Stage 1 - Creating clients and sharing documents to be signed

Included in this email is a link to enable you to setup your Nimbus 4 SSO credentials and to accept the T&C of using your Nimbus account. For more information follow Setting up your SSO for Nimbus.

Once you have setup your Nimbus SSO credentials, you will be able to login to your Nimbus account.

The Client entity folder holds all of the documents relating to that entity.  This is where you will upload files to then Publish (share) with the Contact of this Client Entity. 

The published file will then be accessible via the Contacts Nimbus Free account.  To create the Client Entity in your Nimbus Professional account, perform the following:

1. Click Clients menu
2. Click New Client icon on far right, Top Toolbar
   
3. Enter the Client detail – note that fields ticked in green are recommended to be entered.  All other fields are optional.
   
4. Click the Update button to save the Client detail

This is the person who you deal with in relation to the client.

1. Click the Expand icon against the client.
   
2. Then click the NewContact icon
   
   
3. Click the New Contact button.
4. Enter all mandatory fields (marked with green tick below) and click the Update button.
   
5. Type “Client” into the Contact Type field and tick both the Folder access permitted and Folder Read / Write flags and then click the Update button.

The Contact will now be added to the Nimbus database and their details will be related to the Client Entity.

To upload a PDF document that needs to be signed, into the Client Entity folder, perform the following:

1. Select the Client menu
2. Click the Yellow folder icon for the relevant Client Entity
3. Expand the Client folder to display the following structure
4. Click the Upload icon as shown below.
   
5. Either drag and drop or browse to the required PDF document
6. Click the Profile button
7. Click the Upload button
8. The system will upload the file and when uploaded, click the Close button

Edit the PDF and insert Contact Signature blocks on to the document where a signature is required:

1. Click the PDF icon to edit the file
   
2. Click the Insert tab on the ribbon bar
3. Click the Client Contact OR Client Contact with Date signature icon(s) to insert a signature block
   
4. Once inserted, you may use the mouse to drag the signature block to the required location
5. You may also resize the signature block if required.
   
6. Click the Save button to save the updated PDF file
7. For more information on Nimbus signature blocks please refer to Adding Signature Blocks to PDFs.

Edit the Document properties for the PDF and mark the document to be published.  Ensure the “Send Signature Notification” flag is selected as follows:

1. Click the Blue edit arrow to open the Document Properties
2. Select the Published flag
3. Ensure the Send Signature Notification flag is ticked
   
   
4. Click the Update button

When you share the document with the client, Nimbus will automatically create a Nimbus Free account for the contact. It will also send them a welcome email to let them know you've shared a file with them and help them set up their account and log in.

When they log in, they'll see the Nimbus 4 dashboard with various notifications that they have documents ready to sign:

• Document has been added to the In-Tray
• Notification bell is updated showing a new notification has been received
• Documents to Sign counter is updated on the Welcome widget
• Notification is added to the notification widget

They can open the document via any of those notifications, and view it on-screen or download it.

To sign the document, they click the button. The first time they sign a document the system will take them through creating their Digital System ID, and then ask them to sign the document.

Once they've signed all the signature blocks, the system will complete the signing process and advise that the document has been fully signed and a copy returned to the supplier.

 The Suppliers Nimbus 4 Dashboard will be updated advising that the Contact has signed the document as follows:

• Document has been added to the In-Tray
• Notification bell is updated showing a new notification has been received
• Notification widget is updated showing a new notification has been received

Finally, a copy of the signed document will be available in the From Client folder for that Client Entity.