How-to Topics for Nintex eSign
How-tos cover guided content on specific actions that you can perform in Nintex eSign. Below is a list of topics and the links to the videos.
| Topic | Scenario | Link |
| Get a signature | This how-to provides information on signing a document digitally using Nintex eSign in Nintex Workflow Cloud. | How-to: Get a signature |
| Connect to Nintex Workflow Cloud | This how-to contains three videos that show how to connect to Nintex Workflow Cloud. | How-to: Connect to Nintex Workflow Cloud |
| Cancel document or envelope | This how-to provides information on how to cancel a document or envelope that has not been completed. | How-to: Cancel document or envelope |
| Send document to two users with the same email address | This how-to provides information on how to send a document to two signers that share the same email address. | How-to: Send document to two users with the same email address |
| CC email notifications | This how-to provides instructions for adding CC email notifications through simple setup or classic templates workflow. | How-to: Add CC email notifications |
| Modify document expiration dates | This how-to provides instructions for changing the expiration date for a document due to various scenarios or issues that could arise. | How-to: Modify document expiration dates |
| Create new accounts and users | This how-to provides instructions on creating a new account and a new user. | How-to: Create a new account and user |
| Set up floating user | This how-to describes what a floating user is and how to set up someone as a floating user. | How-to: Set up a floating user |
| Set up multiple choice jotblocks | This how-to shows how to add a multiple choice jotblock to a template in Simple Setup. | How-to: Set up multiple choice jotblock |
| Attach non-signable addendum | This how-to shows how to add a non-signable addendum to an envelope in Simple Setup. | How-to: Attach non-signable addendum |
| Set up SMS delivery | This how-to shows how to set up SMS delivery via Simple Setup for a mobile signing experience. | How-to: Set up SMS delivery |
| Create branding customization | This how-to provides instructions for creating branding that the user sees during the signing experience. | How-to: Create user-facing branding customization |
| Create custom notifications | This how-to shows how to create custom notifications for outbound emails. | How-to: Create custom notifications |
| Create custom email designs | This how-to provides instruction for creating custom e-mail designs which allows you to compose and send unique e-mail notifications to your signers. | How-to: Create custom email designs |
| Copy and modify email designs | This how-to provides instructions for coping and using an existing email design. | How-to: Copy email designs |
| Replace and add email design notifications | This how-to shows how to replace and add email design notifications in a template default design within Nintex eSign. | How-to: Replace and add email design notifications |
| Enable signer attachments | This how-to shows how to enable signer attachments. | How-to: Enable signer attachments |
| Document Transmission Using SharePoint Online | This how-to shows how completed Nintex eSign document data can be automatically passed to SharePoint Online. | How-to: Document Transmission Using SharePoint Online |