Using Digital Signatures
  • 12 Apr 2023
  • 2 Minutes to read

Using Digital Signatures


Article Summary

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. Tick the checkbox next to the relevant customer.

You can only generate one document at a time.
  1. Click Create document in the Bulk Actions menu.

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

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

  4. Click Yes, do it to confirm.

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

image.png

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.

This method only works for external documents.

If you want to request digital signatures for documents created using document templates, scroll up and follow the Requesting Digital Signatures for Document Templates instructions.

  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.

We recommend you upload PDF or PNG files to maintain your original formatting.
  1. Edit the file Name if needed.

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

Notes are included in the notification customers receive via email.
  1. Enable the Share this document with the customer toggle.

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

  3. Click the Save Changes button.

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

image.png

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.


Was this article helpful?

What's Next
Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.