Using Salesforce Lightning for Nintex eSign
Important: Nintex eSign is no longer available to download through the Salesforce AppExchange and is no longer supported in Salesforce Lightning. It is recommended to use Nintex DocGen for use with Salesforce Lightning.
In Nintex eSignfor Salesforce Lightning, you can send an envelope and check the status of an envelope sent through Nintex eSignfor Salesforce Lightning, as well as perform actions such as Immediate Presentment or cancelling an envelope.
Checking the Status of an Envelope
Sending An Envelope
To send an envelope through the Nintex eSign for Salesforce Lightning configuration, first navigate to where Nintex eSignconfiguration has been added.
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Next, open the record of the client who will be the recipient of the envelope.
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On the Nintex eSignfor Salesforce Lightning integration, click New.
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Populate the values on the Select Template screen and click Next.
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Select a Template: Select the name of the Simple Setup Template from your Nintex eSign account you wish to use for the envelope
Envelope Name: This will pre-populate with the envelope name given to the template in the Nintex eSign environment, but is editable if needed.
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Populate the values on the Provide Data screen and click Next. Required sender input fields will be denoted by a red star at the beginning of the field name.
These fields will match the Sender Inputs you have setup for your Nintex eSign template. For more information on Sender Inputs, please see step 3 in our documentation here.
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Review the values entered on the previous screen on the Review screen. Click Previous if any values need to be modified and correct them. Otherwise, click Submit.
Checking The Status Of An Envelope
Once you have sent the envelope, the envelope will be stored in a list on the record.
To check the status of a particular envelope, click the hyperlinked Envelope Number.
This will reveal two tabs, Details and Completed Files and Histories, and at the far right of the screen, a box with Nintex eSign Envelope Actions.
Details
The Details tab contains information about the envelope, including Status, the Envelope ID, and when it was created and last modified.
Completed Files & Histories
The Completed Files & Histories tab includes the Files for completed documents if your administrator has elected to store the completed document in Salesforce. The files will appear under the files header.
The Audit History of the envelope will appear under the Nintex eSign Envelope Histories Header:
Nintex eSign Envelope Actions
The Nintex eSign Envelope Actions are contained at the far right of the screen.
For more information about the Sign Now option, please see our section on Immediate Presentment.
The cancel button will cancel the envelope in Nintex eSign. Cancellation of an envelope is permanent, and the envelope will need to be resent if it has been cancelled but is still needed.
To cancel the envelope, click Cancel and a prompt will present asking for the cancellation reason:
Type a reason for the cancellation and click Cancel Envelope to finalize the cancellation.
Immediate Presentment
In order to immediately sign an envelope with a signer, first navigate to the record for that signer that contains the envelope that was sent.
Then, on the Nintex eSign for Salesforce Lightning Envelopes section, click the hyperlinked Envelope Number that needs to be signed:
On the far right of the screen, you will see Nintex eSign Envelope Actions:
To proceed with Immediate Presentment, click Sign Now.
You will see this popup, which will contain a blue hyperlinked copy of the Signer's email address below the instructions box:
Click the hyperlink to proceed with the signer. A new tab will open that will guide the Signer through the envelope signing process.