Insert disclaimer

The Insert disclaimer action in CodeTwo Exchange Rules is used to add disclaimers to emails, that meet the defined criteria in Conditions.

The feature can be used to automate and facilitate the addition of company disclaimers, legal notes, branding, etc. to company emails without installing additional software on the client computers. The messages are stamped by CodeTwo Exchange Rules directly on the server.

How to configure this action 

To activate the action click Add in the Actions tab and select the Insert disclaimer from the menu (Fig. 1.). 

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Fig. 1. Choosing Insert disclaimer in the Actions tab.

The Insert disclaimer action will appear in the List of actions while the right pane will show the action properties (Fig. 2.). 

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Fig. 2. Properties of the Insert disclaimer action.

The properties pane is used to configure the template of the disclaimer as well as setting the way it is inserted into messages. To start building the template click Edit. The Editor window will display (Fig. 3.).

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Fig. 3. New disclaimer opened in the Editor.

Info

Please note that instead of creating a new disclaimer template from scratch, you can use one of the predefined templates from the Template Library.

Once a new disclaimer is opened in the Editor, you can configure its content using the variety of available options, e.g. set the format, change fonts, insert pictures, tables, hyperlinks, placeholders, etc. 

Additionally, you can also decide what to do if the disclaimer will already be present in the messages while forwarding or replying to mail and where it should be inserted into the composition (Fig. 4.). These options are available by clicking the ER Pro 2.x - toothed gear button:

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Fig. 4. Opening the disclaimer's additional options.

Learn more about the additional options

Once you configure and save the disclaimer template in the Editor, its preview will show in the properties field of the Insert disclaimer action (Fig. 5.).

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Fig. 5. Disclaimer preview visible in the action's properties.

After configuring the action, the disclaimer will be added to sent mail prior to meeting the defined Conditions.

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