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Set Up Client-Side Signatures

Dynamic Signatures is an Outlook Web add-in that enables users to preview and insert email signatures directly within the Outlook for Windows, Mac, Outlook on the web (OWA), iOS & Android.

Prerequisites

  • Supported platforms:

    • OWA: All features supported

    • Outlook (Monthly Channel) + Modern Authentication enabled for your tenant

      • Note: Error 13003 indicates Modern Auth is not enabled

  • Not supported on Windows 7

Outlook‎ add-ins can take up to 72 hours after deployment to become available. This propagation is managed by Microsoft.

Auto Insert Minimum Requirements

  • Windows: Windows 10 1903+ or Windows Server 2019 1903+

  • Office:

    • Microsoft 365 subscription

    • Retail perpetual Office 2016+

    • Standalone Outlook (volume-licensed) not supported (API set 1.10 required; only 1.9 available)

  • Mac: New Outlook UI only

  • OWA: Modern version only (classic not supported)

Deploy the Add-in

  1. To access the Microsoft 365 admin center, sign in and navigate to Settings > Integrated apps. From there, click on Add-ins.

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  1. In the new popup, choose Deploy Add-In and then click Next. After that, select Upload custom apps.

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  1. Enter the manifest URL: https://addin.crossware365.com/assets/manifest.xml and Click Upload.

Ensure https:// is included, as it’s required for validation

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  1. Select the target users (e.g. the whole organization or selected users/groups) and click Next.

We recommend selecting the CrosswareMailSignatureUsers group when configuring the add-in under the Specific users/groups deployment option. This ensures the add-in is deployed only to the intended users.

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  1. Click Save.

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  1. The add-in is now deployed to the selected users in your Microsoft 365 Tenant.

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Using the Add-in

  • In OWA and Outlook desktop, users will see the add-in button when composing a new email.

  • They can pin the add-in, so the Dynamic Signature pane opens automatically for each new message

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Enable Features in the Crossware Portal

  1. Log in to the Crossware Portal.

  2. Go to Settings > Manage Features.

  3. Enable the features you want available to your users:

    • Outlook for Desktop Auto-Insert

      • Automatically inserts the user's default signature when composing an email in Outlook for Desktop.

      • Users do not need to open the Dynamic Signatures panel.

      • Applies to all non-mobile Outlook platforms.

    • Outlook for Mobile Auto-Insert

      • Automatically inserts the user’s default signature when composing emails in Outlook for iOS and Android.

    • Auto Insert Refresh

      • Ensures Auto-Insert automatically updates if the recipient changes.

      • Can be turned off to only insert the signature on initial compose.

    • Preview

      • Allows users to see a live preview of their signature in the Dynamic Signatures panel.

    • Select

      • Users can choose a signature from the preview list.

      • The selected signature is applied by the Crossware servers when the email is sent.

    • Manual Insert

      • Users can manually insert signatures from the preview list at any time.

    • Admin Settings

      • Allows users assigned to this feature to access administrative settings from the Dynamic Signatures panel.

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