New Branch module in gSignature: manage branches and locations in a single template

The Branch module simplifies the creation of e-mail signatures in multi-branch structures, eliminating the need to create separate templates for each location.

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What is the Branch module?

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Branch is a module that allows you to define company branches along with their own variables, such as:

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• office address,
• branch phone number,
• and other location-specific data.

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Each branch also has a list of assigned employees. The variables defined in the branch are automatically used when generating e-mail signatures for employees assigned to that Branch. This allows for a professional e-mail signature that is both visually consistent and locally tailored.

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Basic concepts in the Branch module

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Branch

A branch represents a physical location or organizational unit of a company. Each branch:

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• has a unique name within the company domain,
• contains a set of its own variables,
• has an assigned list of employees.

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Branch variables

Variables are parameters used in the HTML e-mail signature template. Each variable has:

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• a name (identifier used in the template),
• a label (readable name in the interface),
• a default value for the branch,
• information on whether it can be overwritten by an employee,
• and information on whether it is required.

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These variables act as dynamic fields in the email signature generator and are available in templates in exactly the same way as standard employee data.

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How the Branch system works

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Creating a branch

When creating a new Branch, the administrator can immediately assign employees to it. The system automatically:

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• removes employees from their previous branches (if they were assigned),
• assigns them to the new branch,
• updates membership information in employee profiles.

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The entire process is fully automated and does not require manual editing of data in signatures.

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Updating a branch

When editing a branch, you can change:

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• the branch name,
• the set of variables,
• the list of assigned employees.

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The system detects changes and:

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• removes the assignment of employees removed from the list,
• adds newly assigned employees,
• automatically removes employees from their previous branches,
• updates all related records.

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Thanks to this, the email signature generator always operates on current data.

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Deleting a branch

When a branch is deleted, the system:

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• automatically removes the assignment of all employees to that branch,
• keeps employee data in the system,
• does not cause the loss of personal or organizational information.

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Changing an employee's branch

When an employee is transferred to another branch or removed from Branch:

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• they are automatically removed from the previous branch list,
• added to the new branch,
• and all data remains synchronized between the branches and the employee's profile.

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Branch integration with employees

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Each employee can be assigned to one branch. This assignment determines which branch variables are used when generating their email signature.

If a given Branch variable is marked as overwritable:

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• the employee can set their own value,
• the employee's value takes precedence over the branch's default value.

This approach allows you to combine centralized management with flexibility at the individual user level.

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Using Branch in email signatures

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When generating a signature, the system follows a clear logic:

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1. it checks whether the employee is assigned to a branch,
2. retrieves all variables defined in Branch,
3. for each variable, it verifies whether the employee has set their own value,
4. if so and the variable is overwritable, it uses the employee's value,
5. otherwise it uses the branch's default value.

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This ensures that:

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• employees from the same office automatically have the same location data,
• each email signature remains consistent and up-to-date,
• there is no need to create multiple versions of the same template.

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Security and data isolation

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The Branch module has been designed with security in mind:

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• branches are isolated at the company domain level,
• users only have access to Branches belonging to their domain,
• attempts to access branches from other domains are blocked.

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Branch management is only available to users with the appropriate permissions:

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• SuperAdmin,
• Partner,
• CompanyManager.

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What the Branch module offers in practice

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The new Branch module is another step towards full automation and scalability of email signature management. It enables:

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• creating a single professional e-mail signature for the entire company,
• automatic differentiation of location data,
• reduction of the number of templates and rules,
• easy management of multi-branch organizations.

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Thanks to Branch, the email signature generator becomes a tool that truly reflects the structure of the company, not just a list of users.

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