FLOW Steps Breakdown
Learn how each FLOW Step functions and how to configure them in Unificus.
Understanding FLOW Steps
FLOWs are automated sequences built from individual FLOW Steps.
Each Step functions as its own section within a FLOW with distinct capabilities. All Steps support custom content through a standard WYSIWYG editor, and you can insert Placeholders using the {x} icon.
Learn about Dynamic Data Placeholders
You can designate Steps as required or optional by toggling ‘Allow this Step to be skipped’. When a Step is skipped, it’s marked complete and any linked Automations will execute.
Choose from these available Step types:
Read & eSign
This Step displays a page featuring an eSign Signature Pad.
Select Edit content for user to Read & eSign to customize the Step page content, which displays above the signature area. A standard WYSIWYG editor modal appears.
Custom Confirmation Message: Text appearing above the Name field and Signature Pad.
IMPORTANT: The {{ signatureText }} Placeholder automatically populates with the Contact’s typed name. Omitting this Placeholder means their name won’t display in the message.
What the Contact sees
Contacts must enter their name to sign, or they can select the Sign tab and draw their signature. After completion, the Read & Sign Document and Audit Trail become available in Office>Documents.
If optional, toggle ‘Allow this FLOW step to be skipped’.
Content / Embed
This Step creates a page with custom content requiring no Contact input. Display information, embed videos, or present other media. Mark as optional by toggling ‘Allow this FLOW step to be skipped’.
Select Edit content for user to customize the Step page. A standard WYSIWYG editor modal appears.
File Upload
This Step creates a page with a File Upload prompt. Contacts must upload at least one file to proceed, unless you toggle ‘Allow This Flow Step to be skipped’.
Files upload to the Contact’s Submitted by Client folder by default. To specify a different location, click Choose Folder and select one from the modal.
TIP: Find uploaded files at Files > Client Files > [Name of Client] > Submitted by Client > FLOWs or view them in the FLOW’s Submissions.
Select Edit content for File Upload to customize the Step page. A standard WYSIWYG editor modal appears.
What the Contact sees
Contacts can drag and drop files into the designated area or click Select Files to browse manually. Multiple files can be uploaded without limit.
File Download
This Step creates a page with a File Download prompt. Contacts must download the specified file(s) to advance, unless you toggle ‘Allow this Flow Step to be skipped’.
Click Choose Files / Folders to open the File Explorer and select files for your Contact to download. Add as many as needed.
Select Edit content for File Download to customize the Step page. A standard WYSIWYG editor modal appears.
What the Contact sees
Contacts view the file names and types, then click Download Files to proceed.
Appointment Block
This Step creates a page for scheduling an Appointment. Select one or more Appointment Generators from the dropdown under Select Appointment Generator. You need at least one active Appointment Generator available. Mark as optional by toggling ‘Allow this FLOW step to be skipped’.
Form Step
This Step creates a page containing a Kickoff, Checkout, Update, Support, General, Subscriber, or Booking Form. Contacts complete the Form without leaving the FLOW. Mark as optional by toggling ‘Allow this FLOW step to be skipped’.
Click the arrow to reveal the dropdown list containing your available Kickoff, Update, Support, General, Subscriber, and Booking Forms.
Checklist
This Step provides a checklist for your Contact. They can complete the Checklist without leaving the FLOW. Mark as optional by toggling ‘Allow this FLOW step to be skipped’.
Click the arrow to reveal the dropdown list containing your pre-created Checklists.