In eformity, you can create multiple signatures. However, it is not always necessary to create an entirely new signature if the signatures are almost identical. Instead, you can choose to create a variant. This is useful if you want to use both a formal and an informal signature. This article explains how to add variants.

Step 1: Log in to the eformity web interface

Adding variants for email signatures is fully managed through the eformity web interface. The first step is to log in at yourcompanyname.eformity.net. Once logged in, you can proceed to the next step.

Step 2: Navigate to 'Configuration'

After logging in, navigate to the 'Configuration' section. Do this by first clicking on the hamburger menu icon. The location of this icon is shown in the image below.

A new element will open on the left side of the page. This new element consists of five different tiles. Click on the tile labeled 'Configuration'.

Step 3: Open the 'Variants' overview

Once you have clicked on the 'Configuration' tile, a new page will open. On this new page, navigate to the variants overview by clicking on 'Email' and then 'Variants'.

Step 4: Add a variant

Once you have opened the variants overview, you can add a new variant. Click the 'Add' button to create a new variant. This button is circled in the image below.

A new element will appear on the right side of the page where you can enter the details for the variant. This includes the name (required) and a caption.

Step 5: Using a variation in the signature

Once you've created the signature within eformity, you can apply it as your email signature. First, navigate to the signature overview. In the image below, the link to the signatures on the configuration page is circled.

After opening the signatures page, you can edit a signature by first selecting the desired signature. Do this by clicking on the row of the signature. Then, click on the 'Design' button at the top of the table.

A new page will open, where you can edit the HTML of the email signature. To use the variation, click on the 'If' dropdown menu (number 6 in the image). Now, choose the 'Variant' option to add an if-statement for an email signature variant.

The following will now appear in the email signature: '<[IF IsEqual(DXEmployee["EmailVariant"], "")]><[ENDIF]>'. Replace the empty string with the name of the variant (that you used in Step 4). You can now add the content between '>…<' that should only be displayed for the variant. Below is an example of how it might look:

<[IF IsEqual(DXEmployee["EmailVariant"], "noSender")]>
No sender information found.
<[ENDIF]>

Step 6: Assigning a variant to a user

Now that you have created the variant, you can assign it to one of the employees. To do this, navigate to 'Datasource Management' in the eformity web interface. The location to click for this is shown in the image below.

A new page will open. Then, click on 'Employee' (for your account) or 'Employees' (for other employees' accounts) in the menu. You can now select an employee by clicking on their name. Once you have selected an employee, click on the 'Edit' button.

A new element will appear on the right side of the page, displaying all the details of the selected employee. Click on the 'Organization' tab to set the email signature. Here you can configure the variant for the email signature.