DigiSign has been built into your CRM in Mercury Nexus. You can use the Client Centre to send multiple documents to your client, and the DigiSign tab to send single documents to your client.
Send a document from the DigiSign tab:
To send a document from the DigiSign tab in an Opportunity:
Login to Mercury Nexus.
Navigate to your CRM.
Open up the relevant Opportunity Record.
Select DigiSign from the left hand menu.
Click Add and select the Document you would like signed.
Note: For the signatures to be placed in the signing area within the document, the document needs to be a Word template. Digisign will work for PDFs, however, the signature block will be appended at the end of the document.
Select the contacts you would like to send your DigiSign request to.
Note: You can also set an expiry for this document.
Click on Add Request and Send Email
Note: In order to send a Digisign request you require First Name, Last Name, Mobile Number and Email address.
The document will now appear in your Documents list. You can view the status of each document in the right-hand panel.
Send a document (or documents) from the Client Centre:
To send a DigiSign document or multiple documents from the Client Centre:
Navigate to your Opportunity Record
Select Client Centre from the left hand menu
Create your Client Centre request
You'll see a new DigiSign section. Attach the document for your client to sign.
Note: the DigiSign preview won't appear.
Send the Client Centre invitation.
What will I receive once my client has signed their documents?
The signed document and signing certificate will automatically import into the attachments section of the Opportunity record, along with the original document that was sent.
You can enable a signing request complete notification via the notification centre that will inform you when your client has completed the digisign request.
Please note that you cannot download a partially completed DigiSign document. All applicants must sign the same document using the same invitation link.
