Using HelloSign
  • 22 Jun 2022
  • 2 Minutes to read
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Using HelloSign

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The HelloSign integration lets your users digitally sign documents through a link provided via email.

Digital signatures can be requested for documents generated in Nexudus as well as external documents uploaded to the Admin Panel. In both cases, users receive an email notification prompting them to sign the document by clicking on a link and following HelloSign's instructions.

When users sign a document via the integration, Nexudus automatically generates a signed copy of the original document in their account.

Requesting Digital Signatures for Document Templates

You can create user-specific documents using document templates.

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

For example, if you create an office policy document based on a template that all new starters must sign as they are onboarded, you can request a digital signature from each user to track and manage them in Nexudus.

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Tick the checkbox next to the relevant user.

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 user to digitally sign this document toggle.

  4. Click Yes, do it to confirm.

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

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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 your own documents to Nexudus and ask users to sign them using the integration.

For example, you have an NDA in PDF format. You can upload each user's NDA to Nexudus account and request a digital signature from the Admin Panel.

This method only works for documents uploaded to Nexudus.

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

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click CRM > Documents.

  3. Click Add document.

  4. Select the relevant user.

  5. Click Select file and upload the relevant document.

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

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

Notes are included in the email notification users receive.
  1. Enable the Share this document with the user toggle.

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

  3. Click the Save Changes button.

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

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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.


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