Quick guide to creating rules
This section shows the example of how to create a signature adding rule along some chosen, additional options.
Once the installation of CodeTwo Exchange Rules Family is completed and you have already configured the access rights to rules, you may move on to create your rule. You can either add a new rule straightaway or start with the optional feature and set up the Sent Items Update service first before creating the rule (it will enable seeing the processed messages including a signature in the Sent Items folder of a particular mailbox). In such case, click the Click to change link in the right upper corner of the Administration Panel (Fig. 1.).
The Sent Items Update configuration window should display. Since the application provides support for certain hybrid environments, the Sent Items Update configuration wizard requires to choose proper environment type. For standard, non-hybrid environment select first option (Fig. 2.).
It is strongly recommended to let the program Autodiscover Exchange Server (Fig. 3.) on Server connection page. Next, simply mark Let the program create account automatically (Fig. 4.) checkbox on the Account credentials step.
A new empty rule will be created. Now choose the name of the rule. Optionally, you can also describe the rule in the Comments field to get the better understanding of its purpose in the future (Fig. 7.).
Next, move on to the Conditions tab and define the conditions that, if met, will trigger the signature to be added to mail. First choose the type of condition (Field) than define the Operator and finally set the Value (add additional conditions by clicking the + button). To group the conditions, mark them and then hit the button. In our case the created signature will be added only if both a Sender belongs to the local Built-in Users group and the Recipient is an Internal user or independently if the Recipient is an External User (Fig. 8.).
Once the set of conditions is defined, click the Actions tab. Next, hit the Add button and from the context menu choose Insert signature (Fig. 9.).
A new, empty action inserting signature will appear within the List of actions. To compose the signature click the Edit button (Fig. 10.).
Instead of creating a signature / disclaimer template from scratch you may also make use of the predefined templates in the template library.
Once the editor opens, compose your signature using the variety of available options (see editor's manual for more information). In our case we are going to create a simple signature in HTML adding few basic placeholders (filled with AD attributes) and removing one of them along the whole row if its content is not present in the Active Directory. To add an AD attribute placeholder, click the Placeholder button and choose an attribute from the context menu (Fig. 11.).
If you do not want to add placeholders automatically, you can also add them within the editor by typing manually. Furthermore, if you want to add new placeholders (that are not present in the program by default) you may create them via Additional AD attributes (custom placeholders) feature in Settings. Once created they will be visible in the context menu of the Placeholder button in the editor under Message Sender.
After setting up the content of your signature, you may want to decide about the place where it will be inserted within mail and what to do if the signature is already found within a particular message (in case of replies and forwards). Open the Signature settings window via the Settings () button, choose your options and click OK (Fig. 12.). In our case, the signature will be added Right under the latest reply/forward message and the signature will be added to every email.
Now, confirm the chosen options by clicking OK, save your template via the Apply & Close button and close the editor (Fig. 13.).
Last but not least, click Submit changes in the Administration Panel to let the rule take effect and add the newly created signature to sent mail (Fig. 14.).
Before you send messages processed by CodeTwo Exchange Rules Family you can check how the rule adds signature in the virtual environment called Rules Tester. Simply click Rules Tester button in the Administration Panel. In the Rules tester's window, choose New (email), define the sender and the recipient and hit Send (Fig. 15.).
The outcome will be visible in the previously defined Sender's Sent Items folder and within the Recipient's Inbox (Fig. 16.).
How to - this article describes the most common scenarios of the configuration of rules.