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Version: 1.2

Disclaimer rules

Disclaimer rules enable the automatic addition of legal disclaimers or informational text to emails based on specified conditions.

This helps ensure compliance with legal requirements and company policies regarding email communications.

The Add Disclaimer Rule form, with General, Disclaimer, Conditions, Exceptions, Duplicates and Scheduler tabs

note

Disclaimer rules leave signed and encrypted messages untouched. Inserting a disclaimer would break the sender's digital signature, and the text of an encrypted message cannot be changed. The processing trace shows Cannot add disclaimer to signed message. (or encrypted). Use the Encrypted and Signed values of the Message type condition to find these messages.

Tabs​

TabWhat it sets
GeneralThe name, description and whether the rule is active
DisclaimerThe disclaimer template and its position, see Disclaimer
ConditionsWhich messages the rule applies to, see Conditions & exceptions
ExceptionsWhich messages the rule skips, see Conditions & exceptions
DuplicatesKeeps the same disclaimer from being added to a message more than once, see Duplicates
SchedulerWhen the rule is active, see Scheduler