How to include or exclude users, groups or domains on signature policies

Relevant Product: Exclaimer Cloud - Signatures for Office 365

Scenario

You want to define which users, within your organisation, use a particular signature on their company emails. For example, members of the ‘Sales team’ group within your organisation use a particular signature on their emails; but you want members of the 'Cancellation and Rebooking' group (which are also members of the ‘Sales team’ group) to not use the same signature as the Sales team on their emails. You want the 'Cancellation and Rebooking' team to use the generic company signature on their emails.

However confusing the above scenario may sound, the Include and Exclude tab within the Select senders window allows you to include and exclude users, groups or domains from using a particular signature on their emails.

Resolution

This section describes the steps on how you can include and exclude users, groups or domains from using a particular signature. 

Include users, groups or domains

Exclude users, groups or domains 

Including users, groups or domains

To include users, groups or domains from using a particular signature:

1. Log into the Exclaimer portal (portal.exclaimer.com).
   
   
2. Click the Launch button for your subscription.
   
   
3. Create a new signature policy (or modify an existing one).
   
   
4. Hover your cursor over the signature and click the Select senders option. 
   
   
   
   
5. The Select senders window is displayed. By default, the Include tab is highlighted.
   
   
   Note: The Include tab displays a list of all people/groups who will be included 'as sender' for the selected signature.
   
   
   
   
   
6. Click the Add People/Groups button to add specific people/group within the Include tab: 
   
   The Add person/group window is displayed:
   
   
   
   
7. Select an option as per your requirements: 
   
   - Everyone in my organisation: applies the same signature, to everyone's email, in your organisation. 
   
   - Members of this group: consists of options to include required groups for the selected signature.
   
   This is a predictive text field, so any matched groups will be shown as you start to type. For example, typing the letter 'a' displays any groups that start with that letter. 
   
   If you don't wish to use the autocomplete option, you can clear this field and type your own Simple Mail Transfer Protocol (SMTP) address manually. You can add multiple groups as well, confirm your selection after each entry then repeat the process as many times as required.
   
   
   
   - Specific user or email address: consists of options to include specific users or email address for the selected signatures.
   
   This is a predictive text field, so any matched groups will be shown as you start to type. For example, typing the letter 'a' displays any groups that start with that letter. 
   
   If you don't wish to use the autocomplete option, you can clear this field and type your own SMTP address manually. You can add multiple groups as well, confirm your selection after each entry then repeat the process as many times as required.
   
   -  Advanced Query: consists of options to help you apply the signature according to the queries based on user attributes. 
   
   
   Note: For more information, see How to apply a signature using user attributes
8. Click OK to confirm the changes made and close the window.
   

Excluding users, groups or domains

To exclude users, groups or domains from using a particular signature:

1. Log into the Exclaimer portal (portal.exclaimer.com).
   
   
2. Click the Launch button for your subscription. 
   
   
3. Create a new signature policy (or modify an existing one).
   
   
4. Hover your cursor over the signature and click the Select senders option. 
   
   
   
   
5. The Select senders window is displayed. By default, the Include tab is highlighted. Select the Exclude tab.
   
   
   Note: The Exclude tab displays a list of all people/groups who will not be included 'as sender' for the selected signature. 
   
   
   
   
6. Click the Add People/Groups button to add specific people/group within the selected tab.
   
   The Add person/group window is displayed:
   
   
   
   
   Note: The Add person/group window, within the Exclude tab, doesn't include the Everyone option.
7. Select an option as per your requirements:
   
   - Members of this group: consists of options to exclude required groups for the selected signature.
   
   This is a predictive text field, so any matched groups will be shown as you start to type. For example, typing the letter 'a' displays any groups that start with that letter. 
   
   If you don't wish to use the autocomplete option, you can clear this field and type your own Simple Mail Transfer Protocol (SMTP) address manually. You can add multiple groups as well, confirm your selection after each entry then repeat the process as many times as required.
   
   - Specific user or email address: consists of options to exclude specific users or email address for the selected signatures.
   
   This is a predictive text field, so any matched groups will be shown as you start to type. For example, typing the letter 'a' displays any groups that start with that letter. 
   
   If you don't wish to use the autocomplete option, you can clear this field and type your own SMTP address manually. You can add multiple groups as well, confirm your selection after each entry then repeat the process as many times as required.
   
   -  Advanced Query: consists of options to help you apply the signature according to the queries based on user attributes. 
   
   
   Note: For more information, see How to apply a signature using user attributes
8. Click OK to confirm the changes made and close the window.