• Overview
• First steps
• Frequently Asked Questions
• Supported platforms and requirements
• Installation
  • Installation process
  • First start and initial configuration
  • Access Rights Management
  • Sent Items Update
  • Hybrid environments
  • Deployment on Server Core
  • Update or upgrade
  • Reinstall or move
  • How to uninstall
• Quick guide to creating rules
• Examples of use
  • Insert different signatures for internal and outgoing mail
  • Insert different signatures for new mail and replies/forwarded messages
  • Create similar signatures for different departments (rule cloning)
  • Use a mechanism unsubscribing recipients from mailing lists
  • Auto respond to mail outside working hours
  • Compress/remove attachments from incoming mail
  • Add graphics to signatures
  • Insert marketing banners to outgoing mail
  • Force email format
• Configuration of rules
  • Rule management
  • Conditions
    • How to group conditions
    • Sender
    • Recipient
    • Subject
    • Body
    • Message direction
    • Message type
    • Attachments
    • Secure message type
  • Exceptions
  • Actions
    • Add attachment
    • Add recipients
    • Auto respond
    • Apply full composition
    • Block message
    • Compress attachments
    • Force email format
    • Forward message
    • Insert disclaimer
    • Insert signature
    • Modify subject
    • Remove keywords
    • Remove sensitive content
    • Remove themes and stationery
    • Restore images removed by iPhone and iPad
    • Rewrite sender's address
    • Strip/dump attachments
  • Options
  • Editor
  • Template Library
  • Rules Tester
• Integrations
  • Web analytics tools
    • Google Analytics
    • Matomo (formerly Piwik)
    • Woopra
  • One-click surveys
    • Customer Thermometer
    • CrewHu
    • Hively
• Understanding the program
  • Program's architecture
    • Exchange Rules Pro Service
    • Administration Panel
    • Exchange Rules Converter
  • Profiling
• Settings and advanced features
  • Processing of secure messages
  • Unsubscribe mechanism
  • Message splitting
  • Rule categories
  • AD attributes in email signatures
  • Logon settings
  • Connecting to Exchange Rules Pro Service
  • Log files
  • Importing/exporting settings and rules
  • Using previous version settings
  • Using wildcards
  • Tenants configurator
  • Server Monitor
  • Processing messages sent as / on behalf of other users
• Licensing
  • Trial version
  • Activation
  • License Agreement
• Software Development Kit
• Knowledge Base
• Feedback

• Program’s homepage

Installation overview

CodeTwo Exchange Rules Pro is designed to work with five versions of on-premises Exchange Servers: 2007, 2010, 2013, 2016, and 2019 as well as with hybrid environments (Exchange Server on-premises tied with Exchange Online / Office 365). If you want to add signatures in Exchange 2003, check CodeTwo Exchange Rules 2003. Study the articles below to learn more about the installation of the software.

• Installation process - step-by-step instructions on how to install the software, how to upgrade it or migrate from CodeTwo Exchange Rules
• First start and initial configuration - find out what needs to be configured when you launch the program for the first time
• Access Rights Management - learn how to customize permissions to use the software
• Sent Items Update - configure the program to add signatures to messages in the user's Sent Items folders
• Hybrid environments - learn how to use the program in hybrid environments
• Deployment on Server Core - a detailed guide on how to install, update and uninstall CodeTwo Exchange Rules Pro on the Server Core version of Windows Server
• How to update or upgrade and what is the difference
• Reinstall the program or move it to a different machine
• How to uninstall - quick and easy steps to remove the software