How to use Exclaimer On Premise products with Template Editor

Relevant Products: Template Editor | Signature Manager Exchange Edition | Signature Manager Outlook Edition | Auto Responder

You have already set up your template library share as per the instructions outlined here: Setup the Template Library share for use with Template Editor and you are now ready to start using the Template Editor with your on-premise Exclaimer product.

Using Exclaimer On Premise products with Template Editor

To use Template Editor with your on-premise Exclaimer product:

1. In the Exclaimer Template Editor Setup Wizard, you are prompted to choose how you would like to create, maintain and publish your templates. Select Directly connected to Exclaimer product servers:
   
   
2. Now, select which Exclaimer product(s) you are currently using. 
   Select the relevant products and use the ellipse button (...), on the right-hand side, to select the relevant template library:
   
   
   
   
3. Click Finish to save your changes.
   
   
4. You will be taken to the templates screen where you can access the templates for your relevant on premise Exclaimer products. On this screen, double-click a template, or right-click and select Edit on any existing templates that you would like to make changes to. 
   
   
5. If required, click Create New to create new templates. 
   
   For example purposes, the template DataPlus Signature, Plain has been modified. You can see an orange pencil sign in the bottom-right corner of the thumbnail - this means that changes have been made and the template now needs to be published in order for these changes to reflect in the live signature.
   
   
   
   
6. To publish the changes, simply click on the pencil icon or alternatively, right-click on the template then click Publish.
   
   Once the template has been published, the changes will go live almost immediately without requiring any interaction with the Exclaimer on-premise product.