Configuring Disclaimers

To customize or create a new disclaimer:

1. Go to Email Management > Disclaimers.
2. Click a disclaimer to edit its settings or click Add Disclaimer to create a new disclaimer.

Adding a new disclaimer

3. In the General tab configure:

Option	Description
Disclaimer Name	Key in a unique and friendly name for the disclaimer.
Disclaimer Type	Choose to which user(s) to apply this disclaimer: Domain disclaimer: All emails sent from a domain will have the disclaimer added. Select the domain from the Domain drop-down list. User/Group disclaimer: Click Search User/Group to select a user or a group of users, to whom the disclaimer is added for outbound emails. If GFI MailEssentials is in Active Directory mode, pick users or groups directly from Active Directory; else specify the user's SMTP email address.
Disclaimer position	Select Top or Bottom option to configure if disclaimer should be located at the top or bottom of the email.

HTML Disclaimer

4. From the HTML tab, use the HTML editor to create a custom disclaimer in HTML format. To add email fields or Active Directory fields (variables) in disclaimer, navigate to Insert > Variable…. Select the variable to add and click Add. The recipient display name and email address variables will only be included if the email is sent to a single recipient. If emails are sent to multiple recipients, the variables are replaced with 'recipients'.

5. Select the encoding for the HTML disclaimer if the email body’s character set is not HTML:

Option	Description
Convert to Unicode	Convert both email body and disclaimers to Unicode so that both are properly displayed. (Recommended)
Use HTML encoding	Use to define character sets for email body and disclaimer.
Use character set of email body	Disclaimer is converted to the email body character set. NOTE: If selected, some disclaimer text might not display properly.

6. Select Plain Text tab and insert the text to include for use in plain text emails directly into the Text Disclaimer field. Optionally add variables in disclaimer by clicking Variable…. The variables that can be added are email fields (sender name, recipient email address, etc…) or Active Directory fields (name, title, telephone numbers, etc..). Select the variable to add and click Add.

7. Specify the encoding to be used for the plain text disclaimer if the email body’s character set is not plain text:

Option	Description
Convert to Unicode	Converts both email body and disclaimers to Unicode so that both are properly displayed
Use character set of email body	Disclaimer is converted to the email body's character set NOTE: If this option is selected, some of the disclaimer text might not be displayed properly.

8. From the Exclusions tab, specify any senders or recipients for whom not to apply this disclaimer. Key in an email address or click Search to look-up email addresses from Active Directory. Click Add to add email address to the exclusion list.

9. Click Apply to save settings.

 

See also:

• Disabling and enabling disclaimers
• Sorting disclaimers by priority