The editor described in this manual is featured in the following CodeTwo products:

CodeTwo Exchange Rules Pro (product page | user's manual)

CodeTwo Exchange Rules (product page | user's manual)

 

If you're looking for instructions on using the editor in CodeTwo Email Signatures 365, go to this user's manual.

Create a template for different message formats

To ensure that your signatures are displayed correctly on all devices and email clients, you need to pay special attention to the format of your template. When an email message is sent, our software adds a corresponding signature template based on the format of this message. Some email clients and devices are set up to send emails in one format only. If a template in that format is missing, no signature will be added. That is why you should create your template for all available formats.

The template editor allows you to design individual templates for HTML, RTF and plain text email messages. You can also quickly convert your template from one format to another.

Use the buttons in the Format group (Fig. 1.) to switch between the HTML, RTF and plain text format. Design your template for each format individually or use the Convert button to automatically convert your template to a simpler format (HTML to RTF or plain text, or RTF to plain text). The template customization options available on the ribbon change depending on the selected format, as shown in Fig. 1. For details, see the table at the end of this article.

Editor - Changing template format
Fig. 1. When you change the template format, the available commands change as well.

The message format options availability is not limited to signature-related actions. You can also use them in the simplified version of the editor when you configure notifications for the Strip/dump attachments action (available in CodeTwo Exchange Rules Pro only). To be able to configure messages in different formats, you need to choose either to insert notification on top of the message body or insert notification at the end of the message body. Learn more

Which message formats are available and what are the differences between them?

HTML offers more template customization options than the other formats and gives you access to most features of the template editor. HTML is also currently the only format that allows you to embed graphics into email signatures. The predefined templates included in the editor are all HTML-based. Rich Text Format (RTF) is Outlook's proprietary message format and is not supported by non-Microsoft email clients. It offers limited formatting options compared to HTML. The plain text format supports no message formatting at all. Plain text signatures are important if people in your organization send emails from mobile devices (many mobile devices send plain text emails by default or convert emails to plain text when you forward/reply on a mobile email client).

A list of options available for different formats



Location
Available options
HTML RTF Plain text
Main tab > View
  • Source code view
  • Preview
  • Guidelines
  • Preview
  • Guidelines
  • Preview
  • Guidelines
Main tab > Font
  • All font related options
  • All font related options
  • Not available

Paragraph tab > Spacing

Paragraph tab > Text wrapping

  • Top margin
  • Bottom margin
  • Line spacing
  • Wrap text
  • Not available
  • Not available
Main tab > Insert
  • Picture
  • Social link
  • Placeholder
  • Link
  • Remove Text tag
  • Table
  • HTML snippet
  • Special character
  • Social link
  • Placeholder
  • Remove Text tag
  • Social link
  • Placeholder
  • Remove Text tag
Email layout tab
  • Signature position options

Email sections you can insert and configure:

  • Signature
  • Header
  • Left banner
  • Right banner
  • Signature position options

Email sections you can insert and configure:

  • Signature
  • Header
  • Signature position options

Email sections you can insert and configure:

  • Signature
  • Header

In this article

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