Using Dropbox Sign

The Dropbox integration lets your occupiers 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, occupiers receive an email notification prompting them to sign the document by clicking on a link and following Dropbox Sign's instructions.

When occupiers 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 occupier-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 occupier to track and manage them in Nexudus.

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 occupier.

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 occupier to digitally sign this document toggle.

7. Click Yes, do it to confirm.

Your occupier 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 your own documents to Nexudus and ask occupiers to sign them using the integration.

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

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

2. Click CRM > Documents.

3. Click Add document.

4. Select the relevant occupier.

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 occupier.

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

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

12. Click the Save Changes button.

Your occupier 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.