With Nintex Documents, you can now add signature fields to your document packages. This feature makes it easier than ever to generate documents for signing such as contracts, offers, agreements, quotations, policies, and compliance letters.
In just a few simple steps, you can configure signer details and place fields for signatures, initials, and timestamps into your Microsoft Word template. With the Run Document Package action in Workflow, you can send your tagged documents for signature and track the status of the package—all without leaving Nintex Documents and Workflow.
Watch the following video for a guided tutorial on how to use this feature.
Here’s a brief summary of the process:
- Set up your workflow and add the Run Document Package action.
- Go to the Documents tab and create a new document package by uploading a document template.
- In the Data Fields section, configure your data and signer tags.
- Edit the document to paste your data and signer tags into the appropriate places in your document.
- Return to your workflow and select the package in the Run Document Package action configuration panel.
- Ensure your data and signer fields in Workflow are populated with relevant data variables.
- Publish your workflow to test the process; you can monitor the status of the document packages from the Instances tab in Documents.
Tip: For testing, add your own email to the signer fields so you can review the user experience from the perspective of a signer.
To get started with signatures in Documents, contact your Nintex account manager or support team to activate this feature in your Nintex Workflow tenant today.