ISSUE: Staff wants to modify one of the following attributes in their signature: Pronoun ShareFile "upload files here" link Mobile phone number Staff can view only the following attributes. A help desk ticket is required for modification: Alternate job title, if applicable Designation Fax number Company phone number Active job title RESOLUTION: Navigate to https://user.codetwo.com/ Enter KSM network credentials, if prompted Update pronoun or ShareFile link If you remove the mobile phone, it will not show up on the signature line until the refresh option is selected If any items that are view only are incorrect, please submit a ticket to helpdesk@ksmcpa.com

ISSUE: Staff shows the generic Upload Here link in the CodeTwo signature The Upload Here link is missing from the CodeTwo signature RESOLUTON: This solution only applies to staff with a CodeTwo signature Create a new email (this can only be performed from a new email) Locate and select the ShareFile icon on the New email toolbar Select the drop-down arrow > Request Files arrow > Use Custom Settings Select all options as noted below, especially the Files and links expiration of never > OK In your email, right click over the Click here link that appeared > Select Copy Hyperlink Do not copy all of the text, only the hyperlink Navigate to the Code Two customizations site: https://user.codetwo.com/ Locate and select the Sharefile upload link field in the customization screen If something is already in the field, delete it Right click in the field > Select Paste Once the hyperlink is pasted into the field > Select Save & Update The link will show up on your next new email that you send

ISSUE: Signature is not showing when creating a new email or sending a reply Signature is only applied after email is sent The add-in works in Outlook on the web but doesn't appear in the classic Outlook for Windows. The add-in doesn't automatically add signatures to emails. RESOLUTION: How to clear cache in Outlook for troubleshooting purposes Open the classic Outlook for Windows and go to File > Options > Advanced. Check if the Show Apps in Outlook option is enabled (see Fig. 1.). If enabled: go to %userprofile%\AppData\Local\Microsoft\Outlook\HubAppFileCache and delete all contents of this folder. If disabled: go to %localappdata%\Microsoft\Office\16.0\Wef and delete all contents of this folder. Restart Outlook. You can now verify if the CodeTwo Outlook add-in works as expected

ISSUE: CodeTwo add-in is showing in Outlook, but signature is not automatically applying RESOLUTION: Update to Outlook to the latest version > check to see if signature is showing. If not then follow the steps below The workaround might get reversed by Outlook itself, so it’s not permanent and it will be released globally at the start of March 2025, steps below: Turn off the Outlook client completely. Please save the following file bundle.js (V4) (directly to the folder), and replace the one already present in this location: %localappdata%\Microsoft\Office\16.0\Wef\{[Outlook profile GUID]}\[Outlook mail account encoding]\Javascript\40695bfc-e831-4980-bc79-d786569e9f34_[version]_[locale]. The emboldened parts will look like strings of random characters. In case you’d find more than one folder having those random characters, please locate the one that has the subfolders listed in the path above. The [version] can look like this: 2.0.0.0 and the [locale] value can have this, or similar form: en-US. Afterwards, please open your Outlook client, wait for about 30 seconds, and open a new email window. After another 30 seconds have passed, please close that new email. Open a new email window again, wait for additional 30 seconds. Use Outlook normally from that point and if the issue re-occurs, then please let CodeTwo know