WiseStamp for IT › Exchange › Step 7 of 12 — Signature Rules & Scoping
Plan requirement: Server-side signature rules — Platform or Enterprise. Security Group sync — Enterprise (or trial).
Server-side signature rules
Rules assign signatures automatically based on conditions, with no user action.
Path: Integrations > Server-side > Signature rules > Add rule.
Sender conditions: all employees / specific groups / specific employees.
Email type: all / new / reply.
Recipient conditions: all / at least one internal / all internal / at least one external / all external.
Priority: when multiple rules match, the higher-priority (higher number) rule applies.
Create: select a Signature, configure Senders / Email type / Recipients / Priority, Save. Activate: turn on the rule’s Active toggle and confirm.
Use cases: a compliance disclaimer on all external mail; a department-specific signature for a group; a lighter signature on replies.
Groups
Organize employees for signature assignment: Employees > Manage groups > Add Group, then assign a signature per group. Groups can also be referenced as a sender condition in server-side rules.
Sync scoping (which employees are managed)
From Settings > Sync & Automations:
Synced employees: entire directory / specific (departments, OUs, cost centers) / from Security Group (Enterprise).
Selective import: Synced employees > Sync specific > Manage, choose scopes, Save & Sync.
Security Group synchronization (Enterprise)
For Entra ID environments, you can drive the managed set from a Microsoft Security Group (Enterprise only; Microsoft domains; no nested groups — explicit members only). Setup is an assisted Microsoft Graph process: grant WiseStamp GroupMember.Read.All, then send the Security Group’s Object ID to WiseStamp, who enables it. (This mirrors the Microsoft 365 Security Group flow; see the Microsoft 365 portal’s group-sync article for the full Graph steps.)
Topology note: Security Group sync depends on Entra ID. Pure on-prem (no Entra ID) does not apply — employee sync is not supported for on-prem, and no plan supports it (Identity & Employee Sync).
Validation
For each rule, send test mail that matches its conditions and confirm the right signature applies.
Verify priority ordering when multiple rules could match.
Confirm group-based assignment maps the intended signature to the intended group.
After scoping changes, confirm only intended employees appear in Employees.