CodeTwo signatures tutorial part 1: Create a CodeTwo account & register a tenant

Summary

In this tutorial, Simon, the CEO of CodeTwo, guides users through the setup process for CodeTwo Email Signatures 365, a cloud service used by over 60,000 companies globally. He explains how to create a CodeTwo Admin Panel account, link it with Microsoft 365, and configure email signature modes (cloud, Outlook, or combo). The tutorial covers essential steps like setting up Microsoft 365 tenants, updating SPF records, and configuring Exchange Online connectors for cloud signatures. The video concludes with instructions on deployment and setting up signatures for all users in the organization.

Takeaways

• 😀 Sign up for CodeTwo Email Signatures 365 through the Free trial button on their website.
• 😀 You can create a CodeTwo Admin Panel account using either a dedicated CodeTwo account or a Microsoft account (recommended).
• 😀 CodeTwo uses OAuth2.0 for secure access to your Microsoft 365 account, without storing your credentials.
• 😀 After creating an account, users automatically become the Owner of their organization’s CodeTwo Admin Panel if it's their first account.
• 😀 To start using CodeTwo email signatures, register your Microsoft 365 tenant in CodeTwo and begin a 14-day free trial.
• 😀 The CodeTwo Admin Panel allows you to manage your organization's signature settings, subscriptions, and billing information.
• 😀 Choose between three signature modes: cloud (server-side), Outlook (client-side), or combo mode, depending on your needs.
• 😀 Cloud mode adds signatures after an email is sent, works with all email apps, and cannot be modified by users.
• 😀 Outlook mode allows users to modify their signature in real-time as they compose emails, including on mobile devices.
• 😀 In combo mode, signatures are added after sending for emails from non-Outlook clients, and in real-time for Outlook users.
• 😀 Ensure your SPF record is updated and create Exchange Online connectors to route emails through CodeTwo for signature management.

Q & A

What is CodeTwo Email Signatures 365?

CodeTwo Email Signatures 365 is a cloud-based service that allows organizations to manage and apply email signatures across all users in Microsoft 365. It ensures consistent, professional signatures for emails sent from different devices and email clients.

What do I need to do to start using CodeTwo Email Signatures 365?

To start using CodeTwo, visit codetwo.com/email-signatures, click on the Free trial button, and sign up for a CodeTwo Admin Panel account. You can either create a dedicated account or sign in with your Microsoft account.

How does CodeTwo ensure my data security during account setup?

CodeTwo uses OAuth2.0 to securely handle your data. It doesn't store your credentials but obtains encrypted access tokens from Microsoft 365 to complete the account setup, ensuring data security.

What is the 'Owner' role in CodeTwo Admin Panel?

The 'Owner' role in CodeTwo Admin Panel is assigned to the person who first creates the account for the organization. This person has control over the billing information and can invite other admins to manage the CodeTwo settings.

Why do I need to register my Microsoft 365 tenant with CodeTwo?

Registering your Microsoft 365 tenant with CodeTwo is necessary to activate the 14-day free trial for your organization and to enable the use of CodeTwo email signature features.

What are the three signature modes available in CodeTwo Email Signatures 365?

The three signature modes are: 1) **Cloud Mode (server-side)**: Signatures are added after the email is sent. 2) **Outlook Mode (client-side)**: Signatures are added in real-time as emails are composed in Outlook. 3) **Combo Mode**: A mix of cloud and client-side modes, adding signatures from the cloud for non-Outlook clients and in real-time for Outlook.

How do I choose the correct signature mode for my organization?

You should choose Cloud Mode if you want a quick, server-side solution that works with all email clients. Opt for Outlook Mode if you want users to have control over their signatures. Combo Mode offers the flexibility of both, with real-time signature addition in Outlook and cloud-based signatures for other clients.

What is the SPF record, and why is it important?

The SPF (Sender Policy Framework) record is a DNS record that helps prevent emails from being marked as spam. Adding the recommended entry to your domain's SPF record ensures that emails with CodeTwo signatures pass through Exchange Online Protection without issues.

How does CodeTwo configure Exchange Online connectors for my organization?

CodeTwo can automatically set up Exchange Online connectors for your organization during the setup process. These connectors route emails through CodeTwo to add signatures in Cloud Mode. You'll need to authorize CodeTwo to configure the connectors using your global admin account.

Can I change the settings for who gets email signatures later on?

Yes, you can adjust the settings for which users or groups should have their email signatures processed by CodeTwo. You can configure this initially and modify it at any time through the Admin Panel.

How long does it take for the changes to take effect after completing the setup?

It typically takes a few minutes for the changes to propagate across your Microsoft 365 system. During this time, you can begin setting up your email signatures.