includes yourself).
• Inbound Connector - Allows Crossware Mail Signature to authenticate with Office 365 to deliver emails into Office 365.
• Outbound Connector - Sends emails to Crossware Mail Signature.
• Transport Rule - Determines which emails (from members of the above group) are sent to Crossware Mail Signature.

NOTE: Changes to Office 365 Rules may take up to 45 minutes to take effect.

Step 2 - Test that the set-up is working

• Log onto Crossware Mail Signature using your Office 365 credentials using this URL: https://trial.crossware365.com/

• Go into Deployment Status by double-clicking on the blue Deployment Status tile.

From within the Crossware Portal you can access the Signature Configuration and the Logs. Go into Signature Configuration using the drop-down menu or by double-clicking on the blue Signature Configuration tile.

• Send a test email:

a. Open the Signature configuration document Example Signature 1, and click on the Send Test Email, your details should be automatically populated.

b. Select a host and click send.

c. Confirm that you have received the test email.

• Add Users to the Test Group:

a. Add test user(s) to the group used created above.

Important note: If you are the owner of this group you will also need to be added as a member to ensure you have a signature appended.



b. Send a test email from your Web Mail/Outlook client and confirm that emails are being delivered correctly.

Step 3 - Create Your First Signature

Congratulations! You have completed your set-up.

If you want to design your email signature, click on Signature Configuration