Once you have created a signature, you can use the MANAGE button to configure signature rules, which allow you to set conditions for applying the selected signature, including rules for specific senders, recipients, and dates.
Select an option below to view the related instructions:
To access the signature rules:
- Select Signatures from the menu sidebar.
- From the All Signatures tab, locate your signature and select MANAGE.
The MANAGE button is found with the EDIT DESIGN button next to your signature.
This opens the signature rules, with up to seven different tabs for rules management depending on your subscription. Starter plans have the Overview tab only; Standard and Pro plans include the Senders, Exceptions, Recipients, Date/Time, Advanced Rules, and Enable tabs. For more information on different subscription plans, see Exclaimer pricing plans.
You can configure all rules for the selected signature from the different tabs available. Each area of the screen is labeled by number in the following image.
The available tabs and features in the Manage screen. Each number in the image corresponds to a section. Each section is described in the table.
The following table details the available functionalities in the Manage screen:
Signature Name |
Displays the signature name. Select the name text to edit the name. |
Overview tab |
Shows a preview of your signature template. Displays a summary of the signature rules applied to the selected signature under Configuration, including whether the signature is for Server-Side and/or Client-Side deployment, any date/time ranges, and recipient types.
Select GO TO SENDERS to open the Senders tab.
|
Senders tab |
Allows you to define which senders in your organization can use the selected signature, including specific groups, email addresses, domains, and advanced sender conditions. NOTE: This option is not part of the Starter price plan. For more information, see Exclaimer Pricing Plans. |
Exceptions tab |
Allows you to exclude specific senders in your organization from using the selected signature, including specific groups, email addresses, domains, and advanced exclusion conditions. NOTE: This option is not part of the Starter price plan. For more information, see Exclaimer Pricing Plans. |
Recipients tab |
Allows you to specify whether a signature should be applied to a message based on the message recipient or a specific domain, including criteria such as internal or external, whitelisting, exclusions, and Salesforce contact lists.
|
Date/Time tab |
Allows you to define a date/time period within which a signature will be used, including simple date ranges and advanced variable application by days and hours. NOTE: This option is not part of the Starter price plan. For more information, see Exclaimer Pricing Plans. |
Advanced Rules tab |
For Server-Side signatures, allows you to apply or prevent a signature based on email content and subject. The functionality in this tab is available for server-side signatures ONLY. No Advanced Rules configuration will be applied to Client-Side signatures. NOTE: This option is not part of the Starter price plan. For more information, see Exclaimer Pricing Plans. |
Enable tab |
Allows you to enable or disable a signature for Client-Side and/or server side deployment. Only enabled signatures may be used. Disabling a signature means it will not be applied, but will not be deleted. Server-side signatures are applied after the message has been sent. For more information, see our resources on using Server-Side deployment for Microsoft 365 and Google Workspace. For Client-Side deployment for Microsoft 365 or Apple Mail, you must install the Exclaimer Signature Update Agent on the end user's PC to download signatures for use in Outlook. Download the agent for either Windows or macOS. We also recommend using the Exclaimer Outlook Add-In for Outlook users to control Client-Side signature choice. See the difference in features between Client-Side and Server-Side signatures for more information on signature deployment with Exclaimer. NOTE: This option is not part of the Starter price plan. For more information, see Exclaimer Pricing Plans. |
Once you have configured your signature rules, select SAVE CHANGES to apply them to your signature.