Friday, February 26, 2010

Using Exchange 2007 to Add Email Disclaimers & Prevent Redundancy

While I have not been too talkative as of late (mainly due to being tired and stressed and busy,) I wanted to make this brief post in case anyone was looking for a simple solution.

If you want to add a disclaimer to outbound emails there are plenty of tutorials out there that show you how to do it already. Google Search: Exchange 2007 Email Disclaimers

However just for giggles, here is the quick run down:

Adding Disclaimers at the Organizational Level

  1. Organization Configuration > Hub Transport
  2. Transport Rules Tab
  3. New Transport Rule
  4. Step 1 Condition: [x] From a member of distribution list (Select a distribution list with members you wish this rule to apply to) HIT NEXT
  5. Step 1 Select Action(s): [x] Append disclaimer text using font, size, color (etc)
  6. Here of course enter the text you wish your disclaimer to say, or simply use a common/generic one and edit it. At emaildisclaimers.com you can find useful information regarding these legal notices. HIT NEXT
  7. Step 1 Select Exception(s) if necessary:
  8. [x] Except when the message is SENT to users inside or outside the organization
  9. Choose "Inside." (Steps 7 and 8 are optional, depending how you want it to work. I personally didn't want a disclaimer attached to incoming messages but only to those going outside.)
  10. [x] Except when the TEXT PATTERN appears in the subject or body message
  11. Here simply copy and paste some of your disclaimer, a sentence or less, preferrably less, but choose a portion that seems unique enough to the Disclaimer. So don't choose something like "and the" as this will appear in most emails and the disclaimer will fail to apply. This rule is what will prevent your system from applying the disclaimer to emails that already contain disclaimers. This is useful especially in conversation-type emails where there are a lot of replies. It will prevent clutter.
That's it! Of course test it a few times with an external email and reply back and forth; there should only be one disclaimer from your domain. Hope this helps.

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