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1. Either upload (Basic, On Ramp, Professional) or create (Professional / On Ramp) a PDF document which requires signing.
2. If you subscribe to Nimbus Basic, we recommend that you select the option "Signature Required" when uploading the file, and then edit the PDF directly after to add any signature blocks.  By ticking this option, the system will send the standard System Email "Upload Notification Signature Required.email.html" as an email notification.
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3. Edit the PDF and add signature block(s) to the PDF.  You can add both staff signature blocks and/or client contact signature blocks.
4. Set the signature blocks to a Contact if required.
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5. Save the changes.
6. Publish the document requesting the document to be signed.  This will send an email notification to the Client with a link to the document to be signed.
7. The Client will click the link, login to their Portal and the document will display.
8. The Client Portal will also show these documents in the In-Tray view - Files for Signing.
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9. The Client then clicks the Sign Document this document button (it is an orange button located on the top right hand side in the middle of the Toolbar)
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10. If there are signature blocks on the document, the system will jump to the first block and ask to Apply, Skip, Cancel.  The client will Apply if they wish to place their signature in the block.
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11. The client will continue the process signing all blocks.  When all blocks have been signed, the system will require the Client to enter their Digital Signature PIN and click the OK button.
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12. When complete the document will then be automatically returned to the Business.  The system will advise the Client that this is complete.
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