How to copy email signatures from server-side to client-side rules

Problem

You want to copy email signature templates between cloud (server-side) and Outlook (client-side) signature rules.

Solution

Your custom signature templates can be used in both types of signature rules: cloud (server-side) and Outlook (client-side). For example, to make a cloud signature available in an Outlook signature rule, you first need to save that template in the template library. Then, simply select that template while editing an Outlook side signature template.

Copying an email signature template

To copy an email signature, follow these steps:

1. Open the signature management app (app.codetwo.com).
2. Select a cloud (server-side) signature rule, go to the Design step and click the Edit Signature button (Fig. 1.).

Fig. 1. Opening a cloud (server-side) signature template for editing.

3. When the editor opens with your current signature, click the Templates button in the Template group on the Main tab, and choose Save as template from the drop-down menu (Fig. 2.).

Fig. 2. Saving the current signature as a template.

4. Enter the name of you template and click Save, as shown in Fig. 3.

Fig. 3. Naming the template.

5. Close the editor.
6. In the signature management app, select an Outlook (client-side) signature rule, go to the Design step and click the Edit Signature button (Fig. 4.).

Fig. 4. Opening the signature editor to design an Outlook (client-side) signature template.

7. When the editor opens, click Templates in the Template group of the Main tab, and choose Open template to open the Signature template library (Fig. 5.). If you haven’t edited the signature template for this rule yet, the template library opens automatically.

Fig. 5. Opening the signature template library.

8. Make sure that the my templates checkbox is selected in the Categories pane on the right side of the signature template library window (Fig. 6., item 1).

Fig. 6. Selecting a custom template from the signature template library.

9. Scroll through the signature template library to find the template you have previously saved (Fig. 6., item 2).
10. You can now modify your template or simply save it by clicking Apply & Close.

11. When you are done, make your changes available to your users by clicking Save & Publish.

Cloud (server-side) placeholders not supported in Outlook (client-side) mode

Listed below are the signature placeholders available in cloud mode which are not supported in Outlook mode:

• Message date
• Message ID
• Message subject
• Recipient address
• Sending server
• Current date/time
• Future date / due date

If you attempt to use an Outlook signature containing one or more of these placeholders, you will get the following error message, listing the unrecognized placeholders:

Fig. 7. An error listing all unrecognized placeholders in your signature template.

A similar error message will be displayed if you insert a conditional placeholder that makes use of placeholders available only for cloud (server-side) signatures into an Outlook (client-side) signature template.

See also:

• CodeTwo Exchange Rules Converter – an easy-to-use tool that allows you to transfer rules and templates from CodeTwo Exchange Rules to CodeTwo Email Signatures 365.
• How to transfer signatures between different CodeTwo products – an alternative method that involves copying the signature’s html source code.