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This article describes how to upload a document and create a signing request in the PDF Signing portal.

Available to role

Administrator 

Prerequisites

-

Upload document to PDF Signing portal

  1. Click the user icon on the top right, and then Open Admin Portal.
  2. Click New Request. Add one or more PDF documents to the request, by drag-and-drop or browsing. Click Next.
  3. Enter Request name, Description, default Signing method, and Sign before date. Click Next.
    Available signing methods are Personal Mobile, Swedish BankID, or an identity provider (IDP), if configured.
  4. Add one or more recipients with Full name and Email address. If needed, select another Signing method than the default. Click the + sign to add the person to the request.
  5. Click Send Request.
    The recipients get a notification email to sign the document. If they are new users and if Personal Mobile was chosen as Signing Method, the email includes instructions how to download and activate Nexus Personal Mobile.


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