Coming soon!
The features outlined in this article are not yet live. We will notify brokers via Nexus News once they are available.
Use this guide to add and manage DigiSign documents within a Client Portal request in Mercury Nexus. DigiSign allows you to request legally binding electronic signatures from your clients directly through the Client Portal.
Documents you need to have signed must be attached to the opportunity before they can be added to the request.
Access the DigiSign module
Open the relevant Opportunity.
Select Client Portal from the side navigation.
Double-click the request to open it.
Select Request Builder from the left-hand panel.
Locate the DigiSign module.
You must configure DigiSign while the request is in Draft status.
Add a DigiSign document
DigiSign documents are sourced from Opportunity Attachments.
Before adding a document:
Upload the required file to the opportunity.
To add a DigiSign document:
In the DigiSign module, click Add Document to Sign.
Select the required document from the opportunity attachments list.
Confirm selection.
The document will now appear in the DigiSign module.
Assign signatories
Each selected applicant receives their own dedicated portal link.
When configuring DigiSign:
Ensure the correct contact(s) are enabled in Basic Settings.
Confirm the document is intended for the selected applicant(s).
If multiple applicants are selected:
Each applicant signs individually.
The system tracks completion status per applicant.
Currently, the DigiSign request will be assigned to all contacts on the request.
The ability to de-select contacts in the DigiSign module will be enabled in a future release.
Understand how clients complete DigiSign
When the request is sent:
Clients access the document through their dedicated link.
They complete signatures directly within the Client Portal.
Once signed, the document status updates automatically.
Clients cannot modify the document content.
Note
DigiSign documents cannot be signed using the Client Portal preview function.
Remove a DigiSign document
While the request is in Draft status:
Locate the document within the DigiSign module.
Select the delete option.
Confirm removal.
The document will no longer be included in the request.
What you cannot change after sending
Once the request leaves Draft status:
DigiSign documents cannot be added
DigiSign documents cannot be removed
The document content cannot be replaced
Signatories cannot be changed without closing the request
If changes are required after sending, you must:
Close the request, or
Create a new request
Important
Do not send a request until you have confirmed the correct document version has been attached. Signed documents cannot be edited.
Best practice before sending
Before clicking Send:
Confirm the correct document version is attached
Confirm all required applicants are selected
Confirm no outdated drafts remain in Opportunity Attachments
Need help?
If you need help managing DigiSign documents in Mercury Nexus, contact your Partnership Manager or email [email protected].
Coming soon!
The features outlined in this article are not yet live. We will notify brokers via Nexus News once they are available.