CodeTwo Exchange Rules Pro
User's manual

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Menu
  • 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
      • 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

Examples of use

This section shows how to configure the software for common usage scenarios. Use the links below or the menu to navigate.

  • Insert different signatures to internal and outgoing emails
  • Insert a detailed signature to new emails and a simplified signature to subsequent replies/forwards in the same conversation
  • Modify signature rules to match different departments (rule cloning)
  • Use a built-in mechanism that unsubscribes people from your mailing lists
  • Automatically respond to emails received outside working hours
  • Compress attachments or remove them from incoming emails (and store them on the receiving server)
  • Add graphics (such as a company logo or user photos) to email signatures
  • Insert marketing campaign banners to outgoing emails
  • Force the format of emails

See also

Configuration of rules – learn how to create conditions, what actions are available, how to design signatures, and more.

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