Additional options

Depending on the CodeTwo software that you use, the Editor comes with additional options. For example, you can manage how your composed email section (e.g. a signature or side banner) appears in a message and where to insert it in email conversations. Use the links below to learn more.

How to modify the width of a signature, disclaimer or header

The Editor allows you to change the width of the email sections you compose. By using the arrow (ER Pro 2.x - arrow button.) buttons, you can widen (Fig. 1.) or narrow (Fig. 2.) your signatures, disclaimers or headers. Please note that for the arrow buttons to appear, side banners must be added; with no side banners, a header/signature has the same width as the original message. Learn how to add various email sections

Editor-HeaderSignatureWiden
Fig. 1. A header and a signature widened.
Editor-HeaderSignatureNarrowed
Fig. 2. A header and a signature narrowed.

How to change a signature into a disclaimer (and vice versa)

If you want to change a signature (Fig. 3.) into a disclaimer and the other way round (Fig. 4.) at any point, use the Change (ER Pro 2.x - change signature/disclaimer button) button at the bottom of the section.

Editor-SignDisclSwitch
Fig. 3. Use the highlighted button to change a signature into a disclaimer.
Editor-DisclSignSwitch
Fig. 4. Use the highlighted button to change a disclaimer into a signature.

How to manage signatures, banners and other email sections in email conversations

You can manage how signatures and other email sections are added to email conversation. For example, you can decide if your signature should be added to every email or to the first email only. The available options depend on the CodeTwo software:

  • CodeTwo Email Signatures for Office 365 - see this article for guidelines
  • CodeTwo Exchange Rules & Exchange Rules Pro - see this section to learn more

Guidelines for CodeTwo Exchange Rules & Exchange Rules Pro

Depending on the type of email section that you compose (signature, disclaimer, header, or banner), the Editor allows you to set additional options. These options are available when you click the Settings (ER Pro 2.x - toothed gear) button located in the upper-right corner of an email section (Fig. 5.).


Fig. 5. The Settings button activates additional options available for each email section.

The available options (Fig. 6.) allow you to define when and where your signature, header, disclaimer or banner should be added in an email conversation thread.

Editor - additional options in ER
Fig. 6. Additional options.

Choose how you want the signature/disclaimer/header/banner to be handled in the conversations

The first four options (Fig. 6.) allow you to decide when to add your signature, disclaimer, header or banner to a conversation:

  • add [signature/disclaimer/header/banner/] to every email

​If you select this option, your signature is added to every message that fulfills the conditions of the corresponding rule (Fig. 7.).

Editor - ER - add signature to every email
Fig. 7. The same signature is added to every email.

  • add [signature] to the first email only (do not add it to subsequent emails)

With this setting, the software adds a signature only to the first email/reply of a user in a conversation. The subsequent responses of this user (in the same thread) will have no signatures (Fig. 8.).

Editor - ER add signature to the first email only
Fig. 8. The signature is added to the first email/reply in a conversation.

  • add [signature] only when the first email is sent and remove it from the conversation when subsequent emails are sent

If this option is selected, a signature is added only to the first email/reply of a user in a conversation (Fig. 9., left). When this person sends any further reply in the same conversation, the software removes this signature from the whole thread (Fig. 9., right).

Editor - ER add sign 1st email remove next replies
Fig. 9. A signature is added to Alex's first email (conversation on the left) but is removed from the conversation when Alex sends a next email in this thread (conversation on the right).

  • add [signature] to every email, but remove its previous occurrences in the conversation

​If you choose this option, a signature is present only in the latest message/reply of a user within a conversation thread (Fig. 10.). This keeps conversations clean.

Editor - ER add sign every mail but remove
Fig. 10. Only the latest Alex's response in a conversation thread includes his signature.

If the signature/disclaimer should be added in email, then add it...

The second set of options (Fig. 11.) is only available for signatures and disclaimers.

Editor - additional signature options in ER
Fig. 11. The additional options available for signatures and disclaimers.

It allows you to define where your signature/disclaimer should be added in the conversation thread:

  • Right under the original reply/forward (default setting) - your signature or disclaimer is added directly below a user's message in a conversation (see Fig. 7. to 10. for typical examples).
  • At the very bottom of the email conversation - your signature will be added at the very end of a conversation, below all previous messages (this signature will become a disclaimer).

Tip

You can switch between the signature and disclaimer layout via the radio buttons above. You can also use the Change (ER Pro 2.x - change signature/disclaimer button) button. Learn more

Warning

Sometimes the option to add a signature/disclaimer to the very bottom of an email conversation might not be desirable. For example, if you use this option along with the option to add the signature/disclaimer to every email, the signature will be added to every email/reply of a user in a conversation and moved to the bottom of the conversation thread. If this user replies multiple times, multiple identical signatures/disclaimers will appear at the bottom of the conversation thread (compare Fig. 12. with Fig. 7.).

Editor - ER - multiple disclaimers at the bottom
Fig. 12. Multiplicated signatures.

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