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Please note that this option is not available on Excel spreadsheet-based templates.

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Instructions

1. Create a document template in Nimbus.  You can either create a document from scratch, or you can upload an existing Word document into the Document template area, and then modify to suit.
2. Edit the document in Nimbus
3. From the Ribbon menu, select Insert
4. The document merge fields are located on the right of the Insert menu
5. Select the Signature drop-down menu.  You can select either Staff Signature, or Client Signature.
   1. 
   2. These will be added to your document as the following fields:
   3. <Staff Signature>
   4. <Client Signature> 
6. The Staff Signature block will ask for a staff member to sign the document.  When the document is PDF'd, this will display as a Green Block.
7. The Client Signature block will require a client contact to sign the document.  When the document is PDF'd, this will display as a Yellow Block.

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