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WiseStamp Outlook Add-In Installation

Available on: Legacy Plans (Basic, Plus, Enterprise), Current Plans (Basic, Grow, Advance, Enterprise)

Updated over a week ago

Once you have successfully integrated your account with Microsoft 365, you can install the WiseStamp Outlook Add-in for Microsoft 365 to deploy your company email signature to your employee email platform. The WiseStamp add-in automatically adds signatures to the emails of employees with an Active status.

Once the add-in is installed, signatures are always added when employees compose new messages, send replies, and forward emails. This article presents different methods of installing the add-in and provides instructions for each method.


Installation requirements

WiseStamp add-in, which is supported for Outlook Desktop, Outlook Web, and Outlook Mobile, is the recommended method for automatically adding to your employee emails. Your WiseStamp account does not need to be integrated with the Microsoft Entra ID directory to successfully use the add-in. However, before installing the add-in, make sure to review the requirements.

Supported clients

The WiseStamp add-in is available for:

  • Microsoft 365 Business (Business Standard, Business Premium) version 1701 or later

  • Office 365 Enterprise (E1/E3/E5/F3) version 1701 or later

  • Microsoft 365 Enterprise (E3/E5/F3) version 1701 or later (and are signed in to Microsoft 365 using their organizational ID)

  • Office for Mac version 16.0.9318.1000 or later (Outlook Mac in Legacy mode is not supported)

  • Outlook mobile for iOS version 2.75.0 or later

  • Outlook mobile for Android version 2.2.145 or later

  • Outlook Web

MSI versions of Outlook show admin-installed add-ins in the appropriate Outlook ribbon, not the "My add-ins" section.

Additional Microsoft requirements

Users must also have Exchange Online and active Exchange Online mailboxes. Your subscription directory must either be in or federated to Microsoft Entra ID.

For more information, see Microsoft docs on supported clients (only those supporting v1.10 or above).

Check Outlook version

To check the channel/version of your Outlook desktop in Windows, go to File > Office Account.


The current channel is displayed in the About Outlook section.

To view the Outlook version in macOS, click the About Outlook icon. The version details are displayed at the top of the pop-up.

If your environment does not meet the installation requirements for the Outlook add-in, consider using the WiseStamp Desktop App. The WiseStamp app is compatible with both Windows and Mac, and can be installed on your employee computers to automatically feed signatures to Outlook or Mac Mail. As with the add-in, every change you make to signatures is immediately reflected in Outlook / Mac Mail.


Install the WiseStamp Outlook add-in using centralized deployment

This method automatically installs the add-in and adds signatures to the emails of all employees who have an Active status.

To determine whether centralized deployment is appropriate for your organization, see Microsoft on Centralized Deployment.

Only the domain's Global Admin can enable the integration. If you are not the Global Admin you will be asked to send an invitation email to the Global Admin. The Global Admin needs to be connected to their Outlook account on a separate tab before integrating and needs to be signed out from any other Outlook account they might have on the same browser.

To perform the installation with centralized deployment:

  1. Sign in to your Microsoft 365 account.

  2. Sign in to your WiseStamp account.

  3. On the main navigation panel, click Integrations.

  4. In the Outlook add-in section, click Connect.

  5. If a pop-up appears asking if you are the domain's Global Admin, select Yes, I a,m and click Integrate with Add-in.

  6. On the Add users page, select Entire organization to install the add-in to all users, or select Specific users/groups and select the specific users you want.

  7. Click Next and then click Next again on the following page.

  8. A summary of the deployment is displayed, and click Finish deployment.

  9. When the message appears that the deployment is completed, click Done.

  10. Go back to the WiseStamp tab and click Connect. The Add-in for Outlook management page opens.

Deployment to all users can take up to 72 hours.


Manage WiseStamp Outlook add-in integration

After creating the WiseStamp Outlook add-in integration, you can manage this integration from the Management page. From this page, you can perform many management tasks, such as view the integration status, set new features, and remove the integration. To access the Management page, go to the Integrations page and click Manage for the Outlook add-in integration.

The following table lists the management tasks available to you:

Feature

Description

Embed images

When enabled, this ensures that the images and icons are embedded, so they are always displayed. If disabled, signatures in Outlook may appear without images, unless users download them. This is disabled by default.
Note that embedded images can increase email size.

Link to edit employee info from the add-in

Permits employees to edit their signature details, and within the Outlook add-in, a link is provided for accessing and editing these details. This is disabled by default.

Multiple signatures

This feature enables you to assign different signatures (primary, reply, and forward) for each employee from the Employees page. This is disabled by default.

Shared inbox

This feature allows employees to apply personal signatures from shared inboxes for more personalized communications. Utilize the Shared inboxes option on the Employees page to map employee signatures to shared inboxes. This is disabled by default.

Select email types to receive signatures

Select the appropriate checkboxes to specify which types of emails (new, reply, and forward) will receive signatures. This selection will apply to all your employees.

Status

Displays the current status of the integration. In this section, the following information is displayed:

  • Tenant - Displays the primary domain

  • Traffic - Indicates whether the traffic is connected or pending.

  • Last used - Displays the date and time that a signature was injected. If no signature was injected within the last seven days, an error message appears.

  • Error - If there is an error, a message appears in this section describing the error and information on how to resolve the problem.

Disconnect

Click Disconnect to run a wizard that instructs you how to uninstall the Outlook add-ins and remove this integration. For more information, see Uninstall the Outlook add-in.


WiseStamp Outlook add-in limitations

While the WiseStamp Outlook add-in offers many benefits for deploying company email signatures, there are some limitations and potential issues to consider. Understanding these limitations can help you manage expectations and plan accordingly.

  • Embedded images may cause slow loading of auto-injected signatures, depending on their size.

  • In the new Outlook for Windows, the email address associated with your WiseStamp account must be set as the primary email account in Outlook.

  • Signatures are not supported on Calendar in Outlook Web.

  • Embedded images are not supported on Calendar in the new Outlook.

  • Teams meeting signatures may be misplaced above the invite details. This is not an Outlook add-in bug. The Teams meeting is added after the send event, which cannot be controlled by the add-in. Users may want to remove the signature.


Uninstall the Outlook add-in

If you change your domain to Google Workspace or you simply do not want to use the add-in anymore, you can easily uninstall it. Perform the following steps to remove your signature from Outlook.

To uninstall the Outlook add-in (central deployment):

  1. Sign in to your Microsoft 365 account.

  2. Sign in to your WiseStamp account.

  3. On the main navigation panel, click Integrations.

  4. In the Add-in for Outlook section, click Manage.

  5. Click Disconnect, located at the top-right of the page.

  6. In the pop-up, click 365 admin center. The page for the WiseStamp Add-in for Microsoft 365 app opens in the Microsoft 365 admin center.

  7. In the Actions section, click Remove app.

  8. In the Remove app page, select Yes, I'm sure I want to remove the app and associated data, and click Remove.

  9. Once you get a message that the app was successfully removed, go back to the WiseStamp tab and click Disconnect.

To uninstall the Outlook add-in (individual deployment):

  1. Compose a new email. At the bottom of the message, click ... and select Get Add-ins.

  2. If there are tabs near the top of the dialog, verify that the Add-ins tab is selected. Then, select My add-ins.

  3. Locate the Custom add-ins section at the bottom of the dialog.
    Click the 3 dots icon next to the WiseStamp for Outlook app and select Remove.

  4. You can sync your Microsoft directory from GoDaddy with WiseStamp. However, installing the WiseStamp Outlook Add-in requires access to the Microsoft 365 Admin Center, which GoDaddy-managed accounts don’t provide. To continue, GoDaddy recommends removing your Microsoft account from their platform and setting it up directly with Microsoft.


Troubleshooting

WiseStamp's integration with Microsoft Outlook is a powerful way to manage email signatures, but users may occasionally encounter issues during setup or operation. Below is a comprehensive guide to identifying and resolving common issues.

Problem

Resolution

Pending connection status

The WiseStamp integration with Outlook may show a "Pending connection" status due to Microsoft processing delays. It can take 24-72 hours for the deployment to fully process. If the status remains unchanged after 72 hours, consider rechecking the setup.

Faulty or inactive integration

Refresh your browser, clear your browser's cache and cookies, and reopen WiseStamp and Outlook to check if the issue is resolved.

Signature loading problems

Clear browser cache and cookies to resolve data synchronization issues. Resolve issues with multiple WiseStamp organizations by ensuring the correct user assignment to the intended signature.

Grayed-out "Connect" button

During integration, begin the connection process from WiseStamp pop-up and complete the authorization flow from the same browser session.

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