Creating a Document Template with Signature Blocks
Any document template which is created in Nimbus can include signature blocks for either staff members, or Clients. Signature blocks are useful in a template because it means that you do not have to edit a PDF and add in signature blocks. When a document is created from a template, the system will automatically add the signature blocks into the PDF.
Please note that this option is not available on Excel spreadsheet-based templates.
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Instructions
- Create a document template in Nimbus. You can either create a document from scratch, or you can upload an existing Word document into the Document template area, and then modify to suit.
- Edit the document in Nimbus
- From the Ribbon menu, select Insert
- The document merge fields are located on the right of the Insert menu
- Select the Signature drop-down menu. You can select either Staff Signature, or Client Signature.
- These will be added to your document as the following fields:
- <Staff Signature>
- <Client Signature>
- The Staff Signature block will ask for a staff member to sign the document. When the document is PDF'd, this will display as a Green Block.
- The Client Signature block will require a client contact to sign the document. When the document is PDF'd, this will display as a Yellow Block.
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