How to save a signature as a template

Problem:

You want to save the signature you’re working on as a template so that you can use it again in the future.

Solution:

Saving signatures as templates is a simple way to reduce the time spent on creating multiple signatures that do not differ much. It also allows you to easily restore the signature to its saved version in case of any unwanted modifications.

All the programs from the CodeTwo Exchange Rules software family are equipped with the template library that contains many predefined templates and can also store your custom templates.

To save a signature as a template, follow the instructions for your version of the program:

• CodeTwo Exchange Rules Pro 2.x | 2019 1.x | 2016 1.x | 2013 2.x | 2010 3.x | 2007 4.x
• CodeTwo Exchange Rules Pro 1.x | 2013 1.x | 2010 1.x and 2.x | 2007 2.x and 3.x

Saving a signature as a template in the newer versions of CodeTwo Exchange Rules

When editing your signature in the template editor, click the Save as template button located on the editor’s ribbon. In the pop-up window that opens, provide the name for your template, and click Save (Fig. 1.).

Fig. 1. Locating the Save as template button in the editor.

Now, if you open the template library in the editor and select my templates in the Categories menu on the right, your custom signature will be available on the templates list (Fig. 2.). When finding your newly created template on the list, remember that the templates are sorted by their name. When you locate your template, simply click it to insert it into the editor.

Fig. 2. Locating a custom-saved template in the template library.

Saving a signature as a template in the older versions of CodeTwo Exchange Rules

To export the current signature to the Template Library, click the CodeTwo button in the left top corner of the Editor and choose the Export signature to library option (Fig. 3.).

Fig. 3. Saving the signature in the Template Library.

To import the template into an empty signature, click the Library tab, select the template from the list on the left and click Load template (Fig. 4.).

Fig. 4. Loading the selected template.

If you prepared a template in the HTML format, you can use the CodeTwo button to load it into the Editor. To do so, choose the Import signature from disk option (Fig. 5.).

Fig. 5. Importing the signature template from a disk.

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.