New Platform - Overview

New Platform - Documentation

Legacy Platform (Original Version)

FAQ’s

    1. After installing the Add-in, how do I open the Dynasend taskpane?

    how to open the Dynasend taskpane

    2. How can I tell if the Mac version of Outlook is “Classic” or the “Modern UI”?

    classic vs modern UI for Outlook Mac

    Here’s more from Microsoft’s about the new Outlook UI for Mac.

    3. Why does our security scanner display a warning when I go to login?

    email signature security pop-up

    We use Auth0 for passwordless authentication. /login returns a redirect to Auth0 that may look suspicious to some security scanners. The solution is to whitelist the auth0.com domain.

    4. Can Dynasend serve DoD and Federal contractors without being GCC High Compliant?

    Our interpretation is yes, we can serve DoD and Federal contractors without being GCC High Compliant ourselves.

    Why? GCC High Compliant has been created “to meet strict compliance requirements for small to medium-sized contractors as they control the flow of Controlled Unclassified Information (CUI).” Source: Summit 7 / 2023

    What is Controlled Unclassified Information (CUI)? Accorfing to the National Archives, Controlled Unclassified Information (CUI is):

    cui category

    Because Dynasend does not collect or store data rising to the level of Controlled Unclassified Information (CUI), and because Dynasend does not pull data directly from your O365 tenant, we believe that we can serve DoD and Federal contractors without being GCC High Compliant ourselves.

    5. What does it mean to “claim” my signature and how do I do it?

    “Claiming” your signature is just another word for authenticating yourself. It is necessary if you want to receive manager credentials.

    There are three ways of claiming your signature:

    1. Filling out the data entry form for your signature profile, and then clicking “Save Signature”.
    2. (Opening the Dynasend taskpane) and clicking EDIT SIGNATURE. Once you reach your profile page, click “Save Signature” - that’s it, your signature has been claimed.
    3. Logging in here: (https://manage.dynasend.net/login), and navigating to the signature profile and clicking “Save Signature”. If your company does not yet have an email signature program set up by us, do not try to login in - it will not work.

    We apologize for not being able to tell you exactly which of these methods to follow - they are dependent on a number of factors related to timing and sequencing, which varies from customer to customer. We can tell you this:

    • You may have already executed #1 - if so, great, there is nothing more to do.
    • Option #2 requires that you have the Dynasend add-in installed. This may or may not be the case - it’s up to your O365 administrator.
    • For option #3, you must use your business email address when logging in - it has been “associated” with your company’s email signature program.

    6. I get an “Invalid state” error during logon - what should I do?

    Open your browser’s history and clear “active logins”. After clearing active logins you should be able to logon to Dynasend without receiving this “invalid state” error.

    7. When is a logon required and what’s the logon process?

    It is not necessary to be logged-in to use the email signatures - as a result, users will rarely have to login. Users will need to login to (claim their signature) and then again in the future if they need to edit their signature. Managers are likely to need to login more frequently.

    We use Auth0 for passwordless authentication. The flow is as shown below:

    dynasend login from browser

    The “logged-in” state lasts for two weeks, and the process must be repeated after this.

    8. The Outlook Add-in is loading blank screen - what should I do?

    If you’re on a Windows machine and running the Outlook Add-in in the Outlook Desktop app, you might encounter a blank screen when trying to load the Add-in.

    If this happens, here are some things you can check:

    Possible Problem #1 - Internet Explorer 11

    Dynasend does not support Internet Explorer 11, and Microsoft will no longer support this browser beginning in August, 2021. To fix this issue, you’ll need to install WebKit2 from Microsoft. This will update your runtime environment to use Edge instead of Internet Explorer 11.

    Possible Problem #2 - Script is being blocked

    The Outlook Add-in might also be loading blank because of a script being blocked.

    To resolve this, follow the steps outlined below:

    • Select the Windows button > search for “Tools” and select “Internet options.”
    • Once the window opens, select the “Security” tab and then select “Internet.”
    • On that page, select “Custom level” and scroll down to the “Scripting” section. Select “Enable” under “Active Scripting.”
    • Click “Ok” to close that window.
    • Click “Ok” to close the Internet Options window.
    • Run the Add-in to test and see if the issue continues.

    For more information on this issue, visit Understanding the Office Add-ins runtime.