Request a Signature in Nitro Sign

This article outlines the various ways to start a Signature Request workflow in Nitro Sign

Starting a Request Signature Workflow

  1. When viewing a document choose Request Signature from the Home or Share tabs
  2. From the My Document list, click the arrow for the Quick Actions Menu and choose Request Signature
  3. From Nitro Pro, follow the Request a Signature instructions here

Sending a Signature Request

  1. Upon entering the Request Signature workflow, a dialog to Add a Recipient will show. Enter the Recipient’s name, email address, then click Add
  2. Drag and Drop from the Add Fields menu onto the document, and upon completion, click Continue
  3. Verify the custom message you would like to send and confirm with Request Signature

Additional Information

You can add multiple signers by clicking the Add Recipient button on the left-hand side more than once.  Each click will prompt you to add another signer for the workflow. Also note that each field can be moved, resized, and from the tooltip, you can change the field type as well as the recipient. If you wish to come back to the workflow at a later date, simply click Save Draft to keep this workflow.

Additional resources:

For more resources
Requesting a Signature in Nitro Cloud