DOCUMENTS: Digital eSigning
Learn how to set up and use digital signatures on documents in Unificus.
What is Digital eSigning?
Digital eSigning allows you to electronically sign documents within Unificus. You can design a Document Template that requires signatories—either your contacts, team members, or both—to electronically authorize the document. This signature requirement applies to all documents generated from that Template.
Before You Begin
You’ll need to create or modify a Document Template before enabling digital signatures. Learn about Document Templates
Configuring Digital eSigning
Start by going to Office > Documents > Templates and select a Template to create or edit.
Find the Signature Requirements section. Under Document Target, you can choose between contacting your contacts or your team members using the dropdown menu.
To activate digital signing, toggle Enable Document for Digital Signature to the ON position.
Once activated, you’ll choose who must sign: a contact, someone from your organization, or both.
If you select Require Signature from your Organization, a dropdown appears so you can pick the specific team member.
Adding Signature Placeholders
After enabling digital signatures, you must insert signature placeholders into your Template before saving. If you skip this step, the system will display an error message listing what’s needed.
Scroll to the document body and hover over text to reveal an edit icon next to the Text Block.
Clicking it opens Text Block Options. On the right side, locate and click the placeholder symbol to view available options.
You’ll see DocumentTargetSignature and DocumentOrganizationSignature among the available placeholders.
Click each placeholder to insert it where your cursor is positioned in the text. Position your cursor exactly where you want signatures to appear before adding placeholders.