Create Mail Flow Rule for Email Signature Server

This article describes how to create a mail flow rule to identify the e-mails that will be redirected through the Templafy Email Signature Server in the Exchange Online Admin Center.

Create the Mail Flow Rule

• Navigate to https://admin.exchange.microsoft.com/.
• Go to Mail flow, then Rules.
• Click Add a rule, then Create a new rule.
  
  1. Name: templafy email signatures.

  2. Under the Apply this rule if section:

     • Click the Select one dropdown and select: The sender.
     • Click the next Select one dropdown and select: is external/internal.
       • Select sender location will show Inside the organization in the dropdown.
       • Click Save.
     • Click the + button to add another condition.

     • Select The sender then click the next Select one dropdown and choose: domain is.

       • Specify each domain that is configured in your Templafy tenant.

       • Click Save.

     • (Optional) Group-based user targeting.

       • • Add the condition, The sender followed by is a member of this group and use a Distribution Group or Mail Enabled Security Group.

  3. Under the Do the following section.

     • Click the Select one dropdown and select: Redirect the message to.
     • Click the next Select one and select: the following connector.
       • Select the outbound connector for the Email Signature Server.

       • Click Save. 

     • Click the + button to add another condition.
     • Select Modify the message properties followed by set a message header.
       • Click the first Enter text and set the header name to Templafy-EmailSignatureServer-Secret.
       • Click Save.
       • Click the second Enter text and set the value to the GUID provided by your Templafy Solutions Engineer.
       • Click Save.
  4. Under the Except if section.
     
     • Click the Select one dropdown and choose: The message headers....
     • Click the next Select one and choose: includes any of these words/matches these text patterns.
       • Click the first Enter text and set the header name to Templafy-EmailSignatureServer-Processed.
       • Click Save.
       • Click the second Enter text and set the value to true.
       • Click Save.
     • Click the + button to add another condition.
     • Select The message headers... followed by includes any of these words/matches these text patterns.
       • Click the first Enter text and set the header name to x-processedbytemplafy OR x-unsupportedformatbytemplafy (see below).
       • Click Save.
       • Click the second Enter text and set the value to true.
       • Click Save.

• • • Click the + button to add another condition.
    • Click the Select one dropdown and select: The message properties.
    • Click the next Select one and select: includes the message type.
      • For the select message type choose Permission controlled in the dropdown.
      • Click Save.
    • Click the + button to add another condition.
    • Click the Select one dropdown and select: The message.
    • Click the next Select one and select: size is greater than or equal to
      • Specify 153600(KB).
      • Click Save.
• Click Next.
  • Enable the checkbox for Stop processing more rules.

• • Click Next.

• Click Finish followed by Done once the rule saves.

Activate the Mail Flow Rule

• Click on the newly created rule and select Edit rule settings.
• Set the Priority to 0, click Save and Done once the rule saves.
• Click back into the rule and select the toggle to enable the rule. Do not close the pane until the rule finishes saving.