WiseStamp for IT › Exchange › Step 4 of 12 — Outlook Add-In Setup
Plan requirement: Basic, Grow, Platform, Enterprise (and legacy Basic/Plus/Enterprise).
Topology applicability
Topology | Add-In supported? |
Exchange Online | Yes |
Hybrid (mailbox in Exchange Online) | Yes |
The Add-In requires Exchange Online mailboxes. Employee sync from Entra ID is a prerequisite, so an environment with no Microsoft 365 tenant is not supported on any plan.
Prerequisites
Step 1 complete: Entra ID directory connected (Identity & Employee Sync).
Microsoft 365 Global Administrator rights.
Users have Exchange Online active mailboxes.
Directory in or federated to Entra ID.
Outlook client builds meet the minimums in Prerequisites Checklist.
Procedure — centralized deployment
Sign in to your Microsoft 365 account.
Sign in to your WiseStamp account.
In WiseStamp, click Integrations.
In the Outlook Add-In section, click Connect.
If prompted whether you are the Global Admin, select Yes, I am and click Integrate with Add-in.
On Add users, select Entire organization or Specific users/groups.
Click Next twice.
Click Finish deployment, then Done.
Return to WiseStamp and click Connect.
The Add-In uses the Outlook ReadWriteItem permission to insert the signature; WiseStamp states it does not read or store email content (Permissions Reference).
Activate employees
The Add-In signs only Active employees (each consumes a seat).
In WiseStamp, click Employees.
Assign a Primary Signature per employee.
Toggle Active (or select multiple > Set status > Active).
Auto-activate new employees: Settings > Sync & Automations > New employee default status > Active (Ongoing Admin Guide).
Validation
Confirm the Add-In shows as deployed in the Microsoft 365 admin center (Integrated apps).
A pilot user restarts Outlook desktop and refreshes Outlook web so the Add-In loads.
Compose a new email; confirm the signature inserts. Test reply and forward.
If two signatures appear, remove any manual copy/paste signature (Troubleshooting Reference).
Full acceptance: Go-Live Checklist.
Uninstall (centralized)
Sign in to Microsoft 365 and WiseStamp.
WiseStamp Integrations > Manage (Outlook Add-In) > Disconnect.
In the pop-up, click 365 admin center.
Actions > Remove app, confirm, Remove.
Return to WiseStamp and click Disconnect.