Multiple Clients signing the same document

It is possible to setup a PDF for more than one client to sign. This is done by editing the PDF and adding signature blocks which are then set to each specific Client Contact exactly where the signature is required.

As a Client, they will receive an email (either via an email job or via a file upload notification), which will include a link to a document to be signed.

1. Click the link for the document to be signed.

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2. You will be asked to login to your Client Portal.

3. Once you have entered your Login credentials, the document will display.

4. Click the Sign Document icon in the top left of the Toolbar.

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5. The System will jump to the first signature block. Click Apply to place your signature in this location. If you are required to sign in additional locations in the document, the system will jump to the next signature block. Click Apply until there are no further signature blocks to sign.

6. When there are no more signature blocks to sign, if you have set up a PIN for your signature then the system will require you to enter it to complete the signing process.

7. Enter your PIN and click the OK button.

8. The system will display the following dialog, where it shows that you have signed the document and another person must still sign the document. The document will not be returned to your Accountant / Nimbus provider, until the second (or further people) sign the document.

9. Click the Close Document button.

When the next person signs the document

1. The next person to sign the document would have also received an email requesting their signature. They would follow the link on the email and login to their Portal.

2. The document would then display in their browser, and they must click the Sign Document icon in the top left of the Toolbar.

3. The system will then display the locations where they must sign the document. Click the Apply button to place your signature in the signature blocks.

4. If they have set up PIN on their signature, they will be asked to enter their Signature PIN and then click the OK button.

5. The system will then advise that a fully signed document has been returned to the Accountant / Nimbus Provider.

6. The process is now complete and your Accountant / Nimbus Provider would have automatically received an email advising that the document has been fully signed.