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 can configure DigiSign while the request is in Draft, Sent (Not Opened) or Client In Progress status. It locks when the client submits the request or you close it.
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.
Select which applicants must sign each document.
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
To remove a DigiSign document:
Locate the document within the DigiSign module.
Select the delete option.
Confirm removal.
The document will no longer be included in the request.
Change DigiSign after sending
While the request is in Sent (Not Opened) or Client In Progress status, you can:
Switch the DigiSign module on
Add a document to sign
Add a signer
Delete a document
Switch the DigiSign module off. This hides the module from the client and does not delete anything under it.
You cannot remove an individual signer from a document that has already been sent.
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].