Nintex eSign - Nintex Customer Content Portal

<!DOCTYPE html> <html lang="en"> <head>   <script>(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({'gtm.start': new Date().getTime(),event:'gtm.js'});var f=d.getElementsByTagName(s)[0], j=d.createElement(s),dl=l!='dataLayer'?'&l='+l:'';j.async=true;j.src= 'https://www.googletagmanager.com/gtm.js?id='+i+dl;f.parentNode.insertBefore(j,f); })(window,document,'script','dataLayer','GTM-KJM8ZCL');</script>   <link rel="preconnect" href="https://fonts.googleapis.com"> <link rel="preconnect" href="https://fonts.gstatic.com" crossorigin> <link href="https://fonts.googleapis.com/css2?family=Plus+Jakarta+Sans:ital,wght@0,200..800;1,200..800&display=swap" rel="stylesheet">  <script> if (window.location.href.includes("https://community.nintex.com/t/")) { console.log("is old skuid page") window.location.replace("https://community.nintex.com/skuid-89") } </script> <script> if (window.location.href == 'https://community.nintex.com/site/terms') { window.location = "https://www.nintex.com/legal/website-and-community-terms-of-use/" } </script> <meta charset="UTF-8" /> <meta name="viewport" content="width=device-width, initial-scale=1.0" /> <meta name="format-detection" content="telephone=no"> <meta name="HandheldFriendly" content="true" /> <meta http-equiv="X-UA-Compatible" content="ie=edge"><script type="text/javascript">(window.NREUM||(NREUM={})).init={ajax:{deny_list:["bam.nr-data.net"]}};(window.NREUM||(NREUM={})).loader_config={licenseKey:"5364be9000",applicationID:"1018625740"};;/*! For license information please see nr-loader-rum-1.285.0.min.js.LICENSE.txt */ (()=>{var e,t,r={8122:(e,t,r)=>{"use strict";r.d(t,{a:()=>i});var n=r(944);function i(e,t){try{if(!e||"object"!=typeof e)return(0,n.R)(3);if(!t||"object"!=typeof t)return(0,n.R)(4);const r=Object.create(Object.getPrototypeOf(t),Object.getOwnPropertyDescriptors(t)),o=0===Object.keys(r).length?e:r;for(let a in o)if(void 0!==e[a])try{if(null===e[a]){r[a]=null;continue}Array.isArray(e[a])&&Array.isArray(t[a])?r[a]=Array.from(new Set([...e[a],...t[a]])):"object"==typeof e[a]&&"object"==typeof t[a]?r[a]=i(e[a],t[a]):r[a]=e[a]}catch(e){(0,n.R)(1,e)}return r}catch(e){(0,n.R)(2,e)}}},2555:(e,t,r)=>{"use strict";r.d(t,{Vp:()=>c,fn:()=>s,x1:()=>u});var n=r(384),i=r(8122);const o={beacon:n.NT.beacon,errorBeacon:n.NT.errorBeacon,licenseKey:void 0,applicationID:void 0,sa:void 0,queueTime:void 0,applicationTime:void 0,ttGuid:void 0,user:void 0,account:void 0,product:void 0,extra:void 0,jsAttributes:{},userAttributes:void 0,atts:void 0,transactionName:void 0,tNamePlain:void 0},a={};function s(e){try{const t=c(e);return!!t.licenseKey&&!!t.errorBeacon&&!!t.applicationID}catch(e){return!1}}function c(e){if(!e)throw new Error("All info objects require an agent identifier!");if(!a[e])throw new Error("Info for ".concat(e," was never set"));return a[e]}function u(e,t){if(!e)throw new Error("All info objects require an agent identifier!");a[e]=(0,i.a)(t,o);const r=(0,n.nY)(e);r&&(r.info=a[e])}},5217:(e,t,r)=>{"use strict";r.d(t,{D0:()=>m,gD:()=>v,xN:()=>h});r(860).K7.genericEvents;const n="experimental.marks",i="experimental.measures",o="experimental.resources",a=e=>{if(!e||"string"!=typeof e)return!1;try{document.createDocumentFragment().querySelector(e)}catch{return!1}return!0};var s=r(2614),c=r(944),u=r(384),l=r(8122);const d="[data-nr-mask]",f=()=>{const e={feature_flags:[],experimental:{marks:!1,measures:!1,resources:!1},mask_selector:"*",block_selector:"[data-nr-block]",mask_input_options:{color:!1,date:!1,"datetime-local":!1,email:!1,month:!1,number:!1,range:!1,search:!1,tel:!1,text:!1,time:!1,url:!1,week:!1,textarea:!1,select:!1,password:!0}};return{ajax:{deny_list:void 0,block_internal:!0,enabled:!0,autoStart:!0},distributed_tracing:{enabled:void 0,exclude_newrelic_header:void 0,cors_use_newrelic_header:void 0,cors_use_tracecontext_headers:void 0,allowed_origins:void 0},get feature_flags(){return e.feature_flags},set feature_flags(t){e.feature_flags=t},generic_events:{enabled:!0,autoStart:!0},harvest:{interval:30},jserrors:{enabled:!0,autoStart:!0},logging:{enabled:!0,autoStart:!0},metrics:{enabled:!0,autoStart:!0},obfuscate:void 0,page_action:{enabled:!0},page_view_event:{enabled:!0,autoStart:!0},page_view_timing:{enabled:!0,autoStart:!0},performance:{get capture_marks(){return e.feature_flags.includes(n)||e.experimental.marks},set capture_marks(t){e.experimental.marks=t},get capture_measures(){return e.feature_flags.includes(i)||e.experimental.measures},set capture_measures(t){e.experimental.measures=t},capture_detail:!0,resources:{get enabled(){return e.feature_flags.includes(o)||e.experimental.resources},set enabled(t){e.experimental.resources=t},asset_types:[],first_party_domains:[],ignore_newrelic:!0}},privacy:{cookies_enabled:!0},proxy:{assets:void 0,beacon:void 0},session:{expiresMs:s.wk,inactiveMs:s.BB},session_replay:{autoStart:!0,enabled:!1,preload:!1,sampling_rate:10,error_sampling_rate:100,collect_fonts:!1,inline_images:!1,fix_stylesheets:!0,mask_all_inputs:!0,get mask_text_selector(){return e.mask_selector},set mask_text_selector(t){a(t)?e.mask_selector="".concat(t,",").concat(d):""===t||null===t?e.mask_selector=d:(0,c.R)(5,t)},get block_class(){return"nr-block"},get ignore_class(){return"nr-ignore"},get mask_text_class(){return"nr-mask"},get block_selector(){return e.block_selector},set block_selector(t){a(t)?e.block_selector+=",".concat(t):""!==t&&(0,c.R)(6,t)},get mask_input_options(){return e.mask_input_options},set mask_input_options(t){t&&"object"==typeof t?e.mask_input_options={...t,password:!0}:(0,c.R)(7,t)}},session_trace:{enabled:!0,autoStart:!0},soft_navigations:{enabled:!0,autoStart:!0},spa:{enabled:!0,autoStart:!0},ssl:void 0,user_actions:{enabled:!0,elementAttributes:["id","className","tagName","type"]}}},g={},p="All configuration objects require an agent identifier!";function m(e){if(!e)throw new Error(p);if(!g[e])throw new Error("Configuration for ".concat(e," was never set"));return g[e]}function h(e,t){if(!e)throw new Error(p);g[e]=(0,l.a)(t,f());const r=(0,u.nY)(e);r&&(r.init=g[e])}function v(e,t){if(!e)throw new Error(p);var r=m(e);if(r){for(var n=t.split("."),i=0;i<n.length-1;i++)if("object"!=typeof(r=r[n[i]]))return;r=r[n[n.length-1]]}return r}},3371:(e,t,r)=>{"use strict";r.d(t,{V:()=>f,f:()=>d});var n=r(8122),i=r(384),o=r(6154),a=r(9324);let s=0;const c={buildEnv:a.F3,distMethod:a.Xs,version:a.xv,originTime:o.WN},u={customTransaction:void 0,disabled:!1,isolatedBacklog:!1,loaderType:void 0,maxBytes:3e4,onerror:void 0,ptid:void 0,releaseIds:{},appMetadata:{},session:void 0,denyList:void 0,timeKeeper:void 0,obfuscator:void 0,harvester:void 0},l={};function d(e){if(!e)throw new Error("All runtime objects require an agent identifier!");if(!l[e])throw new Error("Runtime for ".concat(e," was never set"));return l[e]}function f(e,t){if(!e)throw new Error("All runtime objects require an agent identifier!");l[e]={...(0,n.a)(t,u),...c},Object.hasOwnProperty.call(l[e],"harvestCount")||Object.defineProperty(l[e],"harvestCount",{get:()=>++s});const r=(0,i.nY)(e);r&&(r.runtime=l[e])}},9324:(e,t,r)=>{"use strict";r.d(t,{F3:()=>i,Xs:()=>o,xv:()=>n});const n="1.285.0",i="PROD",o="CDN"},6154:(e,t,r)=>{"use strict";r.d(t,{OF:()=>c,RI:()=>i,WN:()=>l,bv:()=>o,gm:()=>a,mw:()=>s,sb:()=>u});var n=r(1863);const i="undefined"!=typeof window&&!!window.document,o="undefined"!=typeof WorkerGlobalScope&&("undefined"!=typeof self&&self instanceof WorkerGlobalScope&&self.navigator instanceof WorkerNavigator||"undefined"!=typeof globalThis&&globalThis instanceof WorkerGlobalScope&&globalThis.navigator instanceof WorkerNavigator),a=i?window:"undefined"!=typeof WorkerGlobalScope&&("undefined"!=typeof self&&self instanceof WorkerGlobalScope&&self||"undefined"!=typeof globalThis&&globalThis instanceof WorkerGlobalScope&&globalThis),s=Boolean("hidden"===a?.document?.visibilityState),c=/iPad|iPhone|iPod/.test(a.navigator?.userAgent),u=c&&"undefined"==typeof SharedWorker,l=((()=>{const e=a.navigator?.userAgent?.match(/Firefox[/\s](\d+\.\d+)/);Array.isArray(e)&&e.length>=2&&e[1]})(),Date.now()-(0,n.t)())},3241:(e,t,r)=>{"use strict";r.d(t,{W:()=>o});var n=r(6154);const i="newrelic";function o(e={}){try{n.gm.dispatchEvent(new CustomEvent(i,{detail:e}))}catch(e){}}},1687:(e,t,r)=>{"use strict";r.d(t,{Ak:()=>c,Ze:()=>d,x3:()=>u});var n=r(7836),i=r(3606),o=r(860),a=r(2646);const s={};function c(e,t){const r={staged:!1,priority:o.P3[t]||0};l(e),s[e].get(t)||s[e].set(t,r)}function u(e,t){e&&s[e]&&(s[e].get(t)&&s[e].delete(t),g(e,t,!1),s[e].size&&f(e))}function l(e){if(!e)throw new Error("agentIdentifier required");s[e]||(s[e]=new Map)}function d(e="",t="feature",r=!1){if(l(e),!e||!s[e].get(t)||r)return g(e,t);s[e].get(t).staged=!0,f(e)}function f(e){const t=Array.from(s[e]);t.every((([e,t])=>t.staged))&&(t.sort(((e,t)=>e[1].priority-t[1].priority)),t.forEach((([t])=>{s[e].delete(t),g(e,t)})))}function g(e,t,r=!0){const o=e?n.ee.get(e):n.ee,s=i.i.handlers;if(!o.aborted&&o.backlog&&s){if(r){const e=o.backlog[t],r=s[t];if(r){for(let t=0;e&&t<e.length;++t)p(e[t],r);Object.entries(r).forEach((([e,t])=>{Object.values(t||{}).forEach((t=>{t[0]?.on&&t[0]?.context()instanceof a.y&&t[0].on(e,t[1])}))}))}}o.isolatedBacklog||delete s[t],o.backlog[t]=null,o.emit("drain-"+t,[])}}function p(e,t){var r=e[1];Object.values(t[r]||{}).forEach((t=>{var r=e[0];if(t[0]===r){var n=t[1],i=e[3],o=e[2];n.apply(i,o)}}))}},7836:(e,t,r)=>{"use strict";r.d(t,{P:()=>c,ee:()=>u});var n=r(384),i=r(8990),o=r(3371),a=r(2646),s=r(5607);const c="nr@context:".concat(s.W),u=function e(t,r){var n={},s={},l={},d=!1;try{d=16===r.length&&(0,o.f)(r).isolatedBacklog}catch(e){}var f={on:p,addEventListener:p,removeEventListener:function(e,t){var r=n[e];if(!r)return;for(var i=0;i<r.length;i++)r[i]===t&&r.splice(i,1)},emit:function(e,r,n,i,o){!1!==o&&(o=!0);if(u.aborted&&!i)return;t&&o&&t.emit(e,r,n);for(var a=g(n),c=m(e),l=c.length,d=0;d<l;d++)c[d].apply(a,r);var p=v()[s[e]];p&&p.push([f,e,r,a]);return a},get:h,listeners:m,context:g,buffer:function(e,t){const r=v();if(t=t||"feature",f.aborted)return;Object.entries(e||{}).forEach((([e,n])=>{s[n]=t,t in r||(r[t]=[])}))},abort:function(){f._aborted=!0,Object.keys(f.backlog).forEach((e=>{delete f.backlog[e]}))},isBuffering:function(e){return!!v()[s[e]]},debugId:r,backlog:d?{}:t&&"object"==typeof t.backlog?t.backlog:{},isolatedBacklog:d};return Object.defineProperty(f,"aborted",{get:()=>{let e=f._aborted||!1;return e||(t&&(e=t.aborted),e)}}),f;function g(e){return e&&e instanceof a.y?e:e?(0,i.I)(e,c,(()=>new a.y(c))):new a.y(c)}function p(e,t){n[e]=m(e).concat(t)}function m(e){return n[e]||[]}function h(t){return l[t]=l[t]||e(f,t)}function v(){return f.backlog}}(void 0,"globalEE"),l=(0,n.Zm)();l.ee||(l.ee=u)},2646:(e,t,r)=>{"use strict";r.d(t,{y:()=>n});class n{constructor(e){this.contextId=e}}},9908:(e,t,r)=>{"use strict";r.d(t,{d:()=>n,p:()=>i});var n=r(7836).ee.get("handle");function i(e,t,r,i,o){o?(o.buffer([e],i),o.emit(e,t,r)):(n.buffer([e],i),n.emit(e,t,r))}},3606:(e,t,r)=>{"use strict";r.d(t,{i:()=>o});var n=r(9908);o.on=a;var i=o.handlers={};function o(e,t,r,o){a(o||n.d,i,e,t,r)}function a(e,t,r,i,o){o||(o="feature"),e||(e=n.d);var a=t[o]=t[o]||{};(a[r]=a[r]||[]).push([e,i])}},3878:(e,t,r)=>{"use strict";function n(e,t){return{capture:e,passive:!1,signal:t}}function i(e,t,r=!1,i){window.addEventListener(e,t,n(r,i))}function o(e,t,r=!1,i){document.addEventListener(e,t,n(r,i))}r.d(t,{DD:()=>o,jT:()=>n,sp:()=>i})},5607:(e,t,r)=>{"use strict";r.d(t,{W:()=>n});const n=(0,r(9566).bz)()},9566:(e,t,r)=>{"use strict";r.d(t,{LA:()=>s,bz:()=>a});var n=r(6154);const i="xxxxxxxx-xxxx-4xxx-yxxx-xxxxxxxxxxxx";function o(e,t){return e?15&e[t]:16*Math.random()|0}function a(){const e=n.gm?.crypto||n.gm?.msCrypto;let t,r=0;return e&&e.getRandomValues&&(t=e.getRandomValues(new Uint8Array(30))),i.split("").map((e=>"x"===e?o(t,r++).toString(16):"y"===e?(3&o()|8).toString(16):e)).join("")}function s(e){const t=n.gm?.crypto||n.gm?.msCrypto;let r,i=0;t&&t.getRandomValues&&(r=t.getRandomValues(new Uint8Array(e)));const a=[];for(var s=0;s<e;s++)a.push(o(r,i++).toString(16));return a.join("")}},2614:(e,t,r)=>{"use strict";r.d(t,{BB:()=>a,H3:()=>n,g:()=>u,iL:()=>c,tS:()=>s,uh:()=>i,wk:()=>o});const n="NRBA",i="SESSION",o=144e5,a=18e5,s={STARTED:"session-started",PAUSE:"session-pause",RESET:"session-reset",RESUME:"session-resume",UPDATE:"session-update"},c={SAME_TAB:"same-tab",CROSS_TAB:"cross-tab"},u={OFF:0,FULL:1,ERROR:2}},1863:(e,t,r)=>{"use strict";function n(){return Math.floor(performance.now())}r.d(t,{t:()=>n})},944:(e,t,r)=>{"use strict";function n(e,t){"function"==typeof console.debug&&console.debug("New Relic Warning: https://github.com/newrelic/newrelic-browser-agent/blob/main/docs/warning-codes.md#".concat(e),t)}r.d(t,{R:()=>n})},5701:(e,t,r)=>{"use strict";r.d(t,{B:()=>a,t:()=>s});var n=r(7836),i=r(3241);const o=new Set,a={};function s(e,t){const r=n.ee.get(t);a[t]??={},e&&"object"==typeof e&&(o.has(t)||(r.emit("rumresp",[e]),a[t]=e,o.add(t),(0,i.W)({agentIdentifier:t,loaded:!0,type:"lifecycle",name:"load",feature:void 0,data:e})))}},8990:(e,t,r)=>{"use strict";r.d(t,{I:()=>i});var n=Object.prototype.hasOwnProperty;function i(e,t,r){if(n.call(e,t))return e[t];var i=r();if(Object.defineProperty&&Object.keys)try{return Object.defineProperty(e,t,{value:i,writable:!0,enumerable:!1}),i}catch(e){}return e[t]=i,i}},6389:(e,t,r)=>{"use strict";function n(e,t=500,r={}){const n=r?.leading||!1;let i;return(...r)=>{n&&void 0===i&&(e.apply(this,r),i=setTimeout((()=>{i=clearTimeout(i)}),t)),n||(clearTimeout(i),i=setTimeout((()=>{e.apply(this,r)}),t))}}function i(e){let t=!1;return(...r)=>{t||(t=!0,e.apply(this,r))}}r.d(t,{J:()=>i,s:()=>n})},5289:(e,t,r)=>{"use strict";r.d(t,{GG:()=>o,sB:()=>a});var n=r(3878);function i(){return"undefined"==typeof document||"complete"===document.readyState}function o(e,t){if(i())return e();(0,n.sp)("load",e,t)}function a(e){if(i())return e();(0,n.DD)("DOMContentLoaded",e)}},384:(e,t,r)=>{"use strict";r.d(t,{NT:()=>o,US:()=>l,Zm:()=>a,bQ:()=>c,dV:()=>s,nY:()=>u,pV:()=>d});var n=r(6154),i=r(1863);const o={beacon:"bam.nr-data.net",errorBeacon:"bam.nr-data.net"};function a(){return n.gm.NREUM||(n.gm.NREUM={}),void 0===n.gm.newrelic&&(n.gm.newrelic=n.gm.NREUM),n.gm.NREUM}function s(){let e=a();return e.o||(e.o={ST:n.gm.setTimeout,SI:n.gm.setImmediate,CT:n.gm.clearTimeout,XHR:n.gm.XMLHttpRequest,REQ:n.gm.Request,EV:n.gm.Event,PR:n.gm.Promise,MO:n.gm.MutationObserver,FETCH:n.gm.fetch,WS:n.gm.WebSocket}),e}function c(e,t){let r=a();r.initializedAgents??={},t.initializedAt={ms:(0,i.t)(),date:new Date},r.initializedAgents[e]=t}function u(e){let t=a();return t.initializedAgents?.[e]}function l(e,t){a()[e]=t}function d(){return function(){let e=a();const t=e.info||{};e.info={beacon:o.beacon,errorBeacon:o.errorBeacon,...t}}(),function(){let e=a();const t=e.init||{};e.init={...t}}(),s(),function(){let e=a();const t=e.loader_config||{};e.loader_config={...t}}(),a()}},2843:(e,t,r)=>{"use strict";r.d(t,{u:()=>i});var n=r(3878);function i(e,t=!1,r,i){(0,n.DD)("visibilitychange",(function(){if(t)return void("hidden"===document.visibilityState&&e());e(document.visibilityState)}),r,i)}},3434:(e,t,r)=>{"use strict";r.d(t,{Jt:()=>o,YM:()=>c});var n=r(7836),i=r(5607);const o="nr@original:".concat(i.W);var a=Object.prototype.hasOwnProperty,s=!1;function c(e,t){return e||(e=n.ee),r.inPlace=function(e,t,n,i,o){n||(n="");const a="-"===n.charAt(0);for(let s=0;s<t.length;s++){const c=t[s],u=e[c];l(u)||(e[c]=r(u,a?c+n:n,i,c,o))}},r.flag=o,r;function r(t,r,n,s,c){return l(t)?t:(r||(r=""),nrWrapper[o]=t,function(e,t,r){if(Object.defineProperty&&Object.keys)try{return Object.keys(e).forEach((function(r){Object.defineProperty(t,r,{get:function(){return e[r]},set:function(t){return e[r]=t,t}})})),t}catch(e){u([e],r)}for(var n in e)a.call(e,n)&&(t[n]=e[n])}(t,nrWrapper,e),nrWrapper);function nrWrapper(){var o,a,l,d;try{a=this,o=[...arguments],l="function"==typeof n?n(o,a):n||{}}catch(t){u([t,"",[o,a,s],l],e)}i(r+"start",[o,a,s],l,c);try{return d=t.apply(a,o)}catch(e){throw i(r+"err",[o,a,e],l,c),e}finally{i(r+"end",[o,a,d],l,c)}}}function i(r,n,i,o){if(!s||t){var a=s;s=!0;try{e.emit(r,n,i,t,o)}catch(t){u([t,r,n,i],e)}s=a}}}function u(e,t){t||(t=n.ee);try{t.emit("internal-error",e)}catch(e){}}function l(e){return!(e&&"function"==typeof e&&e.apply&&!e[o])}},993:(e,t,r)=>{"use strict";r.d(t,{A$:()=>o,ET:()=>a,p_:()=>i});var n=r(860);const i={ERROR:"ERROR",WARN:"WARN",INFO:"INFO",DEBUG:"DEBUG",TRACE:"TRACE"},o={OFF:0,ERROR:1,WARN:2,INFO:3,DEBUG:4,TRACE:5},a="log";n.K7.logging},8154:(e,t,r)=>{"use strict";r.d(t,{z_:()=>o,XG:()=>s,TZ:()=>n,rs:()=>i,xV:()=>a});r(6154),r(9566),r(384);const n=r(860).K7.metrics,i="sm",o="cm",a="storeSupportabilityMetrics",s="storeEventMetrics"},6630:(e,t,r)=>{"use strict";r.d(t,{T:()=>n});const n=r(860).K7.pageViewEvent},782:(e,t,r)=>{"use strict";r.d(t,{T:()=>n});const n=r(860).K7.pageViewTiming},6344:(e,t,r)=>{"use strict";r.d(t,{G4:()=>i});var n=r(2614);r(860).K7.sessionReplay;const i={RECORD:"recordReplay",PAUSE:"pauseReplay",REPLAY_RUNNING:"replayRunning",ERROR_DURING_REPLAY:"errorDuringReplay"};n.g.ERROR,n.g.FULL,n.g.OFF},4234:(e,t,r)=>{"use strict";r.d(t,{W:()=>o});var n=r(7836),i=r(1687);class o{constructor(e,t){this.agentIdentifier=e,this.ee=n.ee.get(e),this.featureName=t,this.blocked=!1}deregisterDrain(){(0,i.x3)(this.agentIdentifier,this.featureName)}}},7603:(e,t,r)=>{"use strict";r.d(t,{j:()=>V});var n=r(860),i=r(2555),o=r(3371),a=r(9908),s=r(7836),c=r(1687),u=r(5289),l=r(6154),d=r(944),f=r(8154),g=r(384),p=r(6344);const m=["setErrorHandler","finished","addToTrace","addRelease","recordCustomEvent","addPageAction","setCurrentRouteName","setPageViewName","setCustomAttribute","interaction","noticeError","setUserId","setApplicationVersion","start",p.G4.RECORD,p.G4.PAUSE,"log","wrapLogger"],h=["setErrorHandler","finished","addToTrace","addRelease"];var v=r(1863),b=r(2614),y=r(993);var w=r(2646),R=r(3434);const A=new Map;function E(e,t,r,n){if("object"!=typeof t||!t||"string"!=typeof r||!r||"function"!=typeof t[r])return(0,d.R)(29);const i=function(e){return(e||s.ee).get("logger")}(e),o=(0,R.YM)(i),a=new w.y(s.P);a.level=n.level,a.customAttributes=n.customAttributes;const c=t[r]?.[R.Jt]||t[r];return A.set(c,a),o.inPlace(t,[r],"wrap-logger-",(()=>A.get(c))),i}var _=r(3241),x=r(5701);function N(){const e=(0,g.pV)();m.forEach((t=>{e[t]=(...r)=>function(t,...r){let n=[];return Object.values(e.initializedAgents).forEach((e=>{e&&e.api?e.exposed&&e.api[t]&&n.push(e.api[t](...r)):(0,d.R)(38,t)})),n.length>1?n:n[0]}(t,...r)}))}const k={};function I(e,t,g=!1){t||(0,c.Ak)(e,"api");const m={};var w=s.ee.get(e),R=w.get("tracer");k[e]=b.g.OFF,w.on(p.G4.REPLAY_RUNNING,(t=>{k[e]=t}));var A="api-",N=A+"ixn-";function I(t,r,n,o){const a=(0,i.Vp)(e);return null===r?delete a.jsAttributes[t]:(0,i.x1)(e,{...a,jsAttributes:{...a.jsAttributes,[t]:r}}),S(A,n,!0,o||null===r?"session":void 0)(t,r)}function T(){}m.log=function(e,{customAttributes:t={},level:r=y.p_.INFO}={}){(0,a.p)(f.xV,["API/log/called"],void 0,n.K7.metrics,w),function(e,t,r={},i=y.p_.INFO){(0,a.p)(f.xV,["API/logging/".concat(i.toLowerCase(),"/called")],void 0,n.K7.metrics,e),(0,a.p)(y.ET,[(0,v.t)(),t,r,i],void 0,n.K7.logging,e)}(w,e,t,r)},m.wrapLogger=(e,t,{customAttributes:r={},level:i=y.p_.INFO}={})=>{(0,a.p)(f.xV,["API/wrapLogger/called"],void 0,n.K7.metrics,w),E(w,e,t,{customAttributes:r,level:i})},h.forEach((e=>{m[e]=S(A,e,!0,"api")})),m.addPageAction=S(A,"addPageAction",!0,n.K7.genericEvents),m.recordCustomEvent=S(A,"recordCustomEvent",!0,n.K7.genericEvents),m.setPageViewName=function(t,r){if("string"==typeof t)return"/"!==t.charAt(0)&&(t="/"+t),(0,o.f)(e).customTransaction=(r||"http://custom.transaction")+t,S(A,"setPageViewName",!0)()},m.setCustomAttribute=function(e,t,r=!1){if("string"==typeof e){if(["string","number","boolean"].includes(typeof t)||null===t)return I(e,t,"setCustomAttribute",r);(0,d.R)(40,typeof t)}else(0,d.R)(39,typeof e)},m.setUserId=function(e){if("string"==typeof e||null===e)return I("enduser.id",e,"setUserId",!0);(0,d.R)(41,typeof e)},m.setApplicationVersion=function(e){if("string"==typeof e||null===e)return I("application.version",e,"setApplicationVersion",!1);(0,d.R)(42,typeof e)},m.start=()=>{try{(0,a.p)(f.xV,["API/start/called"],void 0,n.K7.metrics,w),w.emit("manual-start-all")}catch(e){(0,d.R)(23,e)}},m[p.G4.RECORD]=function(){(0,a.p)(f.xV,["API/recordReplay/called"],void 0,n.K7.metrics,w),(0,a.p)(p.G4.RECORD,[],void 0,n.K7.sessionReplay,w)},m[p.G4.PAUSE]=function(){(0,a.p)(f.xV,["API/pauseReplay/called"],void 0,n.K7.metrics,w),(0,a.p)(p.G4.PAUSE,[],void 0,n.K7.sessionReplay,w)},m.interaction=function(e){return(new T).get("object"==typeof e?e:{})};const j=T.prototype={createTracer:function(e,t){var r={},i=this,o="function"==typeof t;return(0,a.p)(f.xV,["API/createTracer/called"],void 0,n.K7.metrics,w),g||(0,a.p)(N+"tracer",[(0,v.t)(),e,r],i,n.K7.spa,w),function(){if(R.emit((o?"":"no-")+"fn-start",[(0,v.t)(),i,o],r),o)try{return t.apply(this,arguments)}catch(e){const t="string"==typeof e?new Error(e):e;throw R.emit("fn-err",[arguments,this,t],r),t}finally{R.emit("fn-end",[(0,v.t)()],r)}}}};function S(t,r,i,o){return function(){return(0,a.p)(f.xV,["API/"+r+"/called"],void 0,n.K7.metrics,w),(0,_.W)({agentIdentifier:e,loaded:!!x.B?.[e],type:"data",name:"api",feature:t+r,data:{notSpa:i,bufferGroup:o}}),o&&(0,a.p)(t+r,[i?(0,v.t)():performance.now(),...arguments],i?null:this,o,w),i?void 0:this}}function O(){r.e(296).then(r.bind(r,8778)).then((({setAPI:t})=>{t(e),(0,c.Ze)(e,"api")})).catch((e=>{(0,d.R)(27,e),w.abort()}))}return["actionText","setName","setAttribute","save","ignore","onEnd","getContext","end","get"].forEach((e=>{j[e]=S(N,e,void 0,g?n.K7.softNav:n.K7.spa)})),m.setCurrentRouteName=g?S(N,"routeName",void 0,n.K7.softNav):S(A,"routeName",!0,n.K7.spa),m.noticeError=function(t,r){"string"==typeof t&&(t=new Error(t)),(0,a.p)(f.xV,["API/noticeError/called"],void 0,n.K7.metrics,w),(0,a.p)("err",[t,(0,v.t)(),!1,r,!!k[e]],void 0,n.K7.jserrors,w)},l.RI?(0,u.GG)((()=>O()),!0):O(),m}var T=r(5217),j=r(8122);const S={accountID:void 0,trustKey:void 0,agentID:void 0,licenseKey:void 0,applicationID:void 0,xpid:void 0},O={};const P=e=>{const t=e.startsWith("http");e+="/",r.p=t?e:"https://"+e};let K=!1;function V(e,t={},r,n){let{init:a,info:c,loader_config:u,runtime:d={},exposed:f=!0}=t;d.loaderType=r;const p=(0,g.pV)();c||(a=p.init,c=p.info,u=p.loader_config),(0,T.xN)(e.agentIdentifier,a||{}),function(e,t){if(!e)throw new Error("All loader-config objects require an agent identifier!");O[e]=(0,j.a)(t,S);const r=(0,g.nY)(e);r&&(r.loader_config=O[e])}(e.agentIdentifier,u||{}),c.jsAttributes??={},l.bv&&(c.jsAttributes.isWorker=!0),(0,i.x1)(e.agentIdentifier,c);const m=(0,T.D0)(e.agentIdentifier),h=[c.beacon,c.errorBeacon];K||(m.proxy.assets&&(P(m.proxy.assets),h.push(m.proxy.assets)),m.proxy.beacon&&h.push(m.proxy.beacon),N(),(0,g.US)("activatedFeatures",x.B),e.runSoftNavOverSpa&&=!0===m.soft_navigations.enabled&&m.feature_flags.includes("soft_nav")),d.denyList=[...m.ajax.deny_list||[],...m.ajax.block_internal?h:[]],d.ptid=e.agentIdentifier,(0,o.V)(e.agentIdentifier,d),e.ee=s.ee.get(e.agentIdentifier),void 0===e.api&&(e.api=I(e.agentIdentifier,n,e.runSoftNavOverSpa)),void 0===e.exposed&&(e.exposed=f),K||(0,_.W)({agentIdentifier:e.agentIdentifier,loaded:!!x.B?.[e.agentIdentifier],type:"lifecycle",name:"initialize",feature:void 0,data:{init:m,info:c,loader_config:u,runtime:d}}),K=!0}},8374:(e,t,r)=>{r.nc=(()=>{try{return document?.currentScript?.nonce}catch(e){}return""})()},860:(e,t,r)=>{"use strict";r.d(t,{$J:()=>l,K7:()=>c,P3:()=>u,XX:()=>i,Yy:()=>s,df:()=>o,qY:()=>n,v4:()=>a});const n="events",i="jserrors",o="browser/blobs",a="rum",s="browser/logs",c={ajax:"ajax",genericEvents:"generic_events",jserrors:i,logging:"logging",metrics:"metrics",pageAction:"page_action",pageViewEvent:"page_view_event",pageViewTiming:"page_view_timing",sessionReplay:"session_replay",sessionTrace:"session_trace",softNav:"soft_navigations",spa:"spa"},u={[c.pageViewEvent]:1,[c.pageViewTiming]:2,[c.metrics]:3,[c.jserrors]:4,[c.spa]:5,[c.ajax]:6,[c.sessionTrace]:7,[c.softNav]:8,[c.sessionReplay]:9,[c.logging]:10,[c.genericEvents]:11},l={[c.pageViewEvent]:a,[c.pageViewTiming]:n,[c.ajax]:n,[c.spa]:n,[c.softNav]:n,[c.metrics]:i,[c.jserrors]:i,[c.sessionTrace]:o,[c.sessionReplay]:o,[c.logging]:s,[c.genericEvents]:"ins"}}},n={};function i(e){var t=n[e];if(void 0!==t)return t.exports;var o=n[e]={exports:{}};return r[e](o,o.exports,i),o.exports}i.m=r,i.d=(e,t)=>{for(var r in t)i.o(t,r)&&!i.o(e,r)&&Object.defineProperty(e,r,{enumerable:!0,get:t[r]})},i.f={},i.e=e=>Promise.all(Object.keys(i.f).reduce(((t,r)=>(i.f[r](e,t),t)),[])),i.u=e=>"nr-rum-1.285.0.min.js",i.o=(e,t)=>Object.prototype.hasOwnProperty.call(e,t),e={},t="NRBA-1.285.0.PROD:",i.l=(r,n,o,a)=>{if(e[r])e[r].push(n);else{var s,c;if(void 0!==o)for(var u=document.getElementsByTagName("script"),l=0;l<u.length;l++){var d=u[l];if(d.getAttribute("src")==r||d.getAttribute("data-webpack")==t+o){s=d;break}}if(!s){c=!0;var f={296:"sha512-Aa+vt/G+VUnXF5imJD27xfBbG00pJRbxEVq24dgn/KfPYsDLKETEMkS7ezrIti3e/7t6va9a0PBrFlxSB0FCeA=="};(s=document.createElement("script")).charset="utf-8",s.timeout=120,i.nc&&s.setAttribute("nonce",i.nc),s.setAttribute("data-webpack",t+o),s.src=r,0!==s.src.indexOf(window.location.origin+"/")&&(s.crossOrigin="anonymous"),f[a]&&(s.integrity=f[a])}e[r]=[n];var g=(t,n)=>{s.onerror=s.onload=null,clearTimeout(p);var i=e[r];if(delete e[r],s.parentNode&&s.parentNode.removeChild(s),i&&i.forEach((e=>e(n))),t)return t(n)},p=setTimeout(g.bind(null,void 0,{type:"timeout",target:s}),12e4);s.onerror=g.bind(null,s.onerror),s.onload=g.bind(null,s.onload),c&&document.head.appendChild(s)}},i.r=e=>{"undefined"!=typeof Symbol&&Symbol.toStringTag&&Object.defineProperty(e,Symbol.toStringTag,{value:"Module"}),Object.defineProperty(e,"__esModule",{value:!0})},i.p="https://js-agent.newrelic.com/",(()=>{var e={374:0,840:0};i.f.j=(t,r)=>{var n=i.o(e,t)?e[t]:void 0;if(0!==n)if(n)r.push(n[2]);else{var o=new Promise(((r,i)=>n=e[t]=[r,i]));r.push(n[2]=o);var a=i.p+i.u(t),s=new Error;i.l(a,(r=>{if(i.o(e,t)&&(0!==(n=e[t])&&(e[t]=void 0),n)){var o=r&&("load"===r.type?"missing":r.type),a=r&&r.target&&r.target.src;s.message="Loading chunk "+t+" failed.\n("+o+": "+a+")",s.name="ChunkLoadError",s.type=o,s.request=a,n[1](s)}}),"chunk-"+t,t)}};var t=(t,r)=>{var n,o,[a,s,c]=r,u=0;if(a.some((t=>0!==e[t]))){for(n in s)i.o(s,n)&&(i.m[n]=s[n]);if(c)c(i)}for(t&&t(r);u<a.length;u++)o=a[u],i.o(e,o)&&e[o]&&e[o][0](),e[o]=0},r=self["webpackChunk:NRBA-1.285.0.PROD"]=self["webpackChunk:NRBA-1.285.0.PROD"]||[];r.forEach(t.bind(null,0)),r.push=t.bind(null,r.push.bind(r))})(),(()=>{"use strict";i(8374);var e=i(944),t=i(6344),r=i(9566);class n{agentIdentifier;constructor(){this.agentIdentifier=(0,r.LA)(16)}#e(t,...r){if("function"==typeof this.api?.[t])return this.api[t](...r);(0,e.R)(35,t)}addPageAction(e,t){return this.#e("addPageAction",e,t)}recordCustomEvent(e,t){return this.#e("recordCustomEvent",e,t)}setPageViewName(e,t){return this.#e("setPageViewName",e,t)}setCustomAttribute(e,t,r){return this.#e("setCustomAttribute",e,t,r)}noticeError(e,t){return this.#e("noticeError",e,t)}setUserId(e){return this.#e("setUserId",e)}setApplicationVersion(e){return this.#e("setApplicationVersion",e)}setErrorHandler(e){return this.#e("setErrorHandler",e)}addRelease(e,t){return this.#e("addRelease",e,t)}log(e,t){return this.#e("log",e,t)}}class o extends n{#e(t,...r){if("function"==typeof this.api?.[t])return this.api[t](...r);(0,e.R)(35,t)}start(){return this.#e("start")}finished(e){return this.#e("finished",e)}recordReplay(){return this.#e(t.G4.RECORD)}pauseReplay(){return this.#e(t.G4.PAUSE)}addToTrace(e){return this.#e("addToTrace",e)}setCurrentRouteName(e){return this.#e("setCurrentRouteName",e)}interaction(){return this.#e("interaction")}wrapLogger(e,t,r){return this.#e("wrapLogger",e,t,r)}}var a=i(860),s=i(5217);const c=Object.values(a.K7);function u(e){const t={};return c.forEach((r=>{t[r]=function(e,t){return!0===(0,s.gD)(t,"".concat(e,".enabled"))}(r,e)})),t}var l=i(7603);var d=i(1687),f=i(4234),g=i(5289),p=i(6154),m=i(384);const h=e=>p.RI&&!0===(0,s.gD)(e,"privacy.cookies_enabled");function v(e){return!!(0,m.dV)().o.MO&&h(e)&&!0===(0,s.gD)(e,"session_trace.enabled")}var b=i(6389);class y extends f.W{constructor(e,t,r=!0){super(e.agentIdentifier,t),this.auto=r,this.abortHandler=void 0,this.featAggregate=void 0,this.onAggregateImported=void 0,!1===e.init[this.featureName].autoStart&&(this.auto=!1),this.auto?(0,d.Ak)(e.agentIdentifier,t):this.ee.on("manual-start-all",(0,b.J)((()=>{(0,d.Ak)(e.agentIdentifier,this.featureName),this.auto=!0,this.importAggregator(e)})))}importAggregator(t,r={}){if(this.featAggregate||!this.auto)return;let n;this.onAggregateImported=new Promise((e=>{n=e}));const o=async()=>{let o;try{if(h(this.agentIdentifier)){const{setupAgentSession:e}=await i.e(296).then(i.bind(i,3861));o=e(t)}}catch(t){(0,e.R)(20,t),this.ee.emit("internal-error",[t]),this.featureName===a.K7.sessionReplay&&this.abortHandler?.()}try{if(!this.#t(this.featureName,o))return(0,d.Ze)(this.agentIdentifier,this.featureName),void n(!1);const{lazyFeatureLoader:e}=await i.e(296).then(i.bind(i,6103)),{Aggregate:a}=await e(this.featureName,"aggregate");this.featAggregate=new a(t,r),t.runtime.harvester.initializedAggregates.push(this.featAggregate),n(!0)}catch(t){(0,e.R)(34,t),this.abortHandler?.(),(0,d.Ze)(this.agentIdentifier,this.featureName,!0),n(!1),this.ee&&this.ee.abort()}};p.RI?(0,g.GG)((()=>o()),!0):o()}#t(e,t){switch(e){case a.K7.sessionReplay:return v(this.agentIdentifier)&&!!t;case a.K7.sessionTrace:return!!t;default:return!0}}}var w=i(6630);class R extends y{static featureName=w.T;constructor(e,t=!0){super(e,w.T,t),this.importAggregator(e)}}var A=i(9908),E=i(2843),_=i(3878),x=i(782),N=i(1863);class k extends y{static featureName=x.T;constructor(e,t=!0){super(e,x.T,t),p.RI&&((0,E.u)((()=>(0,A.p)("docHidden",[(0,N.t)()],void 0,x.T,this.ee)),!0),(0,_.sp)("pagehide",(()=>(0,A.p)("winPagehide",[(0,N.t)()],void 0,x.T,this.ee))),this.importAggregator(e))}}var I=i(8154);class T extends y{static featureName=I.TZ;constructor(e,t=!0){super(e,I.TZ,t),p.RI&&document.addEventListener("securitypolicyviolation",(e=>{(0,A.p)(I.xV,["Generic/CSPViolation/Detected"],void 0,this.featureName,this.ee)})),this.importAggregator(e)}}new class extends o{constructor(t){super(),p.gm?(this.features={},(0,m.bQ)(this.agentIdentifier,this),this.desiredFeatures=new Set(t.features||[]),this.desiredFeatures.add(R),this.runSoftNavOverSpa=[...this.desiredFeatures].some((e=>e.featureName===a.K7.softNav)),(0,l.j)(this,t,t.loaderType||"agent"),this.run()):(0,e.R)(21)}get config(){return{info:this.info,init:this.init,loader_config:this.loader_config,runtime:this.runtime}}run(){try{const t=u(this.agentIdentifier),r=[...this.desiredFeatures];r.sort(((e,t)=>a.P3[e.featureName]-a.P3[t.featureName])),r.forEach((r=>{if(!t[r.featureName]&&r.featureName!==a.K7.pageViewEvent)return;if(this.runSoftNavOverSpa&&r.featureName===a.K7.spa)return;if(!this.runSoftNavOverSpa&&r.featureName===a.K7.softNav)return;const n=function(e){switch(e){case a.K7.ajax:return[a.K7.jserrors];case a.K7.sessionTrace:return[a.K7.ajax,a.K7.pageViewEvent];case a.K7.sessionReplay:return[a.K7.sessionTrace];case a.K7.pageViewTiming:return[a.K7.pageViewEvent];default:return[]}}(r.featureName).filter((e=>!(e in this.features)));n.length>0&&(0,e.R)(36,{targetFeature:r.featureName,missingDependencies:n}),this.features[r.featureName]=new r(this)}))}catch(t){(0,e.R)(22,t);for(const e in this.features)this.features[e].abortHandler?.();const r=(0,m.Zm)();delete r.initializedAgents[this.agentIdentifier]?.api,delete r.initializedAgents[this.agentIdentifier]?.features,delete this.sharedAggregator;return r.ee.get(this.agentIdentifier).abort(),!1}}}({features:[R,k,T],loaderType:"lite"})})()})();</script> <link rel="shortcut icon" type="image/png" href="https://uploads-us-west-2.insided.com/nintex-us/attachment/f10f0acd-901b-4720-a89b-cdbb5bb36929.png" /> <title>Nintex eSign - Nintex Customer Content Portal | Community</title> <meta name="description" content="Access resources, guides, and best practices for implementing and optimizing electronic signature workflows with Nintex eSign to streamline document sig..."> <meta property="og:title" content="Nintex eSign - Nintex Customer Content Portal | Community"/> <meta property="og:type" content="website" /> <meta property="og:url" content="https://community.nintex.com/p/eSign"/> <meta property="og:description" content="Access resources, guides, and best practices for implementing and optimizing electronic signature workflows with Nintex eSign to streamline document signing and approval processes." /> <meta property="og:image" content="https://uploads-us-west-2.insided.com/nintex-us/attachment/1471ad0f-3c98-498e-a46c-0128a67baf27.png"/> <meta property="og:image:secure_url" content="https://uploads-us-west-2.insided.com/nintex-us/attachment/1471ad0f-3c98-498e-a46c-0128a67baf27.png"/> <link rel="canonical" href="https://community.nintex.com/p/eSign" /> <style id="css-variables">@font-face{ font-family:Roboto; src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bold/Roboto-Bold-webfont.eot); src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bold/Roboto-Bold-webfont.eot#iefix) format("embedded-opentype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bold/Roboto-Bold-webfont.woff) format("woff"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bold/Roboto-Bold-webfont.ttf) format("truetype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bold/Roboto-Bold-webfont.svg#2dumbregular) format("svg"); font-style:normal; font-weight:700 } @font-face{ font-family:Roboto; src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bolditalic/Roboto-BoldItalic-webfont.eot); src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bolditalic/Roboto-BoldItalic-webfont.eot#iefix) format("embedded-opentype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bolditalic/Roboto-BoldItalic-webfont.woff) format("woff"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bolditalic/Roboto-BoldItalic-webfont.ttf) format("truetype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bolditalic/Roboto-BoldItalic-webfont.svg#2dumbregular) format("svg"); font-style:italic; font-weight:700 } @font-face{ font-family:Roboto; src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/fonts/roboto/italic/Roboto-Italic-webfont.eot); src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/fonts/roboto/italic/Roboto-Italic-webfont.eot#iefix) format("embedded-opentype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/fonts/roboto/italic/Roboto-Italic-webfont.woff) format("woff"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/fonts/roboto/italic/Roboto-Italic-webfont.ttf) format("truetype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/fonts/roboto/italic/Roboto-Italic-webfont.svg#2dumbregular) format("svg"); font-style:italic; font-weight:normal } @font-face{ font-family:Roboto; src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/light/Roboto-Light-webfont.eot); src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/light/Roboto-Light-webfont.eot#iefix) format("embedded-opentype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/light/Roboto-Light-webfont.woff) format("woff"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/light/Roboto-Light-webfont.ttf) format("truetype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/light/Roboto-Light-webfont.svg#2dumbregular) format("svg"); font-style:normal; font-weight:300 } @font-face{ font-family:Roboto; src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/medium/Roboto-Medium-webfont.eot); src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/medium/Roboto-Medium-webfont.eot#iefix) format("embedded-opentype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/medium/Roboto-Medium-webfont.woff) format("woff"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/medium/Roboto-Medium-webfont.ttf) format("truetype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/medium/Roboto-Medium-webfont.svg#2dumbregular) format("svg"); font-style:normal; font-weight:500 } @font-face{ font-family:Roboto; src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/mediumitalic/Roboto-MediumItalic-webfont.eot); src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/mediumitalic/Roboto-MediumItalic-webfont.eot#iefix) format("embedded-opentype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/mediumitalic/Roboto-MediumItalic-webfont.woff) format("woff"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/mediumitalic/Roboto-MediumItalic-webfont.ttf) format("truetype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/mediumitalic/Roboto-MediumItalic-webfont.svg#2dumbregular) format("svg"); font-style:italic; font-weight:500 } @font-face{ font-family:Roboto; src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/regular/Roboto-Regular-webfont.eot); src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/regular/Roboto-Regular-webfont.eot#iefix) format("embedded-opentype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/regular/Roboto-Regular-webfont.woff) format("woff"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/regular/Roboto-Regular-webfont.ttf) format("truetype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/regular/Roboto-Regular-webfont.svg#2dumbregular) format("svg"); font-style:normal; font-weight:normal } html {--borderradius-base: 4px;--config--main-border-base-color: #b3b3b3ff;--config--main-button-base-font-color: #1a1a1a;--config--main-button-base-font-family: 'Plus Jakarta Sans', Arial, sans-serif;--config--main-button-base-font-weight: 700;--config--main-button-base-radius: 3px;--config--main-button-base-texttransform: none;--config--main-color-alert: #a64339ff;--config--main-color-brand: #8439a6ff;--config--main-color-brand-secondary: #3d0456ff;--config--main-color-contrast: #2aaae1;--config--main-color-day: #f0f2f6;--config--main-color-day-dark: #ededed;--config--main-color-day-light: #fff;--config--main-color-disabled: #a6a6a6ff;--config--main-color-dusk: #a7aeb5;--config--main-color-dusk-dark: #616a73;--config--main-color-dusk-light: #d5d7db;--config--main-color-highlighted: #B0DFF3;--config--main-color-info: #8439a6ff;--config--main-color-night: #0d0d0dff;--config--main-color-night-inverted: #f5f5f5;--config--main-color-night-light: #2b2b2b;--config--main-color-success: #39a64bff;--config--main-font-base-lineheight: 1.5;--config--main-font-base-stack: 'Plus Jakarta Sans', Arial, sans-serif;--config--main-font-base-style: normal;--config--main-font-base-weight: normal;--config--main-font-secondary: 'Plus Jakarta Sans', Arial, sans-serif;--config--main-fonts: @font-face{ font-family:Roboto; src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bold/Roboto-Bold-webfont.eot); src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bold/Roboto-Bold-webfont.eot#iefix) format("embedded-opentype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bold/Roboto-Bold-webfont.woff) format("woff"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bold/Roboto-Bold-webfont.ttf) format("truetype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bold/Roboto-Bold-webfont.svg#2dumbregular) format("svg"); font-style:normal; font-weight:700 } @font-face{ font-family:Roboto; src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bolditalic/Roboto-BoldItalic-webfont.eot); src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bolditalic/Roboto-BoldItalic-webfont.eot#iefix) format("embedded-opentype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bolditalic/Roboto-BoldItalic-webfont.woff) format("woff"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bolditalic/Roboto-BoldItalic-webfont.ttf) format("truetype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bolditalic/Roboto-BoldItalic-webfont.svg#2dumbregular) format("svg"); font-style:italic; font-weight:700 } @font-face{ font-family:Roboto; src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/fonts/roboto/italic/Roboto-Italic-webfont.eot); src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/fonts/roboto/italic/Roboto-Italic-webfont.eot#iefix) format("embedded-opentype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/fonts/roboto/italic/Roboto-Italic-webfont.woff) format("woff"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/fonts/roboto/italic/Roboto-Italic-webfont.ttf) format("truetype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/fonts/roboto/italic/Roboto-Italic-webfont.svg#2dumbregular) format("svg"); font-style:italic; font-weight:normal } @font-face{ font-family:Roboto; src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/light/Roboto-Light-webfont.eot); src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/light/Roboto-Light-webfont.eot#iefix) format("embedded-opentype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/light/Roboto-Light-webfont.woff) format("woff"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/light/Roboto-Light-webfont.ttf) format("truetype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/light/Roboto-Light-webfont.svg#2dumbregular) format("svg"); font-style:normal; font-weight:300 } @font-face{ font-family:Roboto; src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/medium/Roboto-Medium-webfont.eot); src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/medium/Roboto-Medium-webfont.eot#iefix) format("embedded-opentype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/medium/Roboto-Medium-webfont.woff) format("woff"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/medium/Roboto-Medium-webfont.ttf) format("truetype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/medium/Roboto-Medium-webfont.svg#2dumbregular) format("svg"); font-style:normal; font-weight:500 } @font-face{ font-family:Roboto; src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/mediumitalic/Roboto-MediumItalic-webfont.eot); src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/mediumitalic/Roboto-MediumItalic-webfont.eot#iefix) format("embedded-opentype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/mediumitalic/Roboto-MediumItalic-webfont.woff) format("woff"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/mediumitalic/Roboto-MediumItalic-webfont.ttf) format("truetype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/mediumitalic/Roboto-MediumItalic-webfont.svg#2dumbregular) format("svg"); font-style:italic; font-weight:500 } @font-face{ font-family:Roboto; src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/regular/Roboto-Regular-webfont.eot); src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/regular/Roboto-Regular-webfont.eot#iefix) format("embedded-opentype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/regular/Roboto-Regular-webfont.woff) format("woff"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/regular/Roboto-Regular-webfont.ttf) format("truetype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/regular/Roboto-Regular-webfont.svg#2dumbregular) format("svg"); font-style:normal; font-weight:normal };--config--main-header-font-weight: 600;--config-anchor-base-color: #8439a6ff;--config-anchor-base-hover-color: #8439a6ff;--config-avatar-notification-background-color: #8439a6ff;--config-body-background-color: #ffffffff;--config-body-wrapper-background-color: transparent;--config-body-wrapper-box-shadow: 0 0 0 transparent;--config-body-wrapper-max-width: 100%;--config-button-cancel-active-background-color: #8D3C32;--config-button-cancel-active-border-color: #8D3C32;--config-button-cancel-active-color: #ffffff;--config-button-cancel-background-color: #A64339;--config-button-cancel-border-color: #A64339;--config-button-cancel-border-radius: 0px;--config-button-cancel-border-width: 1px;--config-button-cancel-box-shadow: 0 0 0 transparent;--config-button-cancel-color: #ffffff;--config-button-cancel-hover-background-color: #8D3C32;--config-button-cancel-hover-border-color: #8D3C32;--config-button-cancel-hover-color: #ffffff;--config-button-cta-active-background-color: #5C2774;--config-button-cta-active-border-color: #5C2774;--config-button-cta-active-border-width: 1px;--config-button-cta-active-box-shadow: 0 0 0 transparent;--config-button-cta-active-color: #ffffff;--config-button-cta-background-color: #8439A6;--config-button-cta-border-color: #8439A6;--config-button-cta-border-radius: 0px;--config-button-cta-border-width: 1px;--config-button-cta-box-shadow: 0 0 0 transparent;--config-button-cta-color: #ffffff;--config-button-cta-focus-background-color: #7e369eff;--config-button-cta-focus-border-color: #753293ff;--config-button-cta-focus-border-width: 1px;--config-button-cta-focus-color: #ffffff;--config-button-cta-hover-background-color: #5C2774;--config-button-cta-hover-border-color: #5C2774;--config-button-cta-hover-border-width: 1px;--config-button-cta-hover-box-shadow: 0 0 0 transparent;--config-button-cta-hover-color: #ffffff;--config-button-cta-spinner-color: #fff;--config-button-cta-spinner-hover-color: #fff;--config-button-secondary-active-background-color: #5C2774;--config-button-secondary-active-border-color: #5C2774;--config-button-secondary-active-border-width: 1px;--config-button-secondary-active-box-shadow: 0 0 0 transparent;--config-button-secondary-active-color: #ffffff;--config-button-secondary-background-color: #FFFFFF;--config-button-secondary-border-color: #8439A6;--config-button-secondary-border-radius: 0px;--config-button-secondary-border-width: 1px;--config-button-secondary-box-shadow: 0 0 0 transparent;--config-button-secondary-color: #8439A6;--config-button-secondary-focus-background-color: #2c033eff;--config-button-secondary-focus-border-color: #2c033eff;--config-button-secondary-focus-border-width: 1px;--config-button-secondary-focus-color: #8439A6;--config-button-secondary-hover-background-color: #5C2774;--config-button-secondary-hover-border-color: #5C2774;--config-button-secondary-hover-border-width: 1px;--config-button-secondary-hover-box-shadow: 0 0 0 transparent;--config-button-secondary-hover-color: #ffffff;--config-button-secondary-spinner-color: #fff;--config-button-secondary-spinner-hover-color: #fff;--config-button-toggle-active-background-color: #5C277466;--config-button-toggle-active-border-color: #5C2774;--config-button-toggle-active-color: #5C2774;--config-button-toggle-background-color: #FFFFFF;--config-button-toggle-border-color: #5C2774;--config-button-toggle-border-radius: 0px;--config-button-toggle-border-width: 1px;--config-button-toggle-box-shadow: 0 0 0 transparent;--config-button-toggle-color: #5C2774;--config-button-toggle-filled-background-color: #8439a6ff;--config-button-toggle-filled-color: #fff;--config-button-toggle-filled-pseudo-color: #fff;--config-button-toggle-filled-spinner-color: #fff;--config-button-toggle-focus-border-color: #753293ff;--config-button-toggle-hover-background-color: #8439A633;--config-button-toggle-hover-border-color: #8439A6;--config-button-toggle-hover-color: #8439A6;--config-button-toggle-on-active-background-color: #fff;--config-button-toggle-on-active-border-color: #5C2774;--config-button-toggle-on-active-color: #5C2774;--config-button-toggle-on-background-color: #8439A6;--config-button-toggle-on-border-color: #8439A6;--config-button-toggle-on-border-radius: 0px;--config-button-toggle-on-border-width: 1px;--config-button-toggle-on-box-shadow: 0 0 0 transparent;--config-button-toggle-on-color: #ffffff;--config-button-toggle-on-hover-background-color: #FFFFFF;--config-button-toggle-on-hover-border-color: #5C2774;--config-button-toggle-on-hover-color: #5C2774;--config-button-toggle-outline-background-color: #8439a6ff;--config-button-toggle-outline-color: #8439a6ff;--config-button-toggle-outline-pseudo-color: #8439a6ff;--config-button-toggle-outline-spinner-color: #8439a6ff;--config-content-type-article-color: #fff;--config-cookie-modal-background-color: rgba(60,60,60,.9);--config-cookie-modal-color: #fff;--config-create-topic-type-icon-color: #0d0d0dff;--config-cta-close-button-color: #a7aeb5;--config-cta-icon-background-color: #8439a6ff;--config-cta-icon-check: #fff;--config-editor-comment-toolbar-background-color: #fff;--config-editor-comment-toolbar-button-color: #0d0d0dff;--config-editor-comment-toolbar-button-hover-color: #8439a6ff;--config-footer-background-color: #0d0d0dff;--config-footer-color: #fff;--config-header-color: #0d0d0dff;--config-header-color-inverted: #f5f5f5;--config-hero-background-position: top left;--config-hero-color: #8439a6ff;--config-hero-font-weight: bold;--config-hero-stats-background-color: #fff;--config-hero-stats-counter-font-weight: bold;--config-hero-text-shadow: none;--config-input-focus-color: #8439a6ff;--config-link-base-color: #0d0d0dff;--config-link-base-hover-color: #8439a6ff;--config-link-hover-decoration: none;--config-main-navigation-background-color: #ffffff;--config-main-navigation-border-bottom-color: transparent;--config-main-navigation-border-top-color: #8439a666;--config-main-navigation-dropdown-background-color: #fff;--config-main-navigation-dropdown-color: #2b3346;--config-main-navigation-dropdown-font-weight: normal;--config-main-navigation-nav-color: #0d0d0d;--config-main-navigation-nav-font-weight: normal;--config-main-navigation-nav-link-color: #8439a6;--config-main-navigation-search-placeholder-color: #b3b3b3ff;--config-mention-selector-hover-selected-color: #fff;--config-meta-link-font-weight: normal;--config-meta-link-hover-color: #8439a6ff;--config-meta-text-color: #0d0d0dff;--config-notification-widget-background-color: #8439a6ff;--config-notification-widget-color: #ffffffff;--config-pagination-active-page-color: #8439a6ff;--config-paging-item-hover-color: #8439a6ff;--config-pill-color: #fff;--config-powered-by-insided-display: visible;--config-profile-user-statistics-background-color: #fff;--config-sharpen-fonts: true;--config-sidebar-widget-color: #0d0d0dff;--config-sidebar-widget-font-family: 'Plus Jakarta Sans', Arial, sans-serif;--config-sidebar-widget-font-weight: 600;--config-ssi-header-height: auto;--config-ssi-header-mobile-height: auto;--config-subcategory-hero-color: #8439a6ff;--config-tag-modify-link-color: #8439a6ff;--config-tag-pill-background-color: #f8f8f8;--config-tag-pill-hover-background-color: #ffc5ffff;--config-tag-pill-hover-border-color: #8439a6ff;--config-tag-pill-hover-color: #8439a6ff;--config-thread-list-best-answer-background-color: #39a64b0d;--config-thread-list-best-answer-border-color: #39a64bff;--config-thread-list-mod-break-background: #8439a60d;--config-thread-list-mod-break-border-color: #8439a6ff;--config-thread-list-sticky-topic-background: #8439a6f2;--config-thread-list-sticky-topic-border-color: #8439a6ff;--config-thread-list-sticky-topic-flag-color: #8439a6ff;--config-thread-list-topic-button-subscribe-border-width: 1px;--config-thread-list-topic-title-font-weight: bold;--config-thread-pill-answer-background-color: #39a64bff;--config-thread-pill-author-background-color: #8439a6ff;--config-thread-pill-author-color: #fff;--config-thread-pill-question-background-color: #8439a6ff;--config-thread-pill-question-color: #fff;--config-thread-pill-sticky-background-color: #8439a6ff;--config-thread-pill-sticky-color: #fff;--config-topic-page-answered-field-icon-color: #39a64bff;--config-topic-page-answered-field-link-color: #8439a6ff;--config-topic-page-header-font-weight: 600;--config-topic-page-post-actions-active: #8439a6ff;--config-topic-page-post-actions-icon-color: #a7aeb5;--config-topic-page-quote-border-color: #b3b3b3ff;--config-topic-question-color: #8439a6ff;--config-widget-box-shadow: 0 2px 4px 0 rgba(0,0,0,0.08);--config-widget-cta-background-color: #ffffffff;--config-widget-cta-color: #0d0d0dff;--config-widget-tabs-font-weight: normal;--config-widget-tabs-forum-list-header-color: #0d0d0dff;--config-widget-tabs-forum-list-header-hover-color: #8439a6ff;--config-card-border-radius: 4px;--config-card-border-width: 0px;--config-card-background-color: #8439a620;--config-card-title-color: #8439A6;--config-card-text-color: #0d0d0dff;--config-card-border-color: #b3b3b3ff;--config-card-hover-background-color: #FFFFFF;--config-card-hover-title-color: #BE0075;--config-card-hover-text-color: #0d0d0dff;--config-card-hover-border-color: #b3b3b3ff;--config-card-hover-shadow: 0 2px 4px 0 rgba(0, 0, 0, 0.08);--config-card-active-background-color: #ffffff;--config-card-active-title-color: #BE0075;--config-card-active-text-color: #0d0d0dff;--config-card-active-border-color: #b3b3b3ff;--config-sidebar-background-color: transparent;--config-sidebar-border-color: transparent;--config-sidebar-border-radius: 3px;--config-sidebar-border-width: 1px;--config-sidebar-shadow: 0 0 0 transparent;--config-list-views-use-card-theme: 0;--config-list-views-card-border-width: 1px;--config-list-views-card-border-radius: 5px;--config-list-views-card-default-background-color: #ffffff;--config-list-views-card-default-title-color: #0d0d0dff;--config-list-views-card-default-text-color: #0d0d0dff;--config-list-views-card-default-border-color: #b3b3b3ff;--config-list-views-card-hover-background-color: #ffffff;--config-list-views-card-hover-title-color: #0d0d0dff;--config-list-views-card-hover-text-color: #0d0d0dff;--config-list-views-card-hover-border-color: #b3b3b3ff;--config-list-views-card-click-background-color: #ffffff;--config-list-views-card-click-title-color: #0d0d0dff;--config-list-views-card-click-text-color: #0d0d0dff;--config-list-views-card-click-border-color: #b3b3b3ff;--config-sidebar-widget-username-color: #03161eff;--config-username-hover-color: #006bd6ff;--config-username-hover-decoration: none;--config-content-type-survey-background-color: #322c75;--config-content-type-survey-color: #fff;--config-checkbox-checked-color: #322c75;--config-content-type-article-background-color: #322c75;--config-main-navigation-dropdown-hover-color: #322c75;--config-meta-icon-color: #a7aeb5;--config-tag-pill-border-color: #e3e4ec;--config-tag-pill-color: #2b3346;--config-username-color: #322c75;--config-widget-tabs-active-border-color: #322c75;--config-widgets-action-link-color: #322c75;--config-button-border-width: 1px;--config-button-border-radius: 0px;--config-button-cta-hover-border-radius: 0px;--config-button-cta-active-border-radius: 0px;--config-button-secondary-hover-border-radius: 0px;--config-button-secondary-active-border-radius: 0px;--config-button-toggle-hover-border-radius: 0px;--config-button-toggle-active-border-radius: 0px;--config-button-toggle-on-hover-border-radius: 0px;--config-button-toggle-on-active-border-radius: 0px;--config-button-cancel-hover-border-radius: 0px;--config-button-cancel-active-border-radius: 0px;--config-button-toggle-hover-border-width: 1px;--config-button-toggle-active-border-width: 1px;--config-button-toggle-on-hover-border-width: 1px;--config-button-toggle-on-active-border-width: 1px;--config-button-cancel-hover-border-width: 1px;--config-button-cancel-active-border-width: 1px;--config--logo-url: https://uploads-us-west-2.insided.com/nintex-us/attachment/8b6a66d4-c0a9-4fa7-86da-71129ca2e948.png;--config--favicon-url: https://uploads-us-west-2.insided.com/nintex-us/attachment/f10f0acd-901b-4720-a89b-cdbb5bb36929.png;}</style> <link href="https://dowpznhhyvkm4.cloudfront.net/2025-04-02-13-33-05-b051cdc377/dist/css/preact-app.css" id='main-css' rel="stylesheet" type="text/css" /> <script nonce="">if (!(window.CSS && CSS.supports('color', 'var(--fake-var)'))) { document.head.removeChild(document.getElementById('main-css')) document.write('<link href="/destination.css" rel="stylesheet" type="text/css"><\x2flink>'); }</script> <style> /* hide 'Powered by Gainsight */ .logo-gainsight { visibility: hidden !important; } /* hide Forums and Articles extra menu items */ .header-navigation .main-menu-list--quicklinks { display: none; } .qa-user-reputation { display: none; } .reputation { display: none; } .userprofile-personal .user_data .list-item--no-dot-S { margin-left: 0; } .userprofile-personal .user_data .list-item--no-dot-S::before { content: ''; } </style> </head> <body id="customcss" class="twig_page-custom-page-overview custom-page_eSign" data-bounded-context="Pages" data-entity="CustomPageOverview"> <div data-preact="destination/modules/Accessibility/SkipToContent/SkipToContent" class="" data-props="{}"><a href="#main-content-target" class="skip-to-content-btn" aria-label="Skip to main content">Skip to main content</a></div>   <noscript><iframe src="https://www.googletagmanager.com/ns.html?id=GTM-KJM8ZCL" height="0" width="0" style="display:none;visibility:hidden"></iframe></noscript>  <script> if (window.location.href == 'https://community.nintex.com/archive-25/how-to-show-originator-on-plan-page-55990') { window.location = "https://community.nintex.com/nintex-for-sharepoint-67/send-notification-action-not-sending-emails-16842" } </script> <script> if (window.location.href == 'https://community.nintex.com/t5/Community-Blogs/How-to-aggregate-ULS-logs-for-Nintex-Support/ba-p/83229') { window.location = "https://community.nintex.com/news-18/outdated-how-to-aggregate-uls-logs-for-nintex-support-21662" } </script> <div id="community-id" data-data=nintex-us ></div> <div id="device-type" data-data=desktop ></div> <div id="list-views-use-card-theme" data-data=0 ></div> <div id='root' class='body-wrapper'> <script> window.appState = {"appName":"forum","activeHubModules":["Community","Event","Group","Ideation","KnowledgeBase","ProductUpdates"],"activeEntities":{"topic":true,"replies":true,"userRoles":true,"privateMessage":true,"transcript":false,"favorite":true,"profile":true,"search":true,"notification":true},"language":"en_US"} </script> <a href="/topic/new" aria-label="Ask a Question" data-track='{"trigger":"floating button","type":"Topic Initiated"}' role="button" class="btn--cta btn--create-topic btn--fixed btn--fixed__bottom is-visible-S qa-menu-create-topic"> <span class="icon icon--pen icon--auto-width" aria-hidden="true"></span> </a> <div><script type="text/javascript">window.inSidedData = {"communityId":"nintex-us","environment":"production","language":"en","device":"desktop","user":{"userid":null,"name":"guest","role":"roles.guest","mainRole":"roles.guest","rank":"","avatar":"","rankIcon":"","rankName":"","isModerator":false,"pmUnreadCount":0,"pmTotalCount":0,"topicsCount":0,"repliesCount":0,"solvedCount":0,"loginSource":null,"registerSource":null},"page":{"pageNumber":1,"name":null,"path":"Nintex Community::","section":null,"site":"Nintex Community","title":null,"url":"/p/eSign","firstRender":false},"form":{"name":"","step":""},"content":{"category":{"id":null,"title":null,"type":null},"topic":{"id":null,"title":null,"type":null,"content_type":null,"source_id":null,"created":null,"replies":null,"is_sticky":null,"prefix":null,"tags":null},"post":{"id":null},"path":":"},"search":{"phrase":null,"count":null}}</script></div> <div data-preact="cookie-banner/index" class="" data-props="{"level":1,"termsConditions":"\/site\/terms","cookieConfig":{"use_external_modal":false,"mapping":{"required":1,"anonymous":2,"all":3}},"phrases":{"Forum":{"cookiepolicy.title":"Cookie policy","cookiepolicy.content":"We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. <a href=\"{link}\">Learn more about our cookies.<\/a>","cookiepolicy.button":"Accept cookies","cookiepolicy.button.deny":"Deny all","cookiepolicy.link":"Cookie Settings","cookiepolicy.modal.title":"Cookie settings","cookiepolicy.modal.content":"We use 3 different kinds of cookies. You can choose which cookies you want to accept. We need basic cookies to make this site work, therefore these are the minimum you can select. <a href=\"{link}\">Learn more about our cookies.<\/a>","cookiepolicy.modal.level1":"Basic<br>Functional","cookiepolicy.modal.level2":"Normal<br>Functional + analytics","cookiepolicy.modal.level3":"Complete<br>Functional + analytics + social media + embedded videos"}}}"></div> <div class="widget-container widget-container--header widget-container--index-0" data-idx="0"> <div class="widget-placeholder"> <div class="ssi ssi-header custom-header"> <!DOCTYPE html> <html lang="en"> <head> <meta charset="UTF-8"> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <title>Nintex Community Menu Bar</title> <link href="https://fonts.googleapis.com/css2?family=Plus+Jakarta+Sans:ital,wght@0,200..800;1,200..800&display=swap" rel="stylesheet"> <style> body { font-family: 'Plus Jakarta Sans', sans-serif; margin: 0; padding: 0; } .nch-header { background-color: #ffffff; padding: 15px 20px; display: flex; justify-content: space-between; align-items: center; position: relative; z-index: 1000; /* Ensure header is above other content */ } .nch-header-logo img { height: 35px; } .nch-nav-menu { list-style: none; margin: 0; padding: 0; display: flex; align-items: center; } .nch-nav-menu li { margin: 0 15px; } .nch-nav-menu a { color: #333; text-decoration: none; font-size: 16px; padding: 5px 10px; transition: all 0.2s ease-in-out; } .nch-nav-menu a:hover { color: #3D0456; border-bottom: 2px solid #3D0456; } .hamburger { display: none; flex-direction: column; cursor: pointer; } .hamburger span { background: #333; height: 3px; margin: 4px 0; width: 25px; } /* Mobile styles */ @media (max-width: 768px) { .hamburger { display: flex; } .nch-nav-menu { flex-direction: column; position: fixed; /* Ensures it stays on screen */ top: 0; right: -250px; /* Start off-screen */ width: 250px; max-height: 100vh; /* Prevents overflow */ background: #ffffff; box-shadow: -2px 0 5px rgba(0, 0, 0, 0.1); padding: 20px; overflow-y: auto; /* Enables scrolling */ transition: all 0.3s ease; z-index: 1000; } .nch-nav-menu li { margin: 10px 0; } .nch-nav-menu a { font-size: 16px; width: 100%; } .nch-nav-menu.open { right: 0; /* Slide into view */ } } </style> </head> <body> <header class="nch-header"> <div class="nch-header-logo"> <a href="https://community.nintex.com/"> <img src="https://uploads-us-west-2.insided.com/nintex-us/attachment/8153f353-38cb-462b-a43f-fe1aa7e8c52c.png" alt="Nintex Logo"> </a> </div> <div class="hamburger" id="hamburger"> <span></span> <span></span> <span></span> </div> <ul class="nch-nav-menu" id="nav-menu"> <li><a href="https://customer.nintex.com" target="_blank">Nintex Customer Central</a></li> <li><a href="https://help.nintex.com" target="_blank">Nintex Help</a></li> <li><a href="https://learn.nintex.com" target="_blank">Nintex University</a></li> <li><a href="https://gallery.nintex.com" target="_blank">Nintex Gallery</a></li> <li><a href="https://ideas.nintex.com" target="_blank">Nintex Ideas</a></li> <li><a href="https://www.nintex.com/request-demo/" target="_blank">Request a Demo</a></li> </ul> </header> <script> const hamburger = document.getElementById('hamburger'); const navMenu = document.getElementById('nav-menu'); hamburger.addEventListener('click', () => { navMenu.classList.toggle('open'); }); </script> </body> </html> </div> </div> </div> <div class="widget-container widget-container--header_navigation widget-container--index-1" data-idx="1"> <div class="widget-placeholder"> <div data-preact="mega-menu/index" class="" data-props="{"logo":"","newTopicURL":"\/topic\/new","groupCount":5,"communityCategoriesV2":[{"id":1,"type":0,"title":"Product Forums","description":"Connect with peers and experts to ask questions, share insights, and find solutions for Nintex products.","thumbnailImage":null,"parentId":null,"isContainer":true,"children":[{"id":8,"type":0,"title":"RPA","description":"Access resources, discussions, and troubleshooting tips to maximize your use of Nintex RPA for automating repetitive tasks.","thumbnailImage":null,"parentId":1,"isContainer":false,"children":[],"visibleTopicsCount":288,"url":"https:\/\/community.nintex.com\/rpa-8"},{"id":4,"type":0,"title":"Process Discovery","description":"Discover resources, tips, and discussions to help you identify and optimize business processes with Nintex Process Discovery.","thumbnailImage":null,"parentId":1,"isContainer":false,"children":[],"visibleTopicsCount":230,"url":"https:\/\/community.nintex.com\/process-discovery-4"},{"id":5,"type":0,"title":"Process Manager","description":"Access resources, discussions, and best practices to efficiently map, manage, and optimize your processes with Nintex Process Manager.","thumbnailImage":null,"parentId":1,"isContainer":false,"children":[],"visibleTopicsCount":499,"url":"https:\/\/community.nintex.com\/process-manager-5"},{"id":2,"type":0,"title":"Nintex Automation Cloud","description":"Find resources, discussions, and troubleshooting tips to streamline workflows and automate processes with Nintex Automation Cloud.","thumbnailImage":null,"parentId":1,"isContainer":false,"children":[],"visibleTopicsCount":1317,"url":"https:\/\/community.nintex.com\/nintex-automation-cloud-2"},{"id":22,"type":0,"title":"Upgrade to Nintex Automation Cloud","description":"Access resources and guidance to seamlessly transition to Nintex Automation Cloud and unlock advanced workflow automation capabilities.","thumbnailImage":null,"parentId":1,"isContainer":false,"children":[],"visibleTopicsCount":15,"url":"https:\/\/community.nintex.com\/upgrade-to-nintex-automation-cloud-22"},{"id":107,"type":0,"title":"Nintex Apps","description":"Discover resources, discussions, and troubleshooting tips to create and customize applications using Nintex Apps.","thumbnailImage":null,"parentId":1,"isContainer":false,"children":[],"visibleTopicsCount":4,"url":"https:\/\/community.nintex.com\/nintex-apps-107"},{"id":108,"type":0,"title":"Nintex Apps for Salesforce","description":"Access resources, discussions, and tips to integrate and optimize Nintex Apps for Salesforce within your Salesforce environment.","thumbnailImage":null,"parentId":1,"isContainer":false,"children":[],"visibleTopicsCount":6,"url":"https:\/\/community.nintex.com\/nintex-apps-for-salesforce-108"},{"id":7,"type":0,"title":"DocGen for Salesforce","description":"Find resources, discussions, and troubleshooting tips to streamline document generation and automation in Nintex DocGen for Salesforce.","thumbnailImage":null,"parentId":1,"isContainer":false,"children":[],"visibleTopicsCount":557,"url":"https:\/\/community.nintex.com\/docgen-for-salesforce-7"},{"id":6,"type":0,"title":"eSign","description":"Access resources, discussions, and troubleshooting tips to streamline and simplify electronic signature processes with Nintex eSign.","thumbnailImage":null,"parentId":1,"isContainer":false,"children":[],"visibleTopicsCount":32,"url":"https:\/\/community.nintex.com\/esign-6"},{"id":3,"type":0,"title":"Nintex Automation K2","description":"Access resources, discussions, and tips to design and manage workflows with Nintex Automation K2.","thumbnailImage":null,"parentId":1,"isContainer":false,"children":[],"visibleTopicsCount":3064,"url":"https:\/\/community.nintex.com\/nintex-automation-k2-3"},{"id":16,"type":0,"title":"Nintex Automation K2 Updates & Fix Packs","description":"Stay current with the latest updates and fix packs for Nintex Automation K2 to ensure optimal performance and reliability.","thumbnailImage":null,"parentId":1,"isContainer":false,"children":[],"visibleTopicsCount":434,"url":"https:\/\/community.nintex.com\/nintex-automation-k2-updates-fix-packs-16"},{"id":15,"type":0,"title":"Nintex for Office 365","description":"Access resources, discussions, and troubleshooting tips to streamline workflows and optimize productivity with Nintex for Office 365.","thumbnailImage":null,"parentId":1,"isContainer":false,"children":[],"visibleTopicsCount":3242,"url":"https:\/\/community.nintex.com\/nintex-for-office-365-15"},{"id":14,"type":0,"title":"Nintex for SharePoint","description":"Find resources, discussions, and troubleshooting tips to build and manage workflows with Nintex for SharePoint.","thumbnailImage":null,"parentId":1,"isContainer":false,"children":[],"visibleTopicsCount":2274,"url":"https:\/\/community.nintex.com\/nintex-for-sharepoint-14"},{"id":12,"type":0,"title":"Nintex K2 Cloud","description":"Access resources, discussions, and troubleshooting tips to design, build, and manage workflows and applications with Nintex K2 Cloud.","thumbnailImage":null,"parentId":1,"isContainer":false,"children":[],"visibleTopicsCount":257,"url":"https:\/\/community.nintex.com\/nintex-k2-cloud-12"},{"id":9,"type":0,"title":"RPA LE","description":"Explore resources, discussions, and troubleshooting tips to leverage Nintex RPA LE for automating repetitive tasks efficiently.","thumbnailImage":null,"parentId":1,"isContainer":false,"children":[],"visibleTopicsCount":217,"url":"https:\/\/community.nintex.com\/rpa-le-9"},{"id":10,"type":0,"title":"Insights","description":"Access resources, discussions, and tips to monitor, analyze, and optimize your workflows and processes with Nintex Insights.","thumbnailImage":null,"parentId":1,"isContainer":false,"children":[],"visibleTopicsCount":12,"url":"https:\/\/community.nintex.com\/insights-10"},{"id":13,"type":0,"title":"K2 blackpearl","description":"Find resources, discussions, and troubleshooting tips to design and manage workflows and business applications with K2 blackpearl.","thumbnailImage":null,"parentId":1,"isContainer":false,"children":[],"visibleTopicsCount":2184,"url":"https:\/\/community.nintex.com\/k2-blackpearl-13"},{"id":89,"type":0,"title":"Skuid NLX, SFX, & EXP","description":"Access resources, discussions, and troubleshooting tips to build custom applications and streamline workflows with Skuid NLX, SFX, & EXP.","thumbnailImage":null,"parentId":1,"isContainer":false,"children":[],"visibleTopicsCount":9628,"url":"https:\/\/community.nintex.com\/skuid-nlx-sfx-exp-89"}],"language":"en","visibleTopicsCount":24260,"containerCategoriesCount":0,"contentCategoriesCount":18,"url":"https:\/\/community.nintex.com\/product-forums-1"},{"id":17,"type":0,"title":"News and Guidelines","description":"Stay informed with community announcements, updates, and participation tips to get the most out of the Nintex Community.","thumbnailImage":null,"parentId":null,"isContainer":true,"children":[{"id":18,"type":0,"title":"News","description":"Stay updated with the latest announcements, product updates, and community highlights from Nintex.","thumbnailImage":null,"parentId":17,"isContainer":false,"children":[],"visibleTopicsCount":1240,"url":"https:\/\/community.nintex.com\/news-18"},{"id":19,"type":0,"title":"Community Guidelines","description":"Learn the rules and best practices for engaging respectfully and effectively in the Nintex Community.","thumbnailImage":null,"parentId":17,"isContainer":false,"children":[],"visibleTopicsCount":14,"url":"https:\/\/community.nintex.com\/community-guidelines-19"},{"id":109,"type":0,"title":"Content Corner","description":"Stay informed about updates and enhancements to Nintex customer content, including the Nintex Community, Nintex Help, and Nintex University.","thumbnailImage":null,"parentId":17,"isContainer":true,"children":[{"id":111,"type":0,"title":"RPA","description":"Find out what's new in Nintex RPA customer content, including the latest updates, releases, and retired resources.","thumbnailImage":null,"parentId":109,"isContainer":false,"children":[],"visibleTopicsCount":6,"url":"https:\/\/community.nintex.com\/rpa-111"},{"id":112,"type":0,"title":"Process Manager","description":"Find out what's new in Nintex Process Manager customer content, including the latest updates, releases, and retired resources.","thumbnailImage":null,"parentId":109,"isContainer":false,"children":[],"visibleTopicsCount":16,"url":"https:\/\/community.nintex.com\/process-manager-112"},{"id":110,"type":0,"title":"Nintex Automation Cloud","description":"Find out what's new in Nintex Automation Cloud customer content, including the latest updates, releases, and retired resources.","thumbnailImage":null,"parentId":109,"isContainer":false,"children":[],"visibleTopicsCount":12,"url":"https:\/\/community.nintex.com\/nintex-automation-cloud-110"},{"id":113,"type":0,"title":"Nintex Apps","description":"Find out what's new in Nintex Apps customer content, including the latest updates, releases, and retired resources.","thumbnailImage":null,"parentId":109,"isContainer":false,"children":[],"visibleTopicsCount":1,"url":"https:\/\/community.nintex.com\/nintex-apps-113"},{"id":120,"type":0,"title":"Nintex Apps for Salesforce","description":"Find out what's new in Nintex Apps for Salesforce customer content, including the latest updates, releases, and retired resources.","thumbnailImage":null,"parentId":109,"isContainer":false,"children":[],"visibleTopicsCount":1,"url":"https:\/\/community.nintex.com\/nintex-apps-for-salesforce-120"},{"id":114,"type":0,"title":"DocGen for Salesforce","description":"Find out what's new in Nintex DocGen for Salesforce customer content, including the latest updates, releases, and retired resources.","thumbnailImage":null,"parentId":109,"isContainer":false,"children":[],"visibleTopicsCount":13,"url":"https:\/\/community.nintex.com\/docgen-for-salesforce-114"},{"id":116,"type":0,"title":"Nintex Automation K2","description":"Find out what's new in Nintex Automation K2 customer content, including the latest updates, releases, and retired resources.","thumbnailImage":null,"parentId":109,"isContainer":false,"children":[],"visibleTopicsCount":6,"url":"https:\/\/community.nintex.com\/nintex-automation-k2-116"},{"id":119,"type":0,"title":"Nintex Solutions","description":"Find out what's new in Nintex Solutions customer content, including the latest updates, releases, and retired resources.","thumbnailImage":null,"parentId":109,"isContainer":false,"children":[],"visibleTopicsCount":2,"url":"https:\/\/community.nintex.com\/nintex-solutions-119"},{"id":117,"type":0,"title":"Nintex University","description":"Stay informed about the latest features, enhancements, and changes to the Nintex University LMS.","thumbnailImage":null,"parentId":109,"isContainer":false,"children":[],"visibleTopicsCount":10,"url":"https:\/\/community.nintex.com\/nintex-university-117"},{"id":118,"type":0,"title":"Nintex Community","description":"Stay informed about the latest features, enhancements, and changes to the Nintex Community platform.","thumbnailImage":null,"parentId":109,"isContainer":false,"children":[],"visibleTopicsCount":3,"url":"https:\/\/community.nintex.com\/nintex-community-118"}],"visibleTopicsCount":70,"containerCategoriesCount":0,"contentCategoriesCount":10,"url":"https:\/\/community.nintex.com\/content-corner-109"}],"language":"en","visibleTopicsCount":1324,"containerCategoriesCount":1,"contentCategoriesCount":2,"url":"https:\/\/community.nintex.com\/news-and-guidelines-17"}],"knowledgeBaseCategoriesV2":[{"id":55,"type":1,"title":"Technical Articles","description":"Discover concise troubleshooting guidance for resolving common Nintex product issues.","thumbnailImage":null,"parentId":null,"isContainer":true,"children":[{"id":62,"type":1,"title":"RPA","description":"Find troubleshooting tips and solutions tailored to Nintex RPA to help resolve common issues and optimize automation.","thumbnailImage":null,"parentId":55,"isContainer":false,"children":[],"visibleTopicsCount":152,"url":"https:\/\/community.nintex.com\/rpa-62"},{"id":58,"type":1,"title":"Process Discovery","description":"Access troubleshooting tips and solutions to address common challenges and maximize the value of Nintex Process Discovery.","thumbnailImage":null,"parentId":55,"isContainer":false,"children":[],"visibleTopicsCount":10,"url":"https:\/\/community.nintex.com\/process-discovery-58"},{"id":59,"type":1,"title":"Process Manager","description":"Access troubleshooting tips and solutions to address common challenges and enhance your use of Nintex Process Manager.","thumbnailImage":null,"parentId":55,"isContainer":false,"children":[],"visibleTopicsCount":283,"url":"https:\/\/community.nintex.com\/process-manager-59"},{"id":56,"type":1,"title":"Nintex Automation Cloud","description":"Find troubleshooting tips and solutions to resolve issues and maximize your workflows in Nintex Automation Cloud.","thumbnailImage":null,"parentId":55,"isContainer":false,"children":[],"visibleTopicsCount":43,"url":"https:\/\/community.nintex.com\/nintex-automation-cloud-56"},{"id":101,"type":1,"title":"Nintex Apps","description":"Access troubleshooting tips and solutions to address issues and enhance your experience with Nintex Apps.","thumbnailImage":null,"parentId":55,"isContainer":false,"children":[],"visibleTopicsCount":0,"url":"https:\/\/community.nintex.com\/nintex-apps-101"},{"id":102,"type":1,"title":"Nintex Apps for Salesforce","description":"Find troubleshooting tips and solutions to resolve issues and enhance your integration with Nintex Apps for Salesforce.","thumbnailImage":null,"parentId":55,"isContainer":false,"children":[],"visibleTopicsCount":0,"url":"https:\/\/community.nintex.com\/nintex-apps-for-salesforce-102"},{"id":61,"type":1,"title":"DocGen for Salesforce","description":"Access troubleshooting tips and solutions to resolve issues and optimize document generation with Nintex DocGen for Salesforce.","thumbnailImage":null,"parentId":55,"isContainer":false,"children":[],"visibleTopicsCount":315,"url":"https:\/\/community.nintex.com\/docgen-for-salesforce-61"},{"id":60,"type":1,"title":"eSign","description":"Find troubleshooting tips and solutions to address issues and streamline your electronic signature workflows with Nintex eSign.","thumbnailImage":null,"parentId":55,"isContainer":false,"children":[],"visibleTopicsCount":40,"url":"https:\/\/community.nintex.com\/esign-60"},{"id":57,"type":1,"title":"Nintex Automation K2","description":"Access troubleshooting tips and solutions to resolve issues and enhance your workflows with Nintex Automation K2.","thumbnailImage":null,"parentId":55,"isContainer":false,"children":[],"visibleTopicsCount":2192,"url":"https:\/\/community.nintex.com\/nintex-automation-k2-57"},{"id":68,"type":1,"title":"Nintex for Office 365","description":"Find troubleshooting tips and solutions to resolve issues and optimize workflows with Nintex for Office 365.","thumbnailImage":null,"parentId":55,"isContainer":false,"children":[],"visibleTopicsCount":322,"url":"https:\/\/community.nintex.com\/nintex-for-office-365-68"},{"id":67,"type":1,"title":"Nintex for SharePoint","description":"Access troubleshooting tips and solutions to resolve issues and optimize workflows with Nintex for SharePoint.","thumbnailImage":null,"parentId":55,"isContainer":false,"children":[],"visibleTopicsCount":658,"url":"https:\/\/community.nintex.com\/nintex-for-sharepoint-67"},{"id":65,"type":1,"title":"Nintex K2 Cloud","description":"Find troubleshooting tips and solutions to address issues and optimize workflows and applications with Nintex K2 Cloud.","thumbnailImage":null,"parentId":55,"isContainer":false,"children":[],"visibleTopicsCount":85,"url":"https:\/\/community.nintex.com\/nintex-k2-cloud-65"},{"id":63,"type":1,"title":"RPA LE","description":"Access troubleshooting tips and solutions to resolve issues and enhance your automation with RPA LE.","thumbnailImage":null,"parentId":55,"isContainer":false,"children":[],"visibleTopicsCount":128,"url":"https:\/\/community.nintex.com\/rpa-le-63"},{"id":64,"type":1,"title":"Insights","description":"Find troubleshooting tips and solutions to resolve issues and optimize workflow analytics with Nintex Insights.","thumbnailImage":null,"parentId":55,"isContainer":false,"children":[],"visibleTopicsCount":7,"url":"https:\/\/community.nintex.com\/insights-64"},{"id":66,"type":1,"title":"K2 blackpearl","description":"Access troubleshooting tips and solutions to resolve issues and enhance workflows and applications with K2 blackpearl.","thumbnailImage":null,"parentId":55,"isContainer":false,"children":[],"visibleTopicsCount":803,"url":"https:\/\/community.nintex.com\/k2-blackpearl-66"},{"id":86,"type":1,"title":"Skuid NLX, SFX, and EXP","description":"Access troubleshooting tips and solutions to resolve issues and enhance your application development with Skuid NLX, SFX, and EXP.","thumbnailImage":null,"parentId":55,"isContainer":false,"children":[],"visibleTopicsCount":40,"url":"https:\/\/community.nintex.com\/skuid-nlx-sfx-and-exp-86"}],"language":"en","visibleTopicsCount":5078,"containerCategoriesCount":0,"contentCategoriesCount":16,"url":"https:\/\/community.nintex.com\/technical-articles-55"},{"id":27,"type":1,"title":"How-To Center","description":"Discover step-by-step guides and tutorials to help you master Nintex products and streamline your workflows.","thumbnailImage":null,"parentId":null,"isContainer":true,"children":[{"id":34,"type":1,"title":"RPA","description":"Access step-by-step tutorials to help you implement and optimize robotic process automation with Nintex RPA.","thumbnailImage":null,"parentId":27,"isContainer":false,"children":[],"visibleTopicsCount":67,"url":"https:\/\/community.nintex.com\/rpa-34"},{"id":30,"type":1,"title":"Process Discovery","description":"Find step-by-step tutorials to help you effectively use Nintex Process Discovery to identify and optimize business processes.","thumbnailImage":null,"parentId":27,"isContainer":false,"children":[],"visibleTopicsCount":6,"url":"https:\/\/community.nintex.com\/process-discovery-30"},{"id":31,"type":1,"title":"Process Manager","description":"Access step-by-step tutorials to help you map, manage, and optimize processes using Nintex Process Manager.","thumbnailImage":null,"parentId":27,"isContainer":false,"children":[],"visibleTopicsCount":199,"url":"https:\/\/community.nintex.com\/process-manager-31"},{"id":28,"type":1,"title":"Nintex Automation Cloud","description":"Access step-by-step tutorials to help you design, build, and optimize workflows using Nintex Automation Cloud.","thumbnailImage":null,"parentId":27,"isContainer":false,"children":[],"visibleTopicsCount":95,"url":"https:\/\/community.nintex.com\/nintex-automation-cloud-28"},{"id":72,"type":1,"title":"Upgrade to Nintex Automation Cloud","description":"Find step-by-step instructions to help you seamlessly transition to Nintex Automation Cloud and optimize your workflows.","thumbnailImage":null,"parentId":27,"isContainer":false,"children":[],"visibleTopicsCount":95,"url":"https:\/\/community.nintex.com\/upgrade-to-nintex-automation-cloud-72"},{"id":103,"type":1,"title":"Nintex Apps","description":"Access step-by-step tutorials to help you create, customize, and optimize applications with Nintex Apps.","thumbnailImage":null,"parentId":27,"isContainer":false,"children":[],"visibleTopicsCount":1,"url":"https:\/\/community.nintex.com\/nintex-apps-103"},{"id":104,"type":1,"title":"Nintex Apps for Salesforce","description":"Find step-by-step tutorials to help you integrate and optimize Nintex Apps for Salesforce.","thumbnailImage":null,"parentId":27,"isContainer":false,"children":[],"visibleTopicsCount":0,"url":"https:\/\/community.nintex.com\/nintex-apps-for-salesforce-104"},{"id":33,"type":1,"title":"DocGen for Salesforce","description":"Access step-by-step tutorials to help you create, automate, and optimize document generation with Nintex DocGen for Salesforce.","thumbnailImage":null,"parentId":27,"isContainer":false,"children":[],"visibleTopicsCount":220,"url":"https:\/\/community.nintex.com\/docgen-for-salesforce-33"},{"id":32,"type":1,"title":"eSign","description":"Find step-by-step tutorials to help you implement and optimize electronic signature workflows with Nintex eSign.","thumbnailImage":null,"parentId":27,"isContainer":false,"children":[],"visibleTopicsCount":139,"url":"https:\/\/community.nintex.com\/esign-32"},{"id":29,"type":1,"title":"Nintex Automation K2","description":"Access step-by-step tutorials to help you build, manage, and optimize workflows using Nintex Automation K2.","thumbnailImage":null,"parentId":27,"isContainer":false,"children":[],"visibleTopicsCount":447,"url":"https:\/\/community.nintex.com\/nintex-automation-k2-29"},{"id":100,"type":1,"title":"Nintex Solutions","description":"Access step-by-step tutorials to help you implement and optimize various Nintex solutions for your business needs.","thumbnailImage":null,"parentId":27,"isContainer":false,"children":[],"visibleTopicsCount":1,"url":"https:\/\/community.nintex.com\/nintex-solutions-100"},{"id":40,"type":1,"title":"Nintex for Office 365","description":"Find step-by-step tutorials to help you build, manage, and optimize workflows using Nintex for Office 365.","thumbnailImage":null,"parentId":27,"isContainer":false,"children":[],"visibleTopicsCount":103,"url":"https:\/\/community.nintex.com\/nintex-for-office-365-40"},{"id":39,"type":1,"title":"Nintex for SharePoint","description":"Access step-by-step tutorials to help you design, manage, and optimize workflows using Nintex for SharePoint.","thumbnailImage":null,"parentId":27,"isContainer":false,"children":[],"visibleTopicsCount":252,"url":"https:\/\/community.nintex.com\/nintex-for-sharepoint-39"},{"id":37,"type":1,"title":"Nintex K2 Cloud","description":"Find step-by-step tutorials to help you design, manage, and optimize workflows and applications using Nintex K2 Cloud.","thumbnailImage":null,"parentId":27,"isContainer":false,"children":[],"visibleTopicsCount":31,"url":"https:\/\/community.nintex.com\/nintex-k2-cloud-37"},{"id":35,"type":1,"title":"RPA LE","description":"Access step-by-step tutorials to help you implement and optimize robotic process automation using Nintex RPA LE.","thumbnailImage":null,"parentId":27,"isContainer":false,"children":[],"visibleTopicsCount":44,"url":"https:\/\/community.nintex.com\/rpa-le-35"},{"id":36,"type":1,"title":"Nintex Insights","description":"Find step-by-step tutorials to help you monitor, analyze, and optimize your workflows using Nintex Insights.","thumbnailImage":null,"parentId":27,"isContainer":false,"children":[],"visibleTopicsCount":0,"url":"https:\/\/community.nintex.com\/nintex-insights-36"},{"id":38,"type":1,"title":"K2 blackpearl","description":"Access step-by-step tutorials to help you design, manage, and optimize workflows and applications with K2 blackpearl.","thumbnailImage":null,"parentId":27,"isContainer":false,"children":[],"visibleTopicsCount":455,"url":"https:\/\/community.nintex.com\/k2-blackpearl-38"}],"language":"en","visibleTopicsCount":2155,"containerCategoriesCount":0,"contentCategoriesCount":17,"url":"https:\/\/community.nintex.com\/how-to-center-27"},{"id":41,"type":1,"title":"Best Practices","description":"Discover proven strategies and techniques to optimize your use of Nintex products and streamline your workflows.","thumbnailImage":null,"parentId":null,"isContainer":true,"children":[{"id":48,"type":1,"title":"RPA","description":"Access expert strategies and techniques to optimize your robotic process automation workflows using Nintex RPA.","thumbnailImage":null,"parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":14,"url":"https:\/\/community.nintex.com\/rpa-48"},{"id":44,"type":1,"title":"Process Discovery","description":"Discover expert strategies and techniques to optimize your process discovery efforts and improve business process identification.","thumbnailImage":null,"parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":2,"url":"https:\/\/community.nintex.com\/process-discovery-44"},{"id":45,"type":1,"title":"Process Manager","description":"Access expert strategies and techniques to optimize your process mapping, management, and improvement using Nintex Process Manager.","thumbnailImage":null,"parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":120,"url":"https:\/\/community.nintex.com\/process-manager-45"},{"id":42,"type":1,"title":"Nintex Automation Cloud","description":"Discover expert strategies and techniques to optimize your workflow automation and process management with Nintex Automation Cloud.","thumbnailImage":null,"parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":16,"url":"https:\/\/community.nintex.com\/nintex-automation-cloud-42"},{"id":105,"type":1,"title":"Nintex Apps","description":"Access expert strategies and techniques to optimize your app creation and customization workflows with Nintex Apps.","thumbnailImage":null,"parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":0,"url":"https:\/\/community.nintex.com\/nintex-apps-105"},{"id":106,"type":1,"title":"Nintex Apps for Salesforce","description":" Discover expert strategies and techniques to optimize your Nintex Apps for Salesforce for better efficiency.","thumbnailImage":null,"parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":0,"url":"https:\/\/community.nintex.com\/nintex-apps-for-salesforce-106"},{"id":47,"type":1,"title":"DocGen for Salesforce","description":"Access expert strategies and techniques to optimize document generation and automation with Nintex DocGen for Salesforce.","thumbnailImage":null,"parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":79,"url":"https:\/\/community.nintex.com\/docgen-for-salesforce-47"},{"id":46,"type":1,"title":"eSign","description":"Discover expert strategies and techniques to optimize your electronic signature workflows and improve document signing efficiency with Nintex eSign.","thumbnailImage":null,"parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":116,"url":"https:\/\/community.nintex.com\/esign-46"},{"id":43,"type":1,"title":"Nintex Automation K2","description":"Access expert strategies and techniques to optimize your workflow automation and process management with Nintex Automation K2.","thumbnailImage":null,"parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":32,"url":"https:\/\/community.nintex.com\/nintex-automation-k2-43"},{"id":54,"type":1,"title":"Nintex for Office 365","description":"Discover expert strategies and techniques to optimize your workflow automation and process management using Nintex for Office 365.","thumbnailImage":null,"parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":116,"url":"https:\/\/community.nintex.com\/nintex-for-office-365-54"},{"id":53,"type":1,"title":"Nintex for SharePoint","description":"Access expert strategies and techniques to optimize your workflow automation and process management using Nintex for SharePoint.","thumbnailImage":null,"parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":245,"url":"https:\/\/community.nintex.com\/nintex-for-sharepoint-53"},{"id":51,"type":1,"title":"Nintex K2 Cloud","description":"Discover expert strategies and techniques to optimize workflow and application development using Nintex K2 Cloud.","thumbnailImage":null,"parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":9,"url":"https:\/\/community.nintex.com\/nintex-k2-cloud-51"},{"id":49,"type":1,"title":"RPA LE","description":"Access expert strategies and techniques to optimize your robotic process automation workflows using Nintex RPA LE.","thumbnailImage":null,"parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":22,"url":"https:\/\/community.nintex.com\/rpa-le-49"},{"id":52,"type":1,"title":"K2 blackpearl","description":"Access expert strategies and techniques to optimize workflow automation and application development with K2 blackpearl.","thumbnailImage":null,"parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":29,"url":"https:\/\/community.nintex.com\/k2-blackpearl-52"}],"language":"en","visibleTopicsCount":800,"containerCategoriesCount":0,"contentCategoriesCount":14,"url":"https:\/\/community.nintex.com\/best-practices-41"}],"communityCustomerTitle":"Nintex Community","ssoLoginUrl":"\/ssoproxy\/login?ssoType=saml","showAuthPage":false,"items":[{"key":"custom","visibility":true,"name":"Start Here","url":"https:\/\/community.nintex.com\/p\/Welcome_to_Community","external":true},{"key":"community","visibility":true,"name":"Forums"},{"key":"knowledgeBase","visibility":true,"name":"Knowledge Base"},{"key":"custom","visibility":true,"name":"News","url":"https:\/\/community.nintex.com\/news-18","external":true},{"key":"event","visibility":true,"name":"Events","url":"\/events"},{"key":"custom","visibility":true,"name":"Customer Content Portal","url":"https:\/\/community.nintex.com\/p\/content_portal","external":true},{"key":"productUpdates","name":"Product Updates","visibility":false,"url":"\/product-updates"},{"key":"ideation","visibility":false,"name":"Ideas","url":"\/ideas"},{"key":"group","visibility":false,"name":"Groups","url":"\/groups"}],"searchInfo":{"isFederatedSalesforceSearch":false,"isFederatedSkilljarSearch":false,"isFederatedFreshdeskSearch":false,"category":null,"isParentCategory":null,"isExtendableSearch":null},"permissions":{"ideation":false,"productUpdates":true},"enabledLanguages":[],"publishedLanguages":[{"id":"0653137f-b8ec-7346-8000-4c5952edc955","code":"en","iso":"en-us","locale":"en_US","name":"English","isEnabled":true,"isDefault":true,"isPublished":true}],"selectedLanguage":"en","isSpacesOnly":false,"phrases":{"Common":{"main.navigation.menu_label":"Menu","nav.title.forum.overview":"Home","nav.title.forum.recent.activity":"Recently active topics","nav.title.forum.activity.last.visit":"Active since last visit","nav.title.forum.unanswered.questions":"Unanswered questions","bb.spoiler.show-content":"Show content","bb.spoiler.hide-content":"Hide content","wrote":"wrote","js.attachments.place_in_text":"Place in text","js.attachments.show_as_attachment":"Show as attachment","js.attachments.delete":"Delete","js.uploader.error_file_type":"Sorry, we couldn't upload your file because we don't support that file type. Supported file types: {allowed_files_type}","js.uploader.error_file_size":"Sorry, we couldn\u2019t upload your file because it's too big. Maximum file size: {allowed_files_size}","content_type.label.idea":"Idea","js.uploader.error_on_upload":"Something went wrong, please check your link and try again."},"Forum":{"nav.title.knowledgebase":"Knowledge Base","nav.title.knowledgebase.overview":"Knowledge Base","nav.title.community":"Community","live.search.placeholder":"Search. Solve. Succeed.","live.search.search.text":"Search:","live.search.no.result.found.text":"No results found for:","live.search.trending.text":"Trending","live.search.ask.question":"Ask question to the community","live.search.view.all":"View all","topic.form.type.discussion.label":"Conversation","content_type.label.article":"Article","content_type.label.question":"Question","answered.mark.title":"Solved","ask.question.title":"Ask question","ask.question.title.description":"Start your question with 'What', 'How' etc and phrase it like a question.","ask.question.optional.description":"Add description (optional)","cancel":"Cancel","create":"Create","title":"Title","Choose your subject":"Choose your topic category.","post.textarea.label":"Description","topic.editor.subforum.title":"Topic Category","topic.first.reply.placeholder.textarea":"Add as many details as possible. By providing details you\u2019ll make it easier for others to reply.|Add as many details as possible. By providing details you\u2019ll make it easier for others to reply.","wysiwyg.h1.btn.title":"Large heading","wysiwyg.h3.btn.title":"Small heading","wysiwyg.embed.btn.title":"Embed media","wysiwyg.video_embed.btn.title":"Video embed","Save":"Save","Cancel":"Cancel","wysiwyg.submenu.title":"More options","wysiwyg.features.links.text_input":"Text","wysiwyg.features.links.link_input":"URL","wysiwyg.features.links.link_input.placeholder":"Paste a link","wysiwyg.modals.embed.title":"Embed media","wysiwyg.modals.embed.placeholder":"Paste a link to embed media. Supported platforms: YouTube, Soundcloud, Deezer, Vimeo, Dailymotion.","wysiwyg.modals.embed.submit":"Insert","wysiwyg.features.links.link_button":"Save","Upload image":"Upload image","o_embed.error.error_no_url":"Missing embed URL","o_embed.error.error_not_valid_url":"URL provided is not valid","o_embed.error.error_service_not_supported":"The provided domain is not supported","o_embed.error.error_not_retrieved":"Embed data could not be retrieved","go.to.homepage":"Go to homepage","My profile":"My profile","Topic|Topics":"Topic|Topics","Reply|Replies":"Reply|Replies","Solved":"Solved","header.profile.dropdown.subscriptions":"Subscriptions","Private messages":"Private messages","Settings":"Settings","Logout":"Log out"},"Control":{"editor.controls.quote":"Quote","editor.controls.spoiler":"Spoiler","editor.controls.code":"Code","editor.controls.url":"Url"}},"searchRevamp":false,"aiSearchSummary":false,"selectedTemplate":0}"></div> </div> </div> <div class="widget-container widget-container--navigation_bar widget-container--index-2" data-idx="2"> <div class="widget-placeholder"> </div> </div> <div class="sitewidth flash-message-wrapper"> <div class="col"> <div class="module templatehead"> </div> </div> </div> <div data-preact="widget-notification/FeaturedTopicsWrapper" class="" data-props="{"widget":"featuredBanner"}"></div> <div class="widget-container widget-container--topic_banner widget-container--index-3" data-idx="3"> <div class="widget-placeholder"> <div data-preact="topic-banner/TopicBanner" class="widget--notification qa-widget-notification custom-notification" data-props="{"serverSideProps":{"topicIds":[{"id":90,"title":"Revolutionize Workflows with Agentic AI","url":"\/events\/90","type":"event"}]},"selectedTopic":{"id":90,"title":"Revolutionize Workflows with Agentic AI","content":"<h2>Process Orchestration in an AI World<\/h2><p>\u00a0<\/p><p>Join Nintex\u2019s AI experts on how AI-driven process orchestration is transforming workflow automation, process capture, and application development. We\u2019ll demonstrate how agentic AI can eliminate the need for coding and configuration, using a vendor onboarding use case as an example.<\/p><h3>In this webinar:<\/h3><ul><li>Reimagine Process Discovery: Learn how AI can autonomously detect and document current processes, helping you uncover inefficiencies.<\/li>\t<li>Automate Complex Workflows: See how to automate cross-departmental processes\u2014no coding required.<\/li>\t<li>Simplify Application Development: Discover how to effortlessly build portals for customers and vendors that streamline experiences.<\/li><\/ul><p>See how frictionless process orchestration inspires teams to embrace a culture of efficiency and innovation. Register to unlock the full potential of AI-powered process orchestration and transform how your organization works!<\/p>","author":{"id":58432,"url":"\/members\/paulaatnintex-58432","name":"paulaatnintex","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/8d762d87-5afe-4369-b110-571b8624a663.png","userTitle":"Nintex Employee","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"icon":"70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","avatarIcon":"b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","name":"Nintex Employee","color":"#8439A6"},"userLevel":0,"badges":[],"isBanned":false},"type":"Webinar","url":"https:\/\/community.nintex.com\/events\/revolutionize-workflows-with-agentic-ai-90","image":"","location":"","startsAt":1744128000,"endsAt":1744129800,"contentType":"event","attendees":[],"attendeeCount":0,"isLoggedInUserAttendee":false,"createdAt":"1741794903","timezoneName":"-07:00"},"config":{"selectedTopic":{"id":90,"title":"Revolutionize Workflows with Agentic AI","content":"<h2>Process Orchestration in an AI World<\/h2><p>\u00a0<\/p><p>Join Nintex\u2019s AI experts on how AI-driven process orchestration is transforming workflow automation, process capture, and application development. We\u2019ll demonstrate how agentic AI can eliminate the need for coding and configuration, using a vendor onboarding use case as an example.<\/p><h3>In this webinar:<\/h3><ul><li>Reimagine Process Discovery: Learn how AI can autonomously detect and document current processes, helping you uncover inefficiencies.<\/li>\t<li>Automate Complex Workflows: See how to automate cross-departmental processes\u2014no coding required.<\/li>\t<li>Simplify Application Development: Discover how to effortlessly build portals for customers and vendors that streamline experiences.<\/li><\/ul><p>See how frictionless process orchestration inspires teams to embrace a culture of efficiency and innovation. Register to unlock the full potential of AI-powered process orchestration and transform how your organization works!<\/p>","author":{"id":58432,"url":"\/members\/paulaatnintex-58432","name":"paulaatnintex","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/8d762d87-5afe-4369-b110-571b8624a663.png","userTitle":"Nintex Employee","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"icon":"70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","avatarIcon":"b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","name":"Nintex Employee","color":"#8439A6"},"userLevel":0,"badges":[],"isBanned":false},"type":"Webinar","url":"https:\/\/community.nintex.com\/events\/revolutionize-workflows-with-agentic-ai-90","image":"","location":"","startsAt":1744128000,"endsAt":1744129800,"contentType":"event","attendees":[],"attendeeCount":0,"isLoggedInUserAttendee":false,"createdAt":"1741794903","timezoneName":"-07:00"},"textColor":"#FFFFFF","backgroundColorDisplay":"config--main-color-brand","enablePicker":false,"hideSpacingWithUpperWidget":true,"paddingToTopAndBottom":false,"activeSection":"Style"},"phrases":{"Forum":{"{n} year|{n} years":"{n} year|{n} years","{n} month|{n} months":"{n} month|{n} months","{n} day|{n} days":"{n} day|{n} days","{n} hour|{n} hours":"{n} hour|{n} hours","{n} minute|{n} minutes":"{n} minute|{n} minutes","just":"just now","{plural} ago":"{plural} ago"}}}"><section role="group" class="topic_banner qa-topic_banner-container homepage-widget-wrapper homepage-widget-wrapper--no-spacing" style="background-color: var(--config--main-color-brand);"><div class="sitewidth"><div class="col"><div class="topic-banner_wrapper featuredBanner"><a class="banner-notification_url" aria-labelledby="banner-data" href="https://community.nintex.com/events/revolutionize-workflows-with-agentic-ai-90"></a><div id="banner-data" class="box banner-notification notification notification_custom"><div class="box__content box__pad"><p class="notification-title"><span style="color: #FFFFFF;" class="notification-link">Revolutionize Workflows with Agentic AI</span></p><span style="color: #FFFFFF;" class="thread-meta-item__date notification-link">(Tue, 8 Apr, 4:00 pm)</span></div></div></div></div></div></section></div> </div> </div> <div class="widget-container widget-container--html_widget widget-container--index-4" data-idx="4"> <div class="widget-placeholder"> <div data-preact="widget-custom-html/index" class="" data-props="{"title":"","html":" <meta charset=\"UTF-8\">\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\">\n <title>Centered Title with Horizontal Sections<\/title>\n <style>\n \n nupm-header {\n text-align: center;\n padding: 0;\n \tmargin-top: 0; \/* Add this line *\/\n\n }\n\n nupm-header h1 {\n margin: 0;\n \tmargin-bottom: 20px; \/* Adjust the value as needed *\/\n \tcolor: #8439A6; \/* Nintex Purple *\/\n }\n <\/style>\n\n\n\n <nupm-header>\n <h1>Start your Nintex eSign journey here!<\/h1>\n <\/nupm-header>\n"}"><div class="custom-html-widget-wrapper"><section class="full-width custom-html"> <meta charset="UTF-8"> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <title>Centered Title with Horizontal Sections</title> <style> nupm-header { text-align: center; padding: 0; margin-top: 0; /* Add this line */ } nupm-header h1 { margin: 0; margin-bottom: 20px; /* Adjust the value as needed */ color: #8439A6; /* Nintex Purple */ } </style> <nupm-header> <h1>Start your Nintex eSign journey here!</h1> </nupm-header> </section></div></div> </div> </div> <div class="widget-container widget-container--quick_links widget-container--index-5" data-idx="5"> <div class="widget-placeholder"> <div data-preact="destination/modules/Navigation/quick-links/QuickLinksContainer.sync" class="" data-props="{"data":[{"title":"Get Started","url":"https:\/\/learn.nintex.com\/catalog\/courses\/3264762","description":"Learn Nintex eSign basics.","openNewTab":true,"imageSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/ca261115-12ff-4d5d-9137-dc2a8aca75bf_thumb.jpg","iconSrc":null},{"title":"Advanced JotBlocks","url":"https:\/\/learn.nintex.com\/catalog\/courses\/3264763","description":"Learn JotBlock settings in Nintex eSign.","openNewTab":true,"imageSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/ce755be5-49c5-4c0a-86ac-a0963ed9818c_thumb.jpg","iconSrc":null},{"title":"Templates & Advanced Features","url":"https:\/\/learn.nintex.com\/catalog\/courses\/3264764","description":"Learn Templates and advanced features in Nintex eSign.","openNewTab":true,"imageSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/ef2efcb2-7875-4e28-ab9d-87345920ebf0_thumb.jpg","iconSrc":null},{"title":"Expert Certification","url":"https:\/\/learn.nintex.com\/catalog\/courses\/3444956","description":"Certify as a Nintex eSign Expert Business User.","openNewTab":true,"imageSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/35e5569b-8578-4a9c-90fd-7f3afbf17562_thumb.png","iconSrc":null}],"config":{"borderRadius":3,"enableBorder":true,"quickLinks":[{"title":"Get Started","url":"https:\/\/learn.nintex.com\/catalog\/courses\/3264762","description":"Learn Nintex eSign basics.","openNewTab":true,"imageSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/ca261115-12ff-4d5d-9137-dc2a8aca75bf_thumb.jpg","iconSrc":null},{"title":"Advanced JotBlocks","url":"https:\/\/learn.nintex.com\/catalog\/courses\/3264763","description":"Learn JotBlock settings in Nintex eSign.","openNewTab":true,"imageSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/ce755be5-49c5-4c0a-86ac-a0963ed9818c_thumb.jpg","iconSrc":null},{"title":"Templates & Advanced Features","url":"https:\/\/learn.nintex.com\/catalog\/courses\/3264764","description":"Learn Templates and advanced features in Nintex eSign.","openNewTab":true,"imageSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/ef2efcb2-7875-4e28-ab9d-87345920ebf0_thumb.jpg","iconSrc":null},{"title":"Expert Certification","url":"https:\/\/learn.nintex.com\/catalog\/courses\/3444956","description":"Certify as a Nintex eSign Expert Business User.","openNewTab":true,"imageSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/35e5569b-8578-4a9c-90fd-7f3afbf17562_thumb.png","iconSrc":null}],"selectedCardsPerRow":"4","title":"Learn with Nintex University","subtitle":"Explore the tiles below to unlock a world of on-demand Nintex eSign courses, learning paths, and certifications with Nintex University. Enhance your expertise with flexible learning options and build comprehensive skills and knowledge.","backgroundColorDisplay":"none","titleColor":"#8439A6","titleColorDisplay":"solid_color","subtitleColor":"#8439A6","subtitleColorDisplay":"config--main-color-night","enablePicker":false,"hideSpacingWithUpperWidget":true,"paddingToTopAndBottom":true,"activeSection":"Style","selectedMobileLayout":"horizontallyScrollable","selectedWidgetPersonalisationOption":"","selectedWidgetPersonalisationOptionName":"All roles","startDateTimestamp":null,"finishDateTimestamp":null},"title":"Learn with Nintex University","isNested":null}"><section role="group" class="full-width Template-brand-featured qa-quicklinks-container quicklinks-wrapper custom-quicklink quick_links qa-quick_links-container homepage-widget-wrapper widget-container-spacing homepage-widget-wrapper--no-spacing"><div class="sitewidth"><div class="col"><h3 style="color: #8439A6;" class="widget-title widget__heading quick_links__heading">Learn with Nintex University</h3><h4 style="color: var(--config--main-color-night);" class="widget__subheading quick_links__subheading font-normal-weight">Explore the tiles below to unlock a world of on-demand Nintex eSign courses, learning paths, and certifications with Nintex University. Enhance your expertise with flexible learning options and build comprehensive skills and knowledge.</h4><div class="content--centered quicklink__container horizontally-scrollable"><article class="featured-topic quicklink__box card-widget-wrapper quicklink-image" style="--cards-per-row: 4"><a href="https://learn.nintex.com/catalog/courses/3264762" class="quicklink__url" tabIndex="0" target="_blank"><figure class><div role="img" aria-label class="lazy quicklink__hero" data-src="https://uploads-us-west-2.insided.com/nintex-us/attachment/ca261115-12ff-4d5d-9137-dc2a8aca75bf_thumb.jpg" style="background-image: https://uploads-us-west-2.insided.com/nintex-us/attachment/ca261115-12ff-4d5d-9137-dc2a8aca75bf_thumb.jpg"> </div></figure><div class="quicklink__title"><header><h3 class="h3 card-widget-title">Get Started</h3></header><p class="text--meta card-widget-text">Learn Nintex eSign basics.</p></div></a></article><article class="featured-topic quicklink__box card-widget-wrapper quicklink-image" style="--cards-per-row: 4"><a href="https://learn.nintex.com/catalog/courses/3264763" class="quicklink__url" tabIndex="0" target="_blank"><figure class><div role="img" aria-label class="lazy quicklink__hero" data-src="https://uploads-us-west-2.insided.com/nintex-us/attachment/ce755be5-49c5-4c0a-86ac-a0963ed9818c_thumb.jpg" style="background-image: https://uploads-us-west-2.insided.com/nintex-us/attachment/ce755be5-49c5-4c0a-86ac-a0963ed9818c_thumb.jpg"> </div></figure><div class="quicklink__title"><header><h3 class="h3 card-widget-title">Advanced JotBlocks</h3></header><p class="text--meta card-widget-text">Learn JotBlock settings in Nintex eSign.</p></div></a></article><article class="featured-topic quicklink__box card-widget-wrapper quicklink-image" style="--cards-per-row: 4"><a href="https://learn.nintex.com/catalog/courses/3264764" class="quicklink__url" tabIndex="0" target="_blank"><figure class><div role="img" aria-label class="lazy quicklink__hero" data-src="https://uploads-us-west-2.insided.com/nintex-us/attachment/ef2efcb2-7875-4e28-ab9d-87345920ebf0_thumb.jpg" style="background-image: https://uploads-us-west-2.insided.com/nintex-us/attachment/ef2efcb2-7875-4e28-ab9d-87345920ebf0_thumb.jpg"> </div></figure><div class="quicklink__title"><header><h3 class="h3 card-widget-title">Templates & Advanced Features</h3></header><p class="text--meta card-widget-text">Learn Templates and advanced features in Nintex eSign.</p></div></a></article><article class="featured-topic quicklink__box card-widget-wrapper quicklink-image" style="--cards-per-row: 4"><a href="https://learn.nintex.com/catalog/courses/3444956" class="quicklink__url" tabIndex="0" target="_blank"><figure class><div role="img" aria-label class="lazy quicklink__hero" data-src="https://uploads-us-west-2.insided.com/nintex-us/attachment/35e5569b-8578-4a9c-90fd-7f3afbf17562_thumb.png" style="background-image: https://uploads-us-west-2.insided.com/nintex-us/attachment/35e5569b-8578-4a9c-90fd-7f3afbf17562_thumb.png"> </div></figure><div class="quicklink__title"><header><h3 class="h3 card-widget-title">Expert Certification</h3></header><p class="text--meta card-widget-text">Certify as a Nintex eSign Expert Business User.</p></div></a></article></div></div></div></section></div> </div> </div> <div class="widget-container widget-container--quick_links widget-container--index-6" data-idx="6"> <div class="widget-placeholder"> <div data-preact="destination/modules/Navigation/quick-links/QuickLinksContainer.sync" class="" data-props="{"data":[{"title":"Get Started","url":"https:\/\/help.nintex.com\/en-US\/assuresign\/#cshid=1001","description":"","openNewTab":true,"imageSrc":null,"iconSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/6fe62613-67e1-44c4-a9c0-3b319f30d2b5_thumb.png"},{"title":"Send a Document","url":"https:\/\/help.nintex.com\/en-US\/assuresign\/#cshid=1002","description":"","openNewTab":true,"imageSrc":null,"iconSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/bad40886-f2b4-47e4-88ef-0ad6f8a7f299_thumb.png"},{"title":"Create a Template","url":"https:\/\/help.nintex.com\/en-US\/assuresign\/#cshid=1003","description":"","openNewTab":true,"imageSrc":null,"iconSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/092bc933-1a94-4384-93eb-5d50a306cffe_thumb.png"},{"title":"Sign a Document","url":"https:\/\/help.nintex.com\/en-US\/assuresign\/#cshid=1004","description":"","openNewTab":true,"imageSrc":null,"iconSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/2d3bb9fa-235f-4dea-a531-005d24806d63_thumb.png"}],"config":{"borderRadius":3,"enableBorder":true,"quickLinks":[{"title":"Get Started","url":"https:\/\/help.nintex.com\/en-US\/assuresign\/#cshid=1001","description":"","openNewTab":true,"imageSrc":null,"iconSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/6fe62613-67e1-44c4-a9c0-3b319f30d2b5_thumb.png"},{"title":"Send a Document","url":"https:\/\/help.nintex.com\/en-US\/assuresign\/#cshid=1002","description":"","openNewTab":true,"imageSrc":null,"iconSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/bad40886-f2b4-47e4-88ef-0ad6f8a7f299_thumb.png"},{"title":"Create a Template","url":"https:\/\/help.nintex.com\/en-US\/assuresign\/#cshid=1003","description":"","openNewTab":true,"imageSrc":null,"iconSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/092bc933-1a94-4384-93eb-5d50a306cffe_thumb.png"},{"title":"Sign a Document","url":"https:\/\/help.nintex.com\/en-US\/assuresign\/#cshid=1004","description":"","openNewTab":true,"imageSrc":null,"iconSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/2d3bb9fa-235f-4dea-a531-005d24806d63_thumb.png"}],"selectedCardsPerRow":"4","title":"Know with Nintex Help","subtitle":"Need Nintex eSign help? Click the tiles below to access quick-start guides, configuration assistance, troubleshooting tips, software development kits, and release notes on Nintex Help.","enablePicker":false,"hideSpacingWithUpperWidget":false,"paddingToTopAndBottom":false,"activeSection":"Style","selectedMobileLayout":"horizontallyScrollable","titleColor":"#8439A6","titleColorDisplay":"solid_color","subtitleColor":"#8439A6","subtitleColorDisplay":"config--main-color-night","selectedWidgetPersonalisationOption":"","selectedWidgetPersonalisationOptionName":"All roles","startDateTimestamp":null,"finishDateTimestamp":null},"title":"Know with Nintex Help","isNested":null}"><section role="group" class="full-width Template-brand-featured qa-quicklinks-container quicklinks-wrapper custom-quicklink quick_links qa-quick_links-container homepage-widget-wrapper"><div class="sitewidth"><div class="col"><h3 style="color: #8439A6;" class="widget-title widget__heading quick_links__heading">Know with Nintex Help</h3><h4 style="color: var(--config--main-color-night);" class="widget__subheading quick_links__subheading font-normal-weight">Need Nintex eSign help? Click the tiles below to access quick-start guides, configuration assistance, troubleshooting tips, software development kits, and release notes on Nintex Help.</h4><div class="content--centered quicklink__container horizontally-scrollable"><article class="featured-topic quicklink__box card-widget-wrapper quicklink-icon" style="--cards-per-row: 4"><a href="https://help.nintex.com/en-US/assuresign/#cshid=1001" class="quicklink__url" tabIndex="0" target="_blank"><figure class="figure-padding__icon"><div role="img" aria-label class="lazy padding__icon quicklink__hero" data-src="https://uploads-us-west-2.insided.com/nintex-us/attachment/6fe62613-67e1-44c4-a9c0-3b319f30d2b5_thumb.png" style="background-image: https://uploads-us-west-2.insided.com/nintex-us/attachment/6fe62613-67e1-44c4-a9c0-3b319f30d2b5_thumb.png"> </div></figure><div class="quicklink__title"><header><h3 class="h3 card-widget-title">Get Started</h3></header><p class="text--meta card-widget-text"></p></div></a></article><article class="featured-topic quicklink__box card-widget-wrapper quicklink-icon" style="--cards-per-row: 4"><a href="https://help.nintex.com/en-US/assuresign/#cshid=1002" class="quicklink__url" tabIndex="0" target="_blank"><figure class="figure-padding__icon"><div role="img" aria-label class="lazy padding__icon quicklink__hero" data-src="https://uploads-us-west-2.insided.com/nintex-us/attachment/bad40886-f2b4-47e4-88ef-0ad6f8a7f299_thumb.png" style="background-image: https://uploads-us-west-2.insided.com/nintex-us/attachment/bad40886-f2b4-47e4-88ef-0ad6f8a7f299_thumb.png"> </div></figure><div class="quicklink__title"><header><h3 class="h3 card-widget-title">Send a Document</h3></header><p class="text--meta card-widget-text"></p></div></a></article><article class="featured-topic quicklink__box card-widget-wrapper quicklink-icon" style="--cards-per-row: 4"><a href="https://help.nintex.com/en-US/assuresign/#cshid=1003" class="quicklink__url" tabIndex="0" target="_blank"><figure class="figure-padding__icon"><div role="img" aria-label class="lazy padding__icon quicklink__hero" data-src="https://uploads-us-west-2.insided.com/nintex-us/attachment/092bc933-1a94-4384-93eb-5d50a306cffe_thumb.png" style="background-image: https://uploads-us-west-2.insided.com/nintex-us/attachment/092bc933-1a94-4384-93eb-5d50a306cffe_thumb.png"> </div></figure><div class="quicklink__title"><header><h3 class="h3 card-widget-title">Create a Template</h3></header><p class="text--meta card-widget-text"></p></div></a></article><article class="featured-topic quicklink__box card-widget-wrapper quicklink-icon" style="--cards-per-row: 4"><a href="https://help.nintex.com/en-US/assuresign/#cshid=1004" class="quicklink__url" tabIndex="0" target="_blank"><figure class="figure-padding__icon"><div role="img" aria-label class="lazy padding__icon quicklink__hero" data-src="https://uploads-us-west-2.insided.com/nintex-us/attachment/2d3bb9fa-235f-4dea-a531-005d24806d63_thumb.png" style="background-image: https://uploads-us-west-2.insided.com/nintex-us/attachment/2d3bb9fa-235f-4dea-a531-005d24806d63_thumb.png"> </div></figure><div class="quicklink__title"><header><h3 class="h3 card-widget-title">Sign a Document</h3></header><p class="text--meta card-widget-text"></p></div></a></article></div></div></div></section></div> </div> </div> <div class="widget-container widget-container--quick_links widget-container--index-7" data-idx="7"> <div class="widget-placeholder"> <div data-preact="destination/modules/Navigation/quick-links/QuickLinksContainer.sync" class="" data-props="{"data":[{"title":"View Reports","url":"https:\/\/help.nintex.com\/en-US\/assuresign\/#cshid=1005","description":"","openNewTab":true,"imageSrc":null,"iconSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/ae98492c-b7db-4f36-b0e7-69eac89aab98_thumb.png"},{"title":"Administration","url":"https:\/\/help.nintex.com\/en-US\/assuresign\/#cshid=1006","description":"","openNewTab":true,"imageSrc":null,"iconSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/334badcd-6e8e-4a34-9c09-108bf1638526_thumb.png"},{"title":"Integrations","url":"https:\/\/help.nintex.com\/en-US\/assuresign\/#cshid=1007","description":"","openNewTab":true,"imageSrc":null,"iconSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/2e39d55a-a74e-479b-bbe8-965d3c38ffe1_thumb.png"},{"title":"Troubleshooting","url":"https:\/\/help.nintex.com\/en-US\/assuresign\/#cshid=1008","description":"","openNewTab":true,"imageSrc":null,"iconSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/60d25e9c-de54-4d7d-9a06-27523e3ede6d_thumb.png"}],"config":{"borderRadius":3,"enableBorder":true,"quickLinks":[{"title":"View Reports","url":"https:\/\/help.nintex.com\/en-US\/assuresign\/#cshid=1005","description":"","openNewTab":true,"imageSrc":null,"iconSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/ae98492c-b7db-4f36-b0e7-69eac89aab98_thumb.png"},{"title":"Administration","url":"https:\/\/help.nintex.com\/en-US\/assuresign\/#cshid=1006","description":"","openNewTab":true,"imageSrc":null,"iconSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/334badcd-6e8e-4a34-9c09-108bf1638526_thumb.png"},{"title":"Integrations","url":"https:\/\/help.nintex.com\/en-US\/assuresign\/#cshid=1007","description":"","openNewTab":true,"imageSrc":null,"iconSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/2e39d55a-a74e-479b-bbe8-965d3c38ffe1_thumb.png"},{"title":"Troubleshooting","url":"https:\/\/help.nintex.com\/en-US\/assuresign\/#cshid=1008","description":"","openNewTab":true,"imageSrc":null,"iconSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/60d25e9c-de54-4d7d-9a06-27523e3ede6d_thumb.png"}],"selectedCardsPerRow":"4","title":"","enablePicker":false,"hideSpacingWithUpperWidget":false,"paddingToTopAndBottom":false,"activeSection":"Style","selectedMobileLayout":"horizontallyScrollable"},"title":"","isNested":null}"><section role="group" class="full-width Template-brand-featured qa-quicklinks-container quicklinks-wrapper custom-quicklink quick_links qa-quick_links-container homepage-widget-wrapper"><div class="sitewidth"><div class="col"><div class="content--centered quicklink__container horizontally-scrollable"><article class="featured-topic quicklink__box card-widget-wrapper quicklink-icon" style="--cards-per-row: 4"><a href="https://help.nintex.com/en-US/assuresign/#cshid=1005" class="quicklink__url" tabIndex="0" target="_blank"><figure class="figure-padding__icon"><div role="img" aria-label class="lazy padding__icon quicklink__hero" data-src="https://uploads-us-west-2.insided.com/nintex-us/attachment/ae98492c-b7db-4f36-b0e7-69eac89aab98_thumb.png" style="background-image: https://uploads-us-west-2.insided.com/nintex-us/attachment/ae98492c-b7db-4f36-b0e7-69eac89aab98_thumb.png"> </div></figure><div class="quicklink__title"><header><h3 class="h3 card-widget-title">View Reports</h3></header><p class="text--meta card-widget-text"></p></div></a></article><article class="featured-topic quicklink__box card-widget-wrapper quicklink-icon" style="--cards-per-row: 4"><a href="https://help.nintex.com/en-US/assuresign/#cshid=1006" class="quicklink__url" tabIndex="0" target="_blank"><figure class="figure-padding__icon"><div role="img" aria-label class="lazy padding__icon quicklink__hero" data-src="https://uploads-us-west-2.insided.com/nintex-us/attachment/334badcd-6e8e-4a34-9c09-108bf1638526_thumb.png" style="background-image: https://uploads-us-west-2.insided.com/nintex-us/attachment/334badcd-6e8e-4a34-9c09-108bf1638526_thumb.png"> </div></figure><div class="quicklink__title"><header><h3 class="h3 card-widget-title">Administration</h3></header><p class="text--meta card-widget-text"></p></div></a></article><article class="featured-topic quicklink__box card-widget-wrapper quicklink-icon" style="--cards-per-row: 4"><a href="https://help.nintex.com/en-US/assuresign/#cshid=1007" class="quicklink__url" tabIndex="0" target="_blank"><figure class="figure-padding__icon"><div role="img" aria-label class="lazy padding__icon quicklink__hero" data-src="https://uploads-us-west-2.insided.com/nintex-us/attachment/2e39d55a-a74e-479b-bbe8-965d3c38ffe1_thumb.png" style="background-image: https://uploads-us-west-2.insided.com/nintex-us/attachment/2e39d55a-a74e-479b-bbe8-965d3c38ffe1_thumb.png"> </div></figure><div class="quicklink__title"><header><h3 class="h3 card-widget-title">Integrations</h3></header><p class="text--meta card-widget-text"></p></div></a></article><article class="featured-topic quicklink__box card-widget-wrapper quicklink-icon" style="--cards-per-row: 4"><a href="https://help.nintex.com/en-US/assuresign/#cshid=1008" class="quicklink__url" tabIndex="0" target="_blank"><figure class="figure-padding__icon"><div role="img" aria-label class="lazy padding__icon quicklink__hero" data-src="https://uploads-us-west-2.insided.com/nintex-us/attachment/60d25e9c-de54-4d7d-9a06-27523e3ede6d_thumb.png" style="background-image: https://uploads-us-west-2.insided.com/nintex-us/attachment/60d25e9c-de54-4d7d-9a06-27523e3ede6d_thumb.png"> </div></figure><div class="quicklink__title"><header><h3 class="h3 card-widget-title">Troubleshooting</h3></header><p class="text--meta card-widget-text"></p></div></a></article></div></div></div></section></div> </div> </div> <div class="widget-container widget-container--quick_links widget-container--index-8" data-idx="8"> <div class="widget-placeholder"> <div data-preact="destination/modules/Navigation/quick-links/QuickLinksContainer.sync" class="" data-props="{"data":[{"title":"DocumentNOW API","url":"https:\/\/account.assuresign.net\/api\/v3.7\/documentation#\/documentnow","description":"","openNewTab":true,"imageSrc":null,"iconSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/3bf69c16-5e63-4e58-83b5-799618254566_thumb.png"},{"title":"Account API","url":"https:\/\/account.assuresign.net\/api\/v3.7\/documentation#\/account","description":"","openNewTab":true,"imageSrc":null,"iconSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d3a26544-d5b0-402d-9fbb-1158073e7523_thumb.png"}],"config":{"borderRadius":3,"enableBorder":true,"quickLinks":[{"title":"DocumentNOW API","url":"https:\/\/account.assuresign.net\/api\/v3.7\/documentation#\/documentnow","description":"","openNewTab":true,"imageSrc":null,"iconSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/3bf69c16-5e63-4e58-83b5-799618254566_thumb.png"},{"title":"Account API","url":"https:\/\/account.assuresign.net\/api\/v3.7\/documentation#\/account","description":"","openNewTab":true,"imageSrc":null,"iconSrc":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d3a26544-d5b0-402d-9fbb-1158073e7523_thumb.png"}],"selectedCardsPerRow":"2","title":"","enablePicker":false,"hideSpacingWithUpperWidget":true,"paddingToTopAndBottom":true,"activeSection":"Style","selectedMobileLayout":"horizontallyScrollable"},"title":"","isNested":null}"><section role="group" class="full-width Template-brand-featured qa-quicklinks-container quicklinks-wrapper custom-quicklink quick_links qa-quick_links-container homepage-widget-wrapper widget-container-spacing homepage-widget-wrapper--no-spacing"><div class="sitewidth"><div class="col"><div class="content--centered quicklink__container horizontally-scrollable"><article class="featured-topic quicklink__box card-widget-wrapper quicklink-icon" style="--cards-per-row: 2"><a href="https://account.assuresign.net/api/v3.7/documentation#/documentnow" class="quicklink__url" tabIndex="0" target="_blank"><figure class="figure-padding__icon"><div role="img" aria-label class="lazy padding__icon quicklink__hero" data-src="https://uploads-us-west-2.insided.com/nintex-us/attachment/3bf69c16-5e63-4e58-83b5-799618254566_thumb.png" style="background-image: https://uploads-us-west-2.insided.com/nintex-us/attachment/3bf69c16-5e63-4e58-83b5-799618254566_thumb.png"> </div></figure><div class="quicklink__title"><header><h3 class="h3 card-widget-title">DocumentNOW API</h3></header><p class="text--meta card-widget-text"></p></div></a></article><article class="featured-topic quicklink__box card-widget-wrapper quicklink-icon" style="--cards-per-row: 2"><a href="https://account.assuresign.net/api/v3.7/documentation#/account" class="quicklink__url" tabIndex="0" target="_blank"><figure class="figure-padding__icon"><div role="img" aria-label class="lazy padding__icon quicklink__hero" data-src="https://uploads-us-west-2.insided.com/nintex-us/attachment/d3a26544-d5b0-402d-9fbb-1158073e7523_thumb.png" style="background-image: https://uploads-us-west-2.insided.com/nintex-us/attachment/d3a26544-d5b0-402d-9fbb-1158073e7523_thumb.png"> </div></figure><div class="quicklink__title"><header><h3 class="h3 card-widget-title">Account API</h3></header><p class="text--meta card-widget-text"></p></div></a></article></div></div></div></section></div> </div> </div> <div class="widget-container widget-container--dynamic_content widget-container--index-9" data-idx="9"> <div class="widget-placeholder"> <div data-preact="destination/modules/Navigation/widget-dynamic-content/index.sync" class="" data-props="{"dynamicContentData":[{"url":"https:\/\/community.nintex.com\/esign-32\/log-in-to-nintex-esign-28259","title":"Log in to Nintex eSign","description":"<h2>Topic<\/h2><p>In this video, learn how to log into Nintex eSign. This allows you to access your account, select\u00a0your Nintex eSign environment, and change accounts if you have multiple accounts.<\/p><oembed url=\"https:\/\/vimeo.com\/951299829\/ebc3e85af3\"><\/oembed><p>\u00a0<\/p>","id":28259,"featuredImage":"","label":"How-To","replyCount":0,"views":2515,"post":{"id":58744,"author":{"id":56555,"url":"\/members\/nintex-caroline-56555","name":"Nintex_Caroline","avatar":"","userTitle":"Nintex Employee","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"icon":"70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","avatarIcon":"b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","name":"Nintex Employee","color":"#8439A6"},"userLevel":1,"badges":[{"title":"First topic","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d65a1a6b-0ea8-4118-ae19-e8d39ab71cd2_thumb.png"}],"isBanned":false},"content":"<h2>Topic<\/h2><p>In this video, learn how to log into Nintex eSign. This allows you to access your account, select\u00a0your Nintex eSign environment, and change accounts if you have multiple accounts.<\/p><oembed url=\"https:\/\/vimeo.com\/951299829\/ebc3e85af3\"><\/oembed><p>\u00a0<\/p>","url":"\/esign-32\/log-in-to-nintex-esign-28259?postid=58744#post58744","creationDate":"2022-04-15T19:46:52+0000","relativeCreationDate":"2 years ago"},"contentType":"article","type":1,"likes":0,"hasCurrentUserLiked":false,"hasBestAnswer":false},{"url":"https:\/\/community.nintex.com\/esign-32\/assuresign-settings-28315","title":"AssureSign: Settings","description":"<p>Settings, on the\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/The-Administration-Tab\/ta-p\/211536\" rel=\"noopener noreferrer\" target=\"_self\">Administration tab<\/a>, allow you to customize the behavior of the AssureSign application. Settings are grouped by the area of AssureSign they primarily affect:<\/p><p>\u00a0<\/p><ul><li>Account Information<\/li>\t<li>Application Features<\/li>\t<li>Document Preferences<\/li>\t<li>Signing Customizations<\/li>\t<li>Signer Authentication<\/li>\t<li>DocumentNow Integration<\/li>\t<li>Notification Preferences<\/li>\t<li>Report Preferences<\/li>\t<li>Security Settings<\/li><\/ul><p><br \/><strong>Important:<\/strong>\u00a0<em>Certain settings may not be present when viewed from your account. Certain types of accounts may have more or less available configurations.<\/em><\/p><h3 id=\"account-information\"><strong>Account Information<\/strong><\/h3><p>These settings are used to modify general account information.<\/p><ul><li><strong>Account Display Name<\/strong>: For display throughout the application and use within email communications<\/li>\t<li><strong>Time Zone<\/strong>: For display of dates within report and the AssureSign site<\/li>\t<li><strong>Default Language<\/strong>: Settable when your account has been configured to allow signing and administration in multiple languages<\/li>\t<li><strong>General Help and Support<\/strong>: By default, account users have access to the AssureSign knowledge base and support from\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/The-Help-Page\/ta-p\/211537\" rel=\"noopener noreferrer\" target=\"_self\">Help<\/a>. Selecting\u00a0<em>enable<\/em>\u00a0here will allow you to select to configure to display custom support information on the\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/The-Help-Page\/ta-p\/211537\" rel=\"noopener noreferrer\" target=\"_self\">help page<\/a>:\t<ul><li>a custom support email address<\/li>\t\t<li>a custom support phone number<\/li>\t\t<li>a custom support URL<\/li>\t<\/ul><\/li>\t<li><strong>Account-Specific Help and Support<\/strong>: In addition to the general help and support options, AssureSign also offers the ability to customize account-specific support options. Selecting\u00a0<em>enable<\/em>\u00a0here will allow you to:\t<ul><li>provide a support email address that will be used when users of that account are experiencing AssureSign login issues and choose to contact support.<\/li>\t<\/ul><\/li>\t<li><strong>DocumentNOW\u00ae Account Context Identifier<\/strong>: displays the unique identifier for this account that will be required when setting up documents automatically through the DocumentNOW\u00ae interface in order to validate the request<\/li>\t<li><strong>Site URL<\/strong>: the URL of the AssureSign endpoint. This is provided as a reference to help you configure external solutions to communicate with your AssureSign account by API.<br \/>\t\u00a0<\/li><\/ul><h3 id=\"application-features\"><strong>Application Features<\/strong><\/h3><p>Application features enable or disable various application features: accounts, email designs, users, documents &amp; templates.<\/p><ul><li><strong>User Management<\/strong>: Allow or restrict access to create and administer users<\/li>\t<li><strong>Multiple Account Access for Users?<\/strong>: Configurable when your account has been configured to allow floating users (see\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Users-And-User-Settings\/ta-p\/211549\" rel=\"noopener noreferrer\" target=\"_self\">Users<\/a>\u00a0for information on the concept of floating users)<\/li>\t<li><strong>Role Management<\/strong>: Allow or restrict access to create and administer roles<\/li>\t<li><strong>Settings Configuration<\/strong>: Allow or restrict access to modify settings<\/li>\t<li><strong>Child Account Management<\/strong>: Allow or restrict access to create and administer sub accounts<\/li>\t<li><strong>Direct Management of Users, Roles, and Accounts for Child Accounts<\/strong>: Allow or restrict access to create and administer users, roles and account for child account and view documents that belong to child accounts<\/li>\t<li><strong>Email Design<\/strong>: Allow or restrict access to create and administer email designs<\/li>\t<li><strong><a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-DocumentTRAK\/ta-p\/211313\" rel=\"noopener noreferrer\" target=\"_self\">DocumentTRAK<\/a><\/strong>: Allows you to determine whether or not to enable custom web service notifications and automated web service or FTP transmission of completed documents.<\/li>\t<li><strong>Document Templates<\/strong>: Allow or restrict access to create and administer document templates<\/li>\t<li><strong>Document Envelopes<\/strong>: Determines whether or not multiple documents can be grouped into a single\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-An-AssureSign-Envelope\/ta-p\/211315\" rel=\"noopener noreferrer\" target=\"_self\">envelope<\/a>.\u00a0<\/li>\t<li><strong>External Signature Device Support<\/strong>: Specifies whether or not documents or templates can be configured to allow written JotBlocks\u00a0to be signed using an external signature device such as a signing pad<\/li>\t<li><strong>Data Export<\/strong>: Set to Yes to allow users with access to the Administration tab to be able to use the\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Data-Export\/ta-p\/211582\" rel=\"noopener noreferrer\" target=\"_self\">bulk Data Export tool<\/a><\/li>\t<li><strong>Signer Payment<\/strong>: Currently, AssureSign supports integrations with MagTek payment services, using the EDynamo device.\u00a0 When payments is enabled on an account, you must enter your credentials for accessing your MagTek account - including your Customer Code - and select your Processor.\u00a0 Additionally, you may enter your merchant information that is used in the body of payment receipts applied to documents or used via\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/Best-Practices\/Merge-Fields\/ta-p\/216688\" rel=\"noopener noreferrer\" target=\"_self\">merge fields<\/a>.\u00a0 When this has been configured,\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Payment-Processing\/ta-p\/211471\" rel=\"noopener noreferrer\" target=\"_self\">payments may be added to the signing process<\/a>\u00a0using Simple Setup envelopes and templates.<\/li>\t<li><strong>In Person Signing in Simple Setup:<\/strong>\u00a0 When in person signing is enabled, you will be able to turn on \"All In Person Signing\" in Simple Setup templates.\u00a0 When this is turned on for a Simple Setup template, at the conclusion of sending a Simple Setup envelope via a Simple Setup template in the online web application you will be presented with the signing links for signers who may sign in the first step.\u00a0 To allow in person signing with ad hoc (non template) envelopes, also enable \"In Person Signing in Simple Setup Ad Hoc Envelopes\".<\/li>\t<li><strong>In Person Signing in Simple Setup Ad Hoc Envelopes:<\/strong>\u00a0When \"In Person Signing in Simple Setup\" has been enabled, you will be able to choose whether this feature should be available for use when sending Simple Setup envelopes without the use of a template.<\/li>\t<li><strong>Enable Conditional Logic:<\/strong>\u00a0 When\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Using-Conditional-Logic\/ta-p\/211532\" target=\"_self\" rel=\"noreferrer\">Conditional Logic<\/a>\u00a0is enabled you will be able to create IF\/THEN condition handlers to disable and enable JotBlocks during signing based on the state of other JotBlocks.\u00a0 Conditional logic is available only in the Simple Setup document and template designer.<\/li>\t<li><strong>Enable Static Links:<\/strong>\u00a0When the\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Presenting-Signing-Using-Static-Links\/ta-p\/211479\" rel=\"noopener noreferrer\" target=\"_self\">Static Links<\/a>\u00a0feature is enabled you will be able to configure Simple Setup templates to be presented to signers without using API calls.\u00a0 You may use the link you create to embed in a website you host, or you may directly send signers the link.\u00a0 This feature is not available on all plans.<br \/>\t\u00a0<\/li><\/ul><h3 id=\"document-preferences\"><strong>Document Preferences<\/strong><\/h3><p>Document preferences allow you to control default options and behaviors for documents.<\/p><ul><li><strong>Require Passwords for Access to Completed Documents<\/strong>: This allows the admin to set passwords to completed documents. In order for anyone to view the document a password would have to be entered.<\/li>\t<li><strong>Default Expiration Warning Period<\/strong>: The default number of days in advance of the expired date that a document expiration warning email will be sent<\/li>\t<li><strong>Default Number of Days Until Document Expiration<\/strong>: The default number of days that documents that have not been completed will be available to be signed before they expire (1-365 days.)<\/li>\t<li><strong>Enforce Typed Parameter Validation<\/strong>: Specifies whether or not typed parameter validation is enforced for document setup manually through the web interface or automatically through\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-DocumentNOW\/ta-p\/211314\" rel=\"noopener noreferrer\" target=\"_self\">DocumentNOW<\/a>\u00a0integration<\/li>\t<li><strong>Document Link Expiration Configuration<\/strong>: You may specify how long signing links and access links to documents (such as those sent in signing completed emails) remain active. The recommended best practice is to specify an expiration date for all signing and document access links. Avoiding the use of permanent links to documents plays an important role in helping ensure the security and privacy of your data. Note that this is also a requirement for certain security compliance standards such as PCI. You may specify individual settings for:\t<ul><li>Signing Link - links specific to signatories on a given document or envelope<\/li>\t\t<li>Original Document Link - link to the document as it existed prior to signing<\/li>\t\t<li>Interim Document Link - link to the document as it might be if signing has started but has not yet completed<\/li>\t\t<li>Completed Document Link - link to the document after signing has been completed<\/li>\t<\/ul><\/li><\/ul><p><br \/><strong>Note:<\/strong>\u00a0AssureSign clients configured prior to AssureSign version 4.4 will default to no expiration of links.<\/p><ul><li><strong>Default Port Number for External Signature Device Support<\/strong>: Specifies the port number AssureSign will use for communication with the LocalSign application for external signature device support<\/li>\t<li><strong>Default Pen Color for Drawn Signature JotBlocks:\u00a0\u00a0<\/strong>In designers, drawn JotBlocks will default to this color.\u00a0 If you allow users to change this, it may be modified in designers.<\/li>\t<li><strong>Allow Users To Change Pen Color For Drawn\u00a0Signatures<\/strong>: Determines whether or not users can change pen color for drawn\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-A-JotBlock\/ta-p\/211320\" rel=\"noopener noreferrer\" target=\"_self\">JotBlocks<\/a><\/li>\t<li><strong>Make New JotBlocks Typed By Default<\/strong>: Specifies whether or not new\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-A-JotBlock\/ta-p\/211320\" rel=\"noopener noreferrer\" target=\"_self\">JotBlocks<\/a>\u00a0should be configured to accept typed input from a keyboard by default (classic setup only)<\/li>\t<li><strong>Make Typed JotBlocks Certified By Default<\/strong>: Specifies whether typed\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-A-JotBlock\/ta-p\/211320\" rel=\"noopener noreferrer\" target=\"_self\">JotBlocks<\/a>\u00a0should be certified by default<\/li>\t<li><strong>Default Font for New Typed Certified JotBlocks<\/strong>: Specifies font to be used by default when adding a new typed certified\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-A-JotBlock\/ta-p\/211320\" rel=\"noopener noreferrer\" target=\"_self\">JotBlock<\/a>\u00a0when designing a template or new document. This may be modified at the JotBlock level\u00a0(classic setup only)<\/li>\t<li><strong>Make Signature JotBlocks Certified By Default<\/strong>: Specifies whether written\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-A-JotBlock\/ta-p\/211320\" rel=\"noopener noreferrer\" target=\"_self\">JotBlocks<\/a>\u00a0are certified by default<\/li>\t<li><strong>Set Default Typed Instructions<\/strong>: specifies the default instructions offered to signers for Typed\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-A-JotBlock\/ta-p\/211320\" rel=\"noopener noreferrer\" target=\"_self\">JotBlocks<\/a><\/li>\t<li><strong>Set Default Signature Instructions<\/strong>: specifies the default instructions offered to signers for Signature\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-A-JotBlock\/ta-p\/211320\" rel=\"noopener noreferrer\" target=\"_self\">JotBlocks<\/a><\/li>\t<li><strong>Set the Default Signature Style Option<\/strong>: in simple setup, the initial\u00a0style of Signature and Initials JotBlocks picked for a signer\t<ul><li>Typed: new signers will be set to type their signature<\/li>\t\t<li>Drawn: new signers will be set to draw their signature<\/li>\t\t<li>Selectable: new signers may select the type of signature they would like to apply<\/li>\t<\/ul><\/li>\t<li><strong>Allow Signature Style Override<\/strong>: determines whether account users may change the signature style applied to new signers from the default<\/li>\t<li><strong>Automatically Delete Finalized Documents After How Many Days?<\/strong>\u00a0- Optionally configures AssureSign to automatically delete documents a set number of days after the document has been finalized (completed, cancelled, declined, expired, etc). A value of '0' indicates that documents will not be automatically deleted.\u00a0\u00a0This setting is retroactive. Meaning, it will effect any current and future documents stored within the AssureSign portal.<\/li>\t<li><strong>Allow Users to Delete Documents?<\/strong>\u00a0-\u00a0Determines whether or not users will be able to delete documents for this account using the document details page in the administration portal or via the DocumentNow API.<br \/>\t\u00a0<\/li><\/ul><h3 id=\"signing-customizations-em-added-with-assuresign-version-5-0-new-signing-interface-em-\"><strong>Signing Customizations<\/strong><\/h3><p>Signing customizations allow for configuration of the display and behavior of the signing process.<\/p><ul><li><strong>Enable Signing Downloads?<\/strong>: Determines whether links to documents or attachments are displayed<\/li>\t<li><strong>Enable Signer Submission of Questions or Feedback?<\/strong>: Determines whether signers are able to submit feedback or questions to the document originator<\/li>\t<li><strong>Enable Signers to Decline Signing?<\/strong>: Determines whether signers are provided an option to explicitly decline signing a document<\/li>\t<li><strong>Require Feedback When Signing is Declined?<\/strong>: Determines whether signers are required to send feedback when declining to sign a document<\/li>\t<li><strong>Custom Signing Process Redirect URL<\/strong>: Optionally specifies a custom URL\u00a0that signers should be redirected to upon signing process completion<\/li>\t<li><strong>Suppress URL Parameters When Redirecting?<\/strong>: When redirection after signing is used -- either using the\u00a0<em>Custom Signing Process Redirect URL<\/em>\u00a0or by passing in a redirect URL via API -- set this to Yes to not pass a\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/Best-Practices\/AssureSign-Custom-Signing-Process-Redirect-URL\/ta-p\/216680\" target=\"_self\" rel=\"noreferrer\">standard list of parameters on the URL<\/a><\/li>\t<li><strong>Color Theme - Primary Color<\/strong>: Primary color used during the signing process<\/li>\t<li><strong>Page Header - Display Mode<\/strong>: Specifies display options for signing process\t<ul><li>Display header with both a logo and configurable text<\/li>\t\t<li>Display header with only a logo<\/li>\t\t<li>Display header with only configurable text<\/li>\t\t<li>Do not display header<\/li>\t<\/ul><\/li>\t<li><strong>Page Header - Custom Logo<\/strong>: Allows for upload of a custom logo up to 1 mb with the file extension gif, jpg, jpeg or png. Note: the maximum height of the image display area during signing is 70px. Images over 70px high will be scaled preserving the aspect ratio to fit the size of the image display area. While we do not specify a maximum width, we recommend the logo be no wider than 200px so that it will render equally well on all device sizes.<\/li>\t<li><strong>Page Header - Text<\/strong>: Text displayed in the page header during the signing process<\/li>\t<li><strong>Welcome Page - Welcome Message<\/strong>: The welcome message displayed with a signer first arrives on the signing page<\/li>\t<li><strong>Welcome Page - Signer Instructions When No Authentication Is Required<\/strong>: The instructions displayed to the signer after the welcome message when authentication is not required<\/li>\t<li><strong>Welcome Page - Signer Instructions When Authentication Is Required<\/strong>: The instructions displayed to the signer after the welcome message when authentication is required<\/li>\t<li><strong>Welcome Page - Enable Display of Signing Options List?<\/strong>: Sets whether or not a brief list of the available signing options is displayed after the welcome message<\/li>\t<li><strong>Finish Page - Signing Complete but Document Still in Progress Message<\/strong>: The message displayed after a signer completes signing but others have not yet completed their signing steps<\/li>\t<li><strong>Finish Page - Signing in Progress for Other Signers Message<\/strong>: The message displayed when a document or envelope is configured with sequential workflow and a signer accesses the signing process before previous signers have completed their signing steps<\/li>\t<li><strong>Finish Page - Signing Complete and Document Completed Message<\/strong>: The message displayed when a signer completes the signing process and the document is complete<\/li>\t<li><strong>Finish Page - Document Cancelled Message<\/strong>: The message displayed to a signer accessing a signing link when the document has been cancelled<\/li>\t<li><strong>Finish Page - Document Declined by Current Signer Message<\/strong>: The message displayed to the signer when they have declined the signing process<\/li>\t<li><strong>Finish Page - Document Declined by Another Signer Message<\/strong>: The message displayed to the signer accessing the signing page when another signer has declined the signing process<\/li>\t<li><strong>Finish Page - Document Expired Message<\/strong>: The message displayed to the signer accessing the signing page for a document that has expired<\/li>\t<li><strong>Finish Page - Document Cancelled Due to Signer Authentication Failure Message<\/strong>: The message displayed when a document is cancelled due to authentication failure<\/li>\t<li><strong>Finish Page - Document Cancelled Due to Another Signer Failing Authentication Message<\/strong>: The message displayed to a signer when the document has been cancelled due to another signer's authentication failure<\/li>\t<li><strong>Allow Customization of Terms and Conditions<\/strong>: Specifies whether or not the terms and condition the signer will agree to prior to signing can be customized<\/li>\t<li><strong>Terms and Conditions<\/strong>: The terms and condition the signer will agree to prior to signing when customization is allowed<\/li>\t<li><strong>Digital Signing of Completed Documents<\/strong>: When set to \"Digitally sign completed documents\" completed documents will be signed with an AssureSign certificate at the conclusion of the electronic signature workflow.<\/li>\t<li><strong>Enable Signers to Delegate Signing<\/strong>:\u00a0 When set to \"Yes\", signers may be configured so that they will be able to delegate signing to another party on envelopes created through Simple Setup templates.<\/li>\t<li><strong>Allow Signer Delegation on Ad-hoc Envelopes<\/strong>:\u00a0 When set to \"Yes\", signers may be configured so that they will be able to delegate signing to another party on envelopes created through Simple Setup ad hoc envelopes (envelopes created without using a template).<br \/>\t\u00a0<\/li><\/ul><h3 id=\"signer-authentication\"><strong>Signer Authentication<\/strong><\/h3><p>These settings control default options and behaviors for signer authentication.<\/p><ul><li><strong>Require Signatory Passwords<\/strong>: Determines whether or not a signatory will always be required to enter a password to access the signing sessions<\/li>\t<li><strong>Default Signatory Password Prompt<\/strong>: The default prompt to display, overridable at the document or template level, to a signer required to enter a password<\/li>\t<li><strong>Knowledge Based Authentication (KBA)<\/strong>: determines whether or not a signatory can be authenticated through a\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Knowledge-Based-Authentication\/ta-p\/211465\" rel=\"noopener noreferrer\" target=\"_self\">Knowledge Based Authentication<\/a>\u00a0mechanism<\/li>\t<li><strong>Knowledge Based Authentication Prompt<\/strong>: The default prompt to display to a signer when KBA is required<\/li>\t<li><strong>Knowledge-based Authentication Quiz Failure Message<\/strong>: The message to display to a signer when KBA fails<\/li>\t<li><strong>Knowledge-based Authentication Subject Lookup Failure Message<\/strong>:\u00a0The message to display to a signer when the initial lookup of data for a customer fails\u00a0<\/li>\t<li><strong>Reauthentication Password Support<\/strong>: when\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Knowledge-Based-Authentication\/ta-p\/211465\" rel=\"noopener noreferrer\" target=\"_self\">Knowledge Based Authentication (KBA)<\/a>\u00a0is being used, enabling this setting will result in a signer being presented with a document-specific signing password after completing KBA.<\/li>\t<li><strong>SMS two-factor authentication support<\/strong>: when\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/How-Does-Two-Factor-Authentication-For-Signing-Work\/ta-p\/211343\" rel=\"noopener noreferrer\" target=\"_self\">two-factor for signers<\/a>\u00a0has been added to your account, this setting will be visible and may be modified on sub-accounts.<\/li>\t<li><strong>SMS two-factor authentication lifetime<\/strong>: when\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/How-Does-Two-Factor-Authentication-For-Signing-Work\/ta-p\/211343\" rel=\"noopener noreferrer\" target=\"_self\">two-factor for signers<\/a>\u00a0has been enabled, this setting may be set to None, 24 Hours, or 48 Hours.\u00a0 When 24 Hours or 48 Hours is set, signers who receive a two-factor code to sign an envelope may choose to remain authenticated on that device for the set number of hours.<br \/>\t\u00a0<\/li><\/ul><h3 id=\"documentnow-integration\"><strong>DocumentNOW\u00ae Integration<\/strong><\/h3><p>These setting govern automation of the document creation process through the\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-DocumentNOW\/ta-p\/211314\" rel=\"noopener noreferrer\" target=\"_self\">DocumentNOW\u00ae<\/a>\u00a0interface.<\/p><ul><li><strong>Enable DocumentNOW\u00ae Integration<\/strong>: specifies whether or not DocumentNOW\u00ae integration can be used to automating the document setup process<\/li>\t<li><strong>Enable Document Creation for Child Accounts Through DocumentNOW\u00ae Integration<\/strong>: governs whether or not DocumentNOW\u00ae integration can be used for creating documents for child accounts using the parent accounts Context Identifier<\/li>\t<li><strong>Default File Retrieval Credential (DocumentNOW\u00ae)<\/strong>: specifies the default credentials that AssureSign should use for authentication when retrieving underlying files for documents submitted through the\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/DocumentNOW-Integration\/ta-p\/211564\" rel=\"noopener noreferrer\" target=\"_self\">DocumentNOW\u00ae interface<\/a>\u00a0via a\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/Best-Practices\/AssureSign-SubmitWithFileRetrieval\/ta-p\/216618\" rel=\"noopener noreferrer\" target=\"_self\">SubmitWithFileRetrieval<\/a>\u00a0call<\/li>\t<li><strong>Allow Immediate Presentment on Document Templates<\/strong>: specifies whether or not classic document templates can be setup for immediate presentment<\/li><\/ul><p>\u00a0<\/p><h3 id=\"notification-preferences\"><strong>Notification Preferences<\/strong><\/h3><p>Options and settings governing\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/tkb-p\/AssureSignTKB\/label-name\/email\" rel=\"noopener noreferrer\" target=\"_self\">email<\/a>\u00a0and\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-DocumentTRAK\/ta-p\/211313\" rel=\"noopener noreferrer\" target=\"_self\">DocumentTRAK<\/a>\u00a0communications.<\/p><ul><li><strong>Use sender's email address and name as the reply to and email label<\/strong>: when set to\u00a0Yes, the name of the user submitting the document will be used in the email display to the recipient, and the reply to address will be the email address of the user. \u00a0When this is set to no, the values in the settings \"<em>Account REPLY-TO Email Address<\/em>\" and \"<em>Account Displayed Name on Emails<\/em>\" will be used.<\/li>\t<li><strong>Account REPLY-TO Email Address<\/strong>: this will be used as the reply to address on emails sent from this account when \"<em>Use sender's email address and name as the reply to and email label<\/em>\" is set to No.<\/li>\t<li><strong>Account Displayed Name on Emails<\/strong>: this will be used as the displayed from value on emails sent from this account when \"<em>Use sender's email address and name as the reply to and email label<\/em>\" is set to No.<\/li>\t<li><strong>Send Emails as High Priority<\/strong>: Determines whether or not emails sent on behalf of this account during the document signing process are sent as high priority emails.<\/li>\t<li><strong><a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-DocumentTRAK\/ta-p\/211313\" rel=\"noopener noreferrer\" target=\"_self\">DocumentTRAK<\/a>\u00a0Credential<\/strong>: Specifies the credentials that AssureSign should use when sending custom web service notifications or distributing completed documents using a web service or FTP transport. You may elect to use this centrally set credential in DocumentTRAK designs, or you may also provide credentials for use only for a specific DocumentTRAK design. \u00a0This setting must be set when integrating with Salesforce\u00a0through our solution for Salesforce.<\/li>\t<li><strong>SMTP Configuration for Email Activity<\/strong>: Available in on-premises installations only for local email server connections.<br \/>\t\u00a0<\/li><\/ul><h3 id=\"report-preferences\"><strong>Report Preferences<\/strong><\/h3><p>Controls default options and behaviors of reports.<\/p><ul><li><strong>Expose Signing Link<\/strong>: Determines whether or not document signing links will be exposed on the\u00a0document detail page (generally only made available when an account manually provides signing links through some internal process to their signers)<br \/>\t\u00a0<\/li><\/ul><h3 id=\"securitypreferences\"><strong>Security Settings\u00a0<\/strong><\/h3><p>Settings related to passwords and security may be modified by visiting the Settings at account.assuresign.net after signing in.\u00a0 More information is available\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Security-Settings\/ta-p\/211571\" rel=\"noopener noreferrer\" target=\"_self\">here<\/a>.<br \/>\u00a0<\/p>","id":28315,"featuredImage":"","label":"","replyCount":0,"views":1688,"post":{"id":55922,"author":{"id":20513,"url":"\/members\/millaz-20513","name":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg","userTitle":"Nintex Employee","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"icon":"70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","avatarIcon":"b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","name":"Nintex Employee","color":"#8439A6"},"userLevel":6,"badges":[{"title":"First topic","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d65a1a6b-0ea8-4118-ae19-e8d39ab71cd2_thumb.png"},{"title":"First reply","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/ecc9934c-3ce7-4af4-9a20-abf05681a4fc_thumb.png"},{"title":"First answer","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d394d9d1-c382-46c7-abc4-fef442b2c46c_thumb.png"},{"title":"Participant","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/46a1ecd4-b412-4e54-8034-a464de8bcffa_thumb.png"},{"title":"Conversation starter","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/099491be-6636-4d13-b579-1963298e9e7e_thumb.png"},{"title":"Information seeker","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/3a16ea0f-cba5-49b3-b044-4ec8baf428c4_thumb.png"},{"title":"Industrious","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b4a1b94d-815d-4f23-aa92-4d39a60af3a6_thumb.png"},{"title":"Conversationalist","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/f18159e9-325e-40f4-a6fb-a09b6e796297_thumb.png"},{"title":"Inquisitive","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/4cc663b4-86e2-415a-98a7-68d807ba3209_thumb.png"},{"title":"Conversation leader","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/7724579d-e470-4080-891a-c9ee7ac9dfc2_thumb.png"},{"title":"Diplomat","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/13b88905-bb7f-4386-89be-9d883ff02007_thumb.png"},{"title":"Emissary","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/27a2ad23-da78-4381-a2e4-f75df140ef59_thumb.png"},{"title":"Keep it up","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/15cc355f-bbdc-4b95-a29e-cad57bf753d8_thumb.png"},{"title":"Articulate","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b4d9383a-a3bd-4ace-8d87-21cc97faa065_thumb.png"},{"title":"Responsive","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/dfb26287-a385-4d49-a81e-6e8292793600_thumb.png"},{"title":"Tenacious","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/46df50e2-770c-4a24-9aeb-6cc00ee8af79_thumb.png"},{"title":"Valued contributor","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/95ef44b3-952f-4ac0-a0ec-f0b3b4f6ead3_thumb.png"},{"title":"Expert contributor","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/9acc627d-893a-49d8-be2c-37b772ef7d39_thumb.png"},{"title":"Respected contributor","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/6b952f57-be6e-4ba5-9e22-607350ba4766_thumb.png"},{"title":"Lend a hand","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/920db2ca-263d-483c-9f5a-5bef3c160beb_thumb.png"},{"title":"You're a life saver!","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/5777e072-709a-410f-9e48-a4dcf6c6d03e_thumb.png"},{"title":"Featured User","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/66a76e09-54ea-41af-a86a-d3b04a173469_thumb.png"}],"isBanned":false},"content":"<p>Settings, on the\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/The-Administration-Tab\/ta-p\/211536\" rel=\"noopener noreferrer\" target=\"_self\">Administration tab<\/a>, allow you to customize the behavior of the AssureSign application. Settings are grouped by the area of AssureSign they primarily affect:<\/p><p>\u00a0<\/p><ul><li>Account Information<\/li>\t<li>Application Features<\/li>\t<li>Document Preferences<\/li>\t<li>Signing Customizations<\/li>\t<li>Signer Authentication<\/li>\t<li>DocumentNow Integration<\/li>\t<li>Notification Preferences<\/li>\t<li>Report Preferences<\/li>\t<li>Security Settings<\/li><\/ul><p><br \/><strong>Important:<\/strong>\u00a0<em>Certain settings may not be present when viewed from your account. Certain types of accounts may have more or less available configurations.<\/em><\/p><h3 id=\"account-information\"><strong>Account Information<\/strong><\/h3><p>These settings are used to modify general account information.<\/p><ul><li><strong>Account Display Name<\/strong>: For display throughout the application and use within email communications<\/li>\t<li><strong>Time Zone<\/strong>: For display of dates within report and the AssureSign site<\/li>\t<li><strong>Default Language<\/strong>: Settable when your account has been configured to allow signing and administration in multiple languages<\/li>\t<li><strong>General Help and Support<\/strong>: By default, account users have access to the AssureSign knowledge base and support from\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/The-Help-Page\/ta-p\/211537\" rel=\"noopener noreferrer\" target=\"_self\">Help<\/a>. Selecting\u00a0<em>enable<\/em>\u00a0here will allow you to select to configure to display custom support information on the\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/The-Help-Page\/ta-p\/211537\" rel=\"noopener noreferrer\" target=\"_self\">help page<\/a>:\t<ul><li>a custom support email address<\/li>\t\t<li>a custom support phone number<\/li>\t\t<li>a custom support URL<\/li>\t<\/ul><\/li>\t<li><strong>Account-Specific Help and Support<\/strong>: In addition to the general help and support options, AssureSign also offers the ability to customize account-specific support options. Selecting\u00a0<em>enable<\/em>\u00a0here will allow you to:\t<ul><li>provide a support email address that will be used when users of that account are experiencing AssureSign login issues and choose to contact support.<\/li>\t<\/ul><\/li>\t<li><strong>DocumentNOW\u00ae Account Context Identifier<\/strong>: displays the unique identifier for this account that will be required when setting up documents automatically through the DocumentNOW\u00ae interface in order to validate the request<\/li>\t<li><strong>Site URL<\/strong>: the URL of the AssureSign endpoint. This is provided as a reference to help you configure external solutions to communicate with your AssureSign account by API.<br \/>\t\u00a0<\/li><\/ul><h3 id=\"application-features\"><strong>Application Features<\/strong><\/h3><p>Application features enable or disable various application features: accounts, email designs, users, documents &amp; templates.<\/p><ul><li><strong>User Management<\/strong>: Allow or restrict access to create and administer users<\/li>\t<li><strong>Multiple Account Access for Users?<\/strong>: Configurable when your account has been configured to allow floating users (see\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Users-And-User-Settings\/ta-p\/211549\" rel=\"noopener noreferrer\" target=\"_self\">Users<\/a>\u00a0for information on the concept of floating users)<\/li>\t<li><strong>Role Management<\/strong>: Allow or restrict access to create and administer roles<\/li>\t<li><strong>Settings Configuration<\/strong>: Allow or restrict access to modify settings<\/li>\t<li><strong>Child Account Management<\/strong>: Allow or restrict access to create and administer sub accounts<\/li>\t<li><strong>Direct Management of Users, Roles, and Accounts for Child Accounts<\/strong>: Allow or restrict access to create and administer users, roles and account for child account and view documents that belong to child accounts<\/li>\t<li><strong>Email Design<\/strong>: Allow or restrict access to create and administer email designs<\/li>\t<li><strong><a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-DocumentTRAK\/ta-p\/211313\" rel=\"noopener noreferrer\" target=\"_self\">DocumentTRAK<\/a><\/strong>: Allows you to determine whether or not to enable custom web service notifications and automated web service or FTP transmission of completed documents.<\/li>\t<li><strong>Document Templates<\/strong>: Allow or restrict access to create and administer document templates<\/li>\t<li><strong>Document Envelopes<\/strong>: Determines whether or not multiple documents can be grouped into a single\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-An-AssureSign-Envelope\/ta-p\/211315\" rel=\"noopener noreferrer\" target=\"_self\">envelope<\/a>.\u00a0<\/li>\t<li><strong>External Signature Device Support<\/strong>: Specifies whether or not documents or templates can be configured to allow written JotBlocks\u00a0to be signed using an external signature device such as a signing pad<\/li>\t<li><strong>Data Export<\/strong>: Set to Yes to allow users with access to the Administration tab to be able to use the\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Data-Export\/ta-p\/211582\" rel=\"noopener noreferrer\" target=\"_self\">bulk Data Export tool<\/a><\/li>\t<li><strong>Signer Payment<\/strong>: Currently, AssureSign supports integrations with MagTek payment services, using the EDynamo device.\u00a0 When payments is enabled on an account, you must enter your credentials for accessing your MagTek account - including your Customer Code - and select your Processor.\u00a0 Additionally, you may enter your merchant information that is used in the body of payment receipts applied to documents or used via\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/Best-Practices\/Merge-Fields\/ta-p\/216688\" rel=\"noopener noreferrer\" target=\"_self\">merge fields<\/a>.\u00a0 When this has been configured,\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Payment-Processing\/ta-p\/211471\" rel=\"noopener noreferrer\" target=\"_self\">payments may be added to the signing process<\/a>\u00a0using Simple Setup envelopes and templates.<\/li>\t<li><strong>In Person Signing in Simple Setup:<\/strong>\u00a0 When in person signing is enabled, you will be able to turn on \"All In Person Signing\" in Simple Setup templates.\u00a0 When this is turned on for a Simple Setup template, at the conclusion of sending a Simple Setup envelope via a Simple Setup template in the online web application you will be presented with the signing links for signers who may sign in the first step.\u00a0 To allow in person signing with ad hoc (non template) envelopes, also enable \"In Person Signing in Simple Setup Ad Hoc Envelopes\".<\/li>\t<li><strong>In Person Signing in Simple Setup Ad Hoc Envelopes:<\/strong>\u00a0When \"In Person Signing in Simple Setup\" has been enabled, you will be able to choose whether this feature should be available for use when sending Simple Setup envelopes without the use of a template.<\/li>\t<li><strong>Enable Conditional Logic:<\/strong>\u00a0 When\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Using-Conditional-Logic\/ta-p\/211532\" target=\"_self\" rel=\"noreferrer\">Conditional Logic<\/a>\u00a0is enabled you will be able to create IF\/THEN condition handlers to disable and enable JotBlocks during signing based on the state of other JotBlocks.\u00a0 Conditional logic is available only in the Simple Setup document and template designer.<\/li>\t<li><strong>Enable Static Links:<\/strong>\u00a0When the\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Presenting-Signing-Using-Static-Links\/ta-p\/211479\" rel=\"noopener noreferrer\" target=\"_self\">Static Links<\/a>\u00a0feature is enabled you will be able to configure Simple Setup templates to be presented to signers without using API calls.\u00a0 You may use the link you create to embed in a website you host, or you may directly send signers the link.\u00a0 This feature is not available on all plans.<br \/>\t\u00a0<\/li><\/ul><h3 id=\"document-preferences\"><strong>Document Preferences<\/strong><\/h3><p>Document preferences allow you to control default options and behaviors for documents.<\/p><ul><li><strong>Require Passwords for Access to Completed Documents<\/strong>: This allows the admin to set passwords to completed documents. In order for anyone to view the document a password would have to be entered.<\/li>\t<li><strong>Default Expiration Warning Period<\/strong>: The default number of days in advance of the expired date that a document expiration warning email will be sent<\/li>\t<li><strong>Default Number of Days Until Document Expiration<\/strong>: The default number of days that documents that have not been completed will be available to be signed before they expire (1-365 days.)<\/li>\t<li><strong>Enforce Typed Parameter Validation<\/strong>: Specifies whether or not typed parameter validation is enforced for document setup manually through the web interface or automatically through\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-DocumentNOW\/ta-p\/211314\" rel=\"noopener noreferrer\" target=\"_self\">DocumentNOW<\/a>\u00a0integration<\/li>\t<li><strong>Document Link Expiration Configuration<\/strong>: You may specify how long signing links and access links to documents (such as those sent in signing completed emails) remain active. The recommended best practice is to specify an expiration date for all signing and document access links. Avoiding the use of permanent links to documents plays an important role in helping ensure the security and privacy of your data. Note that this is also a requirement for certain security compliance standards such as PCI. You may specify individual settings for:\t<ul><li>Signing Link - links specific to signatories on a given document or envelope<\/li>\t\t<li>Original Document Link - link to the document as it existed prior to signing<\/li>\t\t<li>Interim Document Link - link to the document as it might be if signing has started but has not yet completed<\/li>\t\t<li>Completed Document Link - link to the document after signing has been completed<\/li>\t<\/ul><\/li><\/ul><p><br \/><strong>Note:<\/strong>\u00a0AssureSign clients configured prior to AssureSign version 4.4 will default to no expiration of links.<\/p><ul><li><strong>Default Port Number for External Signature Device Support<\/strong>: Specifies the port number AssureSign will use for communication with the LocalSign application for external signature device support<\/li>\t<li><strong>Default Pen Color for Drawn Signature JotBlocks:\u00a0\u00a0<\/strong>In designers, drawn JotBlocks will default to this color.\u00a0 If you allow users to change this, it may be modified in designers.<\/li>\t<li><strong>Allow Users To Change Pen Color For Drawn\u00a0Signatures<\/strong>: Determines whether or not users can change pen color for drawn\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-A-JotBlock\/ta-p\/211320\" rel=\"noopener noreferrer\" target=\"_self\">JotBlocks<\/a><\/li>\t<li><strong>Make New JotBlocks Typed By Default<\/strong>: Specifies whether or not new\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-A-JotBlock\/ta-p\/211320\" rel=\"noopener noreferrer\" target=\"_self\">JotBlocks<\/a>\u00a0should be configured to accept typed input from a keyboard by default (classic setup only)<\/li>\t<li><strong>Make Typed JotBlocks Certified By Default<\/strong>: Specifies whether typed\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-A-JotBlock\/ta-p\/211320\" rel=\"noopener noreferrer\" target=\"_self\">JotBlocks<\/a>\u00a0should be certified by default<\/li>\t<li><strong>Default Font for New Typed Certified JotBlocks<\/strong>: Specifies font to be used by default when adding a new typed certified\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-A-JotBlock\/ta-p\/211320\" rel=\"noopener noreferrer\" target=\"_self\">JotBlock<\/a>\u00a0when designing a template or new document. This may be modified at the JotBlock level\u00a0(classic setup only)<\/li>\t<li><strong>Make Signature JotBlocks Certified By Default<\/strong>: Specifies whether written\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-A-JotBlock\/ta-p\/211320\" rel=\"noopener noreferrer\" target=\"_self\">JotBlocks<\/a>\u00a0are certified by default<\/li>\t<li><strong>Set Default Typed Instructions<\/strong>: specifies the default instructions offered to signers for Typed\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-A-JotBlock\/ta-p\/211320\" rel=\"noopener noreferrer\" target=\"_self\">JotBlocks<\/a><\/li>\t<li><strong>Set Default Signature Instructions<\/strong>: specifies the default instructions offered to signers for Signature\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-A-JotBlock\/ta-p\/211320\" rel=\"noopener noreferrer\" target=\"_self\">JotBlocks<\/a><\/li>\t<li><strong>Set the Default Signature Style Option<\/strong>: in simple setup, the initial\u00a0style of Signature and Initials JotBlocks picked for a signer\t<ul><li>Typed: new signers will be set to type their signature<\/li>\t\t<li>Drawn: new signers will be set to draw their signature<\/li>\t\t<li>Selectable: new signers may select the type of signature they would like to apply<\/li>\t<\/ul><\/li>\t<li><strong>Allow Signature Style Override<\/strong>: determines whether account users may change the signature style applied to new signers from the default<\/li>\t<li><strong>Automatically Delete Finalized Documents After How Many Days?<\/strong>\u00a0- Optionally configures AssureSign to automatically delete documents a set number of days after the document has been finalized (completed, cancelled, declined, expired, etc). A value of '0' indicates that documents will not be automatically deleted.\u00a0\u00a0This setting is retroactive. Meaning, it will effect any current and future documents stored within the AssureSign portal.<\/li>\t<li><strong>Allow Users to Delete Documents?<\/strong>\u00a0-\u00a0Determines whether or not users will be able to delete documents for this account using the document details page in the administration portal or via the DocumentNow API.<br \/>\t\u00a0<\/li><\/ul><h3 id=\"signing-customizations-em-added-with-assuresign-version-5-0-new-signing-interface-em-\"><strong>Signing Customizations<\/strong><\/h3><p>Signing customizations allow for configuration of the display and behavior of the signing process.<\/p><ul><li><strong>Enable Signing Downloads?<\/strong>: Determines whether links to documents or attachments are displayed<\/li>\t<li><strong>Enable Signer Submission of Questions or Feedback?<\/strong>: Determines whether signers are able to submit feedback or questions to the document originator<\/li>\t<li><strong>Enable Signers to Decline Signing?<\/strong>: Determines whether signers are provided an option to explicitly decline signing a document<\/li>\t<li><strong>Require Feedback When Signing is Declined?<\/strong>: Determines whether signers are required to send feedback when declining to sign a document<\/li>\t<li><strong>Custom Signing Process Redirect URL<\/strong>: Optionally specifies a custom URL\u00a0that signers should be redirected to upon signing process completion<\/li>\t<li><strong>Suppress URL Parameters When Redirecting?<\/strong>: When redirection after signing is used -- either using the\u00a0<em>Custom Signing Process Redirect URL<\/em>\u00a0or by passing in a redirect URL via API -- set this to Yes to not pass a\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/Best-Practices\/AssureSign-Custom-Signing-Process-Redirect-URL\/ta-p\/216680\" target=\"_self\" rel=\"noreferrer\">standard list of parameters on the URL<\/a><\/li>\t<li><strong>Color Theme - Primary Color<\/strong>: Primary color used during the signing process<\/li>\t<li><strong>Page Header - Display Mode<\/strong>: Specifies display options for signing process\t<ul><li>Display header with both a logo and configurable text<\/li>\t\t<li>Display header with only a logo<\/li>\t\t<li>Display header with only configurable text<\/li>\t\t<li>Do not display header<\/li>\t<\/ul><\/li>\t<li><strong>Page Header - Custom Logo<\/strong>: Allows for upload of a custom logo up to 1 mb with the file extension gif, jpg, jpeg or png. Note: the maximum height of the image display area during signing is 70px. Images over 70px high will be scaled preserving the aspect ratio to fit the size of the image display area. While we do not specify a maximum width, we recommend the logo be no wider than 200px so that it will render equally well on all device sizes.<\/li>\t<li><strong>Page Header - Text<\/strong>: Text displayed in the page header during the signing process<\/li>\t<li><strong>Welcome Page - Welcome Message<\/strong>: The welcome message displayed with a signer first arrives on the signing page<\/li>\t<li><strong>Welcome Page - Signer Instructions When No Authentication Is Required<\/strong>: The instructions displayed to the signer after the welcome message when authentication is not required<\/li>\t<li><strong>Welcome Page - Signer Instructions When Authentication Is Required<\/strong>: The instructions displayed to the signer after the welcome message when authentication is required<\/li>\t<li><strong>Welcome Page - Enable Display of Signing Options List?<\/strong>: Sets whether or not a brief list of the available signing options is displayed after the welcome message<\/li>\t<li><strong>Finish Page - Signing Complete but Document Still in Progress Message<\/strong>: The message displayed after a signer completes signing but others have not yet completed their signing steps<\/li>\t<li><strong>Finish Page - Signing in Progress for Other Signers Message<\/strong>: The message displayed when a document or envelope is configured with sequential workflow and a signer accesses the signing process before previous signers have completed their signing steps<\/li>\t<li><strong>Finish Page - Signing Complete and Document Completed Message<\/strong>: The message displayed when a signer completes the signing process and the document is complete<\/li>\t<li><strong>Finish Page - Document Cancelled Message<\/strong>: The message displayed to a signer accessing a signing link when the document has been cancelled<\/li>\t<li><strong>Finish Page - Document Declined by Current Signer Message<\/strong>: The message displayed to the signer when they have declined the signing process<\/li>\t<li><strong>Finish Page - Document Declined by Another Signer Message<\/strong>: The message displayed to the signer accessing the signing page when another signer has declined the signing process<\/li>\t<li><strong>Finish Page - Document Expired Message<\/strong>: The message displayed to the signer accessing the signing page for a document that has expired<\/li>\t<li><strong>Finish Page - Document Cancelled Due to Signer Authentication Failure Message<\/strong>: The message displayed when a document is cancelled due to authentication failure<\/li>\t<li><strong>Finish Page - Document Cancelled Due to Another Signer Failing Authentication Message<\/strong>: The message displayed to a signer when the document has been cancelled due to another signer's authentication failure<\/li>\t<li><strong>Allow Customization of Terms and Conditions<\/strong>: Specifies whether or not the terms and condition the signer will agree to prior to signing can be customized<\/li>\t<li><strong>Terms and Conditions<\/strong>: The terms and condition the signer will agree to prior to signing when customization is allowed<\/li>\t<li><strong>Digital Signing of Completed Documents<\/strong>: When set to \"Digitally sign completed documents\" completed documents will be signed with an AssureSign certificate at the conclusion of the electronic signature workflow.<\/li>\t<li><strong>Enable Signers to Delegate Signing<\/strong>:\u00a0 When set to \"Yes\", signers may be configured so that they will be able to delegate signing to another party on envelopes created through Simple Setup templates.<\/li>\t<li><strong>Allow Signer Delegation on Ad-hoc Envelopes<\/strong>:\u00a0 When set to \"Yes\", signers may be configured so that they will be able to delegate signing to another party on envelopes created through Simple Setup ad hoc envelopes (envelopes created without using a template).<br \/>\t\u00a0<\/li><\/ul><h3 id=\"signer-authentication\"><strong>Signer Authentication<\/strong><\/h3><p>These settings control default options and behaviors for signer authentication.<\/p><ul><li><strong>Require Signatory Passwords<\/strong>: Determines whether or not a signatory will always be required to enter a password to access the signing sessions<\/li>\t<li><strong>Default Signatory Password Prompt<\/strong>: The default prompt to display, overridable at the document or template level, to a signer required to enter a password<\/li>\t<li><strong>Knowledge Based Authentication (KBA)<\/strong>: determines whether or not a signatory can be authenticated through a\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Knowledge-Based-Authentication\/ta-p\/211465\" rel=\"noopener noreferrer\" target=\"_self\">Knowledge Based Authentication<\/a>\u00a0mechanism<\/li>\t<li><strong>Knowledge Based Authentication Prompt<\/strong>: The default prompt to display to a signer when KBA is required<\/li>\t<li><strong>Knowledge-based Authentication Quiz Failure Message<\/strong>: The message to display to a signer when KBA fails<\/li>\t<li><strong>Knowledge-based Authentication Subject Lookup Failure Message<\/strong>:\u00a0The message to display to a signer when the initial lookup of data for a customer fails\u00a0<\/li>\t<li><strong>Reauthentication Password Support<\/strong>: when\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Knowledge-Based-Authentication\/ta-p\/211465\" rel=\"noopener noreferrer\" target=\"_self\">Knowledge Based Authentication (KBA)<\/a>\u00a0is being used, enabling this setting will result in a signer being presented with a document-specific signing password after completing KBA.<\/li>\t<li><strong>SMS two-factor authentication support<\/strong>: when\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/How-Does-Two-Factor-Authentication-For-Signing-Work\/ta-p\/211343\" rel=\"noopener noreferrer\" target=\"_self\">two-factor for signers<\/a>\u00a0has been added to your account, this setting will be visible and may be modified on sub-accounts.<\/li>\t<li><strong>SMS two-factor authentication lifetime<\/strong>: when\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/How-Does-Two-Factor-Authentication-For-Signing-Work\/ta-p\/211343\" rel=\"noopener noreferrer\" target=\"_self\">two-factor for signers<\/a>\u00a0has been enabled, this setting may be set to None, 24 Hours, or 48 Hours.\u00a0 When 24 Hours or 48 Hours is set, signers who receive a two-factor code to sign an envelope may choose to remain authenticated on that device for the set number of hours.<br \/>\t\u00a0<\/li><\/ul><h3 id=\"documentnow-integration\"><strong>DocumentNOW\u00ae Integration<\/strong><\/h3><p>These setting govern automation of the document creation process through the\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-DocumentNOW\/ta-p\/211314\" rel=\"noopener noreferrer\" target=\"_self\">DocumentNOW\u00ae<\/a>\u00a0interface.<\/p><ul><li><strong>Enable DocumentNOW\u00ae Integration<\/strong>: specifies whether or not DocumentNOW\u00ae integration can be used to automating the document setup process<\/li>\t<li><strong>Enable Document Creation for Child Accounts Through DocumentNOW\u00ae Integration<\/strong>: governs whether or not DocumentNOW\u00ae integration can be used for creating documents for child accounts using the parent accounts Context Identifier<\/li>\t<li><strong>Default File Retrieval Credential (DocumentNOW\u00ae)<\/strong>: specifies the default credentials that AssureSign should use for authentication when retrieving underlying files for documents submitted through the\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/DocumentNOW-Integration\/ta-p\/211564\" rel=\"noopener noreferrer\" target=\"_self\">DocumentNOW\u00ae interface<\/a>\u00a0via a\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/Best-Practices\/AssureSign-SubmitWithFileRetrieval\/ta-p\/216618\" rel=\"noopener noreferrer\" target=\"_self\">SubmitWithFileRetrieval<\/a>\u00a0call<\/li>\t<li><strong>Allow Immediate Presentment on Document Templates<\/strong>: specifies whether or not classic document templates can be setup for immediate presentment<\/li><\/ul><p>\u00a0<\/p><h3 id=\"notification-preferences\"><strong>Notification Preferences<\/strong><\/h3><p>Options and settings governing\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/tkb-p\/AssureSignTKB\/label-name\/email\" rel=\"noopener noreferrer\" target=\"_self\">email<\/a>\u00a0and\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-DocumentTRAK\/ta-p\/211313\" rel=\"noopener noreferrer\" target=\"_self\">DocumentTRAK<\/a>\u00a0communications.<\/p><ul><li><strong>Use sender's email address and name as the reply to and email label<\/strong>: when set to\u00a0Yes, the name of the user submitting the document will be used in the email display to the recipient, and the reply to address will be the email address of the user. \u00a0When this is set to no, the values in the settings \"<em>Account REPLY-TO Email Address<\/em>\" and \"<em>Account Displayed Name on Emails<\/em>\" will be used.<\/li>\t<li><strong>Account REPLY-TO Email Address<\/strong>: this will be used as the reply to address on emails sent from this account when \"<em>Use sender's email address and name as the reply to and email label<\/em>\" is set to No.<\/li>\t<li><strong>Account Displayed Name on Emails<\/strong>: this will be used as the displayed from value on emails sent from this account when \"<em>Use sender's email address and name as the reply to and email label<\/em>\" is set to No.<\/li>\t<li><strong>Send Emails as High Priority<\/strong>: Determines whether or not emails sent on behalf of this account during the document signing process are sent as high priority emails.<\/li>\t<li><strong><a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-DocumentTRAK\/ta-p\/211313\" rel=\"noopener noreferrer\" target=\"_self\">DocumentTRAK<\/a>\u00a0Credential<\/strong>: Specifies the credentials that AssureSign should use when sending custom web service notifications or distributing completed documents using a web service or FTP transport. You may elect to use this centrally set credential in DocumentTRAK designs, or you may also provide credentials for use only for a specific DocumentTRAK design. \u00a0This setting must be set when integrating with Salesforce\u00a0through our solution for Salesforce.<\/li>\t<li><strong>SMTP Configuration for Email Activity<\/strong>: Available in on-premises installations only for local email server connections.<br \/>\t\u00a0<\/li><\/ul><h3 id=\"report-preferences\"><strong>Report Preferences<\/strong><\/h3><p>Controls default options and behaviors of reports.<\/p><ul><li><strong>Expose Signing Link<\/strong>: Determines whether or not document signing links will be exposed on the\u00a0document detail page (generally only made available when an account manually provides signing links through some internal process to their signers)<br \/>\t\u00a0<\/li><\/ul><h3 id=\"securitypreferences\"><strong>Security Settings\u00a0<\/strong><\/h3><p>Settings related to passwords and security may be modified by visiting the Settings at account.assuresign.net after signing in.\u00a0 More information is available\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Security-Settings\/ta-p\/211571\" rel=\"noopener noreferrer\" target=\"_self\">here<\/a>.<br \/>\u00a0<\/p>","url":"\/esign-32\/assuresign-settings-28315?postid=55922#post55922","creationDate":"2021-10-28T13:16:42+0000","relativeCreationDate":"3 years ago"},"contentType":"article","type":1,"likes":0,"hasCurrentUserLiked":false,"hasBestAnswer":false},{"url":"https:\/\/community.nintex.com\/esign-32\/setup-nintex-assuresign-api-key-user-28216","title":"Setup Nintex AssureSign API Key\/User","description":"<div><h3>Topic<\/h3><\/div><div><p>How do I create an API User\/Key for connecting to\u00a0AssureSign\u00a0from Nintex Workflow Cloud?\u00a0<\/p><p>\u00a0<\/p><\/div><div><h3>Instructions<\/h3><\/div><div><p>To create an API User\/Key for use\u00a0with\u00a0the\u00a0AssureSign\u00a0integrations,\u00a0a user must be an admin\u00a0user\u00a0for\u00a0all accounts\u00a0within\u00a0the\u00a0organization.\u00a0To then create a new API\u00a0User\u00a0select\u00a0My Profile from the\u00a0top right menu:\u00a0<\/p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20836i669CBCBAE68E5023.png\" alt=\"20836i669CBCBAE68E5023.png\" \/><p>\u00a0<\/p><p>\u00a0<\/p><p>Select the Users tab\u00a0and then select \u2018API USERS\u2019\u00a0<\/p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20837i70029627EFDD3C10.png\" alt=\"20837i70029627EFDD3C10.png\" \/><p>\u00a0<\/p><p>\u00a0<\/p><p>Then select \u2018ADD API USER\u2019\u00a0<\/p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20838i1A7E2B4781FA7889.png\" alt=\"20838i1A7E2B4781FA7889.png\" \/><p>\u00a0<\/p><p>\u00a0<\/p><p>From within the API User creation\u00a0modal,\u00a0provide a desired \u2018Username\u2019\u00a0and scope. The new API Key\/Username will be generated\u00a0upon selecting \u2018SAVE\u2019\u00a0<\/p><p>\u00a0<\/p><\/div><div><h3>Additional Information<\/h3><\/div><div><p>\u00a0<\/p><p>\u00a0<\/p><\/div><div><h3>Related Links<\/h3><\/div><div><p>\u00a0<\/p><p>\u00a0<\/p><\/div>","id":28216,"featuredImage":"","label":"","replyCount":0,"views":684,"post":{"id":56485,"author":{"id":7901,"url":"\/members\/butlerj-7901","name":"butlerj","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/1225i4B54E8BB77826F56.jpg","userTitle":"Nintex Employee","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"icon":"70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","avatarIcon":"b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","name":"Nintex Employee","color":"#8439A6"},"userLevel":5,"badges":[{"title":"First topic","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d65a1a6b-0ea8-4118-ae19-e8d39ab71cd2_thumb.png"},{"title":"First reply","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/ecc9934c-3ce7-4af4-9a20-abf05681a4fc_thumb.png"},{"title":"First answer","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d394d9d1-c382-46c7-abc4-fef442b2c46c_thumb.png"},{"title":"Participant","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/46a1ecd4-b412-4e54-8034-a464de8bcffa_thumb.png"},{"title":"Conversation starter","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/099491be-6636-4d13-b579-1963298e9e7e_thumb.png"},{"title":"Information seeker","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/3a16ea0f-cba5-49b3-b044-4ec8baf428c4_thumb.png"},{"title":"Industrious","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b4a1b94d-815d-4f23-aa92-4d39a60af3a6_thumb.png"},{"title":"Conversationalist","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/f18159e9-325e-40f4-a6fb-a09b6e796297_thumb.png"},{"title":"Inquisitive","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/4cc663b4-86e2-415a-98a7-68d807ba3209_thumb.png"},{"title":"Keep it up","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/15cc355f-bbdc-4b95-a29e-cad57bf753d8_thumb.png"},{"title":"Articulate","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b4d9383a-a3bd-4ace-8d87-21cc97faa065_thumb.png"},{"title":"Responsive","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/dfb26287-a385-4d49-a81e-6e8292793600_thumb.png"},{"title":"Tenacious","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/46df50e2-770c-4a24-9aeb-6cc00ee8af79_thumb.png"},{"title":"Valued contributor","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/95ef44b3-952f-4ac0-a0ec-f0b3b4f6ead3_thumb.png"},{"title":"Expert contributor","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/9acc627d-893a-49d8-be2c-37b772ef7d39_thumb.png"},{"title":"Lend a hand","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/920db2ca-263d-483c-9f5a-5bef3c160beb_thumb.png"},{"title":"You're a life saver!","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/5777e072-709a-410f-9e48-a4dcf6c6d03e_thumb.png"},{"title":"Supporter","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/a10468cf-af19-4d06-bd32-369af67e1c92_thumb.png"},{"title":"Problem solver","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/7dffb5d0-8fdd-4ca3-b334-375f44a9ba02_thumb.png"},{"title":"Stellar","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/dd08c567-4ef0-47a3-bafc-935a82d19753_thumb.png"},{"title":"Featured User","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/66a76e09-54ea-41af-a86a-d3b04a173469_thumb.png"}],"isBanned":false},"content":"<div><h3>Topic<\/h3><\/div><div><p>How do I create an API User\/Key for connecting to\u00a0AssureSign\u00a0from Nintex Workflow Cloud?\u00a0<\/p><p>\u00a0<\/p><\/div><div><h3>Instructions<\/h3><\/div><div><p>To create an API User\/Key for use\u00a0with\u00a0the\u00a0AssureSign\u00a0integrations,\u00a0a user must be an admin\u00a0user\u00a0for\u00a0all accounts\u00a0within\u00a0the\u00a0organization.\u00a0To then create a new API\u00a0User\u00a0select\u00a0My Profile from the\u00a0top right menu:\u00a0<\/p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20836i669CBCBAE68E5023.png\" alt=\"20836i669CBCBAE68E5023.png\" \/><p>\u00a0<\/p><p>\u00a0<\/p><p>Select the Users tab\u00a0and then select \u2018API USERS\u2019\u00a0<\/p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20837i70029627EFDD3C10.png\" alt=\"20837i70029627EFDD3C10.png\" \/><p>\u00a0<\/p><p>\u00a0<\/p><p>Then select \u2018ADD API USER\u2019\u00a0<\/p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20838i1A7E2B4781FA7889.png\" alt=\"20838i1A7E2B4781FA7889.png\" \/><p>\u00a0<\/p><p>\u00a0<\/p><p>From within the API User creation\u00a0modal,\u00a0provide a desired \u2018Username\u2019\u00a0and scope. The new API Key\/Username will be generated\u00a0upon selecting \u2018SAVE\u2019\u00a0<\/p><p>\u00a0<\/p><\/div><div><h3>Additional Information<\/h3><\/div><div><p>\u00a0<\/p><p>\u00a0<\/p><\/div><div><h3>Related Links<\/h3><\/div><div><p>\u00a0<\/p><p>\u00a0<\/p><\/div>","url":"\/esign-32\/setup-nintex-assuresign-api-key-user-28216?postid=56485#post56485","creationDate":"2021-12-03T15:56:09+0000","relativeCreationDate":"3 years ago"},"contentType":"article","type":1,"likes":0,"hasCurrentUserLiked":false,"hasBestAnswer":false},{"url":"https:\/\/community.nintex.com\/esign-32\/configuring-webhooks-documenttrak-for-assuresign-for-salesforce-lightning-28244","title":"Configuring Webhooks (DocumentTRAK) For AssureSign For Salesforce Lightning","description":"<h4>\u00a0<\/h4><h4>AssureSign + Drawloop documentation<\/h4><p>This article is just for AssureSign for Salesforce, if you're looking for more documentation on how to setup the integration between Nintex AssureSign and Nintex Drawloop DocGen for Salesforce check out these articles:<\/p><ul><li><a href=\"https:\/\/help.nintex.com\/en-US\/docgensf\/DeliveryStorage\/NintexAssureSignDelivery.htm\" rel=\"noopener noreferrer\" target=\"_blank\">Delivery Option Product Documentation<\/a><\/li>\t<li><a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Nintex-AssureSign-Connecting-with-Nintex-DrawLoop-for-Salesforce\/ta-p\/215431\" rel=\"noopener noreferrer\" target=\"_self\">Integration Setup Walkthrough Videos<\/a><\/li><\/ul><p>\u00a0<\/p><p>\u00a0<\/p><h1>Using Built In DocumentTRAK Web Hooks And Document Transmissions<\/h1><p>A webhook is a push notification from AssureSign to another system when a specific envelope stage occurs. A DocumentTRAK Document Transmission sends the completed document to another system when a specific envelope stage occurs.\u00a0 To update records in Salesforce with audit history, collected information from a signer, or a completed document, a webhook is required.\u00a0<\/p><p>\u00a0<\/p><p>To configure a webhook, from the AssureSign\u00a0<em>Administration<\/em>\u00a0page, in the left hand tree select\u00a0<em>DocumentTRAK<\/em>\u00a0and continue to\u00a0<em>Notification Administration<\/em>:<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20880iD9473C841387339C.png\" alt=\"20880iD9473C841387339C.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>Note the tabs in the top center of the page.\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20882i2295B1E42A85C84F.png\" alt=\"20882i2295B1E42A85C84F.png\" \/><\/p><p>\u00a0<\/p><p>To configure a web hook, follow the instruction below for\u00a0webhooks. To configure a document transmission, follow the instructions for\u00a0document transmissions (bottom of the page).\u00a0<\/p><p><strong>Note<\/strong>: if you choose to use either of these options, you must also enable this in the global settings of the AssureSign for Lightning object in Salesforce.<\/p><p>\u00a0<\/p><h2 id=\"h_01EQY1SFJKY1AG1DA63XNJNDTF\">Configuring a Web Hook for Salesforce Lightning<\/h2><p>To configure a Web Hook, on the WEBHOOKS tab, click\u00a0<em>ADD WEBHOOK<\/em>:<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20881i91A5E92CF9219E63.png\" alt=\"20881i91A5E92CF9219E63.png\" \/><\/p><p>\u00a0<\/p><p>Click on\u00a0<em>Salesforce<\/em>:<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20886i32D7F188B4BECB21.png\" alt=\"20886i32D7F188B4BECB21.png\" \/><\/p><p>\u00a0<\/p><p>The Salesforce (Legacy) webhook should <strong>not<\/strong> be selected for the Salesforce Lightning solution.<\/p><p>\u00a0<\/p><p>Populate the following fields:<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20884i6FC7FBC572F916DB.png\" alt=\"20884i6FC7FBC572F916DB.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0 \u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20883i59762673B360B155.png\" alt=\"20883i59762673B360B155.png\" \/><\/p><p>\u00a0<\/p><p><strong>Name:\u00a0<\/strong>Enter a name for the webhook<\/p><p><strong>Salesforce Environment:\u00a0<\/strong>Choose between production and test.\u00a0 Note: for the majority of users, this will be production.<\/p><p><strong>Username:\u00a0<\/strong>The Salesforce username to be used to authenticate to Salesforce<\/p><p><strong>Password:\u00a0<\/strong>The Salesforce password to be used to authenticate to Salesforce<\/p><p><strong>SecurityToken:\u00a0<\/strong>The Salesforce issued Security Token for the username and password used above.<\/p><p><strong>Update Data:\u00a0<\/strong>Toggling this feature on will update field information in Salesforce if enabled.\u00a0<\/p><p><strong>Failure Notification Email Address:\u00a0<\/strong>Enter the email address that should receive any failure notifications.\u00a0 Be sure to press the plus sign at the end of the line to add the entry!<\/p><p><strong>Notify On:\u00a0<\/strong>Choose to receive notification of first, final or all failures.<\/p><p>\u00a0<\/p><h2>Attaching a Webhook to Your Template<\/h2><p>To attach your newly configured webhook to your Simple Setup Template, from the main menu, click\u00a0<em>View Templates(Simple Setup):<\/em><\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20889i700F16EA9C7672FA.png\" alt=\"20889i700F16EA9C7672FA.png\" \/><\/p><p>\u00a0<\/p><p>Click the blue\u00a0<em>Edit<\/em>\u00a0hyperlink<em>\u00a0<\/em>under the search bar on the template that you wish to add the webhook to:<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20890i612BF74A4F6552B9.png\" alt=\"20890i612BF74A4F6552B9.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>On the left, under the AssureSign logo, click the blue notifications icon that has a clock face:<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20887i84DDDBC73240A2F3.png\" alt=\"20887i84DDDBC73240A2F3.png\" \/><\/p><p>\u00a0<\/p><p>In the top center, click on the DocumentTRAK tab under the Customize Workflow heading:<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20894i28A7BCAEF46EDE93.png\" alt=\"20894i28A7BCAEF46EDE93.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>Click\u00a0<em>ADD WEBHOOK<\/em>:<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20892iABA8F41334518520.png\" alt=\"20892iABA8F41334518520.png\" \/><\/p><p>\u00a0<\/p><p>Populate the values on the view as needed:<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20891iCE9CAF4E7FF420F3.png\" alt=\"20891iCE9CAF4E7FF420F3.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p><strong>Design:\u00a0<\/strong>Choose the name of the webhook you created earlier in this workflow<\/p><p><strong>Stage:\u00a0<\/strong>Multiple stages are available to choose from.\u00a0 You can choose to receive updated status in Salesforce as often as needed, but will need to create a separate webhook notification in the workflow for each stage you wish to receive a notification for.\u00a0 At a minimum, if you have Automatically Download Document set to yes in your AssureSign global settings in Salesforce, set the stage to Envelope Completed.\u00a0 Repeat the steps for \"Attaching a Webhook to your Template\" if you need multiple notifications for a single workflow.\u00a0 It is recommended that you add the webhook for at least the following stages:<\/p><ul><li>Envelope Start<\/li>\t<li>Envelope Complete<\/li>\t<li>Envelope Cancel<\/li>\t<li>Envelope Expire<\/li>\t<li>Envelope Decline<\/li><\/ul><p>\u00a0<\/p><p><strong>Available Timings:\u00a0<\/strong>Timings are only available for numbered step stages and \"On Envelope Pre-Expire\".\u00a0 The options available for any given signer numbered step include On Step Start, On Landing Page Visited, and On Step Complete.\u00a0 For \"On Envelope Pre-Expire\" you will need to specify the number of days of advance warning before expiration.<\/p><p>\u00a0<\/p><p>Once you have populated the required information, click\u00a0<em>SAVE<\/em><em>.<\/em><\/p><p>\u00a0<\/p><p>\u00a0<\/p><h2 id=\"h_01EQY1RW5QWNZQ0YMA8E1399WR\">Configuring a Document Transmission for Salesforce Lightning<\/h2><p>In AssureSign for Salesforce Lightning, Document Transmissions are configured in the Salesforce solution.\u00a0 When the Webhook functionality is attached to the template and the Automatically Download Documents setting is enabled, the solution will download the document when the envelope reaches document completed status.<\/p><p>\u00a0<\/p><p>To enable Document Transmission from the AssureSign for Salesforce Lightning solution, please follow the below steps.\u00a0<\/p><p>\u00a0<\/p><p>From the App Launcher, search for \"AssureSign Lightning Setup\" and click\u00a0<em>AssureSign Lightning Setup.<\/em><\/p><p>\u00a0<\/p><p>On the AssureSign Global Settings menu, toggle \"Automatically Download Documents\" to Yes:<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20895iBCBEFF4BF8867EB3.png\" alt=\"20895iBCBEFF4BF8867EB3.png\" \/><\/p><p>\u00a0<\/p><p>Click\u00a0<em>Save<\/em>.<\/p>","id":28244,"featuredImage":"","label":"","replyCount":0,"views":539,"post":{"id":56551,"author":{"id":7901,"url":"\/members\/butlerj-7901","name":"butlerj","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/1225i4B54E8BB77826F56.jpg","userTitle":"Nintex Employee","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"icon":"70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","avatarIcon":"b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","name":"Nintex Employee","color":"#8439A6"},"userLevel":5,"badges":[{"title":"First topic","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d65a1a6b-0ea8-4118-ae19-e8d39ab71cd2_thumb.png"},{"title":"First reply","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/ecc9934c-3ce7-4af4-9a20-abf05681a4fc_thumb.png"},{"title":"First answer","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d394d9d1-c382-46c7-abc4-fef442b2c46c_thumb.png"},{"title":"Participant","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/46a1ecd4-b412-4e54-8034-a464de8bcffa_thumb.png"},{"title":"Conversation starter","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/099491be-6636-4d13-b579-1963298e9e7e_thumb.png"},{"title":"Information seeker","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/3a16ea0f-cba5-49b3-b044-4ec8baf428c4_thumb.png"},{"title":"Industrious","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b4a1b94d-815d-4f23-aa92-4d39a60af3a6_thumb.png"},{"title":"Conversationalist","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/f18159e9-325e-40f4-a6fb-a09b6e796297_thumb.png"},{"title":"Inquisitive","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/4cc663b4-86e2-415a-98a7-68d807ba3209_thumb.png"},{"title":"Keep it up","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/15cc355f-bbdc-4b95-a29e-cad57bf753d8_thumb.png"},{"title":"Articulate","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b4d9383a-a3bd-4ace-8d87-21cc97faa065_thumb.png"},{"title":"Responsive","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/dfb26287-a385-4d49-a81e-6e8292793600_thumb.png"},{"title":"Tenacious","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/46df50e2-770c-4a24-9aeb-6cc00ee8af79_thumb.png"},{"title":"Valued contributor","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/95ef44b3-952f-4ac0-a0ec-f0b3b4f6ead3_thumb.png"},{"title":"Expert contributor","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/9acc627d-893a-49d8-be2c-37b772ef7d39_thumb.png"},{"title":"Lend a hand","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/920db2ca-263d-483c-9f5a-5bef3c160beb_thumb.png"},{"title":"You're a life saver!","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/5777e072-709a-410f-9e48-a4dcf6c6d03e_thumb.png"},{"title":"Supporter","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/a10468cf-af19-4d06-bd32-369af67e1c92_thumb.png"},{"title":"Problem solver","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/7dffb5d0-8fdd-4ca3-b334-375f44a9ba02_thumb.png"},{"title":"Stellar","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/dd08c567-4ef0-47a3-bafc-935a82d19753_thumb.png"},{"title":"Featured User","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/66a76e09-54ea-41af-a86a-d3b04a173469_thumb.png"}],"isBanned":false},"content":"<h4>\u00a0<\/h4><h4>AssureSign + Drawloop documentation<\/h4><p>This article is just for AssureSign for Salesforce, if you're looking for more documentation on how to setup the integration between Nintex AssureSign and Nintex Drawloop DocGen for Salesforce check out these articles:<\/p><ul><li><a href=\"https:\/\/help.nintex.com\/en-US\/docgensf\/DeliveryStorage\/NintexAssureSignDelivery.htm\" rel=\"noopener noreferrer\" target=\"_blank\">Delivery Option Product Documentation<\/a><\/li>\t<li><a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Nintex-AssureSign-Connecting-with-Nintex-DrawLoop-for-Salesforce\/ta-p\/215431\" rel=\"noopener noreferrer\" target=\"_self\">Integration Setup Walkthrough Videos<\/a><\/li><\/ul><p>\u00a0<\/p><p>\u00a0<\/p><h1>Using Built In DocumentTRAK Web Hooks And Document Transmissions<\/h1><p>A webhook is a push notification from AssureSign to another system when a specific envelope stage occurs. A DocumentTRAK Document Transmission sends the completed document to another system when a specific envelope stage occurs.\u00a0 To update records in Salesforce with audit history, collected information from a signer, or a completed document, a webhook is required.\u00a0<\/p><p>\u00a0<\/p><p>To configure a webhook, from the AssureSign\u00a0<em>Administration<\/em>\u00a0page, in the left hand tree select\u00a0<em>DocumentTRAK<\/em>\u00a0and continue to\u00a0<em>Notification Administration<\/em>:<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20880iD9473C841387339C.png\" alt=\"20880iD9473C841387339C.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>Note the tabs in the top center of the page.\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20882i2295B1E42A85C84F.png\" alt=\"20882i2295B1E42A85C84F.png\" \/><\/p><p>\u00a0<\/p><p>To configure a web hook, follow the instruction below for\u00a0webhooks. To configure a document transmission, follow the instructions for\u00a0document transmissions (bottom of the page).\u00a0<\/p><p><strong>Note<\/strong>: if you choose to use either of these options, you must also enable this in the global settings of the AssureSign for Lightning object in Salesforce.<\/p><p>\u00a0<\/p><h2 id=\"h_01EQY1SFJKY1AG1DA63XNJNDTF\">Configuring a Web Hook for Salesforce Lightning<\/h2><p>To configure a Web Hook, on the WEBHOOKS tab, click\u00a0<em>ADD WEBHOOK<\/em>:<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20881i91A5E92CF9219E63.png\" alt=\"20881i91A5E92CF9219E63.png\" \/><\/p><p>\u00a0<\/p><p>Click on\u00a0<em>Salesforce<\/em>:<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20886i32D7F188B4BECB21.png\" alt=\"20886i32D7F188B4BECB21.png\" \/><\/p><p>\u00a0<\/p><p>The Salesforce (Legacy) webhook should <strong>not<\/strong> be selected for the Salesforce Lightning solution.<\/p><p>\u00a0<\/p><p>Populate the following fields:<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20884i6FC7FBC572F916DB.png\" alt=\"20884i6FC7FBC572F916DB.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0 \u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20883i59762673B360B155.png\" alt=\"20883i59762673B360B155.png\" \/><\/p><p>\u00a0<\/p><p><strong>Name:\u00a0<\/strong>Enter a name for the webhook<\/p><p><strong>Salesforce Environment:\u00a0<\/strong>Choose between production and test.\u00a0 Note: for the majority of users, this will be production.<\/p><p><strong>Username:\u00a0<\/strong>The Salesforce username to be used to authenticate to Salesforce<\/p><p><strong>Password:\u00a0<\/strong>The Salesforce password to be used to authenticate to Salesforce<\/p><p><strong>SecurityToken:\u00a0<\/strong>The Salesforce issued Security Token for the username and password used above.<\/p><p><strong>Update Data:\u00a0<\/strong>Toggling this feature on will update field information in Salesforce if enabled.\u00a0<\/p><p><strong>Failure Notification Email Address:\u00a0<\/strong>Enter the email address that should receive any failure notifications.\u00a0 Be sure to press the plus sign at the end of the line to add the entry!<\/p><p><strong>Notify On:\u00a0<\/strong>Choose to receive notification of first, final or all failures.<\/p><p>\u00a0<\/p><h2>Attaching a Webhook to Your Template<\/h2><p>To attach your newly configured webhook to your Simple Setup Template, from the main menu, click\u00a0<em>View Templates(Simple Setup):<\/em><\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20889i700F16EA9C7672FA.png\" alt=\"20889i700F16EA9C7672FA.png\" \/><\/p><p>\u00a0<\/p><p>Click the blue\u00a0<em>Edit<\/em>\u00a0hyperlink<em>\u00a0<\/em>under the search bar on the template that you wish to add the webhook to:<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20890i612BF74A4F6552B9.png\" alt=\"20890i612BF74A4F6552B9.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>On the left, under the AssureSign logo, click the blue notifications icon that has a clock face:<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20887i84DDDBC73240A2F3.png\" alt=\"20887i84DDDBC73240A2F3.png\" \/><\/p><p>\u00a0<\/p><p>In the top center, click on the DocumentTRAK tab under the Customize Workflow heading:<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20894i28A7BCAEF46EDE93.png\" alt=\"20894i28A7BCAEF46EDE93.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>Click\u00a0<em>ADD WEBHOOK<\/em>:<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20892iABA8F41334518520.png\" alt=\"20892iABA8F41334518520.png\" \/><\/p><p>\u00a0<\/p><p>Populate the values on the view as needed:<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20891iCE9CAF4E7FF420F3.png\" alt=\"20891iCE9CAF4E7FF420F3.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p><strong>Design:\u00a0<\/strong>Choose the name of the webhook you created earlier in this workflow<\/p><p><strong>Stage:\u00a0<\/strong>Multiple stages are available to choose from.\u00a0 You can choose to receive updated status in Salesforce as often as needed, but will need to create a separate webhook notification in the workflow for each stage you wish to receive a notification for.\u00a0 At a minimum, if you have Automatically Download Document set to yes in your AssureSign global settings in Salesforce, set the stage to Envelope Completed.\u00a0 Repeat the steps for \"Attaching a Webhook to your Template\" if you need multiple notifications for a single workflow.\u00a0 It is recommended that you add the webhook for at least the following stages:<\/p><ul><li>Envelope Start<\/li>\t<li>Envelope Complete<\/li>\t<li>Envelope Cancel<\/li>\t<li>Envelope Expire<\/li>\t<li>Envelope Decline<\/li><\/ul><p>\u00a0<\/p><p><strong>Available Timings:\u00a0<\/strong>Timings are only available for numbered step stages and \"On Envelope Pre-Expire\".\u00a0 The options available for any given signer numbered step include On Step Start, On Landing Page Visited, and On Step Complete.\u00a0 For \"On Envelope Pre-Expire\" you will need to specify the number of days of advance warning before expiration.<\/p><p>\u00a0<\/p><p>Once you have populated the required information, click\u00a0<em>SAVE<\/em><em>.<\/em><\/p><p>\u00a0<\/p><p>\u00a0<\/p><h2 id=\"h_01EQY1RW5QWNZQ0YMA8E1399WR\">Configuring a Document Transmission for Salesforce Lightning<\/h2><p>In AssureSign for Salesforce Lightning, Document Transmissions are configured in the Salesforce solution.\u00a0 When the Webhook functionality is attached to the template and the Automatically Download Documents setting is enabled, the solution will download the document when the envelope reaches document completed status.<\/p><p>\u00a0<\/p><p>To enable Document Transmission from the AssureSign for Salesforce Lightning solution, please follow the below steps.\u00a0<\/p><p>\u00a0<\/p><p>From the App Launcher, search for \"AssureSign Lightning Setup\" and click\u00a0<em>AssureSign Lightning Setup.<\/em><\/p><p>\u00a0<\/p><p>On the AssureSign Global Settings menu, toggle \"Automatically Download Documents\" to Yes:<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20895iBCBEFF4BF8867EB3.png\" alt=\"20895iBCBEFF4BF8867EB3.png\" \/><\/p><p>\u00a0<\/p><p>Click\u00a0<em>Save<\/em>.<\/p>","url":"\/esign-32\/configuring-webhooks-documenttrak-for-assuresign-for-salesforce-lightning-28244?postid=56551#post56551","creationDate":"2021-12-08T21:23:32+0000","relativeCreationDate":"3 years ago"},"contentType":"article","type":1,"likes":0,"hasCurrentUserLiked":false,"hasBestAnswer":false},{"url":"https:\/\/community.nintex.com\/esign-32\/get-a-signature-28293","title":"Get a Signature","description":"<div><h1>Topic<\/h1><\/div><div><p>This video details\u00a0a method for sending a document to be digitally signed using\u00a0eSign\u00a0in Nintex Automation Cloud. For example, a job applicant completes a personal information form, which starts a workflow that gets a PDF file from Microsoft OneDrive and then sends that file to the job applicant to be signed using\u00a0eSign.<\/p><\/div><div><oembed url=\"https:\/\/youtu.be\/J0NGnzdpi4g\"><\/oembed><\/div><div><p>\u00a0<\/p><\/div>","id":28293,"featuredImage":"","label":"","replyCount":0,"views":516,"post":{"id":58161,"author":{"id":56555,"url":"\/members\/nintex-caroline-56555","name":"Nintex_Caroline","avatar":"","userTitle":"Nintex Employee","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"icon":"70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","avatarIcon":"b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","name":"Nintex Employee","color":"#8439A6"},"userLevel":1,"badges":[{"title":"First topic","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d65a1a6b-0ea8-4118-ae19-e8d39ab71cd2_thumb.png"}],"isBanned":false},"content":"<div><h1>Topic<\/h1><\/div><div><p>This video details\u00a0a method for sending a document to be digitally signed using\u00a0eSign\u00a0in Nintex Automation Cloud. For example, a job applicant completes a personal information form, which starts a workflow that gets a PDF file from Microsoft OneDrive and then sends that file to the job applicant to be signed using\u00a0eSign.<\/p><\/div><div><oembed url=\"https:\/\/youtu.be\/J0NGnzdpi4g\"><\/oembed><\/div><div><p>\u00a0<\/p><\/div>","url":"\/esign-32\/get-a-signature-28293?postid=58161#post58161","creationDate":"2022-03-22T15:29:48+0000","relativeCreationDate":"3 years ago"},"contentType":"article","type":1,"likes":0,"hasCurrentUserLiked":false,"hasBestAnswer":false},{"url":"https:\/\/community.nintex.com\/esign-32\/working-with-assuresign-localsign-28242","title":"Working with AssureSign LocalSign","description":"<div><h3>Topic<\/h3><\/div><div><p>How to work with AssureSign LocalSign that enables external signature device desktop solutions.<\/p><p>\u00a0<\/p><\/div><div><h3>Instructions<\/h3><\/div><div><p>\u00a0<\/p><h1>Download LocalSign<\/h1><p>LocalSign is a windows application that runs on your desktop and allows you to sign AssureSign documents online with an attached signature pad. \u00a0Contact\u00a0support\u00a0\u00a0if you are interested in\u00a0finding out more about this add-on feature.<\/p><p>\u00a0<\/p><p><strong>The installer for the current version of LocalSign can be downloaded\u00a0<a href=\"https:\/\/assuresigninstall.blob.core.windows.net\/localsign\/assuresign_localsign_2.1.1.zip\" rel=\"noopener noreferrer\" target=\"_blank\">here<\/a>.<\/strong><\/p><p>\u00a0<\/p><p>Once downloaded, extract the zip file and double-click the setup.exe file to install.<\/p><p>If you prefer to install silently via command line, use msiexec in an admin cmd as follows:<\/p><p>msiexec \/i\u00a0<strong>c:path oLocalSignInstaller.msi<\/strong>\u00a0\/quiet \/qn \/norestart \/log\u00a0<strong>c:localsign-installer.log<\/strong>\u00a0ActivePlugin=\"<strong>Wacom STU Plugin |\u00a0Topaz Plugin<\/strong>\" PluginSettings={\"\"Model\"\":\"\"<strong>SigLite1X5 | SignatureGemLCD1X5 | SignatureGemLCD4X3<\/strong>\"\"}<\/p><p><em>Replace bold parts with your values. Note that only Topaz requires\u00a0\"PluginSettings\". \"|\" means or, so pick one of the values.<\/em><\/p><p>The following items are required for installing and running the LocalSign application:<\/p><h2 id=\"browser-requirements-\">Browser Requirements<\/h2><p>One of:<\/p><ul><li>IE9+<\/li>\t<li>Edge<\/li>\t<li>Firefox 3+<\/li>\t<li>Chrome<\/li>\t<li>Safari 3+<\/li><\/ul><h2 id=\"-net-framework-requirements\">.NET Framework Requirements<\/h2><ul><li>Microsoft .NET Framework 4.5.2 (\u00a0<strong>Important:<\/strong>\u00a0not the\u00a0<em>Client Profile<\/em>\u00a0version)<\/li><\/ul><h2 id=\"signature-device-requirements-\">Signature Device Requirements<\/h2><p>LocalSign is designed to work only with a supported signature device and a corresponding signature device plugin.<\/p><p>LocalSign currently supports the following plugins and device models:<\/p><p><strong>Wacom<\/strong><\/p><ul><li>STU-300<\/li>\t<li>STU-500<\/li>\t<li>STU-520<\/li>\t<li>STU-430\u00a0<em>New!<\/em><\/li>\t<li>STU-530\u00a0<em>New!<\/em><\/li><\/ul><p><strong>Topaz<\/strong><\/p><ul><li>SigLite 1x5 (non-LCD) - T-S460<\/li>\t<li>SignatureGem LCD 1x5<\/li>\t<li>SignatureGem LCD 4x3<\/li><\/ul><hr \/><p>\u00a0<\/p><h1>Configuring External Signature Device Support<\/h1><p>Enabling external signature device support for AssureSign signing requires configuration of both the AssureSign account and the LocalSign windows application.<\/p><h2 id=\"assuresign-account-configuration-\">AssureSign Account Configuration<\/h2><p>By default, external signature device support may\u00a0not be enabled for your AssureSign account, so it may\u00a0be necessary to\u00a0contact\u00a0your AssureSign support representative in order to enable this feature.<\/p><p>Once we have enabled LocalSign for you, a new option will be available for you to configure on individual templates and\/or documents. By default the new option to enable signature device support will be off for templates and documents. This option will need to be turned on for any documents or templates that you plan on using in conjunction with a signature device for signing.<\/p><ul><li>When setting up a new template, the\u00a0<em>Enable Signature Device Support<\/em>\u00a0option can be found under the\u00a0<em>Advanced Options<\/em>\u00a0section of the template setup page.<\/li>\t<li>When modifying an existing template, the\u00a0<em>Enable Signature Device Support<\/em>\u00a0option can be found under the\u00a0<em>Advanced Options<\/em>\u00a0section of the template editing form.<\/li>\t<li>When setting up a new document, the\u00a0<em>Enable Signature Device Support<\/em>\u00a0option will be available at the bottom of the document setup form.<\/li>\t<li>For documents that are dynamically created using the DocumentNOW API, an additional (optional) attribute (<strong>SignatureDeviceSupportEnabled<\/strong>) is available that can be used to control this functionality.<\/li><\/ul><h2 id=\"localsign-configuration-\">LocalSign Configuration<\/h2><p>In order to begin using\u00a0LocalSign for AssureSign\u00a0, you will need to configure the LocalSign application to ensure that it is able to communicate with your AssureSign site and that the correct signature device plugin has been selected.<\/p><p>To access the configuration options in LocalSign: from the main menu navigate to\u00a0<em>Options<\/em>\u00a0&gt;&gt;\u00a0<em>Configuration\u00a0<\/em>and configure the signature device plugin so it can\u00a0be used by LocalSign. By default AssureSign provides plugins for working with Wacom STU signature pad devices and Topaz signature pad devices. Please select the correct plugin that corresponds to the type of signature device you will have attached to your computer for signing purposes. When selecting Topaz, you will also need to select a supported model. Topaz devices also will require\u00a0admin privileges\u00a0to save their configuration, since it stores its\u00a0ini file in the windows directory.<\/p><h1>Using LocalSign<\/h1><p>The LocalSign application must be running while signing a document in order for your signature to be applied to the document displayed in the AssureSign signing page.<\/p><p>Ensure that the green check mark is displayed next to \"LocalSign Service\" and \"Signature Device and Plugin Connectivity\". \u00a0If the green check mark is not displayed, a message should be shown that will tell you what might not be working.<\/p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/22063i97CDC508B355A16D.png\" alt=\"22063i97CDC508B355A16D.png\" \/><p>\u00a0<\/p><p>You can select the link \"Check Browser Connectivity\" to ensure our signing pages will be able to receive your signature input. \u00a0An AssureSign page will be loaded which will attempt to communicate to the running\u00a0LocalSign application. \u00a0If anything is not working, a message will be displayed that will help you determine what may need to be corrected on your computer to make the device work.<\/p><p>When signing a document that has been configured to allow signing from a signature pad, you will be able to select the type of input device to use. \u00a0Select the signature pad icon within the signing frame to start signing with the pad.<\/p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/22065iC696EC03141B2084.png\" alt=\"22065iC696EC03141B2084.png\" \/><p>\u00a0<\/p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/22064iC3BEBA82032E3A76.png\" alt=\"22064iC3BEBA82032E3A76.png\" \/><p>\u00a0<\/p><p>\u00a0<\/p><p>\u00a0<\/p><\/div><div><h3>Additional Information<\/h3><\/div><div><p>\u00a0<\/p><h1>Troubleshooting Issues with Signing via External Signature Device<\/h1><p>\u00a0<\/p><p>The lists below contain some of the more common causes for issues with each of the components related to signing when using an external signature device.<\/p><h2 id=\"signature-device-and-plugin-connectivity-\">Signature Device and Plugin Connectivity<\/h2><ul><li>The signature device you have plugged in is not supported by the selected LocalSign plugin. If you are using a\u00a0<em>Wacom<\/em>\u00a0device, please ensure that you have selected the\u00a0<em>Wacom STU Plugin<\/em>\u00a0as your active plugin. If you are using a\u00a0<em>Topaz\u00a0<\/em>device, please ensure that you have selected the\u00a0<em>Topaz Plugin<\/em>\u00a0as your active plugin. If your device is not one of those listed, a new plugin will need to be created in order for you to use the device with AssureSign.<\/li>\t<li>The signature device has become unplugged or disconnected from your computer.<\/li><\/ul><h2 id=\"localsign-service-\">LocalSign Service<\/h2><ul><li>If you're using Firefox, open the LocalSign app and click \"Check Browser Connectivity\". That page will have info on how to make Firefox work with LocalSign. Firefox stores its trusted SSL certs in a custom place, instead of using windows' Trusted Root Certification Authorities.<\/li>\t<li>Try regenerating the self-signed SSL cert by choosing Options &gt; Regenerate SSL. This will prompt for admin privileges. Once finished you should see a desktop notification that indicates success or failure. If it succeeds, try opening a new browser instance and reloading the Check Browser Connectivity page.<\/li><\/ul><h2 id=\"other-issues-\">Other Issues<\/h2><p>If all of the above components are functioning correctly, but signing is still not working in the browser, one of the following may be causing the issue:<\/p><ul><li>The browser you are using may not support the technology required for communication with LocalSign. Supported browsers are listed above.<\/li>\t<li>Local firewall settings may be blocking communication between the browser with the AssureSign signing page and the LocalSign application.<\/li>\t<li>If you are using IE, it is possible that the AssureSign pages are in a different security zone than\u00a0<em><a href=\"http:\/\/localhost\/\" rel=\"noopener noreferrer\" target=\"_blank\">http:\/\/localhost<\/a>\u00a0<\/em>which is used by the LocalSign application. The most frequent cause of this issue is\u00a0<em><a href=\"http:\/\/localhost\/\" rel=\"noopener noreferrer\" target=\"_blank\">http:\/\/localhost<\/a><\/em>\u00a0being associated with the Intranet zone and the AssureSign pages being associated with the\u00a0<em>Internet<\/em>\u00a0or\u00a0<em>Trusted Sites<\/em>zone. This can be resolved by adding the AssureSign site to the\u00a0<em>Intranet zone<\/em>\u00a0or by removing\u00a0<em><a href=\"http:\/\/localhost\/\" rel=\"noopener noreferrer\" target=\"_blank\">http:\/\/localhost<\/a><\/em>\u00a0from the\u00a0<em>Intranet zone<\/em>. Either of these changes can be accomplished by going in your browser to\u00a0<em>Tools<\/em>\u00a0&gt;&gt;\u00a0<em>Internet Options<\/em>\u00a0&gt;&gt;\u00a0<em>Security Tab<\/em>\u00a0&gt;&gt;\u00a0<em>Select Local Intranet<\/em>\u00a0&gt;&gt;\u00a0<em>Sites<\/em>.<\/li><\/ul><h2 id=\"diagnostic-logging-\">Diagnostic Logging<\/h2><p>If you are encountering problems with the LocalSign application that you are not able to resolve using the provided troubleshooting tools, it is possible to view the diagnostic logging that can then be provided to AssureSign support staff for analysis.<\/p><p>A link to view the most recent log files is available from the menu under\u00a0<em>Options<\/em>\u00a0&gt;&gt;\u00a0<em>View Logs<\/em>.<\/p><p>Diagnostic logs for LocalSign will be written to C:Users&lt;user name&gt;AppDataRoamingAssureSignLocalSignLogs<\/p><p>\u00a0<\/p><\/div><div><h3>Related Links<\/h3><\/div><div><p>\u00a0<\/p><p>\u00a0<\/p><\/div>","id":28242,"featuredImage":"","label":"","replyCount":0,"views":456,"post":{"id":57790,"author":{"id":7901,"url":"\/members\/butlerj-7901","name":"butlerj","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/1225i4B54E8BB77826F56.jpg","userTitle":"Nintex Employee","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"icon":"70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","avatarIcon":"b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","name":"Nintex Employee","color":"#8439A6"},"userLevel":5,"badges":[{"title":"First topic","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d65a1a6b-0ea8-4118-ae19-e8d39ab71cd2_thumb.png"},{"title":"First reply","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/ecc9934c-3ce7-4af4-9a20-abf05681a4fc_thumb.png"},{"title":"First answer","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d394d9d1-c382-46c7-abc4-fef442b2c46c_thumb.png"},{"title":"Participant","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/46a1ecd4-b412-4e54-8034-a464de8bcffa_thumb.png"},{"title":"Conversation starter","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/099491be-6636-4d13-b579-1963298e9e7e_thumb.png"},{"title":"Information seeker","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/3a16ea0f-cba5-49b3-b044-4ec8baf428c4_thumb.png"},{"title":"Industrious","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b4a1b94d-815d-4f23-aa92-4d39a60af3a6_thumb.png"},{"title":"Conversationalist","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/f18159e9-325e-40f4-a6fb-a09b6e796297_thumb.png"},{"title":"Inquisitive","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/4cc663b4-86e2-415a-98a7-68d807ba3209_thumb.png"},{"title":"Keep it up","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/15cc355f-bbdc-4b95-a29e-cad57bf753d8_thumb.png"},{"title":"Articulate","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b4d9383a-a3bd-4ace-8d87-21cc97faa065_thumb.png"},{"title":"Responsive","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/dfb26287-a385-4d49-a81e-6e8292793600_thumb.png"},{"title":"Tenacious","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/46df50e2-770c-4a24-9aeb-6cc00ee8af79_thumb.png"},{"title":"Valued contributor","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/95ef44b3-952f-4ac0-a0ec-f0b3b4f6ead3_thumb.png"},{"title":"Expert contributor","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/9acc627d-893a-49d8-be2c-37b772ef7d39_thumb.png"},{"title":"Lend a hand","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/920db2ca-263d-483c-9f5a-5bef3c160beb_thumb.png"},{"title":"You're a life saver!","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/5777e072-709a-410f-9e48-a4dcf6c6d03e_thumb.png"},{"title":"Supporter","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/a10468cf-af19-4d06-bd32-369af67e1c92_thumb.png"},{"title":"Problem solver","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/7dffb5d0-8fdd-4ca3-b334-375f44a9ba02_thumb.png"},{"title":"Stellar","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/dd08c567-4ef0-47a3-bafc-935a82d19753_thumb.png"},{"title":"Featured User","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/66a76e09-54ea-41af-a86a-d3b04a173469_thumb.png"}],"isBanned":false},"content":"<div><h3>Topic<\/h3><\/div><div><p>How to work with AssureSign LocalSign that enables external signature device desktop solutions.<\/p><p>\u00a0<\/p><\/div><div><h3>Instructions<\/h3><\/div><div><p>\u00a0<\/p><h1>Download LocalSign<\/h1><p>LocalSign is a windows application that runs on your desktop and allows you to sign AssureSign documents online with an attached signature pad. \u00a0Contact\u00a0support\u00a0\u00a0if you are interested in\u00a0finding out more about this add-on feature.<\/p><p>\u00a0<\/p><p><strong>The installer for the current version of LocalSign can be downloaded\u00a0<a href=\"https:\/\/assuresigninstall.blob.core.windows.net\/localsign\/assuresign_localsign_2.1.1.zip\" rel=\"noopener noreferrer\" target=\"_blank\">here<\/a>.<\/strong><\/p><p>\u00a0<\/p><p>Once downloaded, extract the zip file and double-click the setup.exe file to install.<\/p><p>If you prefer to install silently via command line, use msiexec in an admin cmd as follows:<\/p><p>msiexec \/i\u00a0<strong>c:path oLocalSignInstaller.msi<\/strong>\u00a0\/quiet \/qn \/norestart \/log\u00a0<strong>c:localsign-installer.log<\/strong>\u00a0ActivePlugin=\"<strong>Wacom STU Plugin |\u00a0Topaz Plugin<\/strong>\" PluginSettings={\"\"Model\"\":\"\"<strong>SigLite1X5 | SignatureGemLCD1X5 | SignatureGemLCD4X3<\/strong>\"\"}<\/p><p><em>Replace bold parts with your values. Note that only Topaz requires\u00a0\"PluginSettings\". \"|\" means or, so pick one of the values.<\/em><\/p><p>The following items are required for installing and running the LocalSign application:<\/p><h2 id=\"browser-requirements-\">Browser Requirements<\/h2><p>One of:<\/p><ul><li>IE9+<\/li>\t<li>Edge<\/li>\t<li>Firefox 3+<\/li>\t<li>Chrome<\/li>\t<li>Safari 3+<\/li><\/ul><h2 id=\"-net-framework-requirements\">.NET Framework Requirements<\/h2><ul><li>Microsoft .NET Framework 4.5.2 (\u00a0<strong>Important:<\/strong>\u00a0not the\u00a0<em>Client Profile<\/em>\u00a0version)<\/li><\/ul><h2 id=\"signature-device-requirements-\">Signature Device Requirements<\/h2><p>LocalSign is designed to work only with a supported signature device and a corresponding signature device plugin.<\/p><p>LocalSign currently supports the following plugins and device models:<\/p><p><strong>Wacom<\/strong><\/p><ul><li>STU-300<\/li>\t<li>STU-500<\/li>\t<li>STU-520<\/li>\t<li>STU-430\u00a0<em>New!<\/em><\/li>\t<li>STU-530\u00a0<em>New!<\/em><\/li><\/ul><p><strong>Topaz<\/strong><\/p><ul><li>SigLite 1x5 (non-LCD) - T-S460<\/li>\t<li>SignatureGem LCD 1x5<\/li>\t<li>SignatureGem LCD 4x3<\/li><\/ul><hr \/><p>\u00a0<\/p><h1>Configuring External Signature Device Support<\/h1><p>Enabling external signature device support for AssureSign signing requires configuration of both the AssureSign account and the LocalSign windows application.<\/p><h2 id=\"assuresign-account-configuration-\">AssureSign Account Configuration<\/h2><p>By default, external signature device support may\u00a0not be enabled for your AssureSign account, so it may\u00a0be necessary to\u00a0contact\u00a0your AssureSign support representative in order to enable this feature.<\/p><p>Once we have enabled LocalSign for you, a new option will be available for you to configure on individual templates and\/or documents. By default the new option to enable signature device support will be off for templates and documents. This option will need to be turned on for any documents or templates that you plan on using in conjunction with a signature device for signing.<\/p><ul><li>When setting up a new template, the\u00a0<em>Enable Signature Device Support<\/em>\u00a0option can be found under the\u00a0<em>Advanced Options<\/em>\u00a0section of the template setup page.<\/li>\t<li>When modifying an existing template, the\u00a0<em>Enable Signature Device Support<\/em>\u00a0option can be found under the\u00a0<em>Advanced Options<\/em>\u00a0section of the template editing form.<\/li>\t<li>When setting up a new document, the\u00a0<em>Enable Signature Device Support<\/em>\u00a0option will be available at the bottom of the document setup form.<\/li>\t<li>For documents that are dynamically created using the DocumentNOW API, an additional (optional) attribute (<strong>SignatureDeviceSupportEnabled<\/strong>) is available that can be used to control this functionality.<\/li><\/ul><h2 id=\"localsign-configuration-\">LocalSign Configuration<\/h2><p>In order to begin using\u00a0LocalSign for AssureSign\u00a0, you will need to configure the LocalSign application to ensure that it is able to communicate with your AssureSign site and that the correct signature device plugin has been selected.<\/p><p>To access the configuration options in LocalSign: from the main menu navigate to\u00a0<em>Options<\/em>\u00a0&gt;&gt;\u00a0<em>Configuration\u00a0<\/em>and configure the signature device plugin so it can\u00a0be used by LocalSign. By default AssureSign provides plugins for working with Wacom STU signature pad devices and Topaz signature pad devices. Please select the correct plugin that corresponds to the type of signature device you will have attached to your computer for signing purposes. When selecting Topaz, you will also need to select a supported model. Topaz devices also will require\u00a0admin privileges\u00a0to save their configuration, since it stores its\u00a0ini file in the windows directory.<\/p><h1>Using LocalSign<\/h1><p>The LocalSign application must be running while signing a document in order for your signature to be applied to the document displayed in the AssureSign signing page.<\/p><p>Ensure that the green check mark is displayed next to \"LocalSign Service\" and \"Signature Device and Plugin Connectivity\". \u00a0If the green check mark is not displayed, a message should be shown that will tell you what might not be working.<\/p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/22063i97CDC508B355A16D.png\" alt=\"22063i97CDC508B355A16D.png\" \/><p>\u00a0<\/p><p>You can select the link \"Check Browser Connectivity\" to ensure our signing pages will be able to receive your signature input. \u00a0An AssureSign page will be loaded which will attempt to communicate to the running\u00a0LocalSign application. \u00a0If anything is not working, a message will be displayed that will help you determine what may need to be corrected on your computer to make the device work.<\/p><p>When signing a document that has been configured to allow signing from a signature pad, you will be able to select the type of input device to use. \u00a0Select the signature pad icon within the signing frame to start signing with the pad.<\/p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/22065iC696EC03141B2084.png\" alt=\"22065iC696EC03141B2084.png\" \/><p>\u00a0<\/p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/22064iC3BEBA82032E3A76.png\" alt=\"22064iC3BEBA82032E3A76.png\" \/><p>\u00a0<\/p><p>\u00a0<\/p><p>\u00a0<\/p><\/div><div><h3>Additional Information<\/h3><\/div><div><p>\u00a0<\/p><h1>Troubleshooting Issues with Signing via External Signature Device<\/h1><p>\u00a0<\/p><p>The lists below contain some of the more common causes for issues with each of the components related to signing when using an external signature device.<\/p><h2 id=\"signature-device-and-plugin-connectivity-\">Signature Device and Plugin Connectivity<\/h2><ul><li>The signature device you have plugged in is not supported by the selected LocalSign plugin. If you are using a\u00a0<em>Wacom<\/em>\u00a0device, please ensure that you have selected the\u00a0<em>Wacom STU Plugin<\/em>\u00a0as your active plugin. If you are using a\u00a0<em>Topaz\u00a0<\/em>device, please ensure that you have selected the\u00a0<em>Topaz Plugin<\/em>\u00a0as your active plugin. If your device is not one of those listed, a new plugin will need to be created in order for you to use the device with AssureSign.<\/li>\t<li>The signature device has become unplugged or disconnected from your computer.<\/li><\/ul><h2 id=\"localsign-service-\">LocalSign Service<\/h2><ul><li>If you're using Firefox, open the LocalSign app and click \"Check Browser Connectivity\". That page will have info on how to make Firefox work with LocalSign. Firefox stores its trusted SSL certs in a custom place, instead of using windows' Trusted Root Certification Authorities.<\/li>\t<li>Try regenerating the self-signed SSL cert by choosing Options &gt; Regenerate SSL. This will prompt for admin privileges. Once finished you should see a desktop notification that indicates success or failure. If it succeeds, try opening a new browser instance and reloading the Check Browser Connectivity page.<\/li><\/ul><h2 id=\"other-issues-\">Other Issues<\/h2><p>If all of the above components are functioning correctly, but signing is still not working in the browser, one of the following may be causing the issue:<\/p><ul><li>The browser you are using may not support the technology required for communication with LocalSign. Supported browsers are listed above.<\/li>\t<li>Local firewall settings may be blocking communication between the browser with the AssureSign signing page and the LocalSign application.<\/li>\t<li>If you are using IE, it is possible that the AssureSign pages are in a different security zone than\u00a0<em><a href=\"http:\/\/localhost\/\" rel=\"noopener noreferrer\" target=\"_blank\">http:\/\/localhost<\/a>\u00a0<\/em>which is used by the LocalSign application. The most frequent cause of this issue is\u00a0<em><a href=\"http:\/\/localhost\/\" rel=\"noopener noreferrer\" target=\"_blank\">http:\/\/localhost<\/a><\/em>\u00a0being associated with the Intranet zone and the AssureSign pages being associated with the\u00a0<em>Internet<\/em>\u00a0or\u00a0<em>Trusted Sites<\/em>zone. This can be resolved by adding the AssureSign site to the\u00a0<em>Intranet zone<\/em>\u00a0or by removing\u00a0<em><a href=\"http:\/\/localhost\/\" rel=\"noopener noreferrer\" target=\"_blank\">http:\/\/localhost<\/a><\/em>\u00a0from the\u00a0<em>Intranet zone<\/em>. Either of these changes can be accomplished by going in your browser to\u00a0<em>Tools<\/em>\u00a0&gt;&gt;\u00a0<em>Internet Options<\/em>\u00a0&gt;&gt;\u00a0<em>Security Tab<\/em>\u00a0&gt;&gt;\u00a0<em>Select Local Intranet<\/em>\u00a0&gt;&gt;\u00a0<em>Sites<\/em>.<\/li><\/ul><h2 id=\"diagnostic-logging-\">Diagnostic Logging<\/h2><p>If you are encountering problems with the LocalSign application that you are not able to resolve using the provided troubleshooting tools, it is possible to view the diagnostic logging that can then be provided to AssureSign support staff for analysis.<\/p><p>A link to view the most recent log files is available from the menu under\u00a0<em>Options<\/em>\u00a0&gt;&gt;\u00a0<em>View Logs<\/em>.<\/p><p>Diagnostic logs for LocalSign will be written to C:Users&lt;user name&gt;AppDataRoamingAssureSignLocalSignLogs<\/p><p>\u00a0<\/p><\/div><div><h3>Related Links<\/h3><\/div><div><p>\u00a0<\/p><p>\u00a0<\/p><\/div>","url":"\/esign-32\/working-with-assuresign-localsign-28242?postid=57790#post57790","creationDate":"2022-03-03T22:40:06+0000","relativeCreationDate":"3 years ago"},"contentType":"article","type":1,"likes":0,"hasCurrentUserLiked":false,"hasBestAnswer":false},{"url":"https:\/\/community.nintex.com\/esign-32\/assuresign-document-details-report-28229","title":"AssureSign: Document Details Report","description":"<h3 id=\"viewing-document-details\"><strong>Viewing Document Details<\/strong><\/h3><p>When drilling down to a specific document or\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-An-AssureSign-Envelope\/ta-p\/211315\" rel=\"noopener noreferrer\" target=\"_self\">Envelope<\/a>\u00a0from a link in a\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Reports-Overview\/ta-p\/211573\" rel=\"noopener noreferrer\" target=\"_self\">report<\/a>, you will be viewing\u00a0<strong>Document or Envelope Details.<\/strong><\/p><h4 id=\"details-report-sections\"><br \/><strong>Details Report Sections<\/strong><\/h4><ul><li>Document Details\t<ul><li>Provides you with\t\t<ul><li><em>Document Name<\/em>\u00a0assigned at creation of the document in the AssureSign system<\/li>\t\t\t<li><em>Order Number<\/em>\u00a0populated with the document as an external ID to link to an external record<\/li>\t\t\t<li><em>Document Id<\/em>, the internal ID of the document in AssureSign's systems<\/li>\t\t\t<li><em>Username<\/em>\u00a0of the AssureSign user who launched the document signing process<\/li>\t\t\t<li><em>Scheduled Expiration Date<\/em><\/li>\t\t\t<li><em>Status<\/em>\u00a0of the document<\/li>\t\t<\/ul><\/li>\t<\/ul><\/li>\t<li>Envelope Details\t<ul><li>If the document is a part of an\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-An-AssureSign-Envelope\/ta-p\/211315\" rel=\"noopener noreferrer\" target=\"_self\">Envelope<\/a>\u00a0transaction, this will provide you with the envelope ID &amp; name, user name, and dates (creation, start, scheduled expiration, and completion)<\/li>\t<\/ul><\/li>\t<li>Milestones\t<ul><li>Provides you with the date the document was created, started and completed.<\/li>\t<\/ul><\/li>\t<li>Document Tasks\t<ul><li>Provides you with operations that may be executed on the document, which may vary depending on the current status of the document. Operations include\t\t<ul><li><em>View the completed document<\/em><\/li>\t\t\t<li><em>View the document in progress<\/em>\u00a0(available if a document is not yet completed, and will be different than the unsigned document if any steps in the signing process have been completed resulting in the document being re-rendered)<\/li>\t\t\t<li><em>View completion report<\/em>, a summary PDF containing document and signing history<\/li>\t\t\t<li><em>View the original unsigned document<\/em><\/li>\t\t\t<li><em>Cancel this document<\/em>, available if the documented has not been completed<\/li>\t\t\t<li><em>Modify the expiration date<\/em>, available if the documented has not been completed by entering the new date the document should expire<\/li>\t\t\t<li><em>Modify the completed document password<\/em>, so that access through any external links to the completed document will require entry of this password<\/li>\t\t<\/ul><\/li>\t<\/ul><\/li>\t<li>Signatories\t<ul><li>If the document is not completed or expired, you may modify signatory details such as the email address and password. This section will also display the number of JotBlocks required for the signatory to sign along with the number of JotBlocks already completed.<\/li>\t<\/ul><\/li>\t<li>Signing Process\t<ul><li>If a particular stage in the signing process has not been completed, you may add, edit or delete notifications, including emails and\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-DocumentTRAK\/ta-p\/211313\" rel=\"noopener noreferrer\" target=\"_self\">DocumentTrak notifications<\/a>. You may also resend an email if the link is available as a reminder for the signatory to sign the document, or resend a\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-DocumentTRAK\/ta-p\/211313\" rel=\"noopener noreferrer\" target=\"_self\">DocumentTrak notifications<\/a>.<\/li>\t<\/ul><\/li>\t<li>Document History\t<ul><li>Lists the status of each stage of the document signing process in chronological order. Note that the time displayed will be relative to your current timezone display settings.<\/li>\t<\/ul><\/li><\/ul><p><br \/>For more information on how to read the history of documents and envelopes, refer to\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Interpreting-Document-And-Envelope-Reports\/ta-p\/211578\" rel=\"noopener noreferrer\" target=\"_self\">this guide<\/a>.<\/p>","id":28229,"featuredImage":"","label":"","replyCount":0,"views":425,"post":{"id":55941,"author":{"id":20513,"url":"\/members\/millaz-20513","name":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg","userTitle":"Nintex Employee","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"icon":"70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","avatarIcon":"b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","name":"Nintex Employee","color":"#8439A6"},"userLevel":6,"badges":[{"title":"First topic","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d65a1a6b-0ea8-4118-ae19-e8d39ab71cd2_thumb.png"},{"title":"First reply","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/ecc9934c-3ce7-4af4-9a20-abf05681a4fc_thumb.png"},{"title":"First answer","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d394d9d1-c382-46c7-abc4-fef442b2c46c_thumb.png"},{"title":"Participant","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/46a1ecd4-b412-4e54-8034-a464de8bcffa_thumb.png"},{"title":"Conversation starter","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/099491be-6636-4d13-b579-1963298e9e7e_thumb.png"},{"title":"Information seeker","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/3a16ea0f-cba5-49b3-b044-4ec8baf428c4_thumb.png"},{"title":"Industrious","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b4a1b94d-815d-4f23-aa92-4d39a60af3a6_thumb.png"},{"title":"Conversationalist","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/f18159e9-325e-40f4-a6fb-a09b6e796297_thumb.png"},{"title":"Inquisitive","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/4cc663b4-86e2-415a-98a7-68d807ba3209_thumb.png"},{"title":"Conversation leader","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/7724579d-e470-4080-891a-c9ee7ac9dfc2_thumb.png"},{"title":"Diplomat","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/13b88905-bb7f-4386-89be-9d883ff02007_thumb.png"},{"title":"Emissary","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/27a2ad23-da78-4381-a2e4-f75df140ef59_thumb.png"},{"title":"Keep it up","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/15cc355f-bbdc-4b95-a29e-cad57bf753d8_thumb.png"},{"title":"Articulate","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b4d9383a-a3bd-4ace-8d87-21cc97faa065_thumb.png"},{"title":"Responsive","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/dfb26287-a385-4d49-a81e-6e8292793600_thumb.png"},{"title":"Tenacious","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/46df50e2-770c-4a24-9aeb-6cc00ee8af79_thumb.png"},{"title":"Valued contributor","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/95ef44b3-952f-4ac0-a0ec-f0b3b4f6ead3_thumb.png"},{"title":"Expert contributor","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/9acc627d-893a-49d8-be2c-37b772ef7d39_thumb.png"},{"title":"Respected contributor","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/6b952f57-be6e-4ba5-9e22-607350ba4766_thumb.png"},{"title":"Lend a hand","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/920db2ca-263d-483c-9f5a-5bef3c160beb_thumb.png"},{"title":"You're a life saver!","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/5777e072-709a-410f-9e48-a4dcf6c6d03e_thumb.png"},{"title":"Featured User","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/66a76e09-54ea-41af-a86a-d3b04a173469_thumb.png"}],"isBanned":false},"content":"<h3 id=\"viewing-document-details\"><strong>Viewing Document Details<\/strong><\/h3><p>When drilling down to a specific document or\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-An-AssureSign-Envelope\/ta-p\/211315\" rel=\"noopener noreferrer\" target=\"_self\">Envelope<\/a>\u00a0from a link in a\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Reports-Overview\/ta-p\/211573\" rel=\"noopener noreferrer\" target=\"_self\">report<\/a>, you will be viewing\u00a0<strong>Document or Envelope Details.<\/strong><\/p><h4 id=\"details-report-sections\"><br \/><strong>Details Report Sections<\/strong><\/h4><ul><li>Document Details\t<ul><li>Provides you with\t\t<ul><li><em>Document Name<\/em>\u00a0assigned at creation of the document in the AssureSign system<\/li>\t\t\t<li><em>Order Number<\/em>\u00a0populated with the document as an external ID to link to an external record<\/li>\t\t\t<li><em>Document Id<\/em>, the internal ID of the document in AssureSign's systems<\/li>\t\t\t<li><em>Username<\/em>\u00a0of the AssureSign user who launched the document signing process<\/li>\t\t\t<li><em>Scheduled Expiration Date<\/em><\/li>\t\t\t<li><em>Status<\/em>\u00a0of the document<\/li>\t\t<\/ul><\/li>\t<\/ul><\/li>\t<li>Envelope Details\t<ul><li>If the document is a part of an\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-An-AssureSign-Envelope\/ta-p\/211315\" rel=\"noopener noreferrer\" target=\"_self\">Envelope<\/a>\u00a0transaction, this will provide you with the envelope ID &amp; name, user name, and dates (creation, start, scheduled expiration, and completion)<\/li>\t<\/ul><\/li>\t<li>Milestones\t<ul><li>Provides you with the date the document was created, started and completed.<\/li>\t<\/ul><\/li>\t<li>Document Tasks\t<ul><li>Provides you with operations that may be executed on the document, which may vary depending on the current status of the document. Operations include\t\t<ul><li><em>View the completed document<\/em><\/li>\t\t\t<li><em>View the document in progress<\/em>\u00a0(available if a document is not yet completed, and will be different than the unsigned document if any steps in the signing process have been completed resulting in the document being re-rendered)<\/li>\t\t\t<li><em>View completion report<\/em>, a summary PDF containing document and signing history<\/li>\t\t\t<li><em>View the original unsigned document<\/em><\/li>\t\t\t<li><em>Cancel this document<\/em>, available if the documented has not been completed<\/li>\t\t\t<li><em>Modify the expiration date<\/em>, available if the documented has not been completed by entering the new date the document should expire<\/li>\t\t\t<li><em>Modify the completed document password<\/em>, so that access through any external links to the completed document will require entry of this password<\/li>\t\t<\/ul><\/li>\t<\/ul><\/li>\t<li>Signatories\t<ul><li>If the document is not completed or expired, you may modify signatory details such as the email address and password. This section will also display the number of JotBlocks required for the signatory to sign along with the number of JotBlocks already completed.<\/li>\t<\/ul><\/li>\t<li>Signing Process\t<ul><li>If a particular stage in the signing process has not been completed, you may add, edit or delete notifications, including emails and\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-DocumentTRAK\/ta-p\/211313\" rel=\"noopener noreferrer\" target=\"_self\">DocumentTrak notifications<\/a>. You may also resend an email if the link is available as a reminder for the signatory to sign the document, or resend a\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/What-Is-DocumentTRAK\/ta-p\/211313\" rel=\"noopener noreferrer\" target=\"_self\">DocumentTrak notifications<\/a>.<\/li>\t<\/ul><\/li>\t<li>Document History\t<ul><li>Lists the status of each stage of the document signing process in chronological order. Note that the time displayed will be relative to your current timezone display settings.<\/li>\t<\/ul><\/li><\/ul><p><br \/>For more information on how to read the history of documents and envelopes, refer to\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Interpreting-Document-And-Envelope-Reports\/ta-p\/211578\" rel=\"noopener noreferrer\" target=\"_self\">this guide<\/a>.<\/p>","url":"\/esign-32\/assuresign-document-details-report-28229?postid=55941#post55941","creationDate":"2021-10-28T15:36:36+0000","relativeCreationDate":"3 years ago"},"contentType":"article","type":1,"likes":0,"hasCurrentUserLiked":false,"hasBestAnswer":false},{"url":"https:\/\/community.nintex.com\/esign-32\/use-simple-setup-templates-28253","title":"Use Simple Setup Templates","description":"<p><em>The following describes how to\u00a0use and manage Simple Setup templates. \u00a0Classic templates, usable in\u00a0<a href=\"https:\/\/support.assuresign.net\/hc\/en-us\/articles\/225046988\" rel=\"noopener noreferrer\" target=\"_blank\">V2 DocumentNOW operations<\/a>, has been archived.<\/em><br \/>\u00a0<\/p><p>A\u00a0\"Templates\" option is available on the\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Creating-A-New-Simple-Setup-Envelope\/ta-p\/211419\" rel=\"noopener noreferrer\" target=\"_self\">Simple Setup envelope portal<\/a>\u00a0allowing a user to view and edit templates they have access to.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20398i6E01798B4DD288D5.png\" alt=\"20398i6E01798B4DD288D5.png\" \/><\/p><p>\u00a0<\/p><p>To manage templates, click on the Templates menu selection on the top bar. \u00a0You may click on existing templates that you have\u00a0the rights to edit to bring up more options.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20400iF1993B7FC8C76D46.png\" alt=\"20400iF1993B7FC8C76D46.png\" \/><\/p><p>\u00a0<\/p><p>There are two ways to create a template:<\/p><ol><li>select Create Template from this screen<\/li>\t<li>perform a\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Creating-A-New-Simple-Setup-Envelope\/ta-p\/211419\" rel=\"noopener noreferrer\" target=\"_self\">Simple Setup send operation<\/a>\u00a0and select to save your work as a template<br \/>\t\u00a0<\/li><\/ol><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20399i11ACCFA16B5C6559.png\" alt=\"20399i11ACCFA16B5C6559.png\" \/><\/p><h3 id=\"create-a-new-template\">1. Create a new template<\/h3><p>When you create a new template, you initially\u00a0set<\/p><ul><li>a\u00a0<strong>name<\/strong>\u00a0(to avoid confusion, you are required to provide a unique name for the template)<\/li>\t<li>a\u00a0<strong>description<\/strong>\u00a0- not required, but it is a good idea to provide a short description so users of templates clearly understand the purpose or version of the template<\/li>\t<li>whether the template may be altered at all when used - if it may not be modified when used by end users, set the template to\u00a0<strong>\"Locked\"<\/strong><\/li><\/ul><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20402iADBBF2C62771E994.jpg\" alt=\"20402iADBBF2C62771E994.jpg\" \/><\/p><p>\u00a0<\/p><p>You may always return to the template list to modify these settings later. \u00a0When the template is initially created, only you will have the ability to use it.\u00a0 You will be able to\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Sharing-Simple-Setup-Templates-With-Other-Users\/ta-p\/211485\" rel=\"noopener noreferrer\" target=\"_self\">share the template<\/a>\u00a0by editing the template's permissions by returning to the template list, selecting the template, and selecting the permissions view.<\/p><p>When you select continue, the workspace will look very similar to what you see when sending a\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Creating-A-New-Simple-Setup-Envelope\/ta-p\/211419\" rel=\"noopener noreferrer\" target=\"_self\">one-time-use Simple Setup envelope<\/a>. \u00a0You can now:<\/p><ol><li>add documents<\/li>\t<li>add signers<\/li>\t<li>edit sender inputs, which are variables or placeholders for information that needs to be provided by the sender when the template is used<\/li>\t<li>edit the properties of the container envelope<\/li>\t<li>add JotBlocks<\/li><\/ol><p>When the template is complete, you may\u00a0select it to be used on the Send screen.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20403i89A56D908D8E70BE.png\" alt=\"20403i89A56D908D8E70BE.png\" \/><\/p><p>\u00a0<\/p><p>Designing a template is very much like sending a one-time envelope, but with a template you are creating a container that allows the data to be defined when the template is used later.<\/p><h3 id=\"add-documents\">1.\u00a0Add documents<\/h3><p>Once your first document has been added to the workspace, you'll see\u00a0an image of it shown. \u00a0You may add signers\u00a0or select\u00a0additional documents to be signed by dragging them to the workspace or clicking the blue\u00a0<strong>+<\/strong>\u00a0button. \u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20401iFA5D8522EA9F208F.png\" alt=\"20401iFA5D8522EA9F208F.png\" \/><\/p><p>\u00a0<\/p><p>Clicking on the stacked documents button in the upper left corner opens the\u00a0Document Manager\u00a0allowing you to delete\u00a0and\u00a0change signing order of\u00a0documents and JotBlocks.<\/p><p>When adding a document, you will be asked whether users of the template should be allowed to replace this document when the template is used later.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20405i786CB1D38403A4AA.png\" alt=\"20405i786CB1D38403A4AA.png\" \/><\/p><p>\u00a0<\/p><p>If you select\u00a0<strong>YES<\/strong>, then the sender may upload a new document into the workspace to replace this document when the template is used.<\/p><p>If you select\u00a0<strong>NO<\/strong>, then the document you have uploaded will be the one to be signed when the template is used. \u00a0The sender will not be able to replace it with one of their own.<\/p><p><em><strong>Tip:<\/strong>\u00a0If you would like to later modify whether the sender may replace the document, go to the Document Manager icon, and select the document to be modified.<\/em><br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20404i443F75E47B0C86B8.png\" alt=\"20404i443F75E47B0C86B8.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20406i01DC383B1A3153A2.png\" alt=\"20406i01DC383B1A3153A2.png\" \/><\/p><p>\u00a0<\/p><p>How you configure this should be based on your expected business workflow. \u00a0You should ask the questions:<\/p><ul><li>Do we have a process in place that is already creating documents that are to be signed later?\t<ul><li>if yes, then you may want to allow the sender to use that document at run time, and then this document will just serve as a placeholder to help you design where signatures should be obtained (select YES in the dialog above)<\/li>\t<\/ul><\/li>\t<li>Can the document being uploaded be used as is, with only a few areas filled in with sender input at runtime to make it fully signable?\t<ul><li>if yes, then you may want to simplify the use of your template by not requiring end users to upload a new document when the template is used (select NO in the dialog above)<\/li>\t<\/ul><\/li><\/ul><p>If the file may be replaced when the template is used, you should provide sufficient instructions and name this input so it is clear how it is to be used.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20407i5B979192CA56F501.png\" alt=\"20407i5B979192CA56F501.png\" \/><\/p><p>\u00a0<\/p><h3 id=\"add-signers\">2.\u00a0Add signers<\/h3><p>\u00a0Click on Add Signer to create the signer sender inputs needed at runtime.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20408i182E8AD411AA8AE2.png\" alt=\"20408i182E8AD411AA8AE2.png\" \/><\/p><p>\u00a0<\/p><p>Consider changing the label of the signer to reflect your actual use case, for example:<\/p><ul><li>borrower<\/li>\t<li>co-signer<\/li>\t<li>employee<\/li>\t<li>contract signer<\/li><\/ul><p>When you \"label\" this signer, a number of inputs will be created for you that will need to be filled in with data when the template is used later. \u00a0<\/p><h3 id=\"edit-sender-input\">3.\u00a0Edit sender input<\/h3><p>If you click on Edit Sender Input now after creating a signer, you will see a number of inputs tied to the signer you created.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20409iE285FF15E1617E99.png\" alt=\"20409iE285FF15E1617E99.png\" \/><\/p><p>\u00a0<\/p><p>You may edit these inputs from this pop-up window. \u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20411i12FDA901A7ADC4FC.png\" alt=\"20411i12FDA901A7ADC4FC.png\" \/><\/p><p>\u00a0<\/p><p>Click on a row containing an input item to edit it.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20410i9878A4DC9843433B.png\" alt=\"20410i9878A4DC9843433B.png\" \/><\/p><p>\u00a0<\/p><p>The advanced tab allows you to enter regular expression validation and custom error messages. \u00a0While you may set an input element to not required, make sure you do so understanding how that will affect the use of your template. \u00a0For example, a name and some contact method will always be required for a signer. \u00a0If you set such an input as not required, someone using your template later may need to provide some extra information for the template to be complete.<\/p><h3 id=\"edit-envelope\">4.\u00a0Edit\u00a0the envelope's properties<\/h3><p>Click on Edit Envelope to modify settings for the container envelope.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20412i683167123A9B6B6D.png\" alt=\"20412i683167123A9B6B6D.png\" \/><\/p><p>\u00a0<\/p><p>You will be able to modify various elements of the envelope. \u00a0You may create new sender inputs for some elements by clicking on the blue inputs icon where it is made available.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20413i865E2D246B9ACF6E.png\" alt=\"20413i865E2D246B9ACF6E.png\" \/><\/p><p>\u00a0<\/p><p>You may pick from existing inputs, or create a new one by selecting the \"Create Sender Input\" selection:<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20414i1B91739D446CE167.png\" alt=\"20414i1B91739D446CE167.png\" \/><\/p><p>\u00a0<\/p><p>After creating a new input closing the dialog, you will now be able to pick your newly created input:<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20415i7F90D4D89FE03C22.png\" alt=\"20415i7F90D4D89FE03C22.png\" \/><\/p><p>\u00a0<\/p><h3 id=\"add-jotblocks\">5.\u00a0Add JotBlocks<\/h3><p>Add JotBlocks just like you do when sending a one-off simple setup document. \u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Creating-A-New-Simple-Setup-Envelope\/ta-p\/211419\" rel=\"noopener noreferrer\" target=\"_self\">Refer to the documentation for sending a simple envelope<\/a>\u00a0in order to understand the different types of JotBlocks you can create.<\/p><p>When designing JotBlocks for a template, you will be able to indicate that some properties of the JotBlock should come from sender inputs. \u00a0Click on a JotBlock's edit icon to see what is available.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20417iEFBB9D7E12909DE6.png\" alt=\"20417iEFBB9D7E12909DE6.png\" \/><\/p><p>\u00a0<\/p><p>For example, you may create a Fixed Text JotBlock that is filled by the sender when the template is used. \u00a0Drag the Fixed Text JotBlock to the document, and click on the sender input icon. \u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20418i41EBB86BFF8A585E.png\" alt=\"20418i41EBB86BFF8A585E.png\" \/><\/p><p>\u00a0<\/p><p>After creating\u00a0the new sender input, select that input to populate the fixed text area of the JotBlock editor pop-up.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20416iF76BC075DAE2CEB4.png\" alt=\"20416iF76BC075DAE2CEB4.png\" \/><\/p><p>\u00a0<\/p><p>It is important to note that the required setting on a sender input used in a fixed text JotBlock should match the required setting on the fixed text JotBlock itself.\u00a0 While a fixed text JotBlock is not presented to a signer during signing, when the template is used and you have disabled the\u00a0 \"required\" setting on the fixed text JotBlock, then if the sender input used to populate the JotBlock is also not required and nothing is entered by the person sending the document, nothing will be rendered to that JotBlock area.<\/p><h3 id=\"using-a-template\">Using a template<\/h3><p>You may use a template by itself - that will be your only option if it is locked - or in combination with\u00a0additional documents or information you provide when sending.<\/p><p>It is also possible to apply a template as an overlay - if you\u00a0allowed the document to be replaced by the sender\u00a0- to a document you already loaded in the workspace.<\/p><h3 id=\"#use-template-on-own\">Use a template on its own<\/h3><p>To use a template on its own, click Add Template with nothing in the workspace.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20419i3DD3C1165254DD32.png\" alt=\"20419i3DD3C1165254DD32.png\" \/><\/p><p>\u00a0<\/p><p>Pick a template.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20420i7B8B2C39E6E5B282.jpg\" alt=\"20420i7B8B2C39E6E5B282.jpg\" \/><\/p><p>\u00a0<\/p><p>You will be asked to provide values for the sender inputs you created in the template. \u00a0Your options may be different depending on how you constructed the document requirements, whether the template is locked, \u00a0and your account settings.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20421i9AF1F11A38F810F5.png\" alt=\"20421i9AF1F11A38F810F5.png\" \/><\/p><p>\u00a0<\/p><h3 id=\"apply-template-to-workspace\">Applying a template to a document in the workspace<\/h3><p>With documents in the workspace, if you click Add Template, and the template supports using a sender provided document, the template inputs will default to \"Apply to document in the workspace\".<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20422iC31777FE3CFCF12E.png\" alt=\"20422iC31777FE3CFCF12E.png\" \/><\/p><p>\u00a0<\/p><p>If you instead choose \"Use the saved template document\" or \"Upload a document\" (if available), then you will be adding the template after the existing document in the workspace.<\/p><p>Note that locked templates may have special restrictions, such as not allowing any additional documents to be present in the workspace. \u00a0Adding such a locked template may result in behaviors you did not intend when designing the template.<\/p><h3>Conditional Logic<\/h3><p>When the\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Settings\/ta-p\/211538\" rel=\"noopener noreferrer\" target=\"_self\">Conditional Logic<\/a>\u00a0feature is enabled, you may create dependencies between JotBlocks.\u00a0 This allows you to change what the signer needs to enter based on the condition of previous JotBlocks.\u00a0 See\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Using-Conditional-Logic\/ta-p\/211532\" rel=\"noopener noreferrer\" target=\"_self\">this documentation<\/a>\u00a0for more information.<\/p><h3 id=\"payment-processing\">Payment processing<\/h3><p>When the\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Settings\/ta-p\/211538\" rel=\"noopener noreferrer\" target=\"_self\">Signer Payment<\/a>\u00a0feature is enabled, you may create requests for payments during signing.\u00a0 See\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Payment-Processing\/ta-p\/211471\" rel=\"noopener noreferrer\" target=\"_self\">this documentation<\/a>\u00a0for more information.<\/p><h3>Signer Delegation<\/h3><p>When the Signer Delegation feature is enabled, signers may reassign their assigned Jotblocks to another individual.\u00a0 See\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Signer-Delegation-Within-Simple-Setup\/ta-p\/211507\" rel=\"noopener noreferrer\" target=\"_self\">this documentation<\/a>\u00a0for more information.<\/p>","id":28253,"featuredImage":"","label":"","replyCount":0,"views":361,"post":{"id":55899,"author":{"id":20513,"url":"\/members\/millaz-20513","name":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg","userTitle":"Nintex Employee","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"icon":"70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","avatarIcon":"b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","name":"Nintex Employee","color":"#8439A6"},"userLevel":6,"badges":[{"title":"First topic","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d65a1a6b-0ea8-4118-ae19-e8d39ab71cd2_thumb.png"},{"title":"First reply","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/ecc9934c-3ce7-4af4-9a20-abf05681a4fc_thumb.png"},{"title":"First answer","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d394d9d1-c382-46c7-abc4-fef442b2c46c_thumb.png"},{"title":"Participant","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/46a1ecd4-b412-4e54-8034-a464de8bcffa_thumb.png"},{"title":"Conversation starter","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/099491be-6636-4d13-b579-1963298e9e7e_thumb.png"},{"title":"Information seeker","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/3a16ea0f-cba5-49b3-b044-4ec8baf428c4_thumb.png"},{"title":"Industrious","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b4a1b94d-815d-4f23-aa92-4d39a60af3a6_thumb.png"},{"title":"Conversationalist","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/f18159e9-325e-40f4-a6fb-a09b6e796297_thumb.png"},{"title":"Inquisitive","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/4cc663b4-86e2-415a-98a7-68d807ba3209_thumb.png"},{"title":"Conversation leader","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/7724579d-e470-4080-891a-c9ee7ac9dfc2_thumb.png"},{"title":"Diplomat","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/13b88905-bb7f-4386-89be-9d883ff02007_thumb.png"},{"title":"Emissary","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/27a2ad23-da78-4381-a2e4-f75df140ef59_thumb.png"},{"title":"Keep it up","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/15cc355f-bbdc-4b95-a29e-cad57bf753d8_thumb.png"},{"title":"Articulate","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b4d9383a-a3bd-4ace-8d87-21cc97faa065_thumb.png"},{"title":"Responsive","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/dfb26287-a385-4d49-a81e-6e8292793600_thumb.png"},{"title":"Tenacious","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/46df50e2-770c-4a24-9aeb-6cc00ee8af79_thumb.png"},{"title":"Valued contributor","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/95ef44b3-952f-4ac0-a0ec-f0b3b4f6ead3_thumb.png"},{"title":"Expert contributor","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/9acc627d-893a-49d8-be2c-37b772ef7d39_thumb.png"},{"title":"Respected contributor","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/6b952f57-be6e-4ba5-9e22-607350ba4766_thumb.png"},{"title":"Lend a hand","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/920db2ca-263d-483c-9f5a-5bef3c160beb_thumb.png"},{"title":"You're a life saver!","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/5777e072-709a-410f-9e48-a4dcf6c6d03e_thumb.png"},{"title":"Featured User","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/66a76e09-54ea-41af-a86a-d3b04a173469_thumb.png"}],"isBanned":false},"content":"<p><em>The following describes how to\u00a0use and manage Simple Setup templates. \u00a0Classic templates, usable in\u00a0<a href=\"https:\/\/support.assuresign.net\/hc\/en-us\/articles\/225046988\" rel=\"noopener noreferrer\" target=\"_blank\">V2 DocumentNOW operations<\/a>, has been archived.<\/em><br \/>\u00a0<\/p><p>A\u00a0\"Templates\" option is available on the\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Creating-A-New-Simple-Setup-Envelope\/ta-p\/211419\" rel=\"noopener noreferrer\" target=\"_self\">Simple Setup envelope portal<\/a>\u00a0allowing a user to view and edit templates they have access to.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20398i6E01798B4DD288D5.png\" alt=\"20398i6E01798B4DD288D5.png\" \/><\/p><p>\u00a0<\/p><p>To manage templates, click on the Templates menu selection on the top bar. \u00a0You may click on existing templates that you have\u00a0the rights to edit to bring up more options.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20400iF1993B7FC8C76D46.png\" alt=\"20400iF1993B7FC8C76D46.png\" \/><\/p><p>\u00a0<\/p><p>There are two ways to create a template:<\/p><ol><li>select Create Template from this screen<\/li>\t<li>perform a\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Creating-A-New-Simple-Setup-Envelope\/ta-p\/211419\" rel=\"noopener noreferrer\" target=\"_self\">Simple Setup send operation<\/a>\u00a0and select to save your work as a template<br \/>\t\u00a0<\/li><\/ol><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20399i11ACCFA16B5C6559.png\" alt=\"20399i11ACCFA16B5C6559.png\" \/><\/p><h3 id=\"create-a-new-template\">1. Create a new template<\/h3><p>When you create a new template, you initially\u00a0set<\/p><ul><li>a\u00a0<strong>name<\/strong>\u00a0(to avoid confusion, you are required to provide a unique name for the template)<\/li>\t<li>a\u00a0<strong>description<\/strong>\u00a0- not required, but it is a good idea to provide a short description so users of templates clearly understand the purpose or version of the template<\/li>\t<li>whether the template may be altered at all when used - if it may not be modified when used by end users, set the template to\u00a0<strong>\"Locked\"<\/strong><\/li><\/ul><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20402iADBBF2C62771E994.jpg\" alt=\"20402iADBBF2C62771E994.jpg\" \/><\/p><p>\u00a0<\/p><p>You may always return to the template list to modify these settings later. \u00a0When the template is initially created, only you will have the ability to use it.\u00a0 You will be able to\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Sharing-Simple-Setup-Templates-With-Other-Users\/ta-p\/211485\" rel=\"noopener noreferrer\" target=\"_self\">share the template<\/a>\u00a0by editing the template's permissions by returning to the template list, selecting the template, and selecting the permissions view.<\/p><p>When you select continue, the workspace will look very similar to what you see when sending a\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Creating-A-New-Simple-Setup-Envelope\/ta-p\/211419\" rel=\"noopener noreferrer\" target=\"_self\">one-time-use Simple Setup envelope<\/a>. \u00a0You can now:<\/p><ol><li>add documents<\/li>\t<li>add signers<\/li>\t<li>edit sender inputs, which are variables or placeholders for information that needs to be provided by the sender when the template is used<\/li>\t<li>edit the properties of the container envelope<\/li>\t<li>add JotBlocks<\/li><\/ol><p>When the template is complete, you may\u00a0select it to be used on the Send screen.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20403i89A56D908D8E70BE.png\" alt=\"20403i89A56D908D8E70BE.png\" \/><\/p><p>\u00a0<\/p><p>Designing a template is very much like sending a one-time envelope, but with a template you are creating a container that allows the data to be defined when the template is used later.<\/p><h3 id=\"add-documents\">1.\u00a0Add documents<\/h3><p>Once your first document has been added to the workspace, you'll see\u00a0an image of it shown. \u00a0You may add signers\u00a0or select\u00a0additional documents to be signed by dragging them to the workspace or clicking the blue\u00a0<strong>+<\/strong>\u00a0button. \u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20401iFA5D8522EA9F208F.png\" alt=\"20401iFA5D8522EA9F208F.png\" \/><\/p><p>\u00a0<\/p><p>Clicking on the stacked documents button in the upper left corner opens the\u00a0Document Manager\u00a0allowing you to delete\u00a0and\u00a0change signing order of\u00a0documents and JotBlocks.<\/p><p>When adding a document, you will be asked whether users of the template should be allowed to replace this document when the template is used later.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20405i786CB1D38403A4AA.png\" alt=\"20405i786CB1D38403A4AA.png\" \/><\/p><p>\u00a0<\/p><p>If you select\u00a0<strong>YES<\/strong>, then the sender may upload a new document into the workspace to replace this document when the template is used.<\/p><p>If you select\u00a0<strong>NO<\/strong>, then the document you have uploaded will be the one to be signed when the template is used. \u00a0The sender will not be able to replace it with one of their own.<\/p><p><em><strong>Tip:<\/strong>\u00a0If you would like to later modify whether the sender may replace the document, go to the Document Manager icon, and select the document to be modified.<\/em><br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20404i443F75E47B0C86B8.png\" alt=\"20404i443F75E47B0C86B8.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20406i01DC383B1A3153A2.png\" alt=\"20406i01DC383B1A3153A2.png\" \/><\/p><p>\u00a0<\/p><p>How you configure this should be based on your expected business workflow. \u00a0You should ask the questions:<\/p><ul><li>Do we have a process in place that is already creating documents that are to be signed later?\t<ul><li>if yes, then you may want to allow the sender to use that document at run time, and then this document will just serve as a placeholder to help you design where signatures should be obtained (select YES in the dialog above)<\/li>\t<\/ul><\/li>\t<li>Can the document being uploaded be used as is, with only a few areas filled in with sender input at runtime to make it fully signable?\t<ul><li>if yes, then you may want to simplify the use of your template by not requiring end users to upload a new document when the template is used (select NO in the dialog above)<\/li>\t<\/ul><\/li><\/ul><p>If the file may be replaced when the template is used, you should provide sufficient instructions and name this input so it is clear how it is to be used.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20407i5B979192CA56F501.png\" alt=\"20407i5B979192CA56F501.png\" \/><\/p><p>\u00a0<\/p><h3 id=\"add-signers\">2.\u00a0Add signers<\/h3><p>\u00a0Click on Add Signer to create the signer sender inputs needed at runtime.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20408i182E8AD411AA8AE2.png\" alt=\"20408i182E8AD411AA8AE2.png\" \/><\/p><p>\u00a0<\/p><p>Consider changing the label of the signer to reflect your actual use case, for example:<\/p><ul><li>borrower<\/li>\t<li>co-signer<\/li>\t<li>employee<\/li>\t<li>contract signer<\/li><\/ul><p>When you \"label\" this signer, a number of inputs will be created for you that will need to be filled in with data when the template is used later. \u00a0<\/p><h3 id=\"edit-sender-input\">3.\u00a0Edit sender input<\/h3><p>If you click on Edit Sender Input now after creating a signer, you will see a number of inputs tied to the signer you created.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20409iE285FF15E1617E99.png\" alt=\"20409iE285FF15E1617E99.png\" \/><\/p><p>\u00a0<\/p><p>You may edit these inputs from this pop-up window. \u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20411i12FDA901A7ADC4FC.png\" alt=\"20411i12FDA901A7ADC4FC.png\" \/><\/p><p>\u00a0<\/p><p>Click on a row containing an input item to edit it.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20410i9878A4DC9843433B.png\" alt=\"20410i9878A4DC9843433B.png\" \/><\/p><p>\u00a0<\/p><p>The advanced tab allows you to enter regular expression validation and custom error messages. \u00a0While you may set an input element to not required, make sure you do so understanding how that will affect the use of your template. \u00a0For example, a name and some contact method will always be required for a signer. \u00a0If you set such an input as not required, someone using your template later may need to provide some extra information for the template to be complete.<\/p><h3 id=\"edit-envelope\">4.\u00a0Edit\u00a0the envelope's properties<\/h3><p>Click on Edit Envelope to modify settings for the container envelope.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20412i683167123A9B6B6D.png\" alt=\"20412i683167123A9B6B6D.png\" \/><\/p><p>\u00a0<\/p><p>You will be able to modify various elements of the envelope. \u00a0You may create new sender inputs for some elements by clicking on the blue inputs icon where it is made available.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20413i865E2D246B9ACF6E.png\" alt=\"20413i865E2D246B9ACF6E.png\" \/><\/p><p>\u00a0<\/p><p>You may pick from existing inputs, or create a new one by selecting the \"Create Sender Input\" selection:<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20414i1B91739D446CE167.png\" alt=\"20414i1B91739D446CE167.png\" \/><\/p><p>\u00a0<\/p><p>After creating a new input closing the dialog, you will now be able to pick your newly created input:<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20415i7F90D4D89FE03C22.png\" alt=\"20415i7F90D4D89FE03C22.png\" \/><\/p><p>\u00a0<\/p><h3 id=\"add-jotblocks\">5.\u00a0Add JotBlocks<\/h3><p>Add JotBlocks just like you do when sending a one-off simple setup document. \u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Creating-A-New-Simple-Setup-Envelope\/ta-p\/211419\" rel=\"noopener noreferrer\" target=\"_self\">Refer to the documentation for sending a simple envelope<\/a>\u00a0in order to understand the different types of JotBlocks you can create.<\/p><p>When designing JotBlocks for a template, you will be able to indicate that some properties of the JotBlock should come from sender inputs. \u00a0Click on a JotBlock's edit icon to see what is available.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20417iEFBB9D7E12909DE6.png\" alt=\"20417iEFBB9D7E12909DE6.png\" \/><\/p><p>\u00a0<\/p><p>For example, you may create a Fixed Text JotBlock that is filled by the sender when the template is used. \u00a0Drag the Fixed Text JotBlock to the document, and click on the sender input icon. \u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20418i41EBB86BFF8A585E.png\" alt=\"20418i41EBB86BFF8A585E.png\" \/><\/p><p>\u00a0<\/p><p>After creating\u00a0the new sender input, select that input to populate the fixed text area of the JotBlock editor pop-up.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20416iF76BC075DAE2CEB4.png\" alt=\"20416iF76BC075DAE2CEB4.png\" \/><\/p><p>\u00a0<\/p><p>It is important to note that the required setting on a sender input used in a fixed text JotBlock should match the required setting on the fixed text JotBlock itself.\u00a0 While a fixed text JotBlock is not presented to a signer during signing, when the template is used and you have disabled the\u00a0 \"required\" setting on the fixed text JotBlock, then if the sender input used to populate the JotBlock is also not required and nothing is entered by the person sending the document, nothing will be rendered to that JotBlock area.<\/p><h3 id=\"using-a-template\">Using a template<\/h3><p>You may use a template by itself - that will be your only option if it is locked - or in combination with\u00a0additional documents or information you provide when sending.<\/p><p>It is also possible to apply a template as an overlay - if you\u00a0allowed the document to be replaced by the sender\u00a0- to a document you already loaded in the workspace.<\/p><h3 id=\"#use-template-on-own\">Use a template on its own<\/h3><p>To use a template on its own, click Add Template with nothing in the workspace.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20419i3DD3C1165254DD32.png\" alt=\"20419i3DD3C1165254DD32.png\" \/><\/p><p>\u00a0<\/p><p>Pick a template.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20420i7B8B2C39E6E5B282.jpg\" alt=\"20420i7B8B2C39E6E5B282.jpg\" \/><\/p><p>\u00a0<\/p><p>You will be asked to provide values for the sender inputs you created in the template. \u00a0Your options may be different depending on how you constructed the document requirements, whether the template is locked, \u00a0and your account settings.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20421i9AF1F11A38F810F5.png\" alt=\"20421i9AF1F11A38F810F5.png\" \/><\/p><p>\u00a0<\/p><h3 id=\"apply-template-to-workspace\">Applying a template to a document in the workspace<\/h3><p>With documents in the workspace, if you click Add Template, and the template supports using a sender provided document, the template inputs will default to \"Apply to document in the workspace\".<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20422iC31777FE3CFCF12E.png\" alt=\"20422iC31777FE3CFCF12E.png\" \/><\/p><p>\u00a0<\/p><p>If you instead choose \"Use the saved template document\" or \"Upload a document\" (if available), then you will be adding the template after the existing document in the workspace.<\/p><p>Note that locked templates may have special restrictions, such as not allowing any additional documents to be present in the workspace. \u00a0Adding such a locked template may result in behaviors you did not intend when designing the template.<\/p><h3>Conditional Logic<\/h3><p>When the\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Settings\/ta-p\/211538\" rel=\"noopener noreferrer\" target=\"_self\">Conditional Logic<\/a>\u00a0feature is enabled, you may create dependencies between JotBlocks.\u00a0 This allows you to change what the signer needs to enter based on the condition of previous JotBlocks.\u00a0 See\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Using-Conditional-Logic\/ta-p\/211532\" rel=\"noopener noreferrer\" target=\"_self\">this documentation<\/a>\u00a0for more information.<\/p><h3 id=\"payment-processing\">Payment processing<\/h3><p>When the\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Settings\/ta-p\/211538\" rel=\"noopener noreferrer\" target=\"_self\">Signer Payment<\/a>\u00a0feature is enabled, you may create requests for payments during signing.\u00a0 See\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Payment-Processing\/ta-p\/211471\" rel=\"noopener noreferrer\" target=\"_self\">this documentation<\/a>\u00a0for more information.<\/p><h3>Signer Delegation<\/h3><p>When the Signer Delegation feature is enabled, signers may reassign their assigned Jotblocks to another individual.\u00a0 See\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Signer-Delegation-Within-Simple-Setup\/ta-p\/211507\" rel=\"noopener noreferrer\" target=\"_self\">this documentation<\/a>\u00a0for more information.<\/p>","url":"\/esign-32\/use-simple-setup-templates-28253?postid=55899#post55899","creationDate":"2021-10-28T11:32:42+0000","relativeCreationDate":"3 years ago"},"contentType":"article","type":1,"likes":0,"hasCurrentUserLiked":false,"hasBestAnswer":false},{"url":"https:\/\/community.nintex.com\/esign-32\/understand-documentnow-28246","title":"Understand DocumentNOW","description":"<h4>AssureSign + Drawloop documentation<\/h4><p>This article is just for AssureSign for Salesforce, if you're looking for more documentation on how to setup the integration between Nintex AssureSign and Nintex Drawloop DocGen for Salesforce check out these articles:<\/p><ul><li><a href=\"https:\/\/help.nintex.com\/en-US\/docgensf\/DeliveryStorage\/NintexAssureSignDelivery.htm\" rel=\"noopener noreferrer\" target=\"_blank\">Delivery Option Product Documentation<\/a><\/li>\t<li><a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Nintex-AssureSign-Connecting-with-Nintex-DrawLoop-for-Salesforce\/ta-p\/215431\" rel=\"noopener noreferrer\" target=\"_self\">Integration Setup Walkthrough Videos<\/a><\/li><\/ul><p>\u00a0<\/p><h1>DocumentNOW<\/h1><p>The DocumentNOW\u00ae interfaces are a bundle of services made available as web service methods.<\/p><h3>DocumentNOW V2<\/h3><p><a href=\"https:\/\/community.nintex.com\/t5\/Best-Practices\/DocumentNOW-V1-V2\/ta-p\/216568\" rel=\"noopener noreferrer\" target=\"_self\">The Version 2 (V2) methods<\/a>\u00a0utilize SOAP and or http POST operations. WSDL and URLs are exposed from within the installation, as well as examples of utilizing the various methods.<\/p><p>For any given AssureSign instance, the DocumentNOW service endpoint will be at<br \/>\u00a0<\/p><pre>https:\/\/[AssureSign instance]\/Services\/DocumentNOW\/v2\/DocumentNOW.svc<\/pre><p>The combined WSDL for all available objects and methods may be accessed from any AssureSign instance at<br \/>\u00a0<\/p><pre>https:\/\/[AssureSign instance]\/api\/documentnow\/v2\/wsdl<\/pre><p>Logged into your AssureSign account, you may also access WSDL and per-method information by going to\u00a0<strong>Help\/DocumentNOW Integration Help<\/strong><\/p><h3>DocumentNOW V3<\/h3><p><a href=\"https:\/\/community.nintex.com\/t5\/Nintex-AssureSign\/What-Is-DocumentNOW\/ta-p\/211314\" rel=\"noopener noreferrer\" target=\"_self\">The Version 3 (V3) methods<\/a>\u00a0are REST methods.<\/p><p>Review available envelope documentation at the Swagger Documentation here:<\/p><p><a href=\"https:\/\/account.assuresign.net\/api\/v3.1\/documentnow\" rel=\"noopener noreferrer\" target=\"_blank\">https:\/\/account.assuresign.net\/api\/documentnow<\/a><br \/><br \/>\u00a0<\/p>","id":28246,"featuredImage":"","label":"","replyCount":0,"views":351,"post":{"id":55862,"author":{"id":20513,"url":"\/members\/millaz-20513","name":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg","userTitle":"Nintex Employee","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"icon":"70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","avatarIcon":"b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","name":"Nintex Employee","color":"#8439A6"},"userLevel":6,"badges":[{"title":"First topic","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d65a1a6b-0ea8-4118-ae19-e8d39ab71cd2_thumb.png"},{"title":"First reply","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/ecc9934c-3ce7-4af4-9a20-abf05681a4fc_thumb.png"},{"title":"First answer","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d394d9d1-c382-46c7-abc4-fef442b2c46c_thumb.png"},{"title":"Participant","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/46a1ecd4-b412-4e54-8034-a464de8bcffa_thumb.png"},{"title":"Conversation starter","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/099491be-6636-4d13-b579-1963298e9e7e_thumb.png"},{"title":"Information seeker","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/3a16ea0f-cba5-49b3-b044-4ec8baf428c4_thumb.png"},{"title":"Industrious","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b4a1b94d-815d-4f23-aa92-4d39a60af3a6_thumb.png"},{"title":"Conversationalist","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/f18159e9-325e-40f4-a6fb-a09b6e796297_thumb.png"},{"title":"Inquisitive","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/4cc663b4-86e2-415a-98a7-68d807ba3209_thumb.png"},{"title":"Conversation leader","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/7724579d-e470-4080-891a-c9ee7ac9dfc2_thumb.png"},{"title":"Diplomat","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/13b88905-bb7f-4386-89be-9d883ff02007_thumb.png"},{"title":"Emissary","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/27a2ad23-da78-4381-a2e4-f75df140ef59_thumb.png"},{"title":"Keep it up","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/15cc355f-bbdc-4b95-a29e-cad57bf753d8_thumb.png"},{"title":"Articulate","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b4d9383a-a3bd-4ace-8d87-21cc97faa065_thumb.png"},{"title":"Responsive","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/dfb26287-a385-4d49-a81e-6e8292793600_thumb.png"},{"title":"Tenacious","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/46df50e2-770c-4a24-9aeb-6cc00ee8af79_thumb.png"},{"title":"Valued contributor","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/95ef44b3-952f-4ac0-a0ec-f0b3b4f6ead3_thumb.png"},{"title":"Expert contributor","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/9acc627d-893a-49d8-be2c-37b772ef7d39_thumb.png"},{"title":"Respected contributor","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/6b952f57-be6e-4ba5-9e22-607350ba4766_thumb.png"},{"title":"Lend a hand","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/920db2ca-263d-483c-9f5a-5bef3c160beb_thumb.png"},{"title":"You're a life saver!","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/5777e072-709a-410f-9e48-a4dcf6c6d03e_thumb.png"},{"title":"Featured User","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/66a76e09-54ea-41af-a86a-d3b04a173469_thumb.png"}],"isBanned":false},"content":"<h4>AssureSign + Drawloop documentation<\/h4><p>This article is just for AssureSign for Salesforce, if you're looking for more documentation on how to setup the integration between Nintex AssureSign and Nintex Drawloop DocGen for Salesforce check out these articles:<\/p><ul><li><a href=\"https:\/\/help.nintex.com\/en-US\/docgensf\/DeliveryStorage\/NintexAssureSignDelivery.htm\" rel=\"noopener noreferrer\" target=\"_blank\">Delivery Option Product Documentation<\/a><\/li>\t<li><a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Nintex-AssureSign-Connecting-with-Nintex-DrawLoop-for-Salesforce\/ta-p\/215431\" rel=\"noopener noreferrer\" target=\"_self\">Integration Setup Walkthrough Videos<\/a><\/li><\/ul><p>\u00a0<\/p><h1>DocumentNOW<\/h1><p>The DocumentNOW\u00ae interfaces are a bundle of services made available as web service methods.<\/p><h3>DocumentNOW V2<\/h3><p><a href=\"https:\/\/community.nintex.com\/t5\/Best-Practices\/DocumentNOW-V1-V2\/ta-p\/216568\" rel=\"noopener noreferrer\" target=\"_self\">The Version 2 (V2) methods<\/a>\u00a0utilize SOAP and or http POST operations. WSDL and URLs are exposed from within the installation, as well as examples of utilizing the various methods.<\/p><p>For any given AssureSign instance, the DocumentNOW service endpoint will be at<br \/>\u00a0<\/p><pre>https:\/\/[AssureSign instance]\/Services\/DocumentNOW\/v2\/DocumentNOW.svc<\/pre><p>The combined WSDL for all available objects and methods may be accessed from any AssureSign instance at<br \/>\u00a0<\/p><pre>https:\/\/[AssureSign instance]\/api\/documentnow\/v2\/wsdl<\/pre><p>Logged into your AssureSign account, you may also access WSDL and per-method information by going to\u00a0<strong>Help\/DocumentNOW Integration Help<\/strong><\/p><h3>DocumentNOW V3<\/h3><p><a href=\"https:\/\/community.nintex.com\/t5\/Nintex-AssureSign\/What-Is-DocumentNOW\/ta-p\/211314\" rel=\"noopener noreferrer\" target=\"_self\">The Version 3 (V3) methods<\/a>\u00a0are REST methods.<\/p><p>Review available envelope documentation at the Swagger Documentation here:<\/p><p><a href=\"https:\/\/account.assuresign.net\/api\/v3.1\/documentnow\" rel=\"noopener noreferrer\" target=\"_blank\">https:\/\/account.assuresign.net\/api\/documentnow<\/a><br \/><br \/>\u00a0<\/p>","url":"\/esign-32\/understand-documentnow-28246?postid=55862#post55862","creationDate":"2021-10-28T09:30:49+0000","relativeCreationDate":"3 years ago"},"contentType":"article","type":1,"likes":0,"hasCurrentUserLiked":false,"hasBestAnswer":false},{"url":"https:\/\/community.nintex.com\/esign-32\/how-do-i-login-if-i-forgot-my-password-28327","title":"How Do I Login If I Forgot My Password?","description":"<p>If you have trouble logging in, here are some troubleshooting tips to assist:<\/p><h3>Case Sensitive<\/h3><p>Your password is case sensitive, so if the Caps Lock key is enabled, this could cause you to enter the incorrect credentials.<\/p><h3><br \/>Password Reset Link<\/h3><p>The \"Forgot Password? Click Here\" link is located immediately beneath the Sign In button on the login screen.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20353i82E61214220A0C36.png\" alt=\"20353i82E61214220A0C36.png\" \/><\/p><p>Once you click this link, enter your username and click \"Send My Reset Link\" for your email to receive a link providing a new temporary password.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20354i8D18B437B67D6A5E.png\" alt=\"20354i8D18B437B67D6A5E.png\" \/><\/p><h3>Account Locked<\/h3><p>Your organization's AssureSign site administrator may set a maximum number of attempts for a user to Login before being locked out. If a message is displayed stating that your account has been locked, please contact your organization's AssureSign site administrator.<\/p><h3><br \/>Contact Your Administrator<\/h3><p>If the account is lock based on the number of attempts for a user, the user will have to contact the account administrator.<\/p><p>Click on Report A Problem from Account signin page.<\/p><p>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20355iB5FA7B3281EF92EE.png\" alt=\"20355iB5FA7B3281EF92EE.png\" \/><\/p><p><em>Note: If you do not remember your username or email address, please contact your organization's AssureSign site administrator for further assistance.<\/em><br \/>\u00a0<\/p><p>Send a message to the account administrator by submitting the form.<\/p><p>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20356iED690ADBC8B26700.png\" alt=\"20356iED690ADBC8B26700.png\" \/><\/p><h3>Clear Cache and Cookies<\/h3><p>Some browsers retain login credentials differently than others. If your credentials are not being recognized, or if your login screen simply refreshes when you attempt to Sign In, clearing your cache and cookies may prove helpful. Try clearing your cookies and cache, then attempt to Sign In again. If this is unsuccessful, try logging into AssureSign via another one of our supported internet browsers.<\/p><h3>Web Portal<\/h3><p>When a temporary password is received (after a password reset), be sure to enter your credentials in Assuresign's Web Portal before attempting to Login to any other solution, such as Send to AssureSign Trigger, or CRM for example. Here, it will prompt a new, unique password to be created, and a security question to be established, before granting access to the rest of the software.<\/p><h3>Contact Support<\/h3><p>If you're still having trouble logging in, and your account administrator is unable to assist you, please have them\u00a0<a href=\"https:\/\/customer.nintex.com\/\" rel=\"noopener noreferrer\" target=\"_blank\">submit a request<\/a>\u00a0to our Support Team, who will be happy to help!<br \/>\u00a0<\/p>","id":28327,"featuredImage":"","label":"","replyCount":0,"views":330,"post":{"id":55895,"author":{"id":20513,"url":"\/members\/millaz-20513","name":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg","userTitle":"Nintex Employee","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"icon":"70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","avatarIcon":"b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","name":"Nintex Employee","color":"#8439A6"},"userLevel":6,"badges":[{"title":"First topic","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d65a1a6b-0ea8-4118-ae19-e8d39ab71cd2_thumb.png"},{"title":"First reply","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/ecc9934c-3ce7-4af4-9a20-abf05681a4fc_thumb.png"},{"title":"First answer","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d394d9d1-c382-46c7-abc4-fef442b2c46c_thumb.png"},{"title":"Participant","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/46a1ecd4-b412-4e54-8034-a464de8bcffa_thumb.png"},{"title":"Conversation starter","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/099491be-6636-4d13-b579-1963298e9e7e_thumb.png"},{"title":"Information seeker","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/3a16ea0f-cba5-49b3-b044-4ec8baf428c4_thumb.png"},{"title":"Industrious","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b4a1b94d-815d-4f23-aa92-4d39a60af3a6_thumb.png"},{"title":"Conversationalist","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/f18159e9-325e-40f4-a6fb-a09b6e796297_thumb.png"},{"title":"Inquisitive","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/4cc663b4-86e2-415a-98a7-68d807ba3209_thumb.png"},{"title":"Conversation leader","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/7724579d-e470-4080-891a-c9ee7ac9dfc2_thumb.png"},{"title":"Diplomat","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/13b88905-bb7f-4386-89be-9d883ff02007_thumb.png"},{"title":"Emissary","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/27a2ad23-da78-4381-a2e4-f75df140ef59_thumb.png"},{"title":"Keep it up","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/15cc355f-bbdc-4b95-a29e-cad57bf753d8_thumb.png"},{"title":"Articulate","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b4d9383a-a3bd-4ace-8d87-21cc97faa065_thumb.png"},{"title":"Responsive","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/dfb26287-a385-4d49-a81e-6e8292793600_thumb.png"},{"title":"Tenacious","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/46df50e2-770c-4a24-9aeb-6cc00ee8af79_thumb.png"},{"title":"Valued contributor","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/95ef44b3-952f-4ac0-a0ec-f0b3b4f6ead3_thumb.png"},{"title":"Expert contributor","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/9acc627d-893a-49d8-be2c-37b772ef7d39_thumb.png"},{"title":"Respected contributor","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/6b952f57-be6e-4ba5-9e22-607350ba4766_thumb.png"},{"title":"Lend a hand","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/920db2ca-263d-483c-9f5a-5bef3c160beb_thumb.png"},{"title":"You're a life saver!","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/5777e072-709a-410f-9e48-a4dcf6c6d03e_thumb.png"},{"title":"Featured User","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/66a76e09-54ea-41af-a86a-d3b04a173469_thumb.png"}],"isBanned":false},"content":"<p>If you have trouble logging in, here are some troubleshooting tips to assist:<\/p><h3>Case Sensitive<\/h3><p>Your password is case sensitive, so if the Caps Lock key is enabled, this could cause you to enter the incorrect credentials.<\/p><h3><br \/>Password Reset Link<\/h3><p>The \"Forgot Password? Click Here\" link is located immediately beneath the Sign In button on the login screen.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20353i82E61214220A0C36.png\" alt=\"20353i82E61214220A0C36.png\" \/><\/p><p>Once you click this link, enter your username and click \"Send My Reset Link\" for your email to receive a link providing a new temporary password.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20354i8D18B437B67D6A5E.png\" alt=\"20354i8D18B437B67D6A5E.png\" \/><\/p><h3>Account Locked<\/h3><p>Your organization's AssureSign site administrator may set a maximum number of attempts for a user to Login before being locked out. If a message is displayed stating that your account has been locked, please contact your organization's AssureSign site administrator.<\/p><h3><br \/>Contact Your Administrator<\/h3><p>If the account is lock based on the number of attempts for a user, the user will have to contact the account administrator.<\/p><p>Click on Report A Problem from Account signin page.<\/p><p>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20355iB5FA7B3281EF92EE.png\" alt=\"20355iB5FA7B3281EF92EE.png\" \/><\/p><p><em>Note: If you do not remember your username or email address, please contact your organization's AssureSign site administrator for further assistance.<\/em><br \/>\u00a0<\/p><p>Send a message to the account administrator by submitting the form.<\/p><p>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20356iED690ADBC8B26700.png\" alt=\"20356iED690ADBC8B26700.png\" \/><\/p><h3>Clear Cache and Cookies<\/h3><p>Some browsers retain login credentials differently than others. If your credentials are not being recognized, or if your login screen simply refreshes when you attempt to Sign In, clearing your cache and cookies may prove helpful. Try clearing your cookies and cache, then attempt to Sign In again. If this is unsuccessful, try logging into AssureSign via another one of our supported internet browsers.<\/p><h3>Web Portal<\/h3><p>When a temporary password is received (after a password reset), be sure to enter your credentials in Assuresign's Web Portal before attempting to Login to any other solution, such as Send to AssureSign Trigger, or CRM for example. Here, it will prompt a new, unique password to be created, and a security question to be established, before granting access to the rest of the software.<\/p><h3>Contact Support<\/h3><p>If you're still having trouble logging in, and your account administrator is unable to assist you, please have them\u00a0<a href=\"https:\/\/customer.nintex.com\/\" rel=\"noopener noreferrer\" target=\"_blank\">submit a request<\/a>\u00a0to our Support Team, who will be happy to help!<br \/>\u00a0<\/p>","url":"\/esign-32\/how-do-i-login-if-i-forgot-my-password-28327?postid=55895#post55895","creationDate":"2021-10-28T10:36:29+0000","relativeCreationDate":"3 years ago"},"contentType":"article","type":1,"likes":0,"hasCurrentUserLiked":false,"hasBestAnswer":false}],"config":{"maxNumberOfItems":10,"buttonLabel":"For more content, click here to visit the Nintex eSign How-To Center.","buttonURL":"https:\/\/community.nintex.com\/esign-32","subtitle":"Click below for short-form how-to articles and watch videos that expertly guide you through key tasks, scenarios, and solutions with Nintex eSign available in the Nintex How-To Center! Gain valuable practical guidance to boost your skills.","backgroundColor":"","selectedSortType":"views","title":"Do with Nintex How-To Center","backgroundColorDisplay":"none","titleColor":"#8439A6","titleColorDisplay":"solid_color","subtitleColor":"#8439A6","subtitleColorDisplay":"config--main-color-night","enablePicker":false,"hideSpacingWithUpperWidget":true,"paddingToTopAndBottom":true,"activeSection":"Style","categories":["32"],"selectedContentTypes":["article"],"showOnlyUnanswered":false,"publicTags":[],"createdInLastDays":30,"enablePublicationDateFilter":false,"selectedDisplayViewPreference":"List","firstTopicsNumber":0,"selectedCardsPerRow":3,"selectedWidgetPersonalisationOption":"","selectedWidgetPersonalisationOptionName":"All roles","startDateTimestamp":null,"finishDateTimestamp":null},"allProductAreas":[{"id":"9","name":"Nintex Community"},{"id":"10","name":"Nintex Help"},{"id":"11","name":"Nintex How-To Center"},{"id":"12","name":"Nintex University"}],"phrases":{"Forum":{"{n} year|{n} years":"{n} year|{n} years","{n} month|{n} months":"{n} month|{n} months","{n} day|{n} days":"{n} day|{n} days","{n} hour|{n} hours":"{n} hour|{n} hours","{n} minute|{n} minutes":"{n} minute|{n} minutes","just":"just now","{plural} ago":"{plural} ago"}},"isNested":null}"><section role="group" class="dynamic-content qa-dynamic-content-container homepage-widget-wrapper widget-container-spacing homepage-widget-wrapper--no-spacing"><div class="sitewidth"><div class="col"><h3 style="color: #8439A6;" class="widget-title widget__heading dynamic-content__heading">Do with Nintex How-To Center</h3><h4 style="color: var(--config--main-color-night);" class="widget__subheading dynamic-content__subheading font-normal-weight">Click below for short-form how-to articles and watch videos that expertly guide you through key tasks, scenarios, and solutions with Nintex eSign available in the Nintex How-To Center! Gain valuable practical guidance to boost your skills.</h4><div class="horizontally-scrollable" data-bounded-context="Navigation" data-entity="dynamic-content"><div class="featured-topic__listed-view"><div class="featured-topic__listed-view-content"><div class="featured-topic__listed-view-item"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/nintex-caroline-56555" rel="noreferrer"><div class="default-avatar avatar-variant-5">N</div><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/nintex-us/attachment/b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png" alt="Nintex Employee" title="Nintex Employee" /></div></a></div></div><a href="https://community.nintex.com/esign-32/log-in-to-nintex-esign-28259" class="featured-topic__listed-view-url-link" title="Log in to Nintex eSign" aria-label="Log in to Nintex eSign"><div class="featured-topic__listed-view-url-link-text">Log in to Nintex eSign</div><div class="featured-topic__listed-view-item-icon"><svg width="13.33" height="13.33" class viewBox="2 2 20 20" xmlns="http://www.w3.org/2000/svg"><path d="M14 2H6C4.9 2 4.01 2.9 4.01 4L4 20C4 21.1 4.89 22 5.99 22H18C19.1 22 20 21.1 20 20V8L14 2ZM16 18H8V16H16V18ZM16 14H8V12H16V14ZM13 9V3.5L18.5 9H13Z" fill="currentColor"></path></svg></div><span class="topic__content-type-pill pill pill--uppercase pill--article qa-content-type-pill">How-To</span></a><div class="featured-topic__listed-view-item-actions"><span class="topic__reply-count"><svg width="12" height="13" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13" role="presentation"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text" aria-label="Current replies">0</span></span></div></div><div class="featured-topic__listed-view-item"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/millaz-20513" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/nintex-us/icon/17550iDE4036195654AE75.jpg" class="lazy" data-src="https://uploads-us-west-2.insided.com/nintex-us/icon/17550iDE4036195654AE75.jpg" style="width: 100%;" title alt="MillaZ" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/nintex-us/attachment/b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png" alt="Nintex Employee" title="Nintex Employee" /></div></a></div></div><a href="https://community.nintex.com/esign-32/assuresign-settings-28315" class="featured-topic__listed-view-url-link" title="AssureSign: Settings" aria-label="AssureSign: Settings"><div class="featured-topic__listed-view-url-link-text">AssureSign: Settings</div><div class="featured-topic__listed-view-item-icon"><svg width="13.33" height="13.33" class viewBox="2 2 20 20" xmlns="http://www.w3.org/2000/svg"><path d="M14 2H6C4.9 2 4.01 2.9 4.01 4L4 20C4 21.1 4.89 22 5.99 22H18C19.1 22 20 21.1 20 20V8L14 2ZM16 18H8V16H16V18ZM16 14H8V12H16V14ZM13 9V3.5L18.5 9H13Z" fill="currentColor"></path></svg></div></a><div class="featured-topic__listed-view-item-actions"><span class="topic__reply-count"><svg width="12" height="13" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13" role="presentation"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text" aria-label="Current replies">0</span></span></div></div><div class="featured-topic__listed-view-item"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/butlerj-7901" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/nintex-us/icon/1225i4B54E8BB77826F56.jpg" class="lazy" data-src="https://uploads-us-west-2.insided.com/nintex-us/icon/1225i4B54E8BB77826F56.jpg" style="width: 100%;" title alt="butlerj" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/nintex-us/attachment/b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png" alt="Nintex Employee" title="Nintex Employee" /></div></a></div></div><a href="https://community.nintex.com/esign-32/setup-nintex-assuresign-api-key-user-28216" class="featured-topic__listed-view-url-link" title="Setup Nintex AssureSign API Key/User" aria-label="Setup Nintex AssureSign API Key/User"><div class="featured-topic__listed-view-url-link-text">Setup Nintex AssureSign API Key/User</div><div class="featured-topic__listed-view-item-icon"><svg width="13.33" height="13.33" class viewBox="2 2 20 20" xmlns="http://www.w3.org/2000/svg"><path d="M14 2H6C4.9 2 4.01 2.9 4.01 4L4 20C4 21.1 4.89 22 5.99 22H18C19.1 22 20 21.1 20 20V8L14 2ZM16 18H8V16H16V18ZM16 14H8V12H16V14ZM13 9V3.5L18.5 9H13Z" fill="currentColor"></path></svg></div></a><div class="featured-topic__listed-view-item-actions"><span class="topic__reply-count"><svg width="12" height="13" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13" role="presentation"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text" aria-label="Current replies">0</span></span></div></div><div class="featured-topic__listed-view-item"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/butlerj-7901" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/nintex-us/icon/1225i4B54E8BB77826F56.jpg" class="lazy" data-src="https://uploads-us-west-2.insided.com/nintex-us/icon/1225i4B54E8BB77826F56.jpg" style="width: 100%;" title alt="butlerj" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/nintex-us/attachment/b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png" alt="Nintex Employee" title="Nintex Employee" /></div></a></div></div><a href="https://community.nintex.com/esign-32/configuring-webhooks-documenttrak-for-assuresign-for-salesforce-lightning-28244" class="featured-topic__listed-view-url-link" title="Configuring Webhooks (DocumentTRAK) For AssureSign For Salesforce Lightning" aria-label="Configuring Webhooks (DocumentTRAK) For AssureSign For Salesforce Lightning"><div class="featured-topic__listed-view-url-link-text">Configuring Webhooks (DocumentTRAK) For AssureSign For Salesforce Lightning</div><div class="featured-topic__listed-view-item-icon"><svg width="13.33" height="13.33" class viewBox="2 2 20 20" xmlns="http://www.w3.org/2000/svg"><path d="M14 2H6C4.9 2 4.01 2.9 4.01 4L4 20C4 21.1 4.89 22 5.99 22H18C19.1 22 20 21.1 20 20V8L14 2ZM16 18H8V16H16V18ZM16 14H8V12H16V14ZM13 9V3.5L18.5 9H13Z" fill="currentColor"></path></svg></div></a><div class="featured-topic__listed-view-item-actions"><span class="topic__reply-count"><svg width="12" height="13" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13" role="presentation"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text" aria-label="Current replies">0</span></span></div></div><div class="featured-topic__listed-view-item"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/nintex-caroline-56555" rel="noreferrer"><div class="default-avatar avatar-variant-5">N</div><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/nintex-us/attachment/b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png" alt="Nintex Employee" title="Nintex Employee" /></div></a></div></div><a href="https://community.nintex.com/esign-32/get-a-signature-28293" class="featured-topic__listed-view-url-link" title="Get a Signature" aria-label="Get a Signature"><div class="featured-topic__listed-view-url-link-text">Get a Signature</div><div class="featured-topic__listed-view-item-icon"><svg width="13.33" height="13.33" class viewBox="2 2 20 20" xmlns="http://www.w3.org/2000/svg"><path d="M14 2H6C4.9 2 4.01 2.9 4.01 4L4 20C4 21.1 4.89 22 5.99 22H18C19.1 22 20 21.1 20 20V8L14 2ZM16 18H8V16H16V18ZM16 14H8V12H16V14ZM13 9V3.5L18.5 9H13Z" fill="currentColor"></path></svg></div></a><div class="featured-topic__listed-view-item-actions"><span class="topic__reply-count"><svg width="12" height="13" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13" role="presentation"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text" aria-label="Current replies">0</span></span></div></div><div class="featured-topic__listed-view-item"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/butlerj-7901" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/nintex-us/icon/1225i4B54E8BB77826F56.jpg" class="lazy" data-src="https://uploads-us-west-2.insided.com/nintex-us/icon/1225i4B54E8BB77826F56.jpg" style="width: 100%;" title alt="butlerj" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/nintex-us/attachment/b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png" alt="Nintex Employee" title="Nintex Employee" /></div></a></div></div><a href="https://community.nintex.com/esign-32/working-with-assuresign-localsign-28242" class="featured-topic__listed-view-url-link" title="Working with AssureSign LocalSign" aria-label="Working with AssureSign LocalSign"><div class="featured-topic__listed-view-url-link-text">Working with AssureSign LocalSign</div><div class="featured-topic__listed-view-item-icon"><svg width="13.33" height="13.33" class viewBox="2 2 20 20" xmlns="http://www.w3.org/2000/svg"><path d="M14 2H6C4.9 2 4.01 2.9 4.01 4L4 20C4 21.1 4.89 22 5.99 22H18C19.1 22 20 21.1 20 20V8L14 2ZM16 18H8V16H16V18ZM16 14H8V12H16V14ZM13 9V3.5L18.5 9H13Z" fill="currentColor"></path></svg></div></a><div class="featured-topic__listed-view-item-actions"><span class="topic__reply-count"><svg width="12" height="13" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13" role="presentation"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text" aria-label="Current replies">0</span></span></div></div><div class="featured-topic__listed-view-item"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/millaz-20513" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/nintex-us/icon/17550iDE4036195654AE75.jpg" class="lazy" data-src="https://uploads-us-west-2.insided.com/nintex-us/icon/17550iDE4036195654AE75.jpg" style="width: 100%;" title alt="MillaZ" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/nintex-us/attachment/b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png" alt="Nintex Employee" title="Nintex Employee" /></div></a></div></div><a href="https://community.nintex.com/esign-32/assuresign-document-details-report-28229" class="featured-topic__listed-view-url-link" title="AssureSign: Document Details Report" aria-label="AssureSign: Document Details Report"><div class="featured-topic__listed-view-url-link-text">AssureSign: Document Details Report</div><div class="featured-topic__listed-view-item-icon"><svg width="13.33" height="13.33" class viewBox="2 2 20 20" xmlns="http://www.w3.org/2000/svg"><path d="M14 2H6C4.9 2 4.01 2.9 4.01 4L4 20C4 21.1 4.89 22 5.99 22H18C19.1 22 20 21.1 20 20V8L14 2ZM16 18H8V16H16V18ZM16 14H8V12H16V14ZM13 9V3.5L18.5 9H13Z" fill="currentColor"></path></svg></div></a><div class="featured-topic__listed-view-item-actions"><span class="topic__reply-count"><svg width="12" height="13" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13" role="presentation"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text" aria-label="Current replies">0</span></span></div></div><div class="featured-topic__listed-view-item"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/millaz-20513" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/nintex-us/icon/17550iDE4036195654AE75.jpg" class="lazy" data-src="https://uploads-us-west-2.insided.com/nintex-us/icon/17550iDE4036195654AE75.jpg" style="width: 100%;" title alt="MillaZ" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/nintex-us/attachment/b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png" alt="Nintex Employee" title="Nintex Employee" /></div></a></div></div><a href="https://community.nintex.com/esign-32/use-simple-setup-templates-28253" class="featured-topic__listed-view-url-link" title="Use Simple Setup Templates" aria-label="Use Simple Setup Templates"><div class="featured-topic__listed-view-url-link-text">Use Simple Setup Templates</div><div class="featured-topic__listed-view-item-icon"><svg width="13.33" height="13.33" class viewBox="2 2 20 20" xmlns="http://www.w3.org/2000/svg"><path d="M14 2H6C4.9 2 4.01 2.9 4.01 4L4 20C4 21.1 4.89 22 5.99 22H18C19.1 22 20 21.1 20 20V8L14 2ZM16 18H8V16H16V18ZM16 14H8V12H16V14ZM13 9V3.5L18.5 9H13Z" fill="currentColor"></path></svg></div></a><div class="featured-topic__listed-view-item-actions"><span class="topic__reply-count"><svg width="12" height="13" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13" role="presentation"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text" aria-label="Current replies">0</span></span></div></div><div class="featured-topic__listed-view-item"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/millaz-20513" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/nintex-us/icon/17550iDE4036195654AE75.jpg" class="lazy" data-src="https://uploads-us-west-2.insided.com/nintex-us/icon/17550iDE4036195654AE75.jpg" style="width: 100%;" title alt="MillaZ" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/nintex-us/attachment/b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png" alt="Nintex Employee" title="Nintex Employee" /></div></a></div></div><a href="https://community.nintex.com/esign-32/understand-documentnow-28246" class="featured-topic__listed-view-url-link" title="Understand DocumentNOW" aria-label="Understand DocumentNOW"><div class="featured-topic__listed-view-url-link-text">Understand DocumentNOW</div><div class="featured-topic__listed-view-item-icon"><svg width="13.33" height="13.33" class viewBox="2 2 20 20" xmlns="http://www.w3.org/2000/svg"><path d="M14 2H6C4.9 2 4.01 2.9 4.01 4L4 20C4 21.1 4.89 22 5.99 22H18C19.1 22 20 21.1 20 20V8L14 2ZM16 18H8V16H16V18ZM16 14H8V12H16V14ZM13 9V3.5L18.5 9H13Z" fill="currentColor"></path></svg></div></a><div class="featured-topic__listed-view-item-actions"><span class="topic__reply-count"><svg width="12" height="13" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13" role="presentation"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text" aria-label="Current replies">0</span></span></div></div><div class="featured-topic__listed-view-item"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/millaz-20513" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/nintex-us/icon/17550iDE4036195654AE75.jpg" class="lazy" data-src="https://uploads-us-west-2.insided.com/nintex-us/icon/17550iDE4036195654AE75.jpg" style="width: 100%;" title alt="MillaZ" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/nintex-us/attachment/b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png" alt="Nintex Employee" title="Nintex Employee" /></div></a></div></div><a href="https://community.nintex.com/esign-32/how-do-i-login-if-i-forgot-my-password-28327" class="featured-topic__listed-view-url-link" title="How Do I Login If I Forgot My Password?" aria-label="How Do I Login If I Forgot My Password?"><div class="featured-topic__listed-view-url-link-text">How Do I Login If I Forgot My Password?</div><div class="featured-topic__listed-view-item-icon"><svg width="13.33" height="13.33" class viewBox="2 2 20 20" xmlns="http://www.w3.org/2000/svg"><path d="M14 2H6C4.9 2 4.01 2.9 4.01 4L4 20C4 21.1 4.89 22 5.99 22H18C19.1 22 20 21.1 20 20V8L14 2ZM16 18H8V16H16V18ZM16 14H8V12H16V14ZM13 9V3.5L18.5 9H13Z" fill="currentColor"></path></svg></div></a><div class="featured-topic__listed-view-item-actions"><span class="topic__reply-count"><svg width="12" height="13" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13" role="presentation"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text" aria-label="Current replies">0</span></span></div></div><div class="featured-topic__listed-view-item"><a href="https://community.nintex.com/esign-32">For more content, click here to visit the Nintex eSign How-To Center.</a></div></div></div></div></div></div></section></div> </div> </div> <div class="widget-container widget-container--html_widget widget-container--index-10" data-idx="10"> <div class="widget-placeholder"> <div data-preact="widget-custom-html/index" class="" data-props="{"title":"","html":"<div style=\"width: 50%; margin: auto; position: relative; padding-top: 28.125%;\">\n <iframe src=\"https:\/\/www.youtube.com\/embed\/videoseries?si=1N2ala6_tjOKJx2l&amp;list=PLH4V-yq6KJkuJ8eqMaPcknXcdKVSwXNz2\" style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" frameborder=\"0\" allowfullscreen=\"\"><\/iframe>\n<\/div>"}"><div class="custom-html-widget-wrapper"><section class="full-width custom-html"><div style="width: 50%; margin: auto; position: relative; padding-top: 28.125%;"> <iframe src="https://www.youtube.com/embed/videoseries?si=1N2ala6_tjOKJx2l&list=PLH4V-yq6KJkuJ8eqMaPcknXcdKVSwXNz2" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;" frameborder="0" allowfullscreen=""></iframe> </div></section></div></div> </div> </div> <div class="widget-container widget-container--dynamic_content widget-container--index-11" data-idx="11"> <div class="widget-placeholder"> <div data-preact="destination/modules/Navigation/widget-dynamic-content/index.sync" class="" data-props="{"dynamicContentData":[{"url":"https:\/\/community.nintex.com\/esign-6\/getting-information-from-assuresign-jotblock-into-workflow-62084","title":"Getting information from AssureSign Jotblock into Workflow","description":"<p>I have a AssureSign template going out to customers to complete. It has several jotblocks worth of information that I would like to use elsewhere in a workflow (for example, Address). While I can get the completed form as a pdf, I\u2019m not seeing how to get the jotblock\u2019s information.\u00a0<\/p>","id":62084,"featuredImage":"","label":"","replyCount":0,"views":15,"post":{"id":179417,"author":{"id":50324,"url":"\/members\/jslaslo-50324","name":"jslaslo","avatar":"","userTitle":"Rookie","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"name":"Rookie"},"userLevel":0,"badges":[{"title":"First topic","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d65a1a6b-0ea8-4118-ae19-e8d39ab71cd2_thumb.png"}],"isBanned":false},"content":"<p>I have a AssureSign template going out to customers to complete. It has several jotblocks worth of information that I would like to use elsewhere in a workflow (for example, Address). While I can get the completed form as a pdf, I\u2019m not seeing how to get the jotblock\u2019s information.\u00a0<\/p>","url":"\/esign-6\/getting-information-from-assuresign-jotblock-into-workflow-62084?postid=179417#post179417","creationDate":"2024-05-16T18:16:26+0000","relativeCreationDate":"10 months ago"},"contentType":"question","type":0,"likes":0,"hasCurrentUserLiked":false,"hasBestAnswer":false},{"url":"https:\/\/community.nintex.com\/esign-6\/signer-verification-required-62008","title":"Signer Verification Required","description":"<p>I notice\u00a0 when using the \u201cSigner Verification Required\u201d\u00a0 option within \u201c Static Links\u201d while using \u201c Enable Static Link \u201c only the second signer\u00a0\u00a0 is being sent a verification code.\u00a0 Does anyone know a work around to fixing this?<\/p>","id":62008,"featuredImage":"","label":"","replyCount":0,"views":20,"post":{"id":179192,"author":{"id":56397,"url":"\/members\/dayne1982-56397","name":"dayne1982","avatar":"","userTitle":"Novice","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"name":"Novice"},"userLevel":0,"badges":[{"title":"First topic","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d65a1a6b-0ea8-4118-ae19-e8d39ab71cd2_thumb.png"}],"isBanned":false},"content":"<p>I notice\u00a0 when using the \u201cSigner Verification Required\u201d\u00a0 option within \u201c Static Links\u201d while using \u201c Enable Static Link \u201c only the second signer\u00a0\u00a0 is being sent a verification code.\u00a0 Does anyone know a work around to fixing this?<\/p>","url":"\/esign-6\/signer-verification-required-62008?postid=179192#post179192","creationDate":"2024-05-01T00:33:54+0000","relativeCreationDate":"11 months ago"},"contentType":"discussion","type":0,"likes":0,"hasCurrentUserLiked":false,"hasBestAnswer":false},{"url":"https:\/\/community.nintex.com\/esign-6\/assuresign-document-viewer-61994","title":"AssureSign - document viewer","description":"<p>When I open a document to sign in\u00a0AssureSign. The header and footer each takes a significant amount of space\/real estate.\u00a0 This left little real estate for the actual document to be viewed.\u00a0 How can I expand this document viewer part. The document viewer has a style\/class but I\u2019m\u00a0not sure if and how I\u00a0can update this style\/class? or is there a\u00a0setting that I can change in AssureSign which will allow me to have\u00a0a full-page view\u00a0of a document to be signed?<\/p>","id":61994,"featuredImage":"","label":"","replyCount":0,"views":22,"post":{"id":179151,"author":{"id":56396,"url":"\/members\/chaun-56396","name":"ChauN","avatar":"","userTitle":"Rookie","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"name":"Rookie"},"userLevel":0,"badges":[{"title":"First topic","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d65a1a6b-0ea8-4118-ae19-e8d39ab71cd2_thumb.png"}],"isBanned":false},"content":"<p>When I open a document to sign in\u00a0AssureSign. The header and footer each takes a significant amount of space\/real estate.\u00a0 This left little real estate for the actual document to be viewed.\u00a0 How can I expand this document viewer part. The document viewer has a style\/class but I\u2019m\u00a0not sure if and how I\u00a0can update this style\/class? or is there a\u00a0setting that I can change in AssureSign which will allow me to have\u00a0a full-page view\u00a0of a document to be signed?<\/p>","url":"\/esign-6\/assuresign-document-viewer-61994?postid=179151#post179151","creationDate":"2024-04-29T00:38:44+0000","relativeCreationDate":"11 months ago"},"contentType":"question","type":0,"likes":0,"hasCurrentUserLiked":false,"hasBestAnswer":false},{"url":"https:\/\/community.nintex.com\/esign-6\/signer-verification-for-more-then-one-signer-61993","title":"Signer Verification for more then one signer","description":"<p>Good afternoon\u00a0 everyone,<\/p><p>I notice\u00a0 when using the \u201cSigner Verification Required\u201d\u00a0 option within \u201c Static Links\u201d while using \u201c Enable Static Link \u201c only the second signer\u00a0\u00a0 is being sent a verification code.\u00a0 Does anyone know a work around to fixing this?<\/p><p>\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/cff60de6-531b-4560-82ee-9130e019180c.png\" \/><\/figure><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/0c68b9e6-338c-40a1-bd50-bacf6388f9aa.png\" \/><\/figure><p>\u00a0<\/p>","id":61993,"featuredImage":"","label":"","replyCount":0,"views":28,"post":{"id":179149,"author":{"id":56397,"url":"\/members\/dayne1982-56397","name":"dayne1982","avatar":"","userTitle":"Novice","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"name":"Novice"},"userLevel":0,"badges":[{"title":"First topic","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d65a1a6b-0ea8-4118-ae19-e8d39ab71cd2_thumb.png"}],"isBanned":false},"content":"<p>Good afternoon\u00a0 everyone,<\/p><p>I notice\u00a0 when using the \u201cSigner Verification Required\u201d\u00a0 option within \u201c Static Links\u201d while using \u201c Enable Static Link \u201c only the second signer\u00a0\u00a0 is being sent a verification code.\u00a0 Does anyone know a work around to fixing this?<\/p><p>\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/cff60de6-531b-4560-82ee-9130e019180c.png\" \/><\/figure><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/0c68b9e6-338c-40a1-bd50-bacf6388f9aa.png\" \/><\/figure><p>\u00a0<\/p>","url":"\/esign-6\/signer-verification-for-more-then-one-signer-61993?postid=179149#post179149","creationDate":"2024-04-28T21:34:23+0000","relativeCreationDate":"11 months ago"},"contentType":"question","type":0,"likes":0,"hasCurrentUserLiked":false,"hasBestAnswer":false},{"url":"https:\/\/community.nintex.com\/esign-6\/launch-the-cancellation-of-an-esign-document-from-a-salesforce-button-60921","title":"Launch the cancellation of an eSign Document from a SALESFORCE button","description":"<p>Hello,<\/p><p>In my environment, I have eSign\/AssureSign connected to SALESFORCE. It works very well and the <strong>Nintex AssureSign Envelope <\/strong>is connected to the Quote (In SALESFORCE) and in eSign environment, I have the Envelope and the eSign Document.<\/p><p>\u00a0<\/p><p>I want to allow the cancellation of the already launched eSign process. The <strong>Nintex AssureSign Envelope <\/strong>have a status \u201cIn Progress\u201d. I imagine that I can create a button to order to change the status of the <strong>Nintex AssureSign Envelope <\/strong>(in SALESFORCE). But I want also the inform the eSign Environment (the eSign Document and\/or the eSign Envelope).<\/p><p>\u00a0<\/p><p>Do you have any ideas for this Business Process ?<\/p>","id":60921,"featuredImage":"","label":"","replyCount":0,"views":30,"post":{"id":177031,"author":{"id":53416,"url":"\/members\/marcopolo-53416","name":"Marcopolo","avatar":"","userTitle":"Rookie","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"name":"Rookie"},"userLevel":0,"badges":[{"title":"First topic","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d65a1a6b-0ea8-4118-ae19-e8d39ab71cd2_thumb.png"}],"isBanned":false},"content":"<p>Hello,<\/p><p>In my environment, I have eSign\/AssureSign connected to SALESFORCE. It works very well and the <strong>Nintex AssureSign Envelope <\/strong>is connected to the Quote (In SALESFORCE) and in eSign environment, I have the Envelope and the eSign Document.<\/p><p>\u00a0<\/p><p>I want to allow the cancellation of the already launched eSign process. The <strong>Nintex AssureSign Envelope <\/strong>have a status \u201cIn Progress\u201d. I imagine that I can create a button to order to change the status of the <strong>Nintex AssureSign Envelope <\/strong>(in SALESFORCE). But I want also the inform the eSign Environment (the eSign Document and\/or the eSign Envelope).<\/p><p>\u00a0<\/p><p>Do you have any ideas for this Business Process ?<\/p>","url":"\/esign-6\/launch-the-cancellation-of-an-esign-document-from-a-salesforce-button-60921?postid=177031#post177031","creationDate":"2024-01-12T12:16:35+0000","relativeCreationDate":"1 year ago"},"contentType":"question","type":0,"likes":0,"hasCurrentUserLiked":false,"hasBestAnswer":false},{"url":"https:\/\/community.nintex.com\/esign-6\/simple-setup-template-reuse-60788","title":"Simple Setup Template Reuse","description":"<p>I am attempting to reuse a simple template more than once with different values for a Fixed Text JotBlock via the Submit API.\u00a0 I would like to have multiple pages of the template attached to the root template with different input data per attachment via the template.\u00a0 When I attempt to send a second new version of the template all of the send input values from the initial template are displayed in every subsequent use of the template even thought the sent values are different from the initial use of the template.\u00a0 I am including a simple version of the JSON data that is being sent below as an example.<\/p><p>Basically, I am attempting to include the same template multiple times with varying values for the fixed text JotBlock to show as additional pages.<\/p><p>I am also including a sample of the C# code that is sending the request.<\/p><p>The end result is that the values from the first use of the template are used for all additional uses regardless of what is sent.<\/p>","id":60788,"featuredImage":"","label":"","replyCount":0,"views":21,"post":{"id":176599,"author":{"id":55711,"url":"\/members\/scottmx-55711","name":"scottmx","avatar":"","userTitle":"Rookie","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"name":"Rookie"},"userLevel":0,"badges":[{"title":"First topic","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d65a1a6b-0ea8-4118-ae19-e8d39ab71cd2_thumb.png"}],"isBanned":false},"content":"<p>I am attempting to reuse a simple template more than once with different values for a Fixed Text JotBlock via the Submit API.\u00a0 I would like to have multiple pages of the template attached to the root template with different input data per attachment via the template.\u00a0 When I attempt to send a second new version of the template all of the send input values from the initial template are displayed in every subsequent use of the template even thought the sent values are different from the initial use of the template.\u00a0 I am including a simple version of the JSON data that is being sent below as an example.<\/p><p>Basically, I am attempting to include the same template multiple times with varying values for the fixed text JotBlock to show as additional pages.<\/p><p>I am also including a sample of the C# code that is sending the request.<\/p><p>The end result is that the values from the first use of the template are used for all additional uses regardless of what is sent.<\/p>","url":"\/esign-6\/simple-setup-template-reuse-60788?postid=176599#post176599","creationDate":"2023-12-04T21:24:06+0000","relativeCreationDate":"1 year ago"},"contentType":"question","type":0,"likes":0,"hasCurrentUserLiked":false,"hasBestAnswer":false},{"url":"https:\/\/community.nintex.com\/esign-6\/e-sign-credit-card-masking-60723","title":"E-Sign Credit Card Masking","description":"<p>I\u2019m looking for a way to mask the value entered into a text jotblock but only to the signer. The options for masking JotBlocks make it to where the completed documents show up with the mask, but that means that in the instance of a credit card number our accounting department can\u2019t run the credit card.<\/p><p>I was pointed in the direction of dynamic JotBlocks but I\u2019m new to them so I\u2019m not even sure where to begin. Is there a way to have the document be sent to our company without the mask but the signer be sent the document with the mask?<\/p>","id":60723,"featuredImage":"","label":"","replyCount":0,"views":39,"post":{"id":176370,"author":{"id":52600,"url":"\/members\/jsmiller890-52600","name":"jsmiller890","avatar":"","userTitle":"Rookie","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"name":"Rookie"},"userLevel":0,"badges":[{"title":"First topic","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d65a1a6b-0ea8-4118-ae19-e8d39ab71cd2_thumb.png"}],"isBanned":false},"content":"<p>I\u2019m looking for a way to mask the value entered into a text jotblock but only to the signer. The options for masking JotBlocks make it to where the completed documents show up with the mask, but that means that in the instance of a credit card number our accounting department can\u2019t run the credit card.<\/p><p>I was pointed in the direction of dynamic JotBlocks but I\u2019m new to them so I\u2019m not even sure where to begin. Is there a way to have the document be sent to our company without the mask but the signer be sent the document with the mask?<\/p>","url":"\/esign-6\/e-sign-credit-card-masking-60723?postid=176370#post176370","creationDate":"2023-11-16T20:42:45+0000","relativeCreationDate":"1 year ago"},"contentType":"question","type":0,"likes":0,"hasCurrentUserLiked":false,"hasBestAnswer":false},{"url":"https:\/\/community.nintex.com\/esign-6\/nintex-esign-jotblock-character-limits-60430","title":"Nintex eSign Jotblock Character Limits","description":"<p><span style=\"background-color:#FFFFFF;\"><span style=\"color:#333333;\">In this blog I am going to go through how to set a character limit for a text jotblock in Nintex eSign.\u00a0 By limiting the amount if text you allow the user to input into the jotblock you can assure that when the document is generated after signing all the text that the signer input into that jotblock will be visible in the document.<\/span><\/span><\/p><p><span style=\"background-color:#FFFFFF;\"><span style=\"color:#333333;\">Let take a look at how to configure this.\u00a0 <\/span><\/span><\/p><p><span style=\"background-color:#FFFFFF;\"><span style=\"color:#333333;\">Open up the template in Nintex eSign you wish to configure this for, find the jotblock and open up the settings for that jotblock by clicking on the gear icon.<\/span><\/span><\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/ef7a048d-7df8-4721-b61b-e176066cbbfc.jpg\" \/><\/figure><p>\u00a0<\/p><p>After opening the settings window, click on the display tab and then under the validators dropdown select custom.<\/p><p>\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/13406543-79d9-4734-9f2e-d071a5474407.jpg\" \/><\/figure><p>\u00a0<\/p><p>\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/87b58304-41f2-4ef5-a2cd-36ac0a09a7bd.jpg\" \/><\/figure><p>\u00a0<\/p><p><span style=\"background-color:#FFFFFF;\"><span style=\"color:#333333;\">Now we need to enter the regular expression that will be used to set the character limit in the jotblock and the validation message when that limit is reached.<\/span><\/span><\/p><p>\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/9a1095a7-1be0-4278-a5b8-90dca20a354e.jpg\" \/><\/figure><p>\u00a0<\/p><p><span style=\"background-color:#FFFFFF;\"><span style=\"color:#333333;\">In this example the regular expression that is being applied will limit the characters in the jotblock to 10 or less.\u00a0 When that limit is reached the user will receive the validation message that they need to limit their response to 10 characters or less. Make sure to save the jotblock updates.<\/span><\/span><\/p><p>\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/50f0c35d-a24b-42da-a09f-e79be75d403f.jpg\" \/><\/figure><p>\u00a0<\/p><p><span style=\"background-color:#FFFFFF;\"><span style=\"color:#333333;\">Now that we have it configured lets take a look at how it functions in the signing experience. <\/span><\/span><\/p><p><span style=\"background-color:#FFFFFF;\"><span style=\"color:#333333;\">When the user that is signing the document inputs to many characters,\u00a0they will receive the validation message and will not be able to continue until they limit their response to the number of characters that were set using the regular expression.<\/span><\/span><\/p><p>\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/9e3b67ba-d0f4-4542-bb3e-673fa547c503.jpg\" \/><\/figure><p>\u00a0<\/p><p>Repeat these steps for any other jotblocks that need to have a character limit applied to them.<\/p>","id":60430,"featuredImage":"","label":"","replyCount":0,"views":57,"post":{"id":175592,"author":{"id":46280,"url":"\/members\/marc-wenning-46280","name":"Marc_Wenning","avatar":"","userTitle":"Nintex Employee","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"icon":"70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/70043c4a-9e1b-4166-b0ab-74b3ba20c07e.png","avatarIcon":"b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png","name":"Nintex Employee","color":"#8439A6"},"userLevel":2,"badges":[{"title":"First topic","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d65a1a6b-0ea8-4118-ae19-e8d39ab71cd2_thumb.png"},{"title":"First reply","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/ecc9934c-3ce7-4af4-9a20-abf05681a4fc_thumb.png"},{"title":"First answer","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d394d9d1-c382-46c7-abc4-fef442b2c46c_thumb.png"},{"title":"Participant","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/46a1ecd4-b412-4e54-8034-a464de8bcffa_thumb.png"},{"title":"Keep it up","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/15cc355f-bbdc-4b95-a29e-cad57bf753d8_thumb.png"},{"title":"Articulate","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b4d9383a-a3bd-4ace-8d87-21cc97faa065_thumb.png"},{"title":"Lend a hand","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/920db2ca-263d-483c-9f5a-5bef3c160beb_thumb.png"}],"isBanned":false},"content":"<p><span style=\"background-color:#FFFFFF;\"><span style=\"color:#333333;\">In this blog I am going to go through how to set a character limit for a text jotblock in Nintex eSign.\u00a0 By limiting the amount if text you allow the user to input into the jotblock you can assure that when the document is generated after signing all the text that the signer input into that jotblock will be visible in the document.<\/span><\/span><\/p><p><span style=\"background-color:#FFFFFF;\"><span style=\"color:#333333;\">Let take a look at how to configure this.\u00a0 <\/span><\/span><\/p><p><span style=\"background-color:#FFFFFF;\"><span style=\"color:#333333;\">Open up the template in Nintex eSign you wish to configure this for, find the jotblock and open up the settings for that jotblock by clicking on the gear icon.<\/span><\/span><\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/ef7a048d-7df8-4721-b61b-e176066cbbfc.jpg\" \/><\/figure><p>\u00a0<\/p><p>After opening the settings window, click on the display tab and then under the validators dropdown select custom.<\/p><p>\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/13406543-79d9-4734-9f2e-d071a5474407.jpg\" \/><\/figure><p>\u00a0<\/p><p>\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/87b58304-41f2-4ef5-a2cd-36ac0a09a7bd.jpg\" \/><\/figure><p>\u00a0<\/p><p><span style=\"background-color:#FFFFFF;\"><span style=\"color:#333333;\">Now we need to enter the regular expression that will be used to set the character limit in the jotblock and the validation message when that limit is reached.<\/span><\/span><\/p><p>\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/9a1095a7-1be0-4278-a5b8-90dca20a354e.jpg\" \/><\/figure><p>\u00a0<\/p><p><span style=\"background-color:#FFFFFF;\"><span style=\"color:#333333;\">In this example the regular expression that is being applied will limit the characters in the jotblock to 10 or less.\u00a0 When that limit is reached the user will receive the validation message that they need to limit their response to 10 characters or less. Make sure to save the jotblock updates.<\/span><\/span><\/p><p>\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/50f0c35d-a24b-42da-a09f-e79be75d403f.jpg\" \/><\/figure><p>\u00a0<\/p><p><span style=\"background-color:#FFFFFF;\"><span style=\"color:#333333;\">Now that we have it configured lets take a look at how it functions in the signing experience. <\/span><\/span><\/p><p><span style=\"background-color:#FFFFFF;\"><span style=\"color:#333333;\">When the user that is signing the document inputs to many characters,\u00a0they will receive the validation message and will not be able to continue until they limit their response to the number of characters that were set using the regular expression.<\/span><\/span><\/p><p>\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/9e3b67ba-d0f4-4542-bb3e-673fa547c503.jpg\" \/><\/figure><p>\u00a0<\/p><p>Repeat these steps for any other jotblocks that need to have a character limit applied to them.<\/p>","url":"\/esign-6\/nintex-esign-jotblock-character-limits-60430?postid=175592#post175592","creationDate":"2023-09-22T19:47:48+0000","relativeCreationDate":"1 year ago"},"contentType":"discussion","type":0,"likes":1,"hasCurrentUserLiked":false,"hasBestAnswer":false},{"url":"https:\/\/community.nintex.com\/esign-6\/webhooks-sending-blank-documents-60424","title":"Webhooks sending blank documents","description":"<p>I have a webhook that is called upon Envelop Completion.\u00a0 This webhook simply calls an endpoint on a service that I am hosting.\u00a0 I am successfully receiving the calls but the base64 coming from the Binary Data fields ([Completed Document],\u00a0[Original Document], etc) are always blank.<\/p><p>If I manually test the webhook then I successfully receive a generic AssureSign document (yeah!).\u00a0 But I am unable to figure out why this does not work on completed envelops and their signed documents are not transferring.<\/p><p>Does anyone have any ideas or suggestions?<\/p>","id":60424,"featuredImage":"","label":"","replyCount":0,"views":46,"post":{"id":175572,"author":{"id":55336,"url":"\/members\/mcholty-55336","name":"McHolty","avatar":"","userTitle":"Rookie","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"name":"Rookie"},"userLevel":0,"badges":[{"title":"First topic","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d65a1a6b-0ea8-4118-ae19-e8d39ab71cd2_thumb.png"}],"isBanned":false},"content":"<p>I have a webhook that is called upon Envelop Completion.\u00a0 This webhook simply calls an endpoint on a service that I am hosting.\u00a0 I am successfully receiving the calls but the base64 coming from the Binary Data fields ([Completed Document],\u00a0[Original Document], etc) are always blank.<\/p><p>If I manually test the webhook then I successfully receive a generic AssureSign document (yeah!).\u00a0 But I am unable to figure out why this does not work on completed envelops and their signed documents are not transferring.<\/p><p>Does anyone have any ideas or suggestions?<\/p>","url":"\/esign-6\/webhooks-sending-blank-documents-60424?postid=175572#post175572","creationDate":"2023-09-21T16:44:35+0000","relativeCreationDate":"1 year ago"},"contentType":"question","type":0,"likes":1,"hasCurrentUserLiked":false,"hasBestAnswer":false},{"url":"https:\/\/community.nintex.com\/esign-6\/spliting-colomn-on-quote-60296","title":"Spliting colomn on quote","description":"<p>I need the ability to split section on a quote into multiple docs. Would anyone know if this can be done? When creating a document via Salesforce?<\/p>","id":60296,"featuredImage":"","label":"","replyCount":0,"views":40,"post":{"id":175168,"author":{"id":55171,"url":"\/members\/anuj-mehra-55171","name":"anuj.mehra","avatar":"","userTitle":"Rookie","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"name":"Rookie"},"userLevel":0,"badges":[{"title":"First topic","url":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d65a1a6b-0ea8-4118-ae19-e8d39ab71cd2_thumb.png"}],"isBanned":false},"content":"<p>I need the ability to split section on a quote into multiple docs. Would anyone know if this can be done? When creating a document via Salesforce?<\/p>","url":"\/esign-6\/spliting-colomn-on-quote-60296?postid=175168#post175168","creationDate":"2023-08-27T21:05:15+0000","relativeCreationDate":"1 year ago"},"contentType":"question","type":0,"likes":0,"hasCurrentUserLiked":false,"hasBestAnswer":false}],"config":{"maxNumberOfItems":10,"buttonLabel":"For more content, click here to visit the Nintex eSign Community Forums.","buttonURL":"https:\/\/community.nintex.com\/esign-6","subtitle":"Check out the Nintex Community forums to connect with fellow users, learn best practices, find solutions to technical issues, and read product blogs for Nintex eSign. Join in discussions, share your expertise, and work together to tackle technical challenges. It's an amazing opportunity to grow your knowledge and build connections with others in the field.","backgroundColor":"","selectedSortType":"publishedAt","title":"Grow with Nintex Community","backgroundColorDisplay":"none","titleColor":"#8439A6","titleColorDisplay":"solid_color","subtitleColor":"#8439A6","subtitleColorDisplay":"config--main-color-night","enablePicker":false,"hideSpacingWithUpperWidget":true,"paddingToTopAndBottom":true,"activeSection":"Style","categories":["6"],"selectedContentTypes":["question","conversation","article"],"showOnlyUnanswered":false,"publicTags":[],"createdInLastDays":30,"enablePublicationDateFilter":false,"selectedDisplayViewPreference":"List","firstTopicsNumber":0,"selectedCardsPerRow":3,"selectedWidgetPersonalisationOption":"","selectedWidgetPersonalisationOptionName":"All roles","startDateTimestamp":null,"finishDateTimestamp":null},"allProductAreas":[{"id":"9","name":"Nintex Community"},{"id":"10","name":"Nintex Help"},{"id":"11","name":"Nintex How-To Center"},{"id":"12","name":"Nintex University"}],"phrases":{"Forum":{"{n} year|{n} years":"{n} year|{n} years","{n} month|{n} months":"{n} month|{n} months","{n} day|{n} days":"{n} day|{n} days","{n} hour|{n} hours":"{n} hour|{n} hours","{n} minute|{n} minutes":"{n} minute|{n} minutes","just":"just now","{plural} ago":"{plural} ago"}},"isNested":null}"><section role="group" class="dynamic-content qa-dynamic-content-container homepage-widget-wrapper widget-container-spacing homepage-widget-wrapper--no-spacing"><div class="sitewidth"><div class="col"><h3 style="color: #8439A6;" class="widget-title widget__heading dynamic-content__heading">Grow with Nintex Community</h3><h4 style="color: var(--config--main-color-night);" class="widget__subheading dynamic-content__subheading font-normal-weight">Check out the Nintex Community forums to connect with fellow users, learn best practices, find solutions to technical issues, and read product blogs for Nintex eSign. Join in discussions, share your expertise, and work together to tackle technical challenges. It's an amazing opportunity to grow your knowledge and build connections with others in the field.</h4><div class="horizontally-scrollable" data-bounded-context="Navigation" data-entity="dynamic-content"><div class="featured-topic__listed-view"><div class="featured-topic__listed-view-content"><div class="featured-topic__listed-view-item"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/jslaslo-50324" rel="noreferrer"><div class="default-avatar avatar-variant-4">J</div></a></div></div><a href="https://community.nintex.com/esign-6/getting-information-from-assuresign-jotblock-into-workflow-62084" class="featured-topic__listed-view-url-link" title="Getting information from AssureSign Jotblock into Workflow" aria-label="Getting information from AssureSign Jotblock into Workflow"><div class="featured-topic__listed-view-url-link-text">Getting information from AssureSign Jotblock into Workflow</div><div class="featured-topic__listed-view-item-icon"><svg width="13.33" height="13.33" class="icon--question-circle" viewBox="2 2 20 20" xmlns="http://www.w3.org/2000/svg"><path d="M12 2C6.48 2 2 6.48 2 12C2 17.52 6.48 22 12 22C17.52 22 22 17.52 22 12C22 6.48 17.52 2 12 2ZM13 19H11V17H13V19ZM15.07 11.25L14.17 12.17C13.45 12.9 13 13.5 13 15H11V14.5C11 13.4 11.45 12.4 12.17 11.67L13.41 10.41C13.78 10.05 14 9.55 14 9C14 7.9 13.1 7 12 7C10.9 7 10 7.9 10 9H8C8 6.79 9.79 5 12 5C14.21 5 16 6.79 16 9C16 9.88 15.64 10.68 15.07 11.25Z" fill="currentColor"></path></svg></div></a><div class="featured-topic__listed-view-item-actions"><span class="topic__reply-count"><svg width="12" height="13" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13" role="presentation"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text" aria-label="Current replies">0</span></span></div></div><div class="featured-topic__listed-view-item"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/dayne1982-56397" rel="noreferrer"><div class="default-avatar avatar-variant-7">D</div></a></div></div><a href="https://community.nintex.com/esign-6/signer-verification-required-62008" class="featured-topic__listed-view-url-link" title="Signer Verification Required" aria-label="Signer Verification Required"><div class="featured-topic__listed-view-url-link-text">Signer Verification Required</div><div class="featured-topic__listed-view-item-icon"></div></a><div class="featured-topic__listed-view-item-actions"><span class="topic__reply-count"><svg width="12" height="13" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13" role="presentation"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text" aria-label="Current replies">0</span></span></div></div><div class="featured-topic__listed-view-item"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/chaun-56396" rel="noreferrer"><div class="default-avatar avatar-variant-6">C</div></a></div></div><a href="https://community.nintex.com/esign-6/assuresign-document-viewer-61994" class="featured-topic__listed-view-url-link" title="AssureSign - document viewer" aria-label="AssureSign - document viewer"><div class="featured-topic__listed-view-url-link-text">AssureSign - document viewer</div><div class="featured-topic__listed-view-item-icon"><svg width="13.33" height="13.33" class="icon--question-circle" viewBox="2 2 20 20" xmlns="http://www.w3.org/2000/svg"><path d="M12 2C6.48 2 2 6.48 2 12C2 17.52 6.48 22 12 22C17.52 22 22 17.52 22 12C22 6.48 17.52 2 12 2ZM13 19H11V17H13V19ZM15.07 11.25L14.17 12.17C13.45 12.9 13 13.5 13 15H11V14.5C11 13.4 11.45 12.4 12.17 11.67L13.41 10.41C13.78 10.05 14 9.55 14 9C14 7.9 13.1 7 12 7C10.9 7 10 7.9 10 9H8C8 6.79 9.79 5 12 5C14.21 5 16 6.79 16 9C16 9.88 15.64 10.68 15.07 11.25Z" fill="currentColor"></path></svg></div></a><div class="featured-topic__listed-view-item-actions"><span class="topic__reply-count"><svg width="12" height="13" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13" role="presentation"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text" aria-label="Current replies">0</span></span></div></div><div class="featured-topic__listed-view-item"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/dayne1982-56397" rel="noreferrer"><div class="default-avatar avatar-variant-7">D</div></a></div></div><a href="https://community.nintex.com/esign-6/signer-verification-for-more-then-one-signer-61993" class="featured-topic__listed-view-url-link" title="Signer Verification for more then one signer" aria-label="Signer Verification for more then one signer"><div class="featured-topic__listed-view-url-link-text">Signer Verification for more then one signer</div><div class="featured-topic__listed-view-item-icon"><svg width="13.33" height="13.33" class="icon--question-circle" viewBox="2 2 20 20" xmlns="http://www.w3.org/2000/svg"><path d="M12 2C6.48 2 2 6.48 2 12C2 17.52 6.48 22 12 22C17.52 22 22 17.52 22 12C22 6.48 17.52 2 12 2ZM13 19H11V17H13V19ZM15.07 11.25L14.17 12.17C13.45 12.9 13 13.5 13 15H11V14.5C11 13.4 11.45 12.4 12.17 11.67L13.41 10.41C13.78 10.05 14 9.55 14 9C14 7.9 13.1 7 12 7C10.9 7 10 7.9 10 9H8C8 6.79 9.79 5 12 5C14.21 5 16 6.79 16 9C16 9.88 15.64 10.68 15.07 11.25Z" fill="currentColor"></path></svg></div></a><div class="featured-topic__listed-view-item-actions"><span class="topic__reply-count"><svg width="12" height="13" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13" role="presentation"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text" aria-label="Current replies">0</span></span></div></div><div class="featured-topic__listed-view-item"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/marcopolo-53416" rel="noreferrer"><div class="default-avatar avatar-variant-6">M</div></a></div></div><a href="https://community.nintex.com/esign-6/launch-the-cancellation-of-an-esign-document-from-a-salesforce-button-60921" class="featured-topic__listed-view-url-link" title="Launch the cancellation of an eSign Document from a SALESFORCE button" aria-label="Launch the cancellation of an eSign Document from a SALESFORCE button"><div class="featured-topic__listed-view-url-link-text">Launch the cancellation of an eSign Document from a SALESFORCE button</div><div class="featured-topic__listed-view-item-icon"><svg width="13.33" height="13.33" class="icon--question-circle" viewBox="2 2 20 20" xmlns="http://www.w3.org/2000/svg"><path d="M12 2C6.48 2 2 6.48 2 12C2 17.52 6.48 22 12 22C17.52 22 22 17.52 22 12C22 6.48 17.52 2 12 2ZM13 19H11V17H13V19ZM15.07 11.25L14.17 12.17C13.45 12.9 13 13.5 13 15H11V14.5C11 13.4 11.45 12.4 12.17 11.67L13.41 10.41C13.78 10.05 14 9.55 14 9C14 7.9 13.1 7 12 7C10.9 7 10 7.9 10 9H8C8 6.79 9.79 5 12 5C14.21 5 16 6.79 16 9C16 9.88 15.64 10.68 15.07 11.25Z" fill="currentColor"></path></svg></div></a><div class="featured-topic__listed-view-item-actions"><span class="topic__reply-count"><svg width="12" height="13" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13" role="presentation"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text" aria-label="Current replies">0</span></span></div></div><div class="featured-topic__listed-view-item"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/scottmx-55711" rel="noreferrer"><div class="default-avatar avatar-variant-1">S</div></a></div></div><a href="https://community.nintex.com/esign-6/simple-setup-template-reuse-60788" class="featured-topic__listed-view-url-link" title="Simple Setup Template Reuse" aria-label="Simple Setup Template Reuse"><div class="featured-topic__listed-view-url-link-text">Simple Setup Template Reuse</div><div class="featured-topic__listed-view-item-icon"><svg width="13.33" height="13.33" class="icon--question-circle" viewBox="2 2 20 20" xmlns="http://www.w3.org/2000/svg"><path d="M12 2C6.48 2 2 6.48 2 12C2 17.52 6.48 22 12 22C17.52 22 22 17.52 22 12C22 6.48 17.52 2 12 2ZM13 19H11V17H13V19ZM15.07 11.25L14.17 12.17C13.45 12.9 13 13.5 13 15H11V14.5C11 13.4 11.45 12.4 12.17 11.67L13.41 10.41C13.78 10.05 14 9.55 14 9C14 7.9 13.1 7 12 7C10.9 7 10 7.9 10 9H8C8 6.79 9.79 5 12 5C14.21 5 16 6.79 16 9C16 9.88 15.64 10.68 15.07 11.25Z" fill="currentColor"></path></svg></div></a><div class="featured-topic__listed-view-item-actions"><span class="topic__reply-count"><svg width="12" height="13" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13" role="presentation"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text" aria-label="Current replies">0</span></span></div></div><div class="featured-topic__listed-view-item"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/jsmiller890-52600" rel="noreferrer"><div class="default-avatar avatar-variant-0">J</div></a></div></div><a href="https://community.nintex.com/esign-6/e-sign-credit-card-masking-60723" class="featured-topic__listed-view-url-link" title="E-Sign Credit Card Masking" aria-label="E-Sign Credit Card Masking"><div class="featured-topic__listed-view-url-link-text">E-Sign Credit Card Masking</div><div class="featured-topic__listed-view-item-icon"><svg width="13.33" height="13.33" class="icon--question-circle" viewBox="2 2 20 20" xmlns="http://www.w3.org/2000/svg"><path d="M12 2C6.48 2 2 6.48 2 12C2 17.52 6.48 22 12 22C17.52 22 22 17.52 22 12C22 6.48 17.52 2 12 2ZM13 19H11V17H13V19ZM15.07 11.25L14.17 12.17C13.45 12.9 13 13.5 13 15H11V14.5C11 13.4 11.45 12.4 12.17 11.67L13.41 10.41C13.78 10.05 14 9.55 14 9C14 7.9 13.1 7 12 7C10.9 7 10 7.9 10 9H8C8 6.79 9.79 5 12 5C14.21 5 16 6.79 16 9C16 9.88 15.64 10.68 15.07 11.25Z" fill="currentColor"></path></svg></div></a><div class="featured-topic__listed-view-item-actions"><span class="topic__reply-count"><svg width="12" height="13" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13" role="presentation"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text" aria-label="Current replies">0</span></span></div></div><div class="featured-topic__listed-view-item"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/marc-wenning-46280" rel="noreferrer"><div class="default-avatar avatar-variant-0">M</div><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/nintex-us/attachment/b6e88641-f841-4f99-b3bb-fe90b94b0217_thumb.png" alt="Nintex Employee" title="Nintex Employee" /></div></a></div></div><a href="https://community.nintex.com/esign-6/nintex-esign-jotblock-character-limits-60430" class="featured-topic__listed-view-url-link" title="Nintex eSign Jotblock Character Limits" aria-label="Nintex eSign Jotblock Character Limits"><div class="featured-topic__listed-view-url-link-text">Nintex eSign Jotblock Character Limits</div><div class="featured-topic__listed-view-item-icon"></div></a><div class="featured-topic__listed-view-item-actions"><span class="topic__reply-count"><svg width="12" height="13" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13" role="presentation"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text" aria-label="Current replies">0</span></span></div></div><div class="featured-topic__listed-view-item"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/mcholty-55336" rel="noreferrer"><div class="default-avatar avatar-variant-6">M</div></a></div></div><a href="https://community.nintex.com/esign-6/webhooks-sending-blank-documents-60424" class="featured-topic__listed-view-url-link" title="Webhooks sending blank documents" aria-label="Webhooks sending blank documents"><div class="featured-topic__listed-view-url-link-text">Webhooks sending blank documents</div><div class="featured-topic__listed-view-item-icon"><svg width="13.33" height="13.33" class="icon--question-circle" viewBox="2 2 20 20" xmlns="http://www.w3.org/2000/svg"><path d="M12 2C6.48 2 2 6.48 2 12C2 17.52 6.48 22 12 22C17.52 22 22 17.52 22 12C22 6.48 17.52 2 12 2ZM13 19H11V17H13V19ZM15.07 11.25L14.17 12.17C13.45 12.9 13 13.5 13 15H11V14.5C11 13.4 11.45 12.4 12.17 11.67L13.41 10.41C13.78 10.05 14 9.55 14 9C14 7.9 13.1 7 12 7C10.9 7 10 7.9 10 9H8C8 6.79 9.79 5 12 5C14.21 5 16 6.79 16 9C16 9.88 15.64 10.68 15.07 11.25Z" fill="currentColor"></path></svg></div></a><div class="featured-topic__listed-view-item-actions"><span class="topic__reply-count"><svg width="12" height="13" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13" role="presentation"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text" aria-label="Current replies">0</span></span></div></div><div class="featured-topic__listed-view-item"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/anuj-mehra-55171" rel="noreferrer"><div class="default-avatar avatar-variant-1">A</div></a></div></div><a href="https://community.nintex.com/esign-6/spliting-colomn-on-quote-60296" class="featured-topic__listed-view-url-link" title="Spliting colomn on quote" aria-label="Spliting colomn on quote"><div class="featured-topic__listed-view-url-link-text">Spliting colomn on quote</div><div class="featured-topic__listed-view-item-icon"><svg width="13.33" height="13.33" class="icon--question-circle" viewBox="2 2 20 20" xmlns="http://www.w3.org/2000/svg"><path d="M12 2C6.48 2 2 6.48 2 12C2 17.52 6.48 22 12 22C17.52 22 22 17.52 22 12C22 6.48 17.52 2 12 2ZM13 19H11V17H13V19ZM15.07 11.25L14.17 12.17C13.45 12.9 13 13.5 13 15H11V14.5C11 13.4 11.45 12.4 12.17 11.67L13.41 10.41C13.78 10.05 14 9.55 14 9C14 7.9 13.1 7 12 7C10.9 7 10 7.9 10 9H8C8 6.79 9.79 5 12 5C14.21 5 16 6.79 16 9C16 9.88 15.64 10.68 15.07 11.25Z" fill="currentColor"></path></svg></div></a><div class="featured-topic__listed-view-item-actions"><span class="topic__reply-count"><svg width="12" height="13" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13" role="presentation"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text" aria-label="Current replies">0</span></span></div></div><div class="featured-topic__listed-view-item"><a href="https://community.nintex.com/esign-6">For more content, click here to visit the Nintex eSign Community Forums.</a></div></div></div></div></div></div></section></div> </div> </div> <div class="widget-container widget-container--html_widget widget-container--index-12" data-idx="12"> <div class="widget-placeholder"> <div data-preact="widget-custom-html/index" class="" data-props="{"title":"","html":"<section class=\"full-width Template-brand-featured qa-quicklinks-container quicklinks-wrapper custom-quicklink quick_links qa-quick_links-container homepage-widget-wrapper\" style=\"\">\n <div class=\"sitewidth\">\n <div class=\"col\">\n <h3 class=\"widget-title widget__heading quick_links__heading\" style=\"color: #8439A6;\">Build with Nintex Gallery<\/h3>\n <h4 class=\"widget__subheading quick_links__subheading font-normal-weight\" style=\"color: #0d0d0d;\">\n Easily create workflows, process maps, and connectors using Nintex Gallery's customizable templates for efficient workflow building.\n <\/h4>\n <div class=\"content--centered quicklink__container horizontally-scrollable fill-space\"><\/div>\n <\/div>\n <\/div>\n<\/section>"}"><div class="custom-html-widget-wrapper"><section class="full-width custom-html"><section class="full-width Template-brand-featured qa-quicklinks-container quicklinks-wrapper custom-quicklink quick_links qa-quick_links-container homepage-widget-wrapper" style=""> <div class="sitewidth"> <div class="col"> <h3 class="widget-title widget__heading quick_links__heading" style="color: #8439A6;">Build with Nintex Gallery</h3> <h4 class="widget__subheading quick_links__subheading font-normal-weight" style="color: #0d0d0d;"> Easily create workflows, process maps, and connectors using Nintex Gallery's customizable templates for efficient workflow building. </h4> <div class="content--centered quicklink__container horizontally-scrollable fill-space"></div> </div> </div> </section></section></div></div> </div> </div> <div class="widget-container widget-container--html_widget widget-container--index-13" data-idx="13"> <div class="widget-placeholder"> <div data-preact="widget-custom-html/index" class="" data-props="{"title":"","html":"<iframe src=\"https:\/\/gallery.nintex.com\/search?search_term=Nintex%20eSign&amp;capability=all&amp;department=&amp;industry=&amp;partner=&amp;capabilities=&amp;aggregation=[]&amp;index=[]&amp;currentPage=1\" width=\"100%\" height=\"600px\" frameborder=\"0\"><\/iframe>"}"><div class="custom-html-widget-wrapper"><section class="full-width custom-html"><iframe src="https://gallery.nintex.com/search?search_term=Nintex%20eSign&capability=all&department=&industry=&partner=&capabilities=&aggregation=[]&index=[]&currentPage=1" width="100%" height="600px" frameborder="0"></iframe></section></div></div> </div> </div> <div class="widget-container widget-container--html_widget widget-container--index-14" data-idx="14"> <div class="widget-placeholder"> <div data-preact="widget-custom-html/index" class="" data-props="{"title":"","html":"<section class=\"full-width Template-brand-featured qa-quicklinks-container quicklinks-wrapper custom-quicklink quick_links qa-quick_links-container homepage-widget-wrapper\" style=\"\">\n <div class=\"sitewidth\">\n <div class=\"col\">\n <h3 class=\"widget-title widget__heading quick_links__heading\" style=\"color: #8439A6;\">Expand with Nintex Ideas<\/h3>\n <h4 class=\"widget__subheading quick_links__subheading font-normal-weight\" style=\"color: #0d0d0d;\">\n Create, share, discuss, and vote on new ideas to enhance and evolve Nintex eSign.\n <\/h4>\n <div class=\"content--centered quicklink__container horizontally-scrollable fill-space\"><\/div>\n <\/div>\n <\/div>\n<\/section><iframe src=\"https:\/\/nintex-ncc-esign.ideas.aha.io\/\" width=\"100%\" height=\"600px\" frameborder=\"0\"><\/iframe>"}"><div class="custom-html-widget-wrapper"><section class="full-width custom-html"><section class="full-width Template-brand-featured qa-quicklinks-container quicklinks-wrapper custom-quicklink quick_links qa-quick_links-container homepage-widget-wrapper" style=""> <div class="sitewidth"> <div class="col"> <h3 class="widget-title widget__heading quick_links__heading" style="color: #8439A6;">Expand with Nintex Ideas</h3> <h4 class="widget__subheading quick_links__subheading font-normal-weight" style="color: #0d0d0d;"> Create, share, discuss, and vote on new ideas to enhance and evolve Nintex eSign. </h4> <div class="content--centered quicklink__container horizontally-scrollable fill-space"></div> </div> </div> </section><iframe src="https://nintex-ncc-esign.ideas.aha.io/" width="100%" height="600px" frameborder="0"></iframe></section></div></div> </div> </div> <div class="widget-container widget-container--html_widget widget-container--index-15" data-idx="15"> <div class="widget-placeholder"> <div data-preact="widget-custom-html/index" class="" data-props="{"title":"","html":"<style>\n .NCCP-custom-button-section {\n text-align: center;\n background-color: #ffffff;\n padding: 20px;\n }\n\n .NCCP-custom-button-container {\n display: flex;\n justify-content: center;\n gap: 20px; \/* Space between buttons *\/\n flex-wrap: wrap;\n }\n\n .NCCP-custom-rounded-button {\n display: block;\n background-color: #FFFFFF; \/* White background *\/\n color: #8439A6; \/* Nintex Purple text *\/\n border: 2px solid #8439A6; \/* Nintex Purple border *\/\n padding: 10px 20px;\n text-decoration: none;\n text-align: center;\n width: 365px;\n font-size: 1.0em;\n font-weight: 700;\n transition: transform 0.3s ease, background-color 0.3s ease, color 0.3s ease;\n }\n\n .NCCP-custom-rounded-button:hover,\n .NCCP-custom-rounded-button:focus {\n background-color: #8439A6; \/* Nintex Purple background *\/\n color: #FFFFFF; \/* White text *\/\n transform: scale(1.05);\n }\n<\/style>\n\n<div class=\"NCCP-custom-button-section\">\n <div class=\"NCCP-custom-button-container\">\n <a href=\"https:\/\/community.nintex.com\/p\/content_portal\" class=\"NCCP-custom-rounded-button\">Back to the Customer Content Portal<\/a>\n <a href=\"https:\/\/ntxu.workflowcloud.com\/forms\/bb5f5a32-7312-4fde-a21e-7e7be536cd18\" class=\"NCCP-custom-rounded-button\">Submit Customer Content Feedback<\/a>\n <\/div>\n<\/div>\n"}"><div class="custom-html-widget-wrapper"><section class="full-width custom-html"><style> .NCCP-custom-button-section { text-align: center; background-color: #ffffff; padding: 20px; } .NCCP-custom-button-container { display: flex; justify-content: center; gap: 20px; /* Space between buttons */ flex-wrap: wrap; } .NCCP-custom-rounded-button { display: block; background-color: #FFFFFF; /* White background */ color: #8439A6; /* Nintex Purple text */ border: 2px solid #8439A6; /* Nintex Purple border */ padding: 10px 20px; text-decoration: none; text-align: center; width: 365px; font-size: 1.0em; font-weight: 700; transition: transform 0.3s ease, background-color 0.3s ease, color 0.3s ease; } .NCCP-custom-rounded-button:hover, .NCCP-custom-rounded-button:focus { background-color: #8439A6; /* Nintex Purple background */ color: #FFFFFF; /* White text */ transform: scale(1.05); } </style> <div class="NCCP-custom-button-section"> <div class="NCCP-custom-button-container"> <a href="https://community.nintex.com/p/content_portal" class="NCCP-custom-rounded-button">Back to the Customer Content Portal</a> <a href="https://ntxu.workflowcloud.com/forms/bb5f5a32-7312-4fde-a21e-7e7be536cd18" class="NCCP-custom-rounded-button">Submit Customer Content Feedback</a> </div> </div> </section></div></div> </div> </div> <div data-preact="powered-by-insided/index" class="powered-by-insided-footer" data-props="{"rootUrl":"community.nintex.com","termsConditions":"\/site\/terms","cookieConfig":{"use_external_modal":false,"mapping":{"required":1,"anonymous":2,"all":3}},"communityVisibility":"public","isGuestUser":true,"phrases":{"Forum":{"branded.back_to_top":"Back to top","Terms & Conditions":"Terms & Conditions","cookiepolicy.link":"Cookie Settings"}}}"><div class="Template-footer"><div class="sitewidth box box--blend" data-component="scrollTopStickyButton"><div class="templatefoot"><a href="https://www.gainsight.com/customer-communities/" class="logo-gainsight" title="Visit Gainsight.com" target="_blank" rel="noreferrer" aria-label="Powered by Gainsight"><span class="is-hidden">Powered by Gainsight</span></a></div><div class="templatefoot-privacy-links"><a href="/site/terms" aria-label="Terms & Conditions">Terms & Conditions</a><a href="#" aria-label="Cookie Settings">Cookie Settings</a></div><span class="scroll-to-top-sticky-button js-scrollto widget--base-shadow is-hidden-S custom-scroll-to-top" title="Back to top" aria-label="Back to top"></span></div></div></div> <div class="widget-container widget-container--footer widget-container--index-16" data-idx="16"> <div class="widget-placeholder"> <div class="ssi ssi-footer custom-footer"> </div> </div> </div> <div class="modals box is-hidden js-legacy-modals"> <div class="qa-register-modal" data-helper="modal" data-data='{"modal_id": "register", "mainClass": "modal--register"}' id="modal_register" > <label for="4d03cb6f-0391-49b5-8789-10f20333b2b0" > </label> <h2> Sign up </h2> <p>Already have an account? <a class="js-open-modal qa-register-have-account-link" data-modal="login">Login</a> </p> <div id="modal_login" > <h4>Log in with SSO </h4> <a class="btn--cta btn--sso qa-sso-saml_v2" href="https://community.nintex.com/ssoproxy/login?ssoType=saml" title="My environment"> Login with Saml2 </a> </div> <script type="application/javascript"> if (document.querySelector('.email_repeat')) { document.querySelector('.email_repeat').style.display = 'none' } //invite tricks if(document.querySelector('#register_is_invite') && document.querySelector('#register_is_invite').value) { let name = document.querySelector('#register_user_username'); if (name.value === '--removed--') { name.value = '' } let email = document.querySelector('#register_user_email') email.readOnly = 1 email.classList.add('register_user_email--disabled') } </script> </div> <div class="qa-login-modal" data-helper="modal" data-data='{"modal_id": "login", "mainClass": "modal--login"}' id="modal_login" > <label for="4d03cb6f-0391-49b5-8789-10f20333b2b0"> </label> <h2>Login to the community</h2> <h4>Log in with SSO </h4> <a class="btn--cta btn--sso qa-sso-saml_v2" href="https://community.nintex.com/ssoproxy/login?ssoType=saml" title="My environment"> Login with Saml2 </a> </div> <div class="qa-forgot-modal" data-helper="modal" data-data='{"modal_id": "forgot", "mainClass": "modal--forgot"}' id="modal_forgot" > <p>Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.</p> <form name="forgotPassword" method="post" action="/member/forgotPassword" class="form js-ajax-form--forgot" id="form--forgot__2017493061"> <div class="js-notification"> </div> <div class="form__row"> <div class="first"> <label class="label required" for="forgotPassword_username"> Enter your e-mail address </label> </div> <div class="second"> <input type="text" id="forgotPassword_username" name="forgotPassword[username]" required="required" /> </div> </div> <div class="form-row first"> <button type="submit" id="forgotPassword_submit" name="forgotPassword[submit]" class="btn btn--cta qa-submit-button"> Send </button> <a href="#" class="group__item end js-open-modal qa-forgot-password-overview-link" data-modal="login">Back to overview</a> </div> <input type="hidden" id="forgotPassword__token" name="forgotPassword[_token]" value="fyD75qxpiV6kaAj2EtxksZQDlN2H-wNLVKtRr3qxq7A" /> </form> </div> <div class="attachments--modal" data-helper="modal" data-data='{"modal_id": "attachments-pending-modal"}'> <h2>Scanning file for viruses.</h2> <p>Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.</p> <a href="#" class="mfp-close btn--cta">OK</a> </div> <div class="attachments--modal" data-helper="modal" data-data='{"modal_id": "attachments-infected-modal"}'> <h2>This file cannot be downloaded</h2> <p>Sorry, our virus scanner detected that this file isn't safe to download.</p> <a href="#" class="mfp-close btn--cta">OK</a> </div> </div> <input id="csrftoken" type="hidden" value="XTPZUH9Luw79FfCINMlp_s2SzXrnmvlDAe6a3MPrWTs"/> <div data-preact="site-wide/index" class="" data-props="{}"><div></div></div> <div data-preact="multi-language/index" data-props='{"ssoLoginUrl":"\/ssoproxy\/login?ssoType=saml","loginPhrase":"Login"}'></div> <script src='https://dowpznhhyvkm4.cloudfront.net/2025-04-02-13-33-05-b051cdc377/dist/js/206.js'></script><script src='https://dowpznhhyvkm4.cloudfront.net/2025-04-02-13-33-05-b051cdc377/dist/js/659.js'></script><script src='https://dowpznhhyvkm4.cloudfront.net/2025-04-02-13-33-05-b051cdc377/dist/js/857.js'></script><script src='https://dowpznhhyvkm4.cloudfront.net/2025-04-02-13-33-05-b051cdc377/dist/js/618.js'></script><script crossorigin='anonymous' src='https://dowpznhhyvkm4.cloudfront.net/2025-04-02-13-33-05-b051cdc377/dist/js/preact-app.js' id='insided-preact-app' data-basepath='https://dowpznhhyvkm4.cloudfront.net/2025-04-02-13-33-05-b051cdc377/dist/js/' data-environment='production' data-region='us-west-2' data-communityId='nintex-us' data-modules='["badges","unreadPostCounter","metadataPostDetails","ideation","subforumSubscription","mentions","privateMessage","TopicSocialShare","fileAttachments","channelConfiguration","pageConfiguration","webmasterManagement","nonModeratorsCanUploadImagesAndVideos","knowledgeBase","event","eventEngagement","publicTagManagement","publicTagAutoSuggestion","publicTagDestination","integrationsApi","integrationsApps","userOverviewStatistics","rank","salesforceCrm","salesforceFederatedSearch","salesforceCaseEscalation","salesforceSyncAccountData","zendeskFederatedSearch","zendeskTicketEscalation","thirdPartyScripts","customCss","pointSystem","ideationV2","disableRegistrationSpamCheck","analyticsV2","engagementDashboard","analyticsV2SelfService","analyticsV2ProductFeedback","privateGroup","moderationOverviewBetaDefault","emailCampaigns","imageResizingAndAlignment","richTopicCards","productAreas","productUpdates","productboardIntegration","freshdeskV2","convertQuestionsToIdeas","skilljarFederatedSearch","loginWithEmail","hiddenGroup","NewUICardGroupOverview","enableGroupTags","CommunityOverview","changeAuthorOfPublishedContent","thoughtIndustries","intercomFederatedSearch","intercomCreateConversations","aiFeaturesForCM","aiFeatures","suggestAiTags","onDemandTranslations","trackingEnabled","ccRebranding","contentInPreferredLanguage","biToolsConnector","widgetSiteIdentity","eventSubscriptions","aiFeedback","customizationSettings","multiLanguage","platformVisibility","experimentalFeatures","userRoles","userProfileFields","userProfileOverview","userGroups","registrationRules","topicsCreate","moderationHome","moderationOverview","draftContent","spamContent","systemEmails","emailSuppression","userOverview","userSegments","analyticsMetadata","analyticsExport","translations","widgetsSettings","selfServiceSSO","customPages","contentHelpfulness","moderationLabels","metadataSettings","automationRules","preModerationRules","moderationNotifications","spamPrevention","seoManagement","categorySettings","allowCdnCaching","localizedHomepage","haCookielessAuth","CommunityOverviewOpenForAllUsers","adminSeats","articleScheduling","articleToProductUpdateConversion","bannerWidget","controlSideMenu","conversationalWidget","cookiebar","destinationCustomization","emailTemplate","emoji","freshdeskFederatedSearch","group","knowledgeBaseOverviewOpenForAllUsers","selfBadges","selfServiceSso","subtitleAndBackgroundToWidgets","teamNotes","topicHelpfulness","userManagement","widgetLibrary","zapier","eventsOverviewPagination","dynamicContentWidget","eventsUpdates","contentCopilot","aiCampaigns","gainsightPlatformSso","accessibilityImprovements","notificationCenter","inAppNotifications"]' data-userPermissions='{"readableCategories":[],"permissions":["forum-product-updates-all"]}' data-cssLink='https://dowpznhhyvkm4.cloudfront.net/2025-04-02-13-33-05-b051cdc377/dist/css/preact-app.css' data-defaultCdn='' data-fb-app-id='' data-communityUrl='https://community.nintex.com' data-controlUrl='https://nintex-us.insided.com' data-eventLogger='https://t3t09eztsd.execute-api.us-west-2.amazonaws.com/v1/event' data-application='forum' data-cookieConfig='{"use_external_modal":false,"mapping":{"required":1,"anonymous":2,"all":3}}' data-defaultCookieLevel='1' nonce='' data-search='{"client_id":"2BDID0VSM6","token":"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","basicToken":"MTI0ODM4Njk0MGQ0ZTBiZTRiOTc5M2Q3MzBlZWEzYjJhYzhiYTFmODcxNTMzNzZjZmQ0YjUzYTEwM2Y2M2YyN2ZpbHRlcnM9cHVibGljX3JlY29yZCUzQXRydWUmcmVzdHJpY3RJbmRpY2VzPW5pbnRleC11cyUyQSZxdWVyeUxhbmd1YWdlcz0lNUIlMjJlbiUyMiU1RCZ2YWxpZFVudGlsPTE3NDM2MzI2MTc=","isZendeskFederatedSearchEnabled":false,"hiddenCategories":[]}' data-selectedCookieLevel='1'></script> <script src='https://dowpznhhyvkm4.cloudfront.net/2025-04-02-13-33-05-b051cdc377/dist/js/206.js'></script><script src='https://dowpznhhyvkm4.cloudfront.net/2025-04-02-13-33-05-b051cdc377/dist/js/729.js'></script><script src='https://dowpznhhyvkm4.cloudfront.net/2025-04-02-13-33-05-b051cdc377/dist/js/857.js'></script><script src="https://dowpznhhyvkm4.cloudfront.net/2025-04-02-13-33-05-b051cdc377/dist/js/app.js" id="insided-app" data-basepath="https://dowpznhhyvkm4.cloudfront.net/2025-04-02-13-33-05-b051cdc377/dist/js/" nonce="" data-environment="production" data-region="us-west-2" data-communityId="nintex-us" data-modules='["badges","unreadPostCounter","metadataPostDetails","ideation","subforumSubscription","mentions","privateMessage","TopicSocialShare","fileAttachments","channelConfiguration","pageConfiguration","webmasterManagement","nonModeratorsCanUploadImagesAndVideos","knowledgeBase","event","eventEngagement","publicTagManagement","publicTagAutoSuggestion","publicTagDestination","integrationsApi","integrationsApps","userOverviewStatistics","rank","salesforceCrm","salesforceFederatedSearch","salesforceCaseEscalation","salesforceSyncAccountData","zendeskFederatedSearch","zendeskTicketEscalation","thirdPartyScripts","customCss","pointSystem","ideationV2","disableRegistrationSpamCheck","analyticsV2","engagementDashboard","analyticsV2SelfService","analyticsV2ProductFeedback","privateGroup","moderationOverviewBetaDefault","emailCampaigns","imageResizingAndAlignment","richTopicCards","productAreas","productUpdates","productboardIntegration","freshdeskV2","convertQuestionsToIdeas","skilljarFederatedSearch","loginWithEmail","hiddenGroup","NewUICardGroupOverview","enableGroupTags","CommunityOverview","changeAuthorOfPublishedContent","thoughtIndustries","intercomFederatedSearch","intercomCreateConversations","aiFeaturesForCM","aiFeatures","suggestAiTags","onDemandTranslations","trackingEnabled","ccRebranding","contentInPreferredLanguage","biToolsConnector","widgetSiteIdentity","eventSubscriptions","aiFeedback","customizationSettings","multiLanguage","platformVisibility","experimentalFeatures","userRoles","userProfileFields","userProfileOverview","userGroups","registrationRules","topicsCreate","moderationHome","moderationOverview","draftContent","spamContent","systemEmails","emailSuppression","userOverview","userSegments","analyticsMetadata","analyticsExport","translations","widgetsSettings","selfServiceSSO","customPages","contentHelpfulness","moderationLabels","metadataSettings","automationRules","preModerationRules","moderationNotifications","spamPrevention","seoManagement","categorySettings","allowCdnCaching","localizedHomepage","haCookielessAuth","CommunityOverviewOpenForAllUsers","adminSeats","articleScheduling","articleToProductUpdateConversion","bannerWidget","controlSideMenu","conversationalWidget","cookiebar","destinationCustomization","emailTemplate","emoji","freshdeskFederatedSearch","group","knowledgeBaseOverviewOpenForAllUsers","selfBadges","selfServiceSso","subtitleAndBackgroundToWidgets","teamNotes","topicHelpfulness","userManagement","widgetLibrary","zapier","eventsOverviewPagination","dynamicContentWidget","eventsUpdates","contentCopilot","aiCampaigns","gainsightPlatformSso","accessibilityImprovements","notificationCenter","inAppNotifications"]' data-cssLink='https://dowpznhhyvkm4.cloudfront.net/2025-04-02-13-33-05-b051cdc377/dist/css/preact-app.css' data-defaultCdn='https://dowpznhhyvkm4.cloudfront.net/2025-04-02-13-33-05-b051cdc377/control/assets' data-fb-app-id='' data-language='en'></script><script nonce="">app.init([{"model":"csrf","data":{"name":"yip_csrf_token","token":"XTPZUH9Luw79FfCINMlp_s2SzXrnmvlDAe6a3MPrWTs"}},{"data":{"map":null,"breadcrumbData":[{"url":"\/","title":"Home"}]},"component":"tracker"},{"el":".js-ajax-form--registration","component":"ajax-form"},{"el":"#form--forgot__2017493061","component":"ajax-form"},{"el":".js-open-modal","helper":"show-modal"},{"el":"body","helper":"collapse"},{"el":"body","helper":"ajax-link"},{"model":"global_translations","data":{"ajax-form":{"connection_error":"Unable to submit form. Please refresh the page and try again."},"modal":{"close":"Close","loading":"Loading","gallery_previous":"Previous","gallery_next":"Next","gallery_counter":"%curr% of %total%","image_error":"The image could not be loaded","content_error":"The content could not be loaded"}}},{"view":"MainNavigation","el":".js-main-navigation"}]);</script></div>  <script> if (window.location.href == 'https://community.nintex.com/nintex-for-office-365-68/error-response-403-forbidden-for-web-request-action-in-nintex-workflow-for-office-365-16438') { window.location = "https://community.nintex.com/nintex-for-office-365-68/error-response-403-forbidden-for-web-request-action-in-nintex-workflow-for-office-365-59815" } </script> <script> $(function() { var linkRewriter = function(a, b) { $('a[href*="' + a + '"]').each(function() { $(this).attr('href', $(this).attr('href').replace(a, b)); }); }; linkRewriter('nintex.force.com', 'full-nintex.cs74.force.com'); }); </script>  <script> if (window.location.href == 'https://community.nintex.com/roadmap-69') { window.location = "https://community.nintex.com/p/NintexRoadmap" } </script> <script type="text/javascript">window.NREUM||(NREUM={});NREUM.info={"beacon":"bam.nr-data.net","licenseKey":"5364be9000","applicationID":"1018625740,438654967,16947947","transactionName":"YgFTY0QFW0sHUkVQWVtLcFRCDVpWSXhfal9RAVVrdRFGTAlcYVhRUBdtYkUBR3EIRVRLUFQHVGt+EEFIOnJeV0JHC11bUxZpfANCRVBYVBBYWFg4dk0VRV5UZlQDVER1C1tMFF5dVVNHS0deUxM=","queueTime":0,"applicationTime":970,"atts":"TkZEFQwfSBREUBMDTUgZ","errorBeacon":"bam.nr-data.net","agent":""}</script></body>

CINXE.COM

Nintex eSign - Nintex Customer Content Portal | Community