Creating a Document Template with Signature Blocks

Owned by Debby Gibson
Last updated: Jun 30, 2020 by Marleze Scheepers (Unlicensed)

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

  1. 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.
  2. Edit the document in Nimbus
  3. From the Ribbon menu, select Insert
  4. The document merge fields are located on the right of the Insert menu
  5. Select the Signature drop-down menu.  You can select either Staff Signature, or Client Signature.
    2. These will be added to your document as the following fields:
    3. <Staff Signature>
    4. <Client Signature> 
  6. 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.
  7. 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.