Insert disclaimer

The Insert disclaimer action in CodeTwo Exchange Rules Pro is used to add disclaimers to emails that meet the criteria defined in Conditions.

The feature can be used to automate and facilitate the addition of company disclaimers, legal notes, branding etc. to company emails without installing additional software onto the client computers. The messages are stamped by CodeTwo Exchange Rules Pro directly on the server. 

How to configure this action 

To activate the action, click Add on the Actions tab and select Insert disclaimer from the menu (Fig. 1.).

Choosing the Insert disclaimer action on the Actions tab.
Fig. 1. Choosing the Insert disclaimer action on the Actions tab.

The Insert disclaimer action will appear on the List of actions while the right pane will show the action's properties (Fig. 2.).

Properties of the Insert disclaimer action.
Fig. 2. Properties of the Insert disclaimer action.

The properties pane is used to configure the template of the disclaimer as well as to set how it will be inserted into messages. To start building the template, click Edit. The template editor will open (Fig. 3.).

New disclaimer opened in the editor.
Fig. 3. New disclaimer opened in the editor.


Please note that instead of creating a new disclaimer template, you can use of the predefined templates available in the template library.

Once a new disclaimer is opened in the editor, you can configure its content using a variety of available options, e.g. set the format, change fonts, insert pictures, tables, hyperlinks, placeholders etc.

Additionally, you can decide what to do if a disclaimer is already present in a conversation and where it should be inserted within the composition (Fig. 4.). These options are available by clicking the Settings (ER Pro 2.x - toothed gear) button:

Opening the disclaimer's additional options.
Fig. 4. Opening the disclaimer's additional options.

Learn more about the additional options

Once you configure and save the disclaimer template in the editor, its preview will appear in the properties field of the Insert disclaimer action (Fig. 5.).

Disclaimer preview visible in the action's properties.
Fig. 5. Disclaimer preview visible in the action's properties.

After configuring the action, the disclaimer will be added to emails that meet the criteria defined in Conditions.

See next

How to insert a detailed signature or disclaimer to new emails and a simplified signature when replying and forwarding emails
How to configure the program to enable unsubscribing recipients from a mailing list
How to insert different signatures to internal and outgoing emails
How to insert marketing campaign banners to outgoing emails

See also

Template editor - an overview of the editor, our built-in tool for composing signatures and disclaimers.
Template library - this article describes a library of signature/disclaimer templates that may be used instead of creating new templates from scratch.

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