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Template Editor
One of the features of CodeTwo Exchange Rules PRO is that it inserts legal notes, disclaimers and personalized signatures. For CodeTwo Exchange Rules PRO to add legal notes, disclaimers and signatures to emails you need to create a rule that will include the Insert disclaimer / signature action. The action needs to use a template that must be composed in the Template editor (Fig.1.).

Edit template button
Fig.1. Template editor with the main edit filed to compose the content of the signature.

Template Editor is an application that resembles Microsoft Word and that can be used in a similar way. The window of the Template editor comprises several sectors. The main part is the edit field that is used to compose the contents of the template.

To open the Template editor you need to click Edit template located in the properties pane of the action responsible for inserting the disclaimer/signature (Fig.2.).

Clicking the Edit template button opens the Template Editor.
Fig.2. Clicking the Edit template button opens the Template Editor.

Editor menu

To open the menu of the Template Editor click the C2 logo in the upper left corner of the program. The menu lists the following options: New, Export template to library and Import template from library. Use these options to create in the library new templates as well as import and export the existing ones (Fig.3.).

Template export and import menu in the library.
Fig.3. Template export and import menu in the library.

Template editor tabs.

The template editor tabs are located above the main toolbar (Fig.4). Switching the tabs allows you to edit the template of different message formats: (HTML, RTF and Plaintext). Another tab, Library, opens the inventory with ready-made templates.

Template Editor tabs to swap between template formats.
Fig.4. Template Editor tabs to swap between template formats.

Properties pane in the editor

This pane provides main data on the objects located in the edit field such as size, image file path, font size etc (Fig.5.).

Properties pane in the Template Editor.
Fig.5. Properties pane in the Template Editor.

Toolbar

All options in the template editor are available from its toolbar. The toolbar's appearance depends on the tab that is selected. That is described in the corresponding articles.

Click here to see how to create a template in HTML format;

Click here to see how to create a template in RTF format;

Click here to see how to create a template in Plaintext format.