Rule Definition Principles
 User's Manual Start Page
CodeTwo Exchange Rules adds disclaimers to the outgoing messages by searching the list of rules, containing all the footer templates and their matching criteria. The rule selection criteria describe, for which sender/recipients addresses the certain rule will be active and will add a disclaimer it contains to a message. Correct understanding of the rule selection rules, based on the sender/recipients addresses is necessary to configure the software correctly.

While creating any rule you define the scope of senders and recipients, to which the rule will apply. For the rule to be applied, both the senders and the recipients of the message must match the addresses, entered in the scope of senders and recipients fields. If the message has more than one recipient, the rule will be applied if at least one of them matches the scope.

Defining the scope of senders the rule applies to
Pic.1. Defining the scope of senders the rule applies to.

Senders and recipients can be matched by parts of their addresses or by their SMTP addresses. While defining the scope of addresses you can use the asterisk sign (*), which is a wildcard, that will match any string.

For example, you can define either a single sender's address in a rule (e.g.: info@mycorp.com), as well as the entire mycorp.com domain by entering *@mycorp.com in the scope field.

If you type info@mycorp.com in the field, the rule will only be applied if a message is sent from info@mycorp.com. If you enter *@mycorp.com, the rule will be applied to all addresses from the mycorp.com domain.

You can use the asterisk signs (*) multiple times. For instance, entering *@*co.uk means that the rule will apply to all address from all domains, which end with co.uk.

You can also define the addresses of the exceptions, to which the rule will not apply, even if the addresses belong to the scope of addresses, to which the rule will apply. For example, the rule can apply to the entire mycorp.com domain, but can contain exceptions, for which it will not work, such as support@mycorp.com and it@mycorp.com.

To make the rule work for all outgoing messages, no matter where they originate from, enter the asterisk sign (*) in the scope of senders field or leave it blank.

The scope of recipients should be defined similarly to the scope of senders, as described above. The scope definition rules are the same.

The rules are processed in the order of their appearance on the list
Pic.2. The rules are processed in the order of their appearance on the list

The rules are processed in the order of their appearance on the list of CodeTwo Exchange Rules Administrator. The first matching rule is used and the remianing ones are omitted. Due to this reason, the most general rules, which apply to a wider range of senders or recipients, should be at the end of the list. If you define a rule, which wll apply to all senders and place it at the top of the list, the remaining rules will never apply. To change the order of the rules on the list, use the Up and Down buttons (pic.2).

Note

If user A is granted the SendAs right to user B's mailbox and if he enteres user B's address in the From field, the message will be sent as a message, originating from user B. The same applies when user A is set as a delegate of user B.