When you send an invitation to your Client to digitally sign a document, your client will receive an email from you with a link to securely sign their document.

Using the same platform as the Client Centre, your client will be asked to login using a one-time code sent to their mobile phone and email address.

Once logged in, your client will see a tile called Documents that Require Your Signature

Once clicked on, your clients will see the documents they need to sign.

Your client can preview the document. Then simply scroll down to the end of the document.

They can choose to either draw or type their signature.

They need to click Submit to complete the process.

This will automatically come through to their Opportunity Record in Mercury Nexus. Your client will be able to still download or preview the signed document.