Audience: IT managers and system administrators deploying WiseStamp email signature management on Microsoft Exchange — Exchange Online (hosted) and hybrid.
Scope: Everything IT needs to plan, deploy, validate, and operate WiseStamp on Exchange. Not a marketing resource. No end-user signature design guidance except where it affects rollout.
Read first — Microsoft 365 is required
WiseStamp deploys on Exchange against Exchange Online / Microsoft 365 and hybrid topologies. Every deployment method depends on employee sync from Entra ID, so an Exchange Server environment with no Microsoft 365 tenant is not supported on any plan. Identity must be moved to Entra ID, at minimum in a hybrid configuration, before WiseStamp can be deployed.
What is documented and actionable: server-side routing via the Exchange admin center (connectors + transport rules), the Outlook Add-In (for Exchange Online mailboxes), Entra ID directory sync, SSO, and signature rules.
Deployment topologies covered
Topology | What it means | Documented path in this documentation |
Exchange Online (hosted) | Mailboxes in Microsoft 365 / Exchange Online | Fully documented: server-side routing (automated or manual), Outlook Add-In, Entra ID sync |
Hybrid | Local Exchange Server and Exchange Online mailboxes; mail egresses via Exchange Online | Documented where mail flows through Exchange Online |
How this documentation is organized
Lifecycle order: decide → check → identity → deploy → secure → scope → validate → operate → support.
# | Article | File | Stage |
1 | Exchange Setup Overview | Decide | |
2 | Prerequisites & Infrastructure Checklist | Check | |
3 | Step 1 — Identity & Employee Sync | Identity | |
4 | Step 2 — Outlook Add-In (Client-Side) | Deploy | |
5 | Step 2 (alt) — Server-Side Routing via Exchange | Deploy | |
6 | Step 3 — Configure SSO (SAML) | Secure | |
7 | Step 4 — Signature Rules & Scoping | Scope | |
8 | Permissions Reference | Reference | |
9 | Go-Live Checklist & Validation | Validate | |
10 | Ongoing Admin Guide | Operate | |
11 | Employee Rollout Handoff | Operate | |
12 | Troubleshooting Reference | Support |
Recommended reading order by topology
Exchange Online: 1 → 2 → 3 → (4 and/or 5) → 6 → 7 → 8 → 9 → 10 → 11 → 12
Hybrid: 1 → 2 → 3 → 5 (route via Exchange Online) → 7 → 8 → 9 → 10 → 11 → 12
Method choice on Exchange
Method | Type | Coverage | Plan | Topology fit |
Server-side routing | Post-send, in transit | All devices/clients | Platform / Enterprise | Exchange Online, hybrid |
Outlook Add-In | Client-side, pre-send | Outlook clients (web/desktop/mobile) with Exchange Online mailboxes | Basic+ | Exchange Online, hybrid (Exchange Online mailboxes) |
Hybrid (both) | Both | Preview + full coverage, de-duplicated | Platform / Enterprise | Exchange Online, hybrid |
The Outlook Add-In requires Exchange Online mailboxes.
Plan-tier requirements matrix
Which plan you need, by capability. Plan availability can change — check the WiseStamp pricing page for the current list.
Capability | Pro+ | Basic | Grow | Platform | Enterprise |
Centrally managed signatures | Yes | Yes | Yes | Yes | |
Microsoft 365 integration | Yes | Yes | Yes | Yes | |
Outlook Add-In (client-side, Exchange Online mailboxes) | Yes | Yes | Yes | Yes | |
Auto-sync employee details (Entra ID) | Yes | Yes | Yes | Yes | |
Server-side integration + signature rules | Yes | Yes | |||
Single Sign-On (SAML) | Yes | Yes | |||
Roles & permissions | Yes | Yes | |||
Security Group synchronization | ✓ (or trial) | ||||
Audit log / SLA | ✓ / 99.9% | ||||
Admin seats (cap) | 1 | 1 | 5 | 10 | Unlimited |
Organizations (cap) | 1 | 1 | 1 | 3 | Unlimited |
Templates (cap) | 3 | 5 | 20 | Unlimited | Unlimited |