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If you are using CodeTwo Exchange Rules 2007 version 2.x or older, please consult this User's Manual.

Built-In Signature/Disclaimer Template Editor
CodeTwo Exchange Rules 2007 has a built-in visual Signature/disclaimer template editor that enables quick and convenient editing new or existing disclaimers and signatures. To open the editor, click Edit in the Signature/disclaimer templates form (Fig.1) of the new or existing rule wizard.

Opening the Editor of a new or existing footer.
Fig.1. Opening the Editor of a new or existing footer.

The new rule editor is activated by choosing Add button from the program's toolbar (Fig.2.), and the existing rule editor is activated by choosing Edit from the toolbar of the main window of the program or by right-clicking on the existing rule and choosing Edit (Fig.3.).

Opening the new rule editor.
Fig.2. Opening the new rule editor.

Opening the existing rule editor.
Fig.3. Opening the existing rule editor.

The Signature/disclaimer template editor enables creating and editing footers in HTML, RTF and Plain Text formats. To change the format type, use the button in the editor's ribbon: HTML, RTF or Plain Text (Fig.4.).

Choosing a format type of the footer.
Fig.4. Choosing a format type of the footer.

The editor has a standard set of tools to create professional-looking footers. You can choose the font type, its size or color, background color, bold type, underline, and table insertion.
More about inserting graphics into the footer...

In addition, the ribbon includes Dynamic Field expandable button (Fig.5), which speeds up creation of personalized disclaimers. Using this button you can add Active Directory placeholders with a single click, without the need to type the variable name by hand.

The Signature/disclaimer template editor screen while editing HTML footer with the expanded Dynamic field menu.
Fig.5. The Signature/disclaimer template editor screen while editing HTML footer with the expanded Dynamic field menu.

More about personalized disclaimers and AD fields...

Among several different Active Directory fields there is QR Code Image field which allows to generate a QR Code image using only text value or combining it with Active Directory dynamic fields (Fig.6. and Fig.7.).

TOpening QR Code Image dynamic filed in Signature/disclaimer template editor.
Fig.6. Opening QR Code Image dynamic filed in Signature/disclaimer template editor.

QR Code Image editor screen.
Fig.7. QR Code Image editor screen.

The Signature/disclaimer template editor has also a function of RT (Remove Text) Control Tags, which is available from the editor's ribbon (Fig.8). This functionality is exceptionally useful with personalized disclaimer, containing Active Directory placeholders. If the placeholders in a personalized disclaimer cannot be replaced with values because these are missing from Active Directory database, RT control tags will remove empty lines and redundant text in a given signature. Insert RT control tags by clicking Remove Text Tag button. Correct usage of RT control tags means that {rt} tag is placed in front of the placeholder, while {/rt} is placed behind it. To conveniently insert RT tags, highlight the placeholder together with the signaling word in front of it and click the Remove Text Tag button.

Example:
{rt} Mobile: [mobile] {/rt}

Control tags button located in the editor's ribbon.
Fig.8. Control tags button located in the editor's ribbon.

More about control tags...

To create a footer in the editor, enter the desired text of the footer in the text field of the editor, add other necessary elements, such as images, tables, choose font and background color (Fig.9.).

Creating a new footer.
Fig.9. Creating a new footer.

Each time you create a new footer you will have to make separate templates for HTML, Plain Text or RTF. Remember that you should create a HTML footer template to be used with HTML-formatted messages, as well as a Plain Text template, which is going to be used with messages composed in Plain Text and RTF. If you have already created an HTML footer beforehand, click Convert button from the top menu and choose Convert to Plain Text. The template will be converted to Plain Text based on HTML content in an instant. Note that you can convert every format to one another (Fig.10.).

The Convert button expanded.
Fig.10. The Convert button expanded.

If you don't want to create a new footer or simply don't have enough time to do so, you can make use of the built-in Library that includes several different signatures, disclaimers and banners (Fig.11.). To open the Library click first its button on the ribbon, then select your footer and choose Load selected template button to add the footer.

The Library expanded.
Fig.11. The Library expanded.

To save your footer and go back to Signature/disclaimer template window containing the preview of your footer (Fig.13.) click Save & Close (Fig.12.)

Saving a new footer and going back to the Signature/disclaimer template screen.
Fig.12. Saving a new footer and going back to the Signature/disclaimer template screen.

Signature/disclaimer template window containing the preview of a new footer.
Fig.13. Signature/disclaimer template window containing the preview of a new footer.


See also:
How to have parts of disclaimers/signatures removed on the fly when they have not been replaced by data from Active Directory