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)
Manage templates
CodeTwo Template Editor comes with a template library to help you create your signatures, disclaimers, etc. quicker based on predefined templates or custom templates you created.
Important
Custom templates saved to the template library are available only to the user who created them. If you want to share your custom template(s) with another user on the same or a different machine, follow the instructions from this article.
Opening the template library
The template library can be accessed from the template editor. To open the editor, launch your CodeTwo software and edit a signature in one of your signature rules (learn more). In the editor, click Open on the Main tab to launch the library, as shown in Fig. 1. (if your template is empty, the template library opens automatically with the editor).
Fig. 1. Opening the template library.
Important
To use predefined templates, you first need to give the program permission to download them (Fig. 2.).
Fig. 2. Click Yes if you want to use predefined templates.
Selecting a template
The template library (Fig. 3.) contains predefined templates arranged into several categories and your own templates if you created them (they always belong to the my templates category).
Fig. 3. The template library.
Click any template to quickly customize it before it is loaded into the template editor (Fig. 4.). The Preview tab shows the template with sample user data and the Template tab shows how the template is composed (e.g. which placeholders it contains). Click Open to open the template in the editor. See our Quick guide to learn how to work with templates.
Fig. 4. You can select which sections should appear in your template before opening it in the editor.
Managing templates
In the template editor, you can use the options in the Template group (Fig. 5.) to save the template you are currently working on. You can add it to the template library (
) or save it locally as a template file (
). You can also load a template from the library (
) or from a template file (
). Click Apply & Close if you want to apply the current template to the signature rule in your CodeTwo software.
Fig. 5. You can save and apply your template via the commands in the Template group.
Templates file format
In CodeTwo Exchange Rules or CodeTwo Exchange Rules Pro, all your templates that are saved locally will be in the *.c2cf format. This is a proprietary CodeTwo file format used only in the CodeTwo software.
Deleting a template
If necessary, you can delete the templates you created and saved in the template library. To do so, you need to open the template library (Fig. 2.), right-click any custom template and choose Delete from the shortcut menu. Predefined templates cannot be removed.
Auto-reply templates
The Auto respond action (available in CodeTwo Exchange Rules Pro) features a template library which lists only auto-reply templates. It lets you save your custom auto-reply templates as well. Learn more
Converting templates from the CodeTwo Exchange Rules family of products
If you have been using CodeTwo Exchange Rules or CodeTwo Exchange Rules Pro, you can easily transfer your custom templates to the template library in CodeTwo Email Signatures 365 by using the CodeTwo Exchange Rules Converter. Learn more
All transferred templates will be assigned to the converted from Exchange Rules category in the template library.