Add a document

Documents in Fullcast allow you to create, personalize, and send documents0ùsuch as employment agreements, compensation plans, and NDAs—to recipients for e-signature through Adobe Sign. Each document lives within a document group and uses a template file with placeholder fields that are automatically populated with recipient-specific data when the document is sent.

Document requirements

When uploading a document template, the following requirements apply:

Download and use placeholders

Before you add a document, prepare your template file with placeholders for the data you want merged. Download the Placeholders PDF from your document group to see the available fields and their syntax. The PDF includes placeholder syntax for all merge entity categories: employee data, territory data, target data, compensation data, and any configured lookup tables.

1. Go to Documents > Document Management.

2. Find and select the document group you want to add documents to.

3. From the document group screen, click the menu ⋮.

4. Select Download Placeholders.

   

5. Use the appropriate placeholder from the PDF in your document anywhere you want that data populated.

Add a document to a document group

Add a document and recipients within a document group. A preview displays after upload.

1. Go to Documents > Document Managements.

2. Find and select the document group you want to add documents to.

3. In the Documents panel on the left, click Add (+).

4. In the Add Document - Details & Criteria window, complete the following fields:

   Field	Description
   Name	Type the name of the document.
   File upload	Upload the document template file.
   Keyword	Optional. Type or select one or more tags to help identify and locate the document.
   Description	Optional. Type a description of the document and its purpose.
   Recipient Criteria	Optional. Use the filter builder to define criteria that determines which recipients receive the document.
   Merge Entities	Select one or more data categories to merge into the document template.  The selected entities determine which placeholder fields are populated when the document is sent. Available entities include: Employee Data: Recipient details such as name, email, employee ID, role, manager, and department. Territory Data: Territory name, region, and assigned account information. Target/Quota Data: Annual, quarterly, and monthly quota values and attainment rules. Compensation Data: Commission amounts, attainment, deal values, and paid status.
   Add Lookup Table	Optional. Add one or more lookup tables as an additional merge data source.

5. Click Save.

Add lookup table

Use lookup tables to reference data as merge fields in your document templates, beyond the standard employee, territory, target, and compensation entities. Lookup tables are CSV-based reference tables configured in the Commissions system. When added, lookup table fields become available as placeholders in your document template.

1. In the Add Document - Details & Criteria window, click Add Lookup Table.

2. From the Table Name dropdown, select the lookup table.

3. In the Relationship Field Name dropdown, select the column in the lookup table that contains the employee or people identifier.

   Note

   When the document is generated, the system uses this column to match rows in the lookup table to each recipient, making the corresponding row data available as merge fields in the template. If the lookup table uses a people_id column, select that field.

4. Click Save.