Insert signature

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

This feature can help to automate and facilitate the addition of company signatures, 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 signature from the menu (Fig. 1.).

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

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

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

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

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


Please note that instead of creating a new signature template, you can use one of the predefined ones available in the template library.

Once a new signature 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 signature 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 signature's additional options.
Fig. 4. Opening the signature's additional options.

Learn more about the additional options

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

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

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

See next

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

See also

Template editor - an overview of the editor, the 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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