Digital Signatures - the Process

Nimbus allows both a staff member and a client to digitally sign PDF documents.  PDF documents may be edited to add a signature block, which when opened by the end user, will prompt for a signature in that specific location on the document.  Signature blocks may be set to a specific contact, which means where you have more than one person who needs to sign a document, the system will know which user has logged in and opened the document and will then only prompt for a signature in a signature block which has been set for that specific user.

Nimbus also allows drag and drop signatures, which means that the PDF document does not need to be edited with signature blocks added.  When the user opens the document, they will need to sign the document which then places their signature in the top left hand corner of the PDF.  The user can then drag and drop their signature to the location on the PDF.  They can also resize the signature if it needs to be either larger or smaller.

The digital signature process is as follows:

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 this document button (it is an orange button located 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, Sign All and Cancel.  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. 
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11. If Apply was selected, then the client will continue the process signing their required blocks. When all blocks have been signed, if the Client has opted to set up a Digital Signature PIN they will be required to enter the 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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