User Manual

Create, Delete, Set priority and Set status for the rules

Add New Rule

In the 'Signature Rules' tab, click on the ' + ' to Add New Rule and provide the name.

Set Rule Priority

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

Set Rule Status

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

  -  Indicates status is active.

  -  Indicates status is inactive.

Delete a Rule

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

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.

  

• You can also create or edit signature using Signature Generator.

  

In the'Senders & Receivers' tab, you can specify which senders’ emails should have signatures or which should not have signature. If you select multiple options such as 'Selected Senders' and 'Senders from Group', then signature will be applied if the sender is in either of the option selected.

Add Signature - based on Senders

Sigsync provides an option to include 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'.

• All Senders

  Adds the signature to all the senders.

  

• Selected Senders

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

  

  

• Senders from Group

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

  

• Azure AD Filters

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

  

  • 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.

  

  Signature will be added based on the 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 on the 'Edit' button to select the senders and then click on the 'Save' button to apply the changes.

  

  

• Senders from Group:

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

  

• Azure AD Filters:

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

  

  • Select the 'User AD field', 'Operator', provide the 'Value' and click on 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.

  

  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.

Add Signature to - Recipients

Sigsync provides option to add signature based on the email recipients within / outside organization.

• 'Within the Organization (Internal) and Outside the Organization (External)' – Allows to add signatures to internal emails and external emails.
• 'Within the Organization (Internal) Only' – Allows to add signature only for internal emails. It inserts signature if the Sender and Recipient domains are same.
• 'Outside the Organization (External) Only' – Allows to add signature only for external emails. It inserts signature only if the Sender and Recipient domains are different.

Adds the signature to the email only when all the added keyword condition satisfies.

Add Signature – based on keywords:

Sigsync provides option to add signature based on the 'Keyword/phrase' contained in the email subject or body or both.

In 'Keywords' tab, Click on the '+ Add Keywords' button to add 'Keyword/phrase'.

Enter the 'Keyword/phrase' and select the 'Search in:' option.

If you check the 'Remove this phrase from email subject and body' option, it removes the entered 'Keyword/phrase' if matched. Otherwise, it will keep it as it is. Click on the 'Save' button to continue.

Do not add signature - based on keywords:

Sigsync provides option to exclude signature based on the 'Keyword/phrase' contained in the email, subject, body or only if it exists in both email subject and body.

In 'Keywords' tab, Click the '+ Add Keywords' button to add 'Keyword/phrase'.

Enter the 'Keyword/phrase' and select the 'Search in:' option.

If you check the 'Remove this phrase from email subject and body' option, it removes the entered 'Keyword/phrase' if matched. Otherwise, it will keep it as it is. Click on the 'Save' button to continue.

If user has created more than one rule, an email may satisfy more than one rule condition. To address this scenario, you can set priority for the rules to be considered in (   ) Set Priority button.

Change priority of rules by using up (▲) and down (▼) buttons.

If this rule is applied

• Go to the next rule - If this rule is applied

  This option allows you to execute the next rule, if this rule is applied.

  

• Stop processing the next rule – If this rule is applied

  This option allows you to stop next rule checking, if this rule is applied.

  

If this rule is not applied

• Go to the next rule – If this rule is not applied

  This option allows you to execute the next rule, if this rule is not applied.

  

• Stop Processing the next rule – If this rule is not applied

  This option allows you to stop next rule checking, if this rule is not applied.