Tag Documents for Signatures

1: To tag documents in Nexone Agent; first you must select a client and transaction. From there you can select the signer button on the top right hand menu to launch the signing session manager.

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2: Afterwards you can select the signer using the blue checkmark next to their name; additionally you can select the option to “add another signer” if the recipient is not already there.

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3; Once the signer is chosen, you can select the document for tagging by dragging from right to left and the selecting the tag documents for signature button at the bottom of the menu.

4: You will be directed to the tagging section of the session. On the right hand side there is a scrolling menu of the documents as well as options to change the font and size of any notes you might add. There is a button to the return to the previous page to edit the signers and documents for the session. If you would like to return to the Home Page select the x in the right hand corner denoted by the red arrow.

5: To place a tag select the name of the signer and then select the type of tag. Signatures, initials and date/time cannot be placed without selecting a corresponding signer first. To place a tag, left click on the tag category and drag to where you would like it to be placed on the page.

NOTE: Depending on how close to the edge of the document a tag is placed it might be deleted and you will receive the following message: Your tag was removed because it was placed outside the document's boundaries. To avoid this simply place the tag in the center of the page first and then drag it to the desires location.

6: Strikethroughs, notes and checkboxes are not signer specific and can be placed without choosing a signer. Strikethroughs, checkboxes and the text box will appear on the final document. Clicking on the orange border of the textbox will allow you to change the type of textbox (text, highlight and notes). Highlights and notes will not appear on the final version of the document.

7: To remove a tag left click the border and drag the tag to the white space off the document. It will be deleted and you will receive the message in red.

8: When the document and tags are complete select the option to send; the session will be launched, the documents sent to the client and you will be redirected to the home page.