Transport Rule Templates
Pre-configured transport rule (mail flow rule) templates for common email scenarios. Templates provide ready-to-use rule configurations for security, compliance, and organizational policy requirements.
Note: Templates create transport rules in test mode by default. Review matched messages before switching to enforce mode.
Available Templates
| Template | Category | Description |
|---|---|---|
| External Email Warning | Security | Prepend warning banner to external email |
| Block External Forwarding | Security | Prevent auto-forwarding to external |
| Executive Impersonation | Security | Flag external emails impersonating executives |
| Block Dangerous Attachments | Security | Block emails with executable attachments |
| Email Disclaimer | Compliance | Append legal disclaimer to outbound |
| BCC Compliance Copy | Compliance | Copy external email to compliance mailbox |
| Encrypt Sensitive Email | Compliance | Apply encryption to messages with sensitive data |
| Large Attachment Warning | Policy | Warn when attachments exceed size limit |
Security Templates
External Email Warning
Prepend a visible warning banner to all email from external senders:
- Condition: Sender is outside the organization
- Action: Prepend HTML disclaimer with warning text
- Purpose: Help users identify external email to prevent phishing
Block External Forwarding
Prevent users from automatically forwarding email to external addresses:
- Condition: Message type is Auto-forward, sent to outside organization
- Action: Reject message with explanation
- Purpose: Prevent data exfiltration via forwarding rules
Block Dangerous Attachments
Block emails containing potentially dangerous file types:
- Condition: Attachment extension is .exe, .bat, .cmd, .ps1, .vbs, .js
- Action: Reject message with explanation
- Purpose: Prevent malware delivery via email attachments
Compliance Templates
Email Disclaimer
Append legal disclaimer to all outbound email:
- Condition: Sent to outside the organization
- Action: Append HTML disclaimer to message body
- Fallback: Wrap message if disclaimer cannot be appended
BCC Compliance Copy
Send a copy of all external email to a compliance mailbox:
- Condition: Sent to outside the organization
- Action: BCC to compliance@company.com
- Purpose: Archive all external communication for compliance review
Applying a Template
- Select template — Choose the template for your scenario.
- Customize — Modify conditions, actions, and text as needed.
- Set mode — Start in test mode to verify matches.
- Review — Check matched messages in test mode.
- Enable — Switch to enforce mode when satisfied.
Best Practices
- Test before enforcing — Always start in test mode to verify the rule matches expected messages.
- Customize templates — Adapt conditions and actions to your specific requirements.
- Document customizations — Record what changes were made from the original template.
- Review regularly — Audit transport rules quarterly to ensure they remain relevant.
API Reference
GET /api/exchange/transport-templates
List available templates
POST /api/exchange/transport-templates/:id/apply
Create transport rule from template
GET /api/exchange/transport-templates/:id/preview
Preview rule configuration before creating