Audience: IT managers and system administrators deploying WiseStamp email signature management on Microsoft Exchange — on-premises, hybrid, and off-premises (Exchange Online / hosted).
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 — pure on-prem is not supported
The WiseStamp knowledge base documents Microsoft deployment against Exchange Online / Microsoft 365 and hybrid topologies. Pure on-premises Exchange Server with no Microsoft 365 (e.g., Exchange 2016/2019/Subscription Edition in a customer datacenter, mailboxes hosted on-prem, identity from on-prem Active Directory only) is not supported.
This documentation is therefore written as follows:
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, signature rules. These apply to off-prem (Exchange Online), hybrid, and the cloud-egress portion of most modern Exchange estates.
Not supported for pure on-prem: on-prem Active Directory employee sync, an on-prem Send Connector / smart host / transport agent equivalent of the cloud connector method, and the Outlook Add-In for on-prem (non-Exchange-Online) mailboxes.
Resolved: Employee sync is not supported for on-prem. No WiseStamp plan supports it. Since employee sync is a prerequisite for every deployment method, WiseStamp does not support a pure on-premises Exchange Server deployment with no Microsoft 365 / Exchange Online in the path. On-prem-only prospects must migrate identity to Entra ID (hybrid, at minimum) before WiseStamp can be deployed.
Deployment topologies covered
Topology | What it means | Documented path in this documentation |
Off-prem (Exchange Online / hosted) | Mailboxes in Microsoft 365 / Exchange Online | Fully documented: server-side routing (automated or manual), Outlook Add-In, Entra ID sync |
Hybrid | On-prem Exchange + Exchange Online; mail egresses via EXO | Documented where mail flows through Exchange Online; on-prem-only segments flagged |
Pure on-prem (no M365) | Datacenter Exchange, on-prem AD, no cloud | Not supported — no plan supports it |
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
Off-prem (Exchange Online): 1 → 2 → 3 → (4 and/or 5) → 6 → 7 → 8 → 9 → 10 → 11 → 12
Hybrid: 1 → 2 → 3 → 5 (route via EXO) → 7 → 8 → 9 → 10 → 11 → 12
Pure on-prem (no M365): Not supported. Employee sync is not supported for on-prem and no plan supports it — migrate identity to Entra ID (hybrid, at minimum) before planning a WiseStamp rollout.
Method choice on Exchange
Method | Type | Coverage | Plan | Topology fit |
Server-side routing | Post-send, in transit | All devices/clients | Platform / Enterprise | Off-prem, hybrid; on-prem = not supported |
Outlook Add-In | Client-side, pre-send | Outlook clients (web/desktop/mobile) with Exchange Online mailboxes | Basic+ | Off-prem, hybrid (EXO mailboxes) |
Hybrid (both) | Both | Preview + full coverage, de-duplicated | Platform / Enterprise | Off-prem, hybrid |
The Outlook Add-In requires Exchange Online mailboxes. It is not supported for mailboxes that live only on an on-prem Exchange Server — employee sync is not supported for on-prem, and no plan supports it.
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, EXO 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 |