Create New Document

This section provides guided instructions on how to create a new document using the Classic Interface.

For instructions on how to add a document using the Simple Setup Interface see Simple Setup Envelopes topics.

Use the following steps to create a new document using the Classic Interface:

1. Select the document you wish to have signed in PDF or Word format. Click Choose File and navigate to where the file is located. Select the file and Click Open.

2. Provide a Document Name that will accurately identify it later.

3. Provide an Order Number. These are used similarly to saving documents by a name, but optional. This feature makes it easy to distinguish between documents of the same saved name. For example, you might save multiple documents as “Insurance Applications” but use the order number feature to identify the correct policy number.

4. You may select to use a template, in which case the template's JotBlocks will be mapped onto the document you are uploading.

5. Select a Language if supported in your account.

6. Select an Email Design set.

7. Select an expiration date, which will be initially set to the default expiration age defined in your settings.

8. You may optionally enter a Password (this will be required if your account is configured to Require Signatory Password).

9. If your account supports the use of external signing devices, you may be provided with the option to Enable Signature Device Support. A number of configurations are required for this to be supported, and this should be used in conjunction with support from your Nintex eSign support staff.

10. Click "Continue to edit the JotBlocks (if you have selected to use a template which is locked, then you will not be able to edit the JotBlocks). After editing JotBlocks, if you are not using a template with locked workflow, you will continue on to specify the workflow for your document.