Frequently Asked Questions - CodeTwo Exchange Rules
Take a look at the list of Frequently Asked Questions for CodeTwo Exchange Rules:
Why do I need this product?
While the Exchange Server mail flow rules offer several signature adding options, they are limited and lacking in usability compared to what can be achieved using CodeTwo Exchange Rules. Here are a few examples of things you can’t accomplish using native Exchange Server capabilities, which are supported by our program:
- add signatures directly under the latest reply in email conversations (Exchange Server disclaimers are added always at the very bottom of the conversation);
- add images (e.g. company’s logo or user photos) to signatures so that they are visible directly in recipients’ email clients (not as attachment);
- show signatures appended on the server in the “sent items” folder of the sender’s email client;
- compose signature templates using a convenient WYSIWYG HTML Editor with Active Directory Fields;
- omit adding blank lines to signatures when there are no Active Directory data for a given user. You can read more about this feature in our Knowledge Base.
How much does it cost?
The cost depends on the number of mailboxes you will use CodeTwo Exchange Rules for. A breakdown of available license packages and their prices can be found on this page.
What are the system requirements?
CodeTwo Exchange Rules consists of 2 components: the Administration Panel - a client application with adjustable access rights, in which a user configures rules; and the Exchange Rules Service - a host module responsible for distributing and enforcing rules in an organization. For full information about the system requirements see this Userguide article.
Will it add signatures to emails sent from mobile phones?
Yes, it will. In fact, CodeTwo Exchange Rules can stamp any email traveling through your Hub Transport servers. Regardless of the email client it was sent from. iPhone, iPad, Android, BlackBerry, Windows Mobile and other smartphones are supported.
Can I add a detailed signature to a user’s first email in the conversation and a simple version of the signature to subsequent emails?
Yes, you can. This article explains how you can do it.
What if an email is sent to recipients who should receive different signatures?
The Message Splitting feature takes care of this issue. With it enabled, CodeTwo Exchange Rules will send copies of a message stamped with different signatures to recipients included in different rules.
How often are updates released for the product?
We release free updates and bug fixes every couple of months.
Major paid upgrades are released less often - only when a host of new features is added. The difference between updates and upgrades is explained in this article.
For information how to update/upgrade CodeTwo products see this article.
What if I have multiple Mailbox servers?
The program’s architecture allows the administrator to manage any number of servers without jumping from desk to desk or touching Remote Desktop. Just install the Exchange Rules Service on each Mailbox server. Once you do this, one Administration Panel will be enough to manage an organization of any size. The Administration Panel will connect to one Exchange Rules Service, which in turn will take care of distributing settings between servers and enforcing rules.
NOTE: Instances of the Administration Panel can also be used by non-admin staff, provided they are granted custom rule management permissions.
As for licensing, the number of servers you have in your organization is irrelevant. Just purchase licenses for all mailboxes in your organization that will use the program's features, and let us know in the Comments section of the order form how many servers you have - we will send you the necessary number of license keys.
- Can I test the product before I decide whether I want to purchase it?
- Where can I find documentation for the product?
Can I get a discount?
Yes, you can.
- If you are a healthcare, educational or non-profit organization.
- If you want to become a CodeTwo reseller, please take a look at our reseller program.
Will the signatures be displayed when users compose new emails?
No. The signatures are appended on the Exchange server after the message has been sent and left the sender’s email client. If this feature is important to you, we recommend that you try our other product - CodeTwo Email Signatures.
Can users choose what signature is attached to their email?
For example, if you configure a rule with a condition set to: Body > contains keyword > stamp_me, CodeTwo Exchange Rules will look for the phrase "stamp_me" in email bodies and, upon finding the phrase, insert whatever signature you have set up in this rule into emails. In this scenario, the signature will only be inserted if a user includes the "stamp_me" phrase in their email.
Phrases can also be used as basis for rule exceptions.
Does the sender see the signature?
Yes. The sender can see the signature in their Sent Items folders, after they send the email. The feature responsible for this is the Sent Items Update.
We have different email clients in the network – is this a problem?
No. Any email traveling through your Mailbox servers can be stamped. In other words: all email clients that can hook up to your Exchange server are supported.
Do I have to buy licenses for all my users?
No, you don’t. You only have to purchase licenses for mailboxes which will be using the program’s features. For more licensing details refer to the How many licenses do I need? section of this page.
Where are the settings stored?
CodeTwo Exchange Rules settings are by default stored in the following location: C:\ProgramData\CodeTwo Exchange Rules
Help! Some users are not getting their emails stamped with the signature.
Make sure that:
- The problem users are included in the necessary rules. This article has more.
- CodeTwo Exchange Rules is installed on all servers with the Mailbox role in the organization, as per this article.
- All your active rules have signature templates created in all 3 available formats – HTML, RTF and Plain Text. Otherwise, it is possible that e.g. mobile phone users will not get their emails stamped with a signature. See this Knowledge Base article for more.
Is Outlook 2013 and 2016 supported?
Yes. All desktop and mobile mail clients that connect to Exchange are supported.
Is Outlook for Mac supported?
Yes, it is. All desktop and mobile mail clients that connect to Exchange are supported.
Is Office 365 or Google Apps supported?
No, but if you are interested in a similar server-sided signature management product, which handles email signatures in Office 365, consider CodeTwo Email Signatures for Office 365.
If you prefer a client-sided program for Office 365, Google Apps or Outlook, make sure to check out our – CodeTwo Email Signatures for Email Clients.
- Will it remove users’ existing Outlook signatures?
Can I add signatures directly under email replies/forwards?
Yes, you can. Simply place the signature in the proper place in the template editor while configuring your rule. Learn more here.
Can our marketing people manage it without accessing the server?
Yes. They can do it thanks to the fact that the Administration Panel can be installed independently of the server-level Exchange Rules Services. The administrator, using the Rules Access Rights Management feature, can also control users' rule access permissions (by assigning them different roles) as well as rules rights (assigning view, edit and delete permissions).
What is the return policy?
You can return the product within 30 days of purchase and delivery - no questions asked. Learn more about the CodeTwo return policy and 30-day money back guarantee.
If you're looking for a version for Exchange Server 2003, please head on over to this website.