Template Library

Instead of creating new signature/disclaimer templates from scratch, you can choose it from the variety of sample templates and adjust it to your needs. The ready-made templates are available via the standalone application called Template Library. This application is installed during the initial setup along other components and is available either from the list of programs or directly via the Administration Panel of CodeTwo Exchange Rules (Fig. 1.). 

ExchangeRules-Template1
Fig. 1. Opening Template Library from the Administration Panel. 

Info

The access to Template Library is also available directly after adding the Insert disclaimer or Insert signature actions (Fig. 2.).

ExchangeRules-Template2
Fig. 2. Opening Template Library from the Insert signature / disclaimer action.

Within the Template Library you can use the predefined templates, edit them and configure in any way you want via the built-in Editor. To open up the Editor, mark the chosen template and hit Edit (Fig. 3.).

Editor - loaded template
Fig. 3. Opening the Editor.

Additionally, you may also create new templates and folders to, e.g. group selected templates. To create new templates or folders click Add and choose either of them from the context menu (Fig. 4.). If you need to create a new template from existing one, use the Clone button. In order to move your template, simply drag and drop it upon desired folder.

ExchangeRules-Template3
Fig. 4. Creating new template / folder.

Moreover, while composing a signature or disclaimer, you can use the Template Library button that offers the following options:

  • Save as template... - you can save your work as a template for future use. You will be prompted to choose a folder and a name for your new template.
  • Load template... - load existing template from Template Library into the Editor. All content already existing in the Editor will be replaced.
  • Browse templates - opens Template Library window that allows you to browse all existing templates

Important

If you save your work to the Template Library, the program will automatically save changes for the signature/disclaimer itself and then store it in the desired Template Library folder.

Therefore, you may encounter a warning if signatures are missing for one or more of the formats available (HTML / RTF / Plain Text). If you cancel to create the missing formats, the program will save only the formats you have created.

Editor - Template Library button
Fig. 4. The Template Library button.

See also

Editor - this article describes the built-in tool that enables the definition of signatures and disclaimers inserted to mail after processing by the program.

Was this information useful?