Configure Send to Nintex eSign

In order to begin using Send to Nintex eSign, configure the application to communicate with the Nintex eSign system.

The first time you run the application, and to be able to change settings, you must run as an Administrator. This can be done by right-clicking on the program shortcut and selecting Run as administrator.

The configuration options window will be automatically presented on first run. To access this window at a later time, click the Options button on the main menu bar.

The configuration options are grouped into three sections: Basic Settings, Advanced, and Templates.

Basic Settings tab

The following options are available in the basic settings tab:

  • Email Address - This is the email address used to log into the Nintex eSign site.

  • Default Document Name - The Document Name field will default to this value when sending documents. The Document Name may always be modified individually for each document.

  • Default new JotBlocks to be Certified - Checking this option will make new JotBlocks certified by default.

Advanced tab

The following options are available in the Advanced tab:

  • Site URL - This is the base URL for the Nintex eSign site you will be using. Only https (SSL) URLs are supported. For production use, this will usually be one of:

    • https://www.assuresign.net

    • https://na1.assuresign.net

  • See Environment Information for current locations.

    If the Site URL option is grayed out, you may need to exit the application and run it as an administrator (typically done by right-clicking on the program shortcut and selecting "Run as administrator").

  • Require a valid SSL certificate (https only) - Checking this option will require that the Nintex eSign site you are connecting to has a valid SSL certificate. This is an advanced usage option that should remain checked in almost all circumstances.

  • Context Identifier - This is the unique Context Identifier for your account. You can obtain your Context Identifier by taking the following steps:

    1. Go to the Administration page in the Nintex eSign site (administration.aspx).

    2. Select Settings from the menu on the left-hand side of the page.

    3. The value for the DocumentNOW Account Context Identifier setting will be in the top-most Account Information settings

  • Preserve PDF features when adding to the workspace - When a document is printed or added to the workspace certain elements from the original PDF (such as Layers or Bookmarks) may be lost. Checking this option will preserve these features in the final signed document. For more information about when this may be needed, review this article.

  • Show bulk send feature - The application may be used for performing bulk Nintex eSign sends through the input of a source data file mapped to template parameters. When this feature is selected then an additional feature button titled "Bulk Send" will appear on the application main toolbar when the application is relaunched.

Templates tab

The following options are available in the Templates tab:

Cache - Please refer to Template Cache for more information.

Save As PDF - This option allows you to save the current document as a PDF for use in the creation of templates. This is particularly useful for documents which are printed. Template matching against printed documents works best when the templates in the Nintex eSign system are created using the printed output instead of the original source material. For example, suppose a Word document is typically printed and you would like to create a template which matches it. Typically you would upload the Word document to Nintex eSign when creating the template. However, for best results, first print the document into Send to Nintex eSign. Then use this option to save as a PDF which you may use when creating the template.

Remembered Templates Matches

This window allows users to delete any remembered template matches.