Manual Menu

How to set Signature Rules for Client side signatures?

Click on ' Signature Rules' tab. By default, there will be a rule called ‘DefaultRule’ which has all values set to default which makes it easy to start using Sigsync service right away. You can however make changes to this rule as necessary or you can click on add ‘+’ icon to add a new rule and make changes as required.

Rule Operation

Create, delete, set priority and set status for the rules.

Add New Rule

In the 'Signatures Rules' tab, click '+' to add new rule and provide the name.

Create new rule

Add new rule

Set Rule Priority

(   ) Change Priority to the created rules by using up (▲) and down (▼) buttons.

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set-rule-priority

Set Rule Status

By default, status will be set to active. If you want to temporarily disable a particular rule, you can use toggle button,

Status  -  Indicates status is active.

Status  -  Indicates status is inactive.

Status

Delete a Rule

Select the required rule to delete then click the (   ) 'Delete' button.

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Rule Explanation


Assign, Create, Edit Template

Sigsync provides the option to assign, create or edit the template for the selected rule.

Select the rule to which you want to assign a template.

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You can also create or edit signature using Signature generator.

create-signature-using-generator

Add Signature - based on Senders

All Senders:

Adds the signature to all the senders.

all-senders

Selected Senders:

Adds the signature to the selected senders to whom you wish to add. Click the 'Edit' button to select the senders and then click the 'Save' button to apply the changes.

selected-senders

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Senders from Group:

Adds the signature to senders who are members of selected Office 365 group.

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Azure AD Filters:

Adds the signature to the sender according to the particular Active Directory (AD) field value specified. Click the 'Edit' button to add the field values. Any sender who has matching AD field value mentioned will have signature added to email.

Azure-AD-filters

  • Select the 'User AD field''Operator', provide the 'Value' and click the 'Add to list' button.
  • 'User AD field' has all the default AD field such as Department, Office Location. Job Title etc., 'Operator' has Contains and Equals option.
  • Contains operator is used when it should match even if value matches only part of AD field value.
  • Equals operator is used when it should match exactly to AD field value.

Set-Azure-AD-fields

Signature will be added based on two options i.e.,

  • 'At least one of the conditions above is met' – Any one of the conditions should match to add.
  • 'All of the conditions above are met' – All of the conditions must match to add.

Do not add signature – based on Senders:

Sigsync provides option to exclude the signature based on senders. This applies if the sender matches to any of these below options selected: 'Selected Senders''Senders from Group''Azure AD Filters'.

Selected Senders:

Excludes the signature to the selected senders to whom you wish to exclude. Click the 'Edit' button to select the senders and then click the 'Save' button to apply the changes.

Do-not-signature-based-on-selected-senders

select-users-to-exclude

Senders from Group:

Excludes the signature to the senders who are members of selected Office 365 groups.

Do-not-signature-based-on-selected-groups

Azure AD Filters:

Excludes the signature to the sender according to the particular active directory (AD) field value specified. Click the 'Edit' button to add the filters.

Do-not-signature-based-on-Azure-AD-filters

  • Select the 'User AD field''Operator', provide the 'Value' and click the 'Add to list' button.
  • 'User AD field' has all the default AD field such as Department, Office Location. Job Title etc., 'Operator' has Contains and Equals option.
  • Contains operator is used when it should match even if value matches only part of AD field value.
  • Equals operator is used when it should match exactly to AD field value.

Set-Azure-AD-fields-to-exclude

Signature can be excluded based on two options i.e.,

  • 'At least one of the conditions above is met' – Any one of the conditions should match to exclude.
  • 'All the conditions above are met' – All of the conditions must match to exclude.

That's it! you are ready with rules. Now proceed to install the Sigsync Outlook add -in.

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