Microsoft 365

On Microsoft 365, the signature is served by the Gensy Outlook add-in. You deploy it once from the admin center; after that, every deployment goes through Gensy. From the Starter plan up.

Install the add-in

1. In Gensy, the workspace owner opens Settings → Integrations and clicks Download Manifest (XML).
2. Go to the Microsoft 365 admin center (admin.microsoft.com).
3. Open Settings → Integrated apps → Upload custom apps.
4. Upload the XML file.
5. Deploy the add-in to all users or to a group.

Then, in Gensy, open Deployment, switch to Automated deployment and click Deploy All: the add-in only serves employees deployed this way (not those in manual mode). They then get their signature in every new message, without installing anything themselves.

Check that it works

In the Integrations tab, the Microsoft badge shows Connected, with the number of active employees, as soon as a deployed employee has received their signature through the add-in in the last 7 days. It stays Not connected until a deployed employee has written a message, and switches back to it after 7 days without activity.

Add-in statuses

• Pending — deployed, not yet retrieved by the add-in.
• Offline — nothing retrieved for more than 7 days. Check that the add-in is still installed and that the employee has written a message recently: the add-in checks in when a message is composed, not when Outlook opens.
• Add-in error — the cause shows under the badge: no template assigned, template without published content or too many requests.

Aliases

If a person sends from several addresses — UPN, former addresses — add them to the Email aliases (Outlook) field on their profile: the add-in will recognize them.

Shared mailboxes

When a delegate replies from a shared mailbox, the add-in detects the responder and can display their name in the signature. See the Shared mailboxes page.

Import the directory

The add-in pushes the signatures; the directory is imported separately in Employees → Import ▾ → Microsoft 365, with an admin’s consent.

The same address in two workspaces

If an address is an employee in two Gensy workspaces, an add-in installed with an older manifest, not tied to a specific workspace, stops serving its signature. The owner of the workspace that installed it downloads the manifest again in Settings → Integrations and re-uploads it in the admin center. The signature should be deployed automatically from only one of the two workspaces.