This article is the shortest path from a fresh Email Signature subscription to a signature appearing on outbound mail. It deliberately leaves out the small choices; the in-product help walks you through them when you arrive.
Before you begin
You need an organisation that is signed up for Email Signature, and an administrator who can sign in to the tenant portal as an owner or a marketing administrator. If your signup did not include Email Signature, an owner can add it from the Billing page in the tenant portal.
Step 1: Connect your mail platform
Open the Connectors page and choose either Microsoft 365 or Google Workspace. Complete the consent screen as a workspace administrator. The connector reads your directory so future signature rules can target departments, locations, or job titles.
Step 2: Pick a delivery mode
Open the Signatures page and pick one of two delivery modes. The first installs a small extension in your mail client and shows the signature in the compose window before the user hits send. The second applies the signature inside your mail platform on every outgoing message, with no per-user install.
Step 3: Author your first template
Open the signature designer and either start from a brand starter or duplicate one of the curated templates. Bind the dynamic fields (display name, job title, team) to the directory attributes your connector synchronised. Save the template. The system cleans the markup as you save and produces a preview for every supported mail client.
Step 4: Decide who gets it
Open the Rules page and attach the template to an audience. The starter audience covers everyone in your organisation. Narrower rules can target a department, a location, or a particular email domain; the first matching rule wins.
Step 5: Pilot, then roll out
Enable the rule for a small pilot group first. Open the self-test from the same page; you receive a message in your inbox within seconds and the action is recorded in your audit history. Once you are happy with the rendered output, widen the audience to your whole organisation.
Where to go next
The Reports page shows click-through analytics for any campaign or template that carries a tracked link. The Branding page controls the colours, logo, and footer text used by every template that binds to brand tokens; one change there flows through without re-saving each template.