DOCUMENTS: Document Generators
Learn how to build reusable document templates with dynamic placeholders and signature fields in Unificus.
What is a Document Generator?
A Document Generator functions as a template—an unassigned document framework that you customize and then assign to the right person. You establish the structure and outline all key terms here.
Using Dynamic Data Placeholders for variable information, including signature fields for assigned users, you can create a single generator and produce multiple tailored documents from it.
TIP: A Document Generator is required to create a Document. The Document itself serves as the connection between your content/terms and the Contact.
How do I create a Document Generator?
Go to Office > Documents.
Select the Generator tab from the navigation menu, then click +Add Generator.
You can now start building your Document Generator.
Document Generator Title: Assign a name to your generator—this is what appears when you select it from a dropdown while making a new Document.
Prevent this Document from showing in the Urgent Notification Bar: By default, the Target views the Urgent Notification Bar with a link to sign. Enabling this suppresses that notification. NOTE: Only appears if a signature is mandatory.
CLICK HERE to learn about the Urgent Notification Bar
Create Document as Draft: When you use this generator to produce a working Document, toggling this option marks it as a draft so you can revise before publishing it.
Document Title: The name displayed on the Document itself. Use the Placeholder icon to add any placeholders you need.
Document Target: CRM Target is preset, but you can switch to Staff/Team Target from the dropdown.
Enable Document for Digital Signature: Toggle this to set signature requirements. Leave it off if no signatures are needed.
IMPORTANT: If toggled on, you must include a signature placeholder to save the generator.
Require Signature From Target: When enabled, the Target assigned this Document must sign it.
Require Signature from your Organization: When enabled, a Staff member signs on behalf of your Organization. Pick the Staff member from the dropdown.
CLICK HERE to learn about Digital Signing
The Body contains your Document content using the Content Block Editor with specialized Placeholders available in Text Blocks.
CLICK HERE to learn about the Content Block Editor
The Body starts with default content for a standard Document. Modify it as needed or delete and build from scratch.
When editing the default Text Block, you’ll see Dynamic Data Placeholders as clickable buttons. These automatically insert the right information based on who views the Document.
Access the full Placeholders list by clicking the {x} icon in the editor toolbar.
CLICK HERE to learn more about Placeholders
To insert a Placeholder, click it and it appears where your cursor is positioned.
Document-specific Placeholders are marked in red. This includes Signers—special placeholders that create an eSigning field requiring action from the assigned user.
Placeholders labeled “documentTarget” generate Signers for Target input. Those labeled “documentOrganization” generate Signers for Organization signature input.
For example, use “documentTargetSignature” to add a signature field for your CRM Target.
Styling options
Right-side tabs let you Preview, Edit, add Custom CSS/JS, set Font Options, Attach Files, and Save.
Click the icon to Preview how the Document appears when generated.
Click the icon to Edit the Document Generator.
Click the icon to add Custom CSS/JS.
Click the icon to set Font Options.
CLICK HERE to learn more about Font Options.
Click the paperclip icon to Attach Files to the generator.
Click the icon to Save your changes.
How do I assign Automations to my Document Generator?
Once you finish setting up the Body, click the Configure Automation button to add Automations.
CLICK HERE to learn about Automations. A modal opens over your Document template. Stack as many Automations as you need.
You can also apply an Automation Template.
CLICK HERE to learn about Automation Templates
Each Automation requires its own setup.
Once saved, your Automations display as a chain at the bottom of the editing page. Click Configure Automations to add, remove, or modify them.
You can also add file attachments if needed.
I’ve made my Document Generator! What happens next?
With your Document Generator complete, convert it into a Document anytime by navigating to Office > Documents. Assign it directly to a CRM Target or Staff/Team Target, or attach it to an Invoice, Estimate, Proposal, or Project to pull relevant data. Your Placeholders adapt to the correct information, and Signers route to the appropriate person(s).
CLICK HERE to learn how to generate a Document