Breadcrumbs

Create a Signature

Crossware’s signature portal allows users to create, customize, and manage email signatures for an organization. This guide walks you through setting up an email signature using Crossware Email Signature.

Start a New Signature

  1. Go to Signatures in the Crossware Designer Portal.

  2. Click CREATE NEW to start a new signature design.

  3. Alternatively, use CREATE FROM TEMPLATE to base your design on a ready-made template.

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Signature Details

  • Name – Enter a descriptive name for the signature.
    This helps you identify it later.

  • Description – (Optional) Add notes about this signature design for internal reference.

Add Signature Elements

Use the Drag & Drop interface to build your signature:

  • You can add elements that pull data from:

    • Windows Azure Active Directory (WAAD) — for Microsoft 365

    • Active Directory (AD) — for Exchange

    • Custom C# Script — for advanced data retrieval

Apply the Signature

Choose who should receive this signature:

  • Person – Apply to a specific user.

  • Group – Apply to a group from your directory.

  • Organizational Unit (OU) – (Exchange only) Apply based on directory structure.

  • Rule – Use a custom rule to decide when the signature applies.

    • Rules must return true or false.

When the Signature Appears

Set where and when the signature shows up in outgoing emails:

  • Insert Into

    • All Emails — always includes the signature.

    • New Emails Only — only for new messages.

    • Replies Only — only for replies.

  • Placement

    • Normal — after new email and before quoted replies.

    • Header — at the very top of the message.

    • Footer — at the bottom of the message.

Edit Signature Content

Design your actual signature content:

  • HTML Signature: Use the HTML editor or advanced editor to design visuals, layout, and formatting.

  • Plain Text Version: Shows what recipients see in plain text emails.

    • You can auto-generate this from the HTML or manually override.

Preview & Save

  • SEND TEST EMAIL — Once saved, send a test message to preview how the signature appears for the recipient.

  • Review From/To settings in the test tool to check conditional content and lookups.

Tips

  • Testing helps confirm that all dynamic fields (like name or department) appear correctly.

  • Signature blocks (such as disclaimers or banners) can be included from your Signature Blocks list.