CodeTwo Exchange Rules 2013

Email signatures management software
for Exchange 2013, Outlook & mobiles


30-day free trial with support;
no credit card required

Date Published: 14 Sep 2022
Latest Version:
Size: 43.2 MB

Supported platforms

Administration Panel:
Windows Server 2022 / 2019 / 2016(1) / 2012 R2 / 2012
Windows 11 / 10(2) / 8.1

Support only for 64-bit versions

Exchange Rules Service:
Exchange Server 2013(3) - with Mailbox role installed

(1) If you can't find the program after the installation, consult this KB article.
(2) If the Administration Panel doesn't work after upgrading to Windows 10 from Windows 7 or 8.1, you need to reinstall the application.
(3) If you are experiencing problems on Exchange 2013 SP1, consult this KB article.


Version history

Date:14 Sep 2022
New:Azure AD Graph API and Azure Active Directory Authentication Library (ADAL) have been replaced with more secure and resilient Microsoft Graph API and Microsoft Authentication Library (MSAL), respectively. These components are used when configuring the Sent Items Update service for a hybrid environment, which requires registering CodeTwo Exchange Rules in Azure Active Directory of a Microsoft 365 tenant.
New:The Microsoft 365 cloud step has been removed from the Sent Items Update configuration wizard for a hybrid environment. The Office 365 Germany cloud has been deprecated by Microsoft.
New:The new version of CodeTwo Exchange Rules Converter now lets you automatically transfer rules with the Auto respond action to CodeTwo Email Signatures 365. The transferred rules are available in the signature management app, under the Autoresponders group.
New:Microsoft .NET Framework 4.6.2 or higher is now required to install the Administration Panel. The program’s installer can automatically download and install the required version of .NET Framework.
Fixed:Minor bug fixes.
Date:31 Jan 2022
New:New simplified version of the HTML template editor, designed for intuitive use. The simplified editor experience is available:
  • on the Secure messages tab in the program's settings,
  • in Rules Tester, when composing a test email.
New:Upon opening the template library, the user is now asked to allow the program to download predefined templates from an external (CodeTwo) resource.
Fixed:Fixed various image-related problems that might have occurred with templates:
  • that contained conditional placeholders,
  • created on the Secure messages tab in the program's settings.
Date:27 Oct 2021
Fixed:The Sent Items Update service when configured for a hybrid environment failed to connect to Microsoft 365 (Office 365) using the automatic application registration option after Microsoft enforced the requirement for Azure AD applications to use the default scheme or verified domains in their ID URI.
Fixed:Improved synchronization of settings between multiple instances of the CodeTwo Exchange Rules Service.
Date:10 Aug 2021
Fixed:The Sent Items Update service could not obtain an EWS URL by using the Autodiscover service when configured in environments with the latest Exchange Server updates installed.
Date:09 Jun 2021
New:New HTML signature template editor, designed to make composing signatures much easier, faster and more intuitive.
New:New signature template library. It contains many predefined signature templates that can be quickly customized before loading them into the editor for further processing. 
New:Conditional placeholders added to the signature template editor. This feature lets you create custom placeholders that can contain multiple values. Which value replaces a conditional placeholder in a signature depends on a set of user-defined conditions that are checked as the signature is added to an email. Conditional placeholders can be used e.g. to add a generic phone number to an email signature if a sender has no phone number specified in AD, or to insert different marketing banners for selected users only.
New:CodeTwo Exchange Rules Converter, a stand-alone application that lets you automatically transfer your email signatures, signature adding rules and custom placeholders to the cloud signature product - CodeTwo Email Signatures 365.
Fixed:After reaching their recipients, encrypted or digitally signed emails to which the program applied a signature did not contain all the original email addresses specified in the To / CC fields.
Date:27 Oct 2020

Support for OAuth 2.0 authorization:

  • the Sent Items Update service uses OAuth 2.0 to connect to and communicate with Exchange Online;
  • to continue using the service in a hybrid environment, it is now necessary to register CodeTwo Exchange Rules in Azure Active Directory of the Microsoft 365 (Office 365) tenant configured in that environment. The program can perform the registration automatically (Microsoft 365 global admin account required), or you can choose to register the program yourself.
New:The program can now process messages that contain the CalendarPart property.
Fixed:The Sent Items Update service configured for a hybrid environment could not obtain an EWS URL by using the Autodiscover service.
Fixed:The Sent Items Update service could not find emails in the Sent Items folder if they were sent from Apple Mail installed on Mac computers.
Fixed:Messages for which an incident report was created by an Exchange Server would generate an error in the CodeTwo Exchange Rules Transport Agent log despite being correctly processed by the program.
Fixed:After importing rules and setting from another CodeTwo product, some entries generated in a log file would be incorrectly marked as errors.
Fixed:Improved handling of encrypted and digitally signed emails.
Date:29 Jan 2020
New:Improvements to the QR Code image insertion mechanism. QR Codes can now also contain more characters.
New:The names of CodeTwo Exchange Rules services have been revised to avoid ambiguity.
New:Optimized handling of HTML email signatures.
Fixed:Inserting side banners or a header section to HTML emails that were missing the <body> tags would delete the contents of those emails.
Fixed:After selecting to remove previous occurrences of an email signature from a conversation thread, the program would also remove email reply separators if that signature ended with empty HTML paragraphs.
Fixed:On rare occasions, the Sent Items Update (SIU) service would fail to connect to certain Exchange environments via Exchange Web Services.
Fixed:Minor bug fixes.
Date:24 Jan 2019
Fixed:Minor bug fixes.
Date:18 Oct 2018
New:Support for the Transport Layer Security 1.2 (TLS 1.2) protocol.
Date:10 Sep 2018
Fixed:Minor UI improvements.
Date:23 May 2018
New:A new functionality in the Editor: Insert HTML snippet. It makes it easy to add one-click surveys (customer satisfaction surveys) to email signatures.
New:Enhancements in the Insert hyperlink option: automatic adding of Google, Matomo and Woopra campaign tracking parameters to hyperlinks.
Changed:Minor signature rule improvements and optimizations.
Changed:The Administration Panel is no longer supported on 32-bit machines. You can install it on 64-bit machines only.
Fixed:On rare occasions, the Sent Items Update (SIU) service did not update certain messages.
Date:20 Nov 2017
New:The Restore images removed by iPhone and iPad action. It restores images that were automatically removed from an email when responding from iPhone or iPad devices.
New:The Reply all option was added to the Rules Tester.
Fixed:It was not possible to download large log files via the Administration Panel.
Fixed:The color picker (available in the Editor or when assigning colors to rule categories) did not store defined custom colors.
Fixed:On some occasions, e.g. when opening an email with a non-standard encoding, the RTF source code of the message was displayed when an RTF signature was added.
Fixed:On some occasions, the Message type and Secure message type conditions did not work properly.
Fixed:Occasional delays in sending notifications when the trial version expired or the number of licenses was exceeded.
Fixed:If the keyboard shortcut Alt + S was used, the program submitted all the changes.
Fixed:Minor UI improvements.
Date:27 Feb 2017
Fixed:Improved HTML parsing of message body.
Fixed:Improved AD hierarchy checking mechanizm.
Fixed:Optimization of the number of log file entries.
Date:28 Nov 2016
Fixed:Optimized processing of emails with message splitting enabled.
Fixed:The “Matches AD group” condition did not work correctly when configured using a group alias.
Fixed:Emails with a corrupted HTML source were getting their body removed when processed by the software.
Fixed:Code optimization and minor UI changes.
Date:02 Nov 2016
Fixed:Under certain conditions the rules scheduler worked improperly when weekly recurrence was configured.
Fixed:The footer positioning algorithm has been optimized.
Fixed:Users with limited permissions to Active Directory were not able to access some features of the software when access rights were customized.
Changed:Updated EULA.
Date:19 Sep 2016
Fixed:When installed on Exchange Server 2013 SP3 CU7 the software was not processing messages. The software will now process all messages properly except for emails without body which will be skipped. See also our Knowledge Base article (link:
Fixed:When updating the software installation where only services were present (no Administration Panel), old settings were not properly converted and the updated version run without executing any previously configured rules.
Fixed:In some scenarios Licensing module displayed wrong number of days left in Trial. Only Server Monitor displayed those correctly.
Fixed:Signatures added to some emails without body (e.g. sent from network-enabled scanners) contained question marks instead of special or national characters.
Fixed:In some emails without body (e.g. sent from network-enabled scanners) attachments list was duplicated after processing by the software.
Date:30 Aug 2016
Fixed:Some non-standard emails (e.g. sent from some network scanners) were unexpectedly stripped of attachments when processed by the program.
Date28 Jul 2016
New:A Sender/Recipient matches AD group condition has been added. The condition works with emails sent to or from a given AD group address, and it doesn’t work with emails sent to or from members of this group.
New:Hints on email rule configuration and mail signature editing features have been added.
Fixed:In specific and very large server environments with heavy email traffic some emails did not get an auto-signature due to email processing time outs.
Fixed:Some email signature images displayed as attachments in some email clients, e.g. on iPhone or Thunderbird.
Fixed:If the Scheduler in the Time range feature was set to a weekly or monthly recurrence pattern, and the rule activity time included midnight, the Scheduler did not activate the rules it was associated with. 
Fixed:It was impossible to create a new condition within an existing group of conditions in the Conditions/Exceptions tab.
Fixed:Some keywords defined in the Conditions/Exceptions tab were not removed if they were between some special characters.
Fixed:Some non-standard emails (e.g. sent from some network scanners) were not recognized by the program, and thereby auto-signatures were not appended.
Fixed:Minor bug fixes and code optimization.
Date17 May 2016
New:Access Rights feature has been rebuilt – it is now role based and allows the administrator to restrict access to Server Monitor, log files, program settings, individual tabs per rule, etc.
New:Saving a currently designed signature to the Template Library is now possible from within the Signature editor.
New:Rules edition auditing feature has been added. It is now possible to track who created and/or modified a rule, and when it happened.
New:Search field has been added to the list of rules.
New:Drag & drop and multi-selection actions are now possible on the list of rules.
New:Rules can now be categorized using colors.
Changed:Option "Create copy of the original message when updating Sent Items" is now switched off by default.
Fixed:Local administrator rights are no longer required to run the Administration Panel.
Fixed:Changes in the body of a new message which wraps secure and digitally signed emails could not be saved.
Fixed:Minor bug fixes and code optimization.
Date03 Mar 2016
New:Support for Exchange Server 2013 with Cumulative Update 11.
Date02 Nov 2015
New:Rules tester: It is now possible to test changes applied to rules without having to submit changes to Exchange Rules services.
New:Placeholders {Message date} and {Current date/time} can be now customized to convert timestamps to a desired time zone.
New:It is now possible to copy/move templates between the Template Library folders.
New:Improved processing trace option in the Rules tester.
New:Rules tester UI has been refurbished.
New:The editor now supports adding placeholders within the html tag.
Fixed:Keyword and signature removal mechanism did not work properly on certain occasions.
Fixed:Collect all log files option did not work properly in specific environments.
Fixed:Messages were improperly processed if the sender happened to be an Active Directory contact and at the same time, a member of an AD Group defined in the rules conditions.
Fixed:Images pulled from network shares could not be added to signatures.
Fixed:{QRCode} feature missed some placeholders.
Fixed:Saving placeholders configuration in Template Library did not work properly.
Date30 Jun 2015
New:Now the product is fully compatible with Exchange hybrid environments (Exchange on-prem with Exchange online), which use a centralized mail transport configuration.
Date28 May 2015
New:Completely new HTML editor.
New:Social media icons tool added to the new HTML editor.
New:Configuration files are no longer overwritten when the program is updated.
New:It is now possible to define email sender’s address for critical email notifications sent from the program.
New:It is now possible to use additional Active Directory attributes in Conditions and Exceptions.
New:Optimization: faster processing of split messages, improved signature positioning mechanism, improved Active Directory communication, maxconnections and timeout parameters optimization.
Fixed:Improved connection mechanism between the Administration Panel and Exchange Rules services. Cache for last connection parameters.
Fixed:The program did not process empty values in “matches AD Filter” operators in Conditions and Exceptions.
Fixed:On rare occasions, the pictures included in a message body were shown in incorrect order.
Fixed:Links generated by the Web page as link placeholder were incorrectly displayed in OWA.
Fixed:Backslash symbols were removed by the program from RTF messages.
Fixed:On rare occasions, signatures were not stamped to RTF messages.
Fixed:Emails containing wrapped secure (encrypted or digitally signed) messages did not display all recipients in To: and Cc: fields.
Date04 Mar 2015
New:The program supports processing encrypted and digitally signed messages.
New:The {Photo} placeholder has new properties that allow adjusting dimensions of photos pulled from Active Directory. Thanks to this feature, photos in messages are displayed in defined dimensions after being processed by the program.
New:Sent Items Update service has been redesigned. The service was optimized and can now be configured using a dedicated wizard.
New:The program enables editing keywords entered in the Subject/Body conditions/exceptions.
New:The program sends notifications to chosen users if the number of licenses is approaching the available pool.
Fixed:In specific multi-server environments (Hub Transport, Mailbox and CAS roles installed on separate servers), Sent Items Update service did not update messages in Sent Items folders of mailboxes.
Fixed:After setting the condition to Sender belongs to AD group, messages sent by users on behalf of the distribution group were incorrectly processed by the program.
Fixed:In some cases, the program incorrectly displayed images included in new templates using Template Library.
Fixed:In some situations the program did not process rules for users disabled in Active Directory.
Fixed:In some cases keywords entered with special characters were treated by the program as regular expressions what excluded rules from processing. Currently, the program treats these characters as a part of keywords and processes them as such.
Fixed:{Email as link} and {Webpage as link} placeholders were incorrectly converted while importing settings from the previous version of the program.
Fixed:Rules for distribution groups exceeding 1500 members were incorrectly processed.
Date23 Oct 2014
New:Full support for multi-server environments and improvements in terms of the program’s stability and performance.
New:New architecture of the program: Service is installed directly on Exchange server machine, and the Administration Panel is installed on any machine even outside the domain. Additionally, Access Rights configurator along the Logon settings feature enables assignment of access rights to users managing different instances of the Administration Panel.
New:Implemented the mechanism responsible for a real-time automatic replication of settings between the program's services / components.
New:Implemented the Server Monitor feature that lets you control the whole server farm in terms of the program’s services (Service and Sent Items Update), the performance of rules' processing mechanism and the license count.
New:The program supports Exchange aliases in Sender and Recipient conditions.
New:User Interface of the Administration Panel has been redesigned.
New:Scope of recipients / Scope of senders / Triggering and suppressing options have been moved and can now be set in a separate Conditions / Exceptions tabs within the Administration Panel. The program also enables grouping and nesting the selected Conditions / Exceptions for defining more complex rule’s conditions.
New:New condition available: Message type. It enables defining the type of emails for which the rule will be triggered.
New:Creation of Signatures / disclaimers has been moved to a separate Actions tab in the Administration panel.
New:For better comfort of use, the Insert disclaimer / signature action has been divided into two separate actions: Insert disclaimer and Insert signature.
New:New action available: Apply full message composition. It enables designing complex message layouts.
New:New approach to designing signatures / disclaimers via the enhanced Editor. Additionally, it is now possible to manually insert placeholders into templates within the Editor.
New:Defining a place where the signatures / disclaimers will be inserted into messages has been moved and can now be set directly within the Editor in the layouts’ additional options.
New:Managing already existing signatures / disclaimers in the processed messages has been moved and is now available directly within the Editor in the layouts’ additional options.
New:Options to Schedule rules and process subsequent rules have been moved and can now be defined in a separate Options tab within the Administration Panel.
New:It is now possible to create custom placeholders directly within the program’s Settings.
New:Settings Importer tool has been redesigned and now enables converting settings from the previous versions of CodeTwo Exchange Rules family.
New:Template Library has been redesigned.
New:Rules Tester has been redesigned.
Fixed:The checkbox in the Email addresses editor for Sender / Recipient conditions works in the opposite way and now is used to initiate the process of matching original message Sender / Recipient email addresses with their corresponding aliases found in AD while processing messages.
Date27 Feb 2014
New:Support for messages sent via OWA on Internet Explorer 11.
Fixed:Improved positioning mechanism for signatures added to the replied and forwarded messages.
Fixed:The “Bottom Signature - Logo” template has been removed from the Library as it generated errors in the Event Viewer.
Date27 Sep 2013
New:Mechanism that enables defining the depth of users’ search in the nested AD groups.
New:Mechanism that enables defining the maximum time of message processing after which the message will be sent without applying any action.
Fixed:Styles set in footers containing double quotation marks (e.g. font applied to the whole footer) were incorrectly applied.
Fixed:Setting AD Group Condition in a rule was not visible in the log files.
Fixed:Improvement of applying footers directly below the latest response.
Fixed:Libraries’ resources (*.resources.dll) were incorrectly loaded, which caused logging errors in the Event logs.
Date24 May 2013
Fixed:Editor: Copy/cut/paste options did not work for the selected text in RTF format.
Fixed:Fixes in the image conversion mechanism between HTML and RTF formats.
Fixed:Update of disclaimers/signatures in messages not containing TNEF part in the Sent Items folder.
Date5 Apr 2013
New:The program detects how many times the same e-mails are being processed by the Hub Transport Server (the same one or other member server with the Hub Transport role installed). If the messages are processed more than once by the server, the program will process those messages only once.
New:Options to adjust timeouts of CodeTwo Exchange Rules Settings Server service and to disable restarts of this service.
Fixed:The CodeTwo Settings Server service was being restarted in the desktop version.
Fixed:Improved agent resilience against the HTML code errors in signatures.
Date22 Jan 2013
New:Final Release version.