Setting up your Digital Signature (with your actual signature) using an iPhone whilst signing a document
- Debby Gibson
- Tristin Adam
Your Clients are able to setup their Digital Signature using their iPhone (or Android) if they wish to use their actual signature rather than using the script text signature option. They can do this the first time they need to sign a document.
Instructions
Ask your Client to perform the following:
Login to their Client Portal using their iPhone
From their In-Tray click to open a document which requires signature
From the Options list in the top right hand corner, select Sign Document
As the Client has not yet setup their digital signature, the Signature Wizard will commence. Agree to the Terms & Conditions and click the Continue button.
Choose the Use uploaded image for their Signature option and click the Next button
At this point, the system is asking for a copy of their signature. Click the Browse button to locate the signature image.
iPhones will allow you to either take a photo, or use a photo that is stored in the iPhones camera library
Take Photo
Click the camera icon
Use the camera to take a photo of your signature on a white piece of paper
When you take the photo ensure that you limit the amount of white space around the signature
Select to Use Photo. Click the Next button to uploaded the image to Nimbus.
You can adjust the image, making it brighter, or larger as required. Click the Next button to continue.
The system will confirm how your signature image will display when used. Click the Next button.
You can optionally also include a photo of yourself. Follow steps 6, 7a, i. - vi. to instructions. Click the Next button.
For extra security, you can choose to create a personal PIN which will be required each time you Apply your signature to a document. If desired, enter a PIN and confirm the PIN
Click the Sign Document button.
If the PDF contains signature blocks, click the Apply button to Sign here
The complete the process.
