Importing / exporting policies

When the list of policies grows longer and a lot of effort was put into its creation, it is worth to back it up and ensure it will not be lost in the case of a system failure. To allow that, CodeTwo Email Signatures for Email Clients offers the Import / Export option, which can be used to export all the settings of the program to a single file. Such file can be then easily moved to another location and safely stored. Should an unexpected computer crash occur or the policies were deleted accidentally, the exported settings can be loaded into the program with a few simple steps assuring effortless reconfiguration of the software.

To import or export all the existing policies, click the Import / Export button in the Administration Panel of the program and choose either to export or import settings from the context menu (Fig. 1.).

Fig. 1. Import / Export settings context menu.

This article contains the following sections:

• Exporting policies to a file
• Importing policies from a file

Exporting policies to a file

In order to export the policies to a file, choose the Export policies button from the Administration Panel's. This will display a window in which the name and location for the file on the hard drive need to be defined (Fig. 2.).

Fig. 2. Dialog box used to define the name and the location for the exported settings file.

After the name and location for the file are chosen, click the Save button in the same window. All the policies will be exported to a file with an .ersaf extension.

Successful export is confirmed with a message box (Fig. 3.).

Fig. 3. The message displayed after successfully exporting settings to a file.

Importing policies from a file

In order to import the policies from a file, choose the Import policies tab from the Administration Panel's ribbon. This will display a window in which the name and location of the .ersaf file with the saved settings need to be selected (Fig. 4.).

Fig. 4. Dialog box used to select the name and location of the exported settings file.

After the name and location of the file are selected, click the Open button in the window. All policies will be loaded from the file and displayed on the list of policies in CodeTwo Email Signatures for Email Clients.

Successful import is confirmed with a message box (Fig. 5.).

Fig. 5. The message displayed after a successfully importing settings from a file.

Please note that after importing settings all current policies will be removed and replaced with the imported ones.

See next:

Log files - information on the diagnostic files collected by the program