When a Client Signs a Document

When a Client signs a PDF document, the system automatically performs the following:

1. Renames the file with an extension e.g.: xxxxxxxx.signed1.dpf

   1. The 1 denotes how many times the document has been signed. If 2 people have signed the document, the extension will be e.g.: xxxxxxx.signed2.pdf

2. Moves the document from the “To Client” yellow folder, to the “From Client” yellow folder. If the file originated in a sub-folder within the “To Client” yellow folder, it will be in a sub-folder of the same name in the “From Client” yellow folder.

3. For Nimbus Professional users only: the signed PDF document will become the “Current” version of the file and all prior versions will be visible via the prior version link.

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4. Updates the Client history. This is visible via the Client grid and provides detail of when the file was opened, signed and who it was signed by.

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5. Nimbus Default Employee receives an email notification when the document is signed. Who receives this in the Business may change depending on who is set to receive the Client Notifications.

6. For Nimbus Professional users only: it is then possible to drag and drop the file to a new location.

    

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