Be sure to set the Default Mark Options for your organization before using this guide. The rules created in this guide will override the default options based on the criteria you choose, but in many cases you the default options may be sufficient for your needs.
EchoMark should already be set up and connected to your Workspace. Your initial mail rule will route mail through EchoMark You can layer in more mail flow rules to set marking options based on message sender, receiver, or other message content. You'll need to be an Exchange Administrator in order to access and update mail flow rules.
Step 1: Navigate to the Workspace Admin Center
Navigate to the admin center, under Apps > Google Workspace > Gmail > Compliance.
Step 2: Create a new rule
Under the section titled Content compliance, choose Add Another Rule. Add a title for the rule at the top of the dialog that appears.
Step 3: Set rule conditions
Set the rule conditions based on your organization's needs. In the example shown below, the rule is applied whenever a message is sent outside of your organization - it turns the attachment footnote off and customizes the email footnote message.
Under the heading Email messages to affect, choose Outbound. You can change any arbitrary
Step 4: Set mark options
Under the heading, If the above expressions match, do the following, choose Modify message, and Add custom headers.
In the Add setting dialog, enter echomark-options as the header name and then a comma-separated list of settings you'd like to enforce for the value. For example, if you wanted to disable the footnote for email, but enable them for attachments with a custom message, you'd enter:
A complete list of parameter options is shown in the table below.
Step 4: Save the rule
Press save once you're happy with the rule's mark options and conditions.
Step 5: Wait
It usually takes at least a half hour for the mail flow rule to activate in Gmail. Once it does, your mark options should start to take effect.