How to trial Signature 365 when already using another signature service

Scenario

You wish to trial Signature 365 but are already using another signature service with your Microsoft 365 tenant. You wish to enable this whilst avoiding any conflicts.

Solution

For the Signature 365 service to co-exist with your existing signature service, a new group will need to be created within Entra ID, containing your designated Signature 365 users. This group should be used to create an exception on your existing signature service transport rule to ensure users do not receive signatures from both services.

Follow these steps:

1. Log on to the Microsoft 365 admin center as a Global Administrator
2. Go to Recipients > Groups to open the Groups page
3. Click Add a group and create a new group named Signature 365 users
4. Open the Exchange admin center
5. Go to Mail flow > Rules to open the Rules page
6. Select the existing transport rule for your existing signature service and click Edit
7. Click add exception to add a new exception
8. Select The sender... and select is a member of this group, then select your Signature 365 users group
9. Open Signature 365
10. Configure the integration with Microsoft 365 and in the Exchange Online step select Handle emails from users in a specific group and select your Signature 365 users group

You can now control the users you want to be processed by Signature 365 by adding them to the Signature 365 users group.