How to insert in the same message a detailed signature the first time it is sent, and only simplified signatures in later correspondence

Personalized disclaimers can be divided into detailed and simplified. You can set rules so that the first time a message is sent it receives a large and detailed disclaimer including first name, last name, position, phone no., postal address, and e-mail address, company logo, while in later replies within the same correspondence a simplified disclaimer is used including just the first and last name. When you are creating two separate rules, one for the detailed signature and the other for the simplified one, you need to configure appropriately the Replying and Forwarding options (Fig.2) in Advanced Options (Fig.1).

 
Fig.1. Accessing configuration of replying and forwarding


Fig.2. Replying and forwarding options

Settings for the simplified personal signature:

1. The rule containing the simplified signature must be located higher in the list of rules than the detailed signature.

2. Edit the signature in the signature editor and add the details (as placeholders) you want to be inserted into each message/reply/forward you send e.g. first and last name only.

3. Check the box Insert disclaimer below the response text.

4. Uncheck Do not insert the disclaimer if it is already found in the message.

5. Uncheck Stop processing more rules if the current one has been applied.

Settings for the detailed personal signature:

1. This rule must be lower in hierarchy of rules than the simplified signature.

2. Enter all details that you want to be present in the signature added the first time a message or reply/forward is sent. Note! The detailed signature must not include the details that have been provided in the simplified signature as this data would appear doubled in the message.

3. Check Insert disclaimer directly below the response text.

4. Check Do not insert the disclaimer if it is already found in the message.

With these settings in action, the first time you send a message or reply/forward it will contain both signatures, the simplified one followed by the detailed one. Since the information about the sender is not doubled in these signatures, the recipient will see them as one big signature. 

For the next messages in the series, only the simplified signature will be inserted (Fig.3).

Example of message with detailed and simplified signature.

Fig.3. Example of message with detailed and simplified signature.

 

See also:

How to insert a company disclaimer and a personal signature into one message

How to insert images to footers

Sections: CodeTwo Exchange Rules

Categories: How-To

Last modified: 31.07.2008

Created: 31.07.2008

ID: 14

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Keywords: detailed signature, detailed disclaimer, detailed footer, simplified signature, simplified disclaimer, simplified footer, simple, detailed, reply, replies, forward, forwards, correspondence, conversation, correspondance