Signing a document

by May 24, 2022Basic Setup, Setting Up Signatures

Get started with your free account

Signing a document for Nucleus One is as simple as a few clicks. Whether or not you’re a Nucleus One user, applying your signature to a document from Nucleus One is simple and quick.

If you are not a Nucleus One user and received an email request to sign a document, you may click the Sign Now link to be taken to the Review and Sign page. Please jump to the Review and Sign section below.

Email Request

If you are a Nucleus One user, you will also receive an email notification requesting your signature. However, if you don’t wish to follow the link from the email, there are other places in Nucleus One that allow you to easily identify a document that requires your signature.

If you have an unread notification in the ‘My Work’ section then it will have a red dot over the icon. You can navigate to ‘My Work’ by clicking the monitor icon on the left panel, or clicking the ‘My Work’ button from the home screen.

Home Page

You can click the notification from the ‘My Work’ page to be taken to ‘Review and Sign’. Jump to that section of the article for further steps.

Notifications

If your notifications were cleared without completing the signature, you can still find the documents by clicking the Signatures section of either the ‘My Work’ page, the Projects page, or the Departments page. The ‘My Work’ page will show you all documents that require your signature.

My Work Signatures

While the Projects or Departments pages will show you only documents that need your signature belonging to the respective project or department. Click the document you wish to sign to be taken to the ‘Review and Sign’ page.

Projects Signatures

Review and Sign

Click the document to go to the Review and Sign page. Here, you see a magnified preview of the document so you can review its contents.

Review and Sign

Click the Sign Now button when you are done reviewing to be taken to the signature page.

Sign Now

Click SIGNATURE to apply your signature and the current date will automatically be applied.

Other boxes

Depending on the document, there may be additional boxes required to be filled in including but not limited to name, email address, or initials. Click any additional boxes to fill them in.

If multiple signatures are required, you will be taken to the next signature location. Once you’ve applied all your necessary signatures and information, a submit popup will appear.

Signature Submit

Upon clicking SUBMIT, an additional popup will appear thanking you for signing and letting you know it is safe to close the window. Clicking CLOSE will close the ‘Review and Sign’ page.

Signing Complete

Signature Collection Complete

Once all parties have signed the document, you will receive an email notification with the signed document attached.

Signature Complete

There will also be a new entry in the notifications tab of your ‘My Work’ page. Clicking the notification will open the corresponding document so you can see the signatures.

Signature Complete Notifications

Search Articles By Category

Get started with your free account

Related Posts

Get Help

search our guides and    how-to's for quick answers to common questions.

Discord

Join our discord server to Chat with us and learn with other users like you.

Webinars & Videos

Join a live video discussion or other video sessions.

Developer SDK

Develop and integrate with Nucleus One and check out our open source projects.

Get Started

Get up and running fast with helpful how-to articles and walkthroughs.

On-Demand Demo

Tour Nucleus One anytime with our on-demand tour.

Blog

Stay up to date with news and information about nucleus one.

Document Management

Securely store and access docs.

Visual Forms Builder

Visually build and share forms.

Project Management

Achieve goals & milestones.

Digital Signatures

Send and sign any document.

Workflow Engine

Automate any processes.

Client Access Portal

Client access at no extra cost.

Approval Processes

Approve from anywhere.

Business Processes

Manage business processes

Real Estate

Accounting

Sales

Compliance

HR

Nonprofit

Marketing

Development

Help

helpful articles and frequently asked questions.

Get Started

Get up and running fast with basic setup guides and how-to's.

Discord

Chat with us and other users in our community now.

On-Demand Demo

See a guided tour of Nucleus One, anytime.

Webinars

Join a live video meeting or review past discussions.

Videos

Learn about Nucleus One with guided walkthroughs.

Develop

See development resources & SDK/API.

Blog

Industry & Product News, updates, and more.