Using Digital Signatures

The Dropbox Sign integration lets your customers sign multiple documents through a link provided via email.

Digital signatures can be requested for documents generated in Nexudus and external documents uploaded to Nexudus. In both cases, customers will receive an email notification prompting them to sign the document via the provided link.

Requesting Digital Signatures for Document Templates

You can create customer-specific documents using document templates.

Templates can be used for contracts, statements, or any other type of document. You can request a digital signature when creating any document based on a template.

For example, if you use a document template for dedicated desk contracts, you can request a digital signature when generating contracts for customers.

1. Log in to dashboard.nexudus.com if you aren't already.

2. Click Operations > Members and contacts.

3. Tick the checkbox next to the relevant customer.

4. Click Create document in the Bulk Actions menu.

5. Select the template you want to use for the document.

6. Enable the Request the customer to digitally sign this document toggle.

7. Click Yes, do it to confirm.

Your customer should receive an email notification asking them to sign the file within a few minutes.

The document also instantly appears in the Documents list on the Admin Panel with an Out for signature and Shared status. As soon as the document is signed, the status automatically switches to Signed.

Requesting Digital Signatures for External Documents

You can upload external documents to Nexudus and ask customers to sign them using Dropbox Sign.

For example, if you create your contracts in Word or Acrobat, you can upload each customer contract to your Nexudus account and request a digital signature.

1. Log in to dashboard.nexudus.com if you aren't already.

2. Click CRM > Documents.

3. Click Add document.

4. Select the relevant Customer.

5. Click Select file and upload the relevant document.

8. Edit the file Name if needed.

9. Add any Notes that are relevant to the customer.

10. Enable the Share this document with the customer toggle.

11. Enable the Request the customer to e-sign this document toggle.

12. Click the Save Changes button.

Your customer should receive an email notification asking them to sign the file within a few minutes.

The document also instantly appears in the Documents list on the Admin Panel with an Out for signature and Shared status. As soon as the document is signed, its status automatically switches to Signed.