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Administrators in the Signing portal can upload documents, create signing requests, and invite administrators.
In the Signing portal, there is an Admin Portal where administration tasks are managed.
Available tasks
Log in to Nexus GO Signing portal
Upload document for signing
This article describes how to upload a document and create a signing request in the Signing portal.
Available to role
Administrator
Prerequisites
-
Upload document to Signing portal
Click the user icon on the top right, and then Open Admin Portal.
Create a signing request:
To create a new request without prefilled settings, click New Request.
To reuse Settings and Recipients from a previous request:
In the list of All requests, select the request to use as template.
Click + Create a new request based on this.
Add one or more PDF documents to the request, by drag-and-drop or browsing. Click Next.
Enter Request name, Description, default Signing method, and Sign before date. Click Next.
Available signing methods are Personal Mobile (Smart ID Mobile App), Swedish BankID, or an identity provider (IDP), if configured.
Add one or more recipients:
Enter Full name and Email address.
If the identity provider uses the userId attribute, such as a personal identity number (personnummer, in Swedish), enter that.
If needed, select another Signing method than the default.
Click the + sign to add the person to the request.
If you want to send the request to the signers in a certain order, set Custom signing order to on, and then define the order:
To move a signer up or down in the list, drag-and-drop it to position.
To send the request to several signers at the same time, enter a number in the input field.
Example: If all signers shall sign in no particular order but before the manager, set them all to number 1, and the manager to number 2.
Click Send Request.
The request is submitted.
Invite administrator
This article describes how to invite an administrator to the Signing portal.
Available to role
Administrator
Prerequisites
-
Invite administrator to Signing portal
- Click the user icon on the top right, and then Open Admin Portal.
- Click the user icon again, and then Settings.
- Click the tab Administrators.
The current administrators are shown. - To add a new administrator, enter First Name, Last Name and Email address. Select a language, and click Send invite.
The recipient gets an invitation email with instructions to activate Smart ID Mobile App.
Add email logo
This article describes how to add a logo to be displayed in the notification emails from the Signing portal.
Available to role
Administrator
Prerequisites
-
Add email logo in Signing portal
- Click the user icon on the top right, and then Open Admin Portal.
- Click the user icon again, and then Settings.
- In the tab Account settings, browse for a logo of type png, jpeg or gif, or drop it into the page.
The logo will be included in all notification emails for this account. - To delete the added logo, click the trash can icon on the bottom right.
Then, the Nexus default logo will be included in the notification emails instead.
Download signed document
This article describes how to download a signed document from the Signing portal.
Signed documents can be downloaded within 30 days from the request is created. A reminder is sent to the administrator after 27 days, if the document has not been downloaded.
Available to role
Signer, Administrator
Prerequisites
-
Download signed document from the Signing portal
To download a signed PDF document:
Browse to the current or previous request containing the document.
Open the document view:
For Requests to sign, click on the document image.
For Previous requests, click on the link under Downloadable.
If there are multiple documents, navigate between them using the arrow buttons. Click
Download PDF.
The downloaded signed document can now be distributed.
Validate signed document
For more information on how to validate a signed document, see here: