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- Either upload (Basic, On Ramp, Professional) or create (Professional / On Ramp) a PDF document which requires signing.
- 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.
- Edit the PDF and add signature block(s) to the PDF. You can add both staff signature blocks and/or client contact signature blocks.
- Set the signature blocks to a Contact if required.
- Save the changes.
- 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.
- The Client will click the link, login to their Portal and the document will display.
- The Client Portal will also show these documents in the In-Tray view - Files for Signing.
- The Client then clicks the Sign this document button (it is an orange button located in the middle of the Toolbar)
- If there are signature blocks on the document, the system will jump to the first block and ask to Apply, Skip, Sign All and Cancel. The client will Apply if they wish to If the client selects Apply it will place their signature in the first block.
If the client wishes to sign all signature blocks in one go they can select Sign All, this will then apply their signature to all their assigned blocks. - If Apply was selected, then the client will continue the process signing all their required blocks. When When all blocks have been signed, the system will require the Client to enter their Digital Signature PIN and click the OK button.
- 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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