When a user sends an email, ExSign processes the message before it leaves the Exchange Server.
The simplified workflow is as follows:
- A user sends an email from Microsoft Outlook, Outlook on the web (OWA), or another supported email client.
- Microsoft Exchange routes the email through the Exchange Transport Pipeline.
- The ExSign Transport Agent intercepts the email during transport.
- The Transport Agent contacts the ExSign Portal to retrieve the latest published signature rules and templates.
- ExSign evaluates the email against the configured business rules.
- If a matching rule is found, ExSign applies the appropriate signature, disclaimer, banner, or marketing content.
- The processed email is returned to the Exchange Transport Pipeline.
- Microsoft Exchange delivers the email to the recipient.
This entire process occurs automatically and requires no user interaction.