Manage signature templates

This article applies to the web UI. If you use the desktop app (Manage Signatures App) to manage email signatures, see the related article for the desktop editor: Manage signature templates (desktop editor)

CodeTwo's signature template editor comes with a template library to help you create your signatures quicker based on predefined templates or custom templates you created. The contents of the template library are stored per-tenant in Microsoft Azure and made available to any authorized user who can manage signatures in your organization. The template library is also synchronized between the web-based signature management app and the desktop application (Manage Signatures App).

Opening the template library

The signature template library can be accessed from the signature template editor. To open the editor while managing a signature rule, go to the Design tab and click Edit signature. In the editor, click Templates > Open template on the Main tab to launch the library, as shown in Fig. 1. (if your signature template is empty, the template library opens automatically with the editor).

Opening the signature template library.
Fig. 1. Opening the signature template library.

Selecting a signature template

The signature template library (Fig. 2.) contains predefined templates arranged into several categories and your own templates if you created them (they always belong to the my template category).

The signature template library.
Fig. 2. The signature template library.

Click any template to quickly customize it before it is loaded into the signature template editor (Fig. 3.). 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 this quick guide to learn how to work with signature templates.

You can select which sections should appear in your template before opening it in the editor.
Fig. 3. You can select which sections should appear in your template before opening it in the editor.

Managing signature templates

In the signature template editor, you can use the options in the Template group (Fig. 4.) to save the template you are currently working on. You can add it to the template library (Save as template) or save it locally as a template file (Save as file). You can also load a template from the library (Open template) or from a template file (Load from file). Click Apply & Close if you want to apply the current template to the signature rule you are currently editing.

You can save and apply your signature template via the commands in the Template group.
Fig. 4. You can save and apply your signature template via the commands in the Template group.

When you save your template as a file, the format will be *.c2cf for a server-side signature template or *.c2tf for a client-side template. These are proprietary CodeTwo file formats used only in CodeTwo software.

We use different file formats for different types of templates, as some elements available in server-side signatures, such as headers, side banners and some placeholders, are not supported in client-side signatures.

If you would like to use your server-side template in a client-side signature rule or the other way round, consult this article.

Deleting a signature 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 deleted.

Converting signature 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 signature templates to the signature template library in CodeTwo Email Signatures for Office 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.

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