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How to add a direct link to Microsoft Teams calls to an email signature

Problem: You would like to add a link to your email signature that would start a Microsoft Teams call when clicked by the recipient of your message. Solution: It is possible to add a link for someone to call you via Microsoft Teams (ID:905)

How to process emails with CalendarPart in CodeTwo Exchange Rules

Problem: Messages with the CalendarPart property are not processed by CodeTwo Exchange Rules. The CodeTwo Exchange Rules Transport Agent log file contains the following message: Calendar message. Skipping it. Solution: When u (ID:899)

CodeTwo Exchange Rules Converter

Overview The CodeTwo Exchange Rules Converter allows you to make a successful transition between CodeTwo's email signature solutions for on-premises Exchange and Microsoft 365 (Office 365). The application can convert email signatures, s (ID:897)

How to add a different signature to emails sent from mobile devices

Problem: You would like to create a specific signature that applies to emails sent by mobile devices only. Solution: It is possible to add different signatures to emails sent from mobile clients. However, since there is no mechanis (ID:893)

Spoofed emails receive signatures in the CodeTwo Exchange Rules family of products

Problem: You receive emails sent by an external sender in an attempt to impersonate a user inside your organization. As a result of this spoofing attempt, they are processed by CodeTwo Exchange Rules and receive signatures and/or disclai (ID:891)

How to add different signatures to new emails, replies and forwards

Problem: You are using CodeTwo email signature management software and you want it to automatically add different signatures to new messages and replies or forwards in email conversations. Solution: All email signature managers fro (ID:882)

How to check if my environment is hybrid?

Problem: You need to check if the environment you are working with is cloud-only, purely on-premises or if it implements any hybrid configuration. Solution: The hybrid environment in most cases refers to an Office 365 tenant perpet (ID:859)

Animated GIF support in email signatures

Problem: Can I use animated GIFs in email signatures created with CodeTwo software? Does it work on every email client? Solution: Animated GIF images are supported and can be added to HTML email signatures just like any other image (ID:813)

CodeTwo Reseller Panel: frequently asked questions (FAQ)

This article contains a list of questions frequently asked by CodeTwo partners and resellers. How to place an order? How can I calculate the product price? Can I order multiple products at the same time? Can I transfer a license (ID:810)

The Server Monitor is not working

Problem: The Server Monitor is not working correctly. For example, servers are not displayed. Solution: Use the links to read about the most common problems and recommended solutions. Servers are not listed due to security se (ID:807)

How to deploy CodeTwo signature software in a hybrid environment

Problem: You are looking for the best way to implement CodeTwo email signature software in your hybrid Exchange environment. Solution: Since the architecture of CodeTwo Email Signatures for Office 365 and CodeTwo Exchange Rules (in (ID:805)

How to send files to CodeTwo Customer Support

Problem: You would like to send files (such as program logs, screenshots, emails, etc.) to CodeTwo for diagnostic purposes. Solution: To ensure maximum safety of your files and speed up our response, you should only send us files v (ID:802)

Phone links in email signatures are not recognized by mobile devices

Problem: You use CodeTwo software to add click-to-call links with the sender's phone number to email signatures. These links are not recognized by your recipients' mobile devices: tapping the links does not launch any application. Sol (ID:795)

How to remove email signatures added by mobile devices

Problem: When people in your organization use mobile devices to send emails, their devices add default email signatures (such as the Sent from my phone text line) that get mixed with signatures added by CodeTwo software. You would like t (ID:789)

How to send a test email between any users in Exchange/Office 365

Problem: You want to send an email message from one user to another, without the need to access the mailboxes of these users. This is helpful for testing purposes. For example, you would like to send a test email from a specific user to (ID:788)

How to automatically remove signature elements (placeholders) that cannot be replaced with AD data

Problem: Your email signature template contains an AD attribute placeholder that is dynamically filled with a matching attribute value from Active Directory when an email is sent. If the sender does not have this particular attribute in (ID:787)

Troubleshooting problems with connection to Exchange Rules services

Problem: The Administration Panel is not able to connect to the Exchange Rules Service, and you get various errors. Solution: Use the links below to learn about the most common problems and how to solve them. Connection to (ID:785)

How to add email signatures directly under latest messages

Problem: You are using CodeTwo email signature management tools and you would like your signatures to be added right below each sent message (including replies and forwards) instead of at the bottom of an email conversation. Solution: (ID:783)

Error: The specified domain either does not exist or could not be contacted

Problem: You get the following error message when using CodeTwo software: The specified domain either does not exist or could not be contacted. Solution: This error is related to your environment and the way your system manage (ID:775)

How to make sure CodeTwo Exchange Rules supports TLS 1.2 in hybrid environments

Problem: Starting 31 October 2018, Microsoft makes TLS 1.2 the default security protocol in Office 365. TLS 1.0 and 1.1 still work, but Microsoft does not provide support in case of connection or compatibility issues. This article exp (ID:765)

How to avoid wrapping of text in email signatures

Problem: You would like to prevent the text in your email signature from wrapping to the next line (Fig. 1.). Fig. 1. Text wraps in an email signature. Solution: Depending on your signature layout, the text may wrap, for exa (ID:743)

How signatures are added to emails sent as / sent on behalf of other users

Problem: You send emails as (on behalf of) other users in your organization. You would like to manage whose signature (yours, or the person's you are sending as) is added by CodeTwo software. Solution: You can manage whose signatur (ID:710)

How to solve font-related problems in email signatures

Problem: Fonts in email signatures are not correctly displayed. Solution: The appearance and availability of a font in an email message depends on the client and device used to read this email. If fonts used in your email signature (ID:708)

How to transfer signatures between different CodeTwo products

Problem: You would like to copy a signature (or a signature template) from one CodeTwo product to another. Solution: If you want to transfer all your existing signature templates from CodeTwo Exchange Rules or CodeTwo Exchange Rule (ID:698)

How to keep signature templates in sync across multiple Administration Panels

Problem: You work with one of CodeTwo Exchange Rules products and use multiple instances of the Administration Panel. You noticed that custom signature templates stored in the Template Library of one of the Administration Panels are not (ID:692)

Troubleshooting problems with emails and email signatures on mobile devices

Problem: You experience various problems with signatures and email layout when you send emails from mobile devices. For example, when you use a mobile device to reply to / forward a message that includes images and formatting, the layout (ID:683)

How to create a rule that applies to individual users and not to distribution groups they belong to

Problem: You use Exchange distribution groups and want to set up a rule (in the CodeTwo Exchange Rules family of products) that will apply only to individual recipients, not to the distribution groups that include these recipients. Le (ID:677)

Understanding basic mail related terms: message header, reply separator, source code, message file

This article explains the differences between an internet message header, message reply separator, message source code, and message file. What is an email message header? Message headers (also known as email message internet headers o (ID:672)

Small email text on iOS devices

Problem: On iOS devices, an email body that contains a signature inserted using one of CodeTwo’s email signature products is sometimes too small to read and requires a user to zoom in. Solution: Since iOS resizes the HTML email t (ID:656)

How to stop link previews from being displayed in emails

Problem: You created an email signature template that includes a URL, e.g. a link to your newest video. When you send a message and a recipient views it in Outlook on the web (OWA) or Outlook.com, a preview of this URL is automatical (ID:623)

How to add a placeholder based image

Problem: You wish to add an image to a signature or disclaimer that would be different for each of the senders. The address of such an image should be made out of a static web address and information gathered from Active Directory. So (ID:581)

Error: Method not found

Problem: You find the following error in the Event Viewer logs (in the Application branch) or in the CodeTwo Exchange Rules Pro and CodeTwo Exchange Rules family agent log files: Method not found: 'Void Microsoft.Exchange.Data.Trans (ID:573)

How to fix problems with importing CodeTwo Exchange Rules settings

Problem: You are not able to import a settings file you previously exported from the program, due to the following (or similar) error: Failed to import settings. Element 'http://www.codetwo.com:SecuritySettings' contains data from (ID:561)

Enable WCF Tracing

Problem: You would like to enable tracing of any WCF service or application, for diagnostic purposes. Solution: Every WCF service and application comes with its own CONFIG file. The CONFIG files are located in the same director (ID:553)

How to create a responsive signature

Problem: You would like to create a responsive signature, which displays correctly on mobile and desktop mail clients. Solution: In most cases, a responsive signature consists of blocks that are displayed differently depending on t (ID:552)

Signatures are not added

Problem: Signatures are not added by a program from the CodeTwo Exchange Rules family. Solution: There might be several reasons for such behavior. The most probable causes and adequate solutions are described below. Missing (ID:551)

How to avoid duplicates in the Sent Items folder

Problem: After installing one of the programs from the CodeTwo Exchange Rules family, you see two or more copies of each message in the Sent Items folder. Solution: There are two main reasons for such behavior. Use the links to l (ID:548)

Disable Outlook on the web (OWA) signatures

This article applies to Exchange Server 2013, 2016, 2019, and Exchange Online (Office 365). For older versions of Exchange Server, i.e. 2007 and 2010, see this article. Problem: You would like to prevent users from creating individual (ID:535)

How to view a message header in Office 365 and OWA

Problem: You were asked by the CodeTwo Customer Service to provide them with the message header of your email. Solution: Instructions for Office 365 (Outlook on the web) Instructions for Outlook Web App (OWA) Tip A (ID:532)

Problems installing CodeTwo agent on Exchange 2013 CU11

Problem: You experience problems with CodeTwo agent of MS Exchange Transport Service during installation of CodeTwo Exchange Rules family software and CodeTwo Exchange Rules Pro in environments with multiple Exchange Servers, from w (ID:521)

The message could not be dispatched in CodeTwo Agent

Problem: You see similar entries in the CodeTwo Transport Agent logs: „Error: The message could not be dispatched because the service at the endpoint address 'net.pipe://localhost/ER.Engine/MailsProcessingUnit' is unavailable for (ID:518)

How to set up a proxy to work with CodeTwo software

Problem: You are unable to establish a LAN or WAN connection required by our software and services when using a proxy. Solution: To resolve problems with proxy connections you should understand how they work and what they do. You (ID:515)

Signatures are not visible in emails in the Sent Items folder on mobile devices

Problem: While displaying sent messages on mobile devices, the signatures and disclaimers are not included despite enabling the Sent Items Update service. Solution: Follow the steps below to make sure first that you have config (ID:505)

How to set the format of date and time placeholders

Problem: You need to customize the display format of time and date used by time-related placeholders (such as {Current date/time}) in CodeTwo software. Solution: CodeTwo software allows you to customize the placeholder date forma (ID:500)

Track link clicks in email signatures

This article is obsolete and may relate only to older versions of our software. If you use a current version, see the user's manual of your product for more information: CodeTwo Exchange Rules | CodeTwo Exchange Rules Pro | CodeTwo Email (ID:499)

Error related to deserializing object graph

Problem: The following error occurs in one of the WCF services used by CodeTwo software: The InnerException message was 'Maximum number of items that can be serialized or deserialized in an object graph is '65536'. This problem (ID:498)

Limit the visibility of AD object for desired users

Problem: You want to limit the visibility of a particular Active Directory object (e.g. Organizational Unit) for desired users only. Such configuration may be helpful especially for environments including tenants. Solution: To hide (ID:495)

How to add a user to Organization Management group

Problem: How to manually manage the Organization Management group membership. Solution: Add a desired user to the Organization Management group using Windows PowerShell: Run Powershell. Check the Powershell version by (ID:493)

How to change the update time for Active Directory values in CodeTwo Exchange Rules products

Problem: The Active Directory data used by CodeTwo Exchange Rules Pro 2.x or CodeTwo Exchange Rules family software in placeholders and conditions is not refreshed automatically after having been modified in AD. You need to wait a while (ID:491)

Good practices for preparing an email signature

Problem: You are preparing email signature templates in our email signature management software and you would like to follow the best practices. This will allow you to avoid problems when designing them and using them in your communicati (ID:488)

On an iPhone device, the size of text in a signature is larger than defined

Problem: The design of your signature defines size of the text smaller than 13px. However, the iPhone devices are displaying the text larger than expected, therefore the layout of your footer may be distorted. Solution: The main r (ID:481)

Diagnosing CodeTwo Exchange Rules family software (newer versions)

Problem: CodeTwo assistance is required with your CodeTwo Exchange Rules family software problems or advanced configuration. Solution: Follow the steps below to collect all diagnostics: This Knowledge Base article is designed to (ID:479)

How to preserve spacing in AD fields

Problem: You have an Active Directory field with some additional spacing in it, for example field Title: IT Administrator that contains two spaces between "IT" and "Administrator". But when you send an e-mail, the placeholder Title is (ID:478)

Display language of the AD field "Country"

Problem: The {Country} placeholder is filled with an incorrect value, for example, instead of a local country name (Deutschland), the English name of the country appears (Germany). Solution: The Country field in Active Directory co (ID:474)

How to avoid proxy-related issues when using the Sent Items Update service

Problem The Sent Items Update (SIU) service is unable to process messages because of the proxy configuration, therefore all messages in Sent Items folder are not stamped with the signatures. Also, you are unable to configure the service (ID:470)

How to fix common image-related problems in signatures

Problem: You experience various problems with images in email signatures, e.g. embedded pictures are not displayed in received emails, are misplaced in the message thread, or disappear when replying/forwarding. Solution: Embedded i (ID:467)

Error: The WS-Management service cannot process the request.

Problem: You cannot install the software because of the error message: The WS-Management service cannot process the request. The system load quota of 1000 requests per 2 seconds has been exceeded. Send future requests at a slower ra (ID:459)

How to remove spacing between e-mail body and signature

Problem: While composing a signature you may encounter a problem where the spacing between e-mail body and signature is too wide. This may be caused by incorrect signature design or unnecessary tags used in the HTML code of the signatur (ID:455)

How to check if CodeTwo Exchange Rules Engine service is published in ADSI Edit

Problem: You need to check if the CodeTwo Exchange Rules Service is registered in ADSI Edit. This might be useful when troubleshooting some very specific issues in CodeTwo Exchange Rules Pro and CodeTwo Exchange Rules family software. (ID:452)

Support for multiple domains in the Exchange Rules software family

Problem: CodeTwo Exchange Rules family (starting version 2007 4.x, 2010 3.x, 2013 2.x) and CodeTwo Exchange Rules PRO (starting version 2.x) do not find users and groups from the root domain, when MS Exchange and CodeTwo Exchange Rules (ID:447)

Agent installation problems

Problem: CodeTwo Transport Agent cannot be implemented when installing CodeTwo Exchange Rules Pro 2 or CodeTwo Exchange Rules Family. Solution: There may be two possible reasons and solutions to this problem: You may be af (ID:441)

How to use multi-line notes in signatures and disclaimers

Problem How to use multi-line notes from Active Directory in your signatures and disclaimers. Such fields may be used to present your opening hours and many more. Solution On the Exchange Server simply open Active Directory Users (ID:439)

Messages from Apple devices and mobile devices are sent in plain text

Problem: A message sent from an Apple device (iPhone, iPad, Mac, etc.) or a mobile device (e.g. based on Android) is sent in the plain text format. As a result, the signature added by CodeTwo software to this message does not look as exp (ID:438)

CodeTwo Exchange Rules software failed to save licensing data

Problem: Due to insufficient user rights, CodeTwo Exchange Rules software cannot activate your license. During the activation, the application tries to save some important data to your disk, but returns an error, as it does not have perm (ID:435)

How to find the EWS URL and how to test it

Problem: You want to know the URL of Exchange Web Services (EWS). Solution: Finding the EWS URL on a client access server Finding the EWS URL by using the configuration of Web Services Virtual Directory Testing the EWS URL (ID:429)

Incorrect address or SOAP action

Problem: The CodeTwo Exchange Rules Service (of CodeTwo Exchange Rules Pro or CodeTwo Exchange Rules) does not start. An error window might appear (Fig. 1.), with the following message: There was no endpoint listening at http://lo (ID:428)

You are not able to resend a message updated by SIU

Problem: You cannot use a resend option for a message processed by the Sent Items Update service (SIU) of CodeTwo Exchange Rules PRO or CodeTwo Exchange Rules family software. The attempt to resend the e-mail ends with the following er (ID:423)

Sent Items Update troubleshooting

Problem: The Sent Items Update service (SIU) in CodeTwo Exchange Rules family software, including CodeTwo Exchange Rules Pro 2.x, cannot properly connect with Exchange Web Services (EWS). As a result, signatures are not being included (ID:383)

How to troubleshoot a problem with access rights to rules (error 1301)

Problem: You experience problems with access rights in CodeTwo software. For example, unauthorized users can access email rules. The program shows a warning (Fig. 1.). Fig. 1. The notification related to a problem with access right (ID:382)

How to delete OWA (Outlook on the web) signatures in Microsoft Exchange

Problem: You want to remove OWA (Outlook on the web) signatures of multiple or individual users. Info The solution below only applies to Microsoft Exchange Server 2010, 2013, 2016, 2019 and Microsoft Exchange Online (Microsoft 36 (ID:377)

How to convert an HTML signature template to RTF or Plain Text

Problem: You want to create RTF and Plain Text versions of an HTML signature to make the signature work on all devices, including the mobile ones. Solution: The quickest and easiest way to convert an HTML signature into RTF or Plai (ID:234)

External email addresses are treated as internal

Problem: External email addresses are treated as internal by CodeTwo software. As a result, your email rule conditions do not work as expected. For example, rules designed to cover only internal users are also triggered for external use (ID:292)

An email rule is applied more than once to the same message

Problem: An email rule configured in CodeTwo software is executed twice or multiple times on a single message. As a result, users get two signatures instead of one or experience similar problems. Solution: This problem may occur in (ID:280)

How to include vCards as QR codes in email signatures

Problem: You would like to insert a vCard as a QR code in an email signature added by CodeTwo software. You want to have this QR code personalized so that every user has their individual vCard added to their signature. Solution: Th (ID:256)

Noninterpersonal messages

Problem: Rules are not executed upon noninterpersonal messages (non-IPMs) and, as a result, signatures are not added. The log files contain the following message: Non interpersonal message. Skipping it. Solution: Sometimes th (ID:255)

How to optimize the message processing speed in CodeTwo Exchange Rules software family

Problem: You would like to optimize the mail processing speed in CodeTwo Exchange Rules / CodeTwo Exchange Rules Pro. Solution: CodeTwo Exchange Rules and CodeTwo Exchange Rules Pro are advanced mail management software. The pr (ID:253)

Hyperlinks: how to change their color and style, and add Active Directory attributes

Problem: You would like to learn how to modify hyperlinks in email signatures created with CodeTwo software. For example, you want to create hyperlinks of any color and styling, remove the default blue color and underline, or insert attr (ID:250)

How to reduce line spacing in a signature template

Problem: There is a large gap between the lines in your signature template created in CodeTwo Exchange Rules software. Solution: This happens when you press Enter to go to the next line (Fig. 1). Fig. 1. Two lines of text e (ID:247)

3 steps to correct message encoding in emails

Problem: Regional characters (such as ü, ä, ø, etc.) in signatures and disclaimers added by CodeTwo Exchange Rules are not displayed correctly. Instead of the actual characters, users see strings of ? signs. Solution: This issue (ID:241)

How to change the letter case of AD values inserted into signatures with CodeTwo Exchange Rules

Problem: Active Directory text values inserted into placeholders are not correctly formatted. Solution: Email signatures added by CodeTwo software can contain placeholders. These placeholders are automatically filled with Active Di (ID:233)

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 (ID:232)

How to extend the timeout for services if they fail to start or stop

Problem: CodeTwo services cannot be started or stopped. Solution: In some environments, applications installed as Windows services may require more time to start or stop. Click on the links below to learn how to change the timeout (ID:228)

How to set the priority of the CodeTwo Exchange Rules Transport Agent

Problem: You need to change the order of transport agents on the transport agent’s priority list. Solution: During the installation of CodeTwo Exchange Rules family software (including CodeTwo Exchange Rules Pro) or when applying (ID:224)

How to insert individual vCard links into email signatures

Problem: You would like to insert individual vCard links into email signatures so that each email sent by a user in your organization contains a link to this person's electronic business card. Solution: CodeTwo signature-adding pro (ID:207)

How to add dynamically changing image links to emails

Problem You would like to insert image links (images that are linked to a web resource) into email signatures, and these images should dynamically change every time a new message is sent so that each message gets a different picture. For (ID:201)

A signature is inserted in a wrong place in a message

Problem: A signature is added in a wrong place inside the body of an email message. For example, your signature is inserted at the end of an email conversation thread instead of directly under your latest response. Solution: Incor (ID:195)

How to place pictures side by side in a signature

Problem: You would like to put two (or more) pictures next to each other in an email signature designed in CodeTwo Editor. Solution: To place pictures next to each other in the Editor, you need to create a table with a separate c (ID:180)

How to use regular expressions

Problem: How to use regular expressions. Solution: Regular expressions are formulas that can be used to match or find character strings by employing wildcards and metasigns. In CodeTwo Exchange Rules family the regular expressions (ID:177)

How to manually install, uninstall or temporarily disable CodeTwo Exchange Rules Transport Agent

Problem: Software products from the CodeTwo Exchange Rules family process emails via a dedicated Exchange transport agent: CodeTwo Exchange Rules Transport Agent. Normally, the agent is installed automatically together with the program (ID:176)

Suppressing and forcing email signatures via keywords in CodeTwo Exchange Rules software family

Problem: You would like to use the software from the CodeTwo Exchange Rules family to add signatures only to messages that include specific keyword phrases. Solution: You can use the software to set keyword phrases that, once added (ID:169)

How to find the license key in CodeTwo software

Problem: You need to find the license key for your CodeTwo software. Solution: CodeTwo applications are activated to the full version by entering a 25-character license key that you receive once the order is paid for. Finding th (ID:167)

Message splitting in CodeTwo software and problems when sending an email to multiple recipients

Problem: When you send an email to multiple recipients, only the rules that apply to the first recipient (in the To field of the message) are executed. As a result, all recipients receive the message version intended for the first recip (ID:127)

How to create a footer with text written from right-to-left as in Hebrew or Arabic

Problem: While typing in right-to-left language, the text is improperly aligned. Solution: If you need to use Hebrew, Arabic or any other type of right-to-left language, you will have to use special HTML attribute to align the tex (ID:109)

How to prevent Outlook from removing extra line breaks from emails and email signatures

Problem: An email client such as Outlook disrupts your plain text emails or email signatures by removing breaks between text lines. Solution: If you composed a plain text email (or a plain text email signature in CodeTwo software) (ID:98)

How to remove the CodeTwo Exchange Rules license from a user who does not need it anymore

Problem: You want to take back the CodeTwo Exchange Rules license from a user who no longer needs it. Solution: Tip Note that CodeTwo Exchange Rules licenses are assigned to every email address that benefits from the program. (ID:95)

How to set the RemoteDomain parameters to force email format in Exchange

Problem: Emails that were sent in the HTML format are received as Plain Text or RTF messages. You experience this format conversion also in the case of HTML signatures composed in CodeTwo Exchange Rules, CodeTwo Exchange Rules Pro or Co (ID:84)

How to configure Exchange Server to automatically convert RTF messages to the HTML format

Problem: You need to configure an Exchange server so that messages to external recipients (i.e. recipients outside your organization) are never sent in the RTF format. You want the RTF messages to be automatically converted to HTML inste (ID:80)

How to use a font type or size that is not included on the font list of the signature editor

Problem: You would like to use a font type or size that is not displayed on the Editor's ribbon. Solution: How to use a font type that is not available on the Editor's ribbon How to use a font size that is not available on th (ID:62)

How to prevent Outlook from adding signatures

Problem: After installing centrally managed signature adding software (such as CodeTwo Exchange Rules or CodeTwo Email Signatures for Office 365), you might need to disable personal signatures added in Outlook. If you are not able to ge (ID:52)

How to insert a company disclaimer and a personal signature into one message

Problem: You want to use older versions of CodeTwo Exchange Rules to insert multiple signatures into one email. For example, you want to insert a company disclaimer, containing information such as a postal address, VAT ID no., company re (ID:15)

Sent Items Update

As signatures/disclaimers are added to sent mail directly on Exchange Server, they are not visible in the mailboxes' Sent Items folders. To allow users to view signatures in their email clients, we have equipped CodeTwo Exchange Rules with

Overview

CodeTwo Exchange Rules is a mail processing solution for Microsoft Exchange that enables centralized management of signatures in a wide variety of environments: from Exchange 2007 via 2010, 2013, and 2016 to 2019. Unlike the Hub Transport o

Active Directory attributes in email signatures

CodeTwo Exchange Rules enables you to insert Active Directory attributes (such as First name, Company, etc.) into email signatures. These variables are added as placeholders in the signature template editor and are automatically filled with

Log files

Log files contain diagnostic information that can be used to review the problem if the program deviates from its intended behavior. To display the log files, open up Server Monitor located in the ribbon of the Administration Panel. Next

Sender

The Sender condition type is used to define the scope of senders that once met will trigger an action to be processed by the program. To define the scope of senders in the Conditions tab, expand the Field's context menu and choose Send

Grouping conditions

Besides defining individual conditions in rules, the Administrator of the program can also group the chosen Conditions and create the logical And / Or relationship between them, in the same way, as in the case of bare conditions. Owing to t

Logon settings

After the installation of CodeTwo Exchange Rules, each Active Directory user is authorized to manage the email rules by default as long as he / she has access to the particular Administration Panel. That is why after the installation of

Licensing

The application is licensed per user, and the licenses are sold in the license packs. More information on licensing can be found on the pricing site of each product from the Exchange Rules family. Do I have to renew the license annually?

Activation

Prior to activating CodeTwo Exchange Rules, you need to install the trial version first. Once the trial is installed, you do not have to reinstall the program or use any other installer to activate the full version. Simply run the Licensing

Managing access rights

The software comes with Access Rights Management feature that allows you to customize software's permissions. This feature is disabled by default in CodeTwo Exchange Rules, however, you can easily find it in the top menu bar (Fig. 1.) and e

Using previous versions' settings

If you are updating CodeTwo Exchange Rules to the newest version or performing a new installation and want to make you use of rules created on any previous version of CodeTwo Exchange Rules family, the Settings importer tool will do th

Signature template library

Instead of creating new signature/disclaimer templates from scratch, you can choose it from the variety of predefined templates and adjust it to your needs. The ready-made templates are available via the signature template library (Fig. 1

Restore images removed by iPhone and iPad

The Restore images removed by iPhone and iPad action in CodeTwo Exchange Rules is used to restore images that were automatically removed from an email when a user responded from an iPhone or iPad. The action works for both outgoing and inco

Options

CodeTwo Exchange Rules Family offers two additional features associated with the way the rules are processed (Fig. 1.): Processing subsequent rules Scheduler Fig. 1. Options tab. Proc

Body

The Body condition is used to define the message body (content of an email) that once met will trigger an action to be processed by the program. To define the message body within the Conditions tab, expand the Field's context menu a

Rules tester

CodeTwo Exchange Rules comes with a feature called the Rules tester. It is designed to allow you testing your deployed rules behavior on virtual emails, so you can check what happens with a particular email without actually sending it. With

Mechanism processing secure messages

Secure messages including encrypted and digitally signed messages are fragile in terms of modifications applied to their body. As a result, some of the actions performed on these messages can either damage the encryption or invalidate a dig

One-click surveys

CodeTwo Exchange Rules can be integrated with third-party one-click survey services. Such integration lets you add customer satisfaction surveys into your automatic emails and gather feedback from your customers. To learn more about the

Message splitting

If you send an email to multiple recipients, and different rules are set to apply to these recipients, you would like each recipient to get the right version of your message. That is why CodeTwo Exchange Rules comes with the message split

Web analytics tools

This section describes how to integrate CodeTwo Exchange Rules with web analytics tools. The integration of these tools lets you measure the effectiveness of your email marketing campaigns and measure how much traffic you get from them.

Connecting to Exchange Rules Service

As CodeTwo Exchange Rules can be operated via the Administration Panels installed either in a domain or non-domain environments, the program lets you define the most efficient connection type in which the Administration Panel will connect

Register CodeTwo application in Azure Active Directory

The Sent Items Update (SIU) service in CodeTwo Exchange Rules connects to Microsoft 365 (Office 365) by using the secure OAuth 2.0 authorization protocol. To enable this connection, first you need to register the CodeTwo application in Azu

Installation process

CodeTwo Exchange Rules is designed for adding signatures to emails sent from mailboxes hosted on Microsoft Exchange Servers 2007, 2010, 2013, 2016 or 2019. If you are looking for signatures/disclaimer management tool for Exchange Server

Quick guide to creating rules

This section shows the example of how to create a signature adding rule along some chosen, additional options. Once the installation of CodeTwo Exchange Rules Family is completed and you have already configured the access rights to r

Configuration of rules

CodeTwo Exchange Rules Family enables creation of email rules that will be triggered by the program prior to meeting the defined conditions while the messages are traveling through the Exchange Server. In the subsections of this section,

Program's architecture

CodeTwo Exchange Rules is a program used for adding footers to messages traveling through the Exchange Server. Its architecture is based on two components responsible for the creation of email rules and their processing: Exchange R

Supported platforms and requirements

CodeTwo Exchange Rules is designed to work with five versions of Exchange Servers: 2007, 2010, 2013, 2016 and 2019. There are two main components that have to be installed. Their requirements differ slightly from each other. Study the descr

Signature template editor

One of the major features of CodeTwo Exchange Rules Pro is that it comes with built-in signature template editor (Fig. 1.) that can help you compose signatures, disclaimers and other personalized email sections. Fig. 1. The signatur

Insert different signatures for new mail and replies / forwarded messages

CodeTwo Exchange Rules lets you create personalized signatures / disclaimers that will be inserted to your mail. Furthermore, you can adjust the program's settings to automatically insert either a detailed or a simplified signature dependin

Installation

CodeTwo Exchange Rules is designed to work with five versions of on-premises Exchange Servers: 2007, 2010, 2013, 2016, and 2019 as well as with hybrid environments (Exchange Server on-premises tied with Exchange Online / Office 365). If yo

Hybrid environments

CodeTwo Exchange Rules supports installation in hybrid environments with Exchange Server on-premises and Exchange Online (Office 365). Successful deployment of the software in hybrid environments relies on proper mail flow configuration by

Hints to getting started

This section describes how to get started with CodeTwo Exchange Rules by providing hints associated with the program's installation, settings, and configuration. Installation Install the Exchange Rules Service on Exchange Serv

International encoding support

While defining a new rule, the file containing the disclaimer / signature you want to add to a message is identified. As messages can be encoded using various regional settings, we recommend that the files with disclaimers use UTF-8 or Uni

Insert signature

The Insert signature action in CodeTwo Exchange Rules Family is used to add signatures to emails, that meet the defined criteria in Conditions. This feature can be utilized to automate and facilitate the addition of company signatures,

Insert different signatures for internal and outgoing mail

If you want to insert different signatures / disclaimer into internal and outgoing emails, CodeTwo Exchange Rules Family lets you create the rules that will distinguish the message direction and insert appropriate signature / disclaimers i

Exchange Rules Service

CodeTwo Exchange Rules Service is one of the two major components of the program. It consists of the set of components / services and is directly responsible for processing settings and rules yet applying them to messages traveling through

Administration Panel

The Administration Panel of CodeTwo Exchange Rules is the console that enables central management of email rules within an organization. The Administration Panel can be installed using the setup wizard of the program during the initial inst

Server Monitor

As CodeTwo Exchange Rules is designed to work in a wide variety of scenarios including multi-server environments, it was equipped with the Server Monitor tool that enables viewing all the instances of the program in one place to track and m

Add graphics (e.g. a company logo or user photos) to signatures

CodeTwo Exchange Rules Family allows you to insert various graphics into your disclaimers and signatures, including logo of your company, marketing banners or even high-resolution users photos. This article is divided into several sections.

How to

The sub-sections of this article provide the configuration steps of the program's advanced usage and typical scenarios. Please study the examples below to learn how to: Insert different signatures to internal and outgoing emails

How the software processes messages sent as / on behalf of other users

A user or a group of users may have permission to send messages as other users or on their behalf. These permissions are known as delegate permissions. See the examples below to learn which rules are applied for users sending as / on behal

How to uninstall CodeTwo Exchange Rules

Removing CodeTwo Exchange Rules Family is as easy as uninstalling it from the Windows Control Panel: Go to your Windows Control Panel. Click on Programs and Features (or Add or Remove Programs in older Windows version). Find CodeT

CodeTwo Exchange Rules Converter

CodeTwo Exchange Rules Converter is a stand-alone ClickOnce application that lets you automatically transfer your email signatures, signature adding rules and conditional placeholders from CodeTwo Exchange Rules to CodeTwo Email Signatures

First steps

First time using the program? Here are some useful links: Supported platforms and requirements – see the technical specification required to use the software. Program's architecture – find out how CodeTwo Exchange Rules works, w

Apply full composition

The Apply full composition action in CodeTwo Exchange Rules Family is used to configure a template for signatures / disclaimers comprising of all available layouts: header, signature and side banners that will be added to sent mail once

Trial version

The trial version of CodeTwo Exchange Rules can be used for free for 30 days. During this period, the program works exactly the same as the full, licensed version. Once the 30-day trial period is over, the program will not process messages

Deployment on Server Core

This article contains information on how to deploy CodeTwo Exchange Rules on the Server Core version of Windows Server. The program needs to be deployed on an Exchange server with the Mailbox server role installed. Since Server Core has no

How to insert marketing banners to outgoing mail

Creating signatures including some rich media on bare Exchange Server may sometimes be troublesome because it most often requires installing add-ins to enrich your content. CodeTwo Exchange Rules lets you create professional-looking sig

Conditions

CodeTwo Exchange Rules processes messages based on the specified conditions. Conditions are criteria specified by the user that must be met by a message in order for this message to be processed by a given rule and for the rule action to be

Advanced features and options

CodeTwo Exchange Rules offers variety of advanced features and options that boost the program's functionalities and significantly improve its operation. These features are available in Settings, Import / Export tabs and Conditions: In

Recipient

The Recipient condition is used to define the scope of recipients that once met triggers an action to be processed by the program. To define the scope of recipients within the Conditions tab, expand the Field's context menu and choose

Create similar signatures for different departments

CodeTwo Exchange Rules allows you to add email signatures which are especially useful for external recipients, as you may add necessary contact information. However, for larger companies a single external signature might not be enough. Yo

Integration with CrewHu

This article describes how to set up CodeTwo Exchange Rules Family to add CrewHu one-click surveys to your Exchange Server email signatures. CrewHu is an employee recognition software, which makes it possible to measure customer satisf

Using wildcards

Wildcards are characters that take form of an asterisk (*) followed or preceded by a particular character (-s) and are used to replace other characters in strings, e.g. *@company.com, *test*, *@company*. In CodeTwo Exchange Rules, wildca

Reinstall or move to a different machine

Sometimes you may need to reinstall the program or even to move it to a different computer. See below how to do that. Reinstallation Reinstallation of the software is rarely required. However, it may happen that it will be recommende

Integrations

In this section you will learn how to integrate our software with third-party solutions. We will show you, for example, how to track the performance of your banner marketing by integrating your graphics with web analytics tools and how to e

Actions

CodeTwo Exchange Rules was designed to manage email rules that initiate footer adding Actions to messages traveling through the Exchange Server. These actions are jobs specified by the Administrator that are executed by the program while pr

Insert disclaimer

The Insert disclaimer action in CodeTwo Exchange Rules is used to add disclaimers to emails, that meet the defined criteria in Conditions. The feature can be used to automate and facilitate the addition of company disclaimers, legal

Exceptions

CodeTwo Exchange Rules processes messages based on the defined conditions. However, you can also define exceptions from Conditions that once met will exclude messages from being processed. Info As the configuration of exceptions is

How to update or upgrade and what is the difference

The version number The program version is always visible at the very top of the main window of the program. It consists of 4 numbers separated by dots, e.g. 1.5.0.337, following the pattern below: [major].[minor].[maintenance].[build]

Message direction

The Message direction condition is used to specify the message direction type that once met will trigger an action to be processed by the program. To define the message direction, expand the Field's context menu within the Conditions tab

Subject

The Subject condition is used to define the message subject that once met will trigger an action to be processed by the program. To define the subject within the Conditions tab, expand the Field's context menu and choose Subject (Fi

Integration with Hively

CodeTwo Exchange Rules Family lets you add Hively snippets to email signatures. The snippets provide recipients with an option to rate their customer satisfaction with a single click on a rating button that appears in an email. The integ

Message type

The Message type condition is used to specify the message type that once met will trigger an action to be processed by the program. To define the message type, expand the Field's context menu within the Conditions tab and choose Message

Integration with Google Analytics

Integration of CodeTwo Exchange Rules and Google Analytics makes it possible to track email signature campaigns and evaluate their effectiveness (Fig. 1.): Fig. 1. Tracking email signature campaigns' performance. Follow the steps b

Feedback

Your feedback is very important to us. It has continuously helped us develop better applications and we strongly encourage you to send us your concerns and suggestions about new and existing features. Your opinion shapes new functionalities

Integration with Matomo (formerly Piwik)

This section describes how to integrate CodeTwo Exchange Rules with Matomo. The integration of those two tools lets you measure the effectiveness of your email marketing campaigns and analyze how much traffic you get from them (Fig. 1.):

Understanding CodeTwo Exchange Rules

CodeTwo Exchange Rules offers many options to configure your signature rules and requires several services to perform these tasks. This section will help you understand the program better. Click the links below to learn more. Program'

Importing / exporting settings

The program is equipped with a feature that enables import and export of rules (including import of sample rules). Thanks to this option, you will be able to export rules and import them to any other instance of the program. Additional

Integration with Woopra

This section describes how to integrate CodeTwo Email Signatures for Office 365 with Woopra to allow easy tracking of the results of marketing campaigns. Woopra is a web analytics tool which gathers information on your web traffic. The stat

Secure message type

By default, the program processes both encrypted and digitally signed messages. However, you can use the Secure message type condition to define which of these messages will actually be processed. Learn how the secure messages are proces

The dropdown Help menu

In the dropdown Help menu one can find such useful information like direct links to the User's manual, the Program's website and the general info on the CodeTwo Exchange Rules in the About tab. Furthermore, you can also contact the�

Frequently Asked Questions

Please click the link CodeTwo Exchange Rules Family to read Frequently Asked Questions.

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.

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.

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.

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 devices?

Yes, it will. In fact, CodeTwo Exchange Rules can stamp any email traveling through your Hub Transport or Mailbox servers. Regardless of the email client it was sent from. iPhone, iPad, Android, BlackBerry, Windows Mobile and other smartphones are supported.

Will the program remove blank spaces from a signature if there is no data in Active Directory for a selected attribute?

Yes, it will. The program can remove black space from a signature providing the Remove Text tags are used.

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 I add a different signature to my first email and a different signature to subsequent emails?

Yes, you can. This article explains how you can do it.

Can I create different signatures for internal and external messages?

Yes, you can. CodeTwo Exchange Rules allows to create different email signatures and insert them to internal and/or external messages. To learn more about this functionality visit this User’s manual article.

Can I use different signatures in emails sent to different external domains?

Yes, you can. CodeTwo Exchange Rules allows to set up different signatures for different emails, including emails sent to various external domains. For this purpose, you need to create separate rules with external domains specified in the rule’s conditions as well as create email signatures you want to insert once conditions are met.

Can the program auto respond to emails outside working hours?

No, it can’t. If you need this functionality, check out CodeTwo Exchange Rules Pro, which allows creating rules that can automatically send replies to emails outside working hours.

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.

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?

Yes, you can. The fully functional free CodeTwo Exchange Rules can be downloaded from this page.

The free version is fully functional for 30 days. After this period, the program stops adding signatures. If you want to extend the trial period, please contact our support team.

Where can I find documentation for the product?

All CodeTwo Exchange Rules software documentation is available online. Just follow the below links.

Will signatures be visible 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.

Can users choose what signature is attached to their email?

Yes. This is possible thanks to the fact that rule conditions and exceptions can be based on the contents of the body and/or subject of emails.

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.

Can senders see the signature?

Yes, the senders can see the signature in their Sent Items folders, after they send the email. The feature responsible for this is the Sent Items Update.

Can the program save all attachments sent from external addresses to one location?

No, it can't. If you need this functionality, check out CodeTwo Exchange Rules Pro, which offers the strip/dump attachments feature to control email attachments in an organization.

We use different email clients in the network – is this a problem?

No. Any email traveling through your Mailbox or HubTransport servers can be stamped. In other words: all email clients that can hook up to your Exchange Server are supported.

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.

If you meet all of the above requirements and the problem persists, please send diagnostic information listed in this article along with a short description of the issue to our Support Team.

Is every Outlook version 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.

Does the application work in hybrid environment?

Yes, but it requires the proper mail flow configuration.

CodeTwo Exchange Rules is compatible with the on-premises Exchange and Office 365 (Microsoft 365) hybrid, as long as it has centralized mail flow enabled.

Learn more about integration of CodeTwo Exchange Rules with hybrid environments.

Is Office 365/Microsoft 365 supported?

Yes, but only in a hybrid Exchange deployment (an environment with both on-premises Exchange server and Office 365 / Microsoft 365 configured), with centralized mail transport enabled. Learn more

If you are interested in an email signature management software that handles organization-wide email signatures in Office 365 (Microsoft 365) in a non-hybrid deployment, consider using CodeTwo Email Signatures for Office 365. If you own a product license key for CodeTwo Exchange Rules, we can offer you an attractive discount for migration to our Office 365 signature manager.

You can move rules configured to insert signatures/disclaimers as well as your custom signature templates to the tenant that is used with CodeTwo Email Signatures for Office 365 – we have a tool for that.

Will it remove users’ existing Outlook signatures?

Not yet. We are working on it, and plan to add this in future releases. In the meantime you can still remove users’ existing Outlook signatures via GPO and disable adding signatures created in OWA via EMC.

Can our marketing people manage it without accessing other settings of the server?

Yes, they can. 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).

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 on how to update/upgrade CodeTwo products see this article.

See CodeTwo Exchange Rules version history: 2019 / 2016 / 2013 / 2010 / 2007.

How can I check my Support contract validity?

You can check the validity of your Support contract by using this form. To verify that, you need to provide your license key of CodeTwo Exchange Rules. If you use multiple license keys for the same program, provide just one of the keys.

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.