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User Guide
Nitro Admin Portal
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Nitro Admin Portal
Nitro Sign for Salesforce
July 22, 2021 01:34 PM
Follow these instructions to quickly and easily set up the Nitro Sign for Salesforce app in your Salesforce org.
Nitro Sign
Nitro Sign for Salesforce
July 22, 2021 01:24 PM
The Nitro Sign for Salesforce app lets you request eSignatures on your sales contracts and other documents directly from Salesforce. You can also view the status of signature requests, and send reminders or cancellations for pending signature requests.
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Nitro Sign
eSign a Document
July 22, 2021 02:04 AM
With Nitro Sign, you can quickly and easily add your electronic signature to any document.
Nitro Sign
Zapier Integration
July 22, 2021 02:00 AM
You can now use Zapier to simplify your Nitro Sign workflows. Zapier is a workflow automation tool, which is connected to thousands of popular apps. You can automate workflows between Nitro Sign and any of these apps to remove the manual effort of repetitive, everyday tasks.
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Nitro Sign
Working with Teams
July 22, 2021 01:58 AM
Team-related features are exclusively available to members of the Nitro Pro Business plan.
Nitro Sign
View status & history of a PDF file
July 22, 2021 01:54 AM
Staying up to date on the status and history of your documents is easy
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Nitro Sign
View PDF Document Status
July 22, 2021 01:53 AM
The status and history of documents in an eSignature workflow can be viewed and tracked on Nitro Sign.
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Nitro Sign
View Document History
July 22, 2021 01:50 AM
All activity on a Nitro Sign document is tracked and stored, and can be viewed by the document owner and any users that the document has been shared with.
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Nitro Sign
Versioning a Document
July 22, 2021 01:37 AM
In Nitro Sign, new versions of documents can be uploaded for any document that has not been shared or is not currently a part of a signature workflow. Earlier versions of a document can also be viewed and downloaded.
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Nitro Sign
Use a Saved eSignature Template
July 22, 2021 01:30 AM
Templates are used to speed up repeated signature requests by saving a document with the form fields already added. If you have not created any templates yet, check out Create a Template for how to do so.
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Nitro Sign
Two-factor Authentication (2FA) with SMS
July 22, 2021 01:26 AM
*This feature is only available to members of our Pro Business plan.
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Nitro Sign
Sharepoint Integration
July 22, 2021 01:20 AM
You can now send documents for signature or self-sign using Nitro Sign from within SharePoint Online. Once your signature request has been completed, the signed document will be automatically saved back to your SharePoint site. Download the free Nitro Sign app for SharePoint to get started.
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Nitro Sign
Share from Nitro Pro
July 22, 2021 01:14 AM
Documents can easily be shared with Nitro Sign directly from within Nitro Pro. You must be logged in to your Nitro Sign account to use this feature.
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Nitro Sign
Share a Document
July 22, 2021 01:11 AM
Nitro Sign offers multiple ways to share, review, and collaborate on documents outside of an eSigning workflow.
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Nitro Sign
Set Custom eSigning Order
July 22, 2021 01:07 AM
By default, when a signature request has multiple recipients, all recipients will be notified of the request at the same time and the recipients can sign in any order.
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Nitro Sign
Send an eSignature Request
July 22, 2021 01:03 AM
Nitro users can initiate a signature request workflow from Nitro Sign, Nitro Pro, or Microsoft Word.
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Nitro Sign
Send an eSignature Reminder
July 22, 2021 12:57 AM
You can send notifications to recipients reminding them that they have unfulfilled eSignature requests.
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Nitro Admin Portal
Verify a Domain
July 20, 2021 01:22 AM
Verifying your domain lets us confirm that you own that domain and can help you manage access to your account.
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Nitro Admin Portal
Update Account Details
July 20, 2021 01:17 AM
As the Global Administrator, you can view and update your account details from within the Nitro Admin portal.
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Nitro Admin Portal
Suspend a User
July 20, 2021 01:09 AM
Suspending a user will prevent them from logging into Nitro and will block their access to Nitro products and services. Users can remain suspended for as long as needed, and can be restored at any point from within the Nitro Admin app.
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Nitro Admin Portal
Single Sign-On Setup for Azure AD
July 20, 2021 01:07 AM
Single Sign-On (SSO) allows your users to access Nitro's products by authenticating through your Identity Provider (IdP). Nitro supports SSO with any SAML 2.0-compliant IdP.
Nitro Admin Portal
Single Sign-On Setup for Active Directory Federation Services (ADFS)
July 20, 2021 01:04 AM
Single Sign-On (SSO) allows your users to access Nitro's products by authenticating through your Identity Provider (IdP). Nitro supports SSO with any SAML 2.0-compliant IdP.
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Nitro Admin Portal
Single Sign-On Overview
July 20, 2021 01:01 AM
Single Sign-On (SSO) allows your users to access Nitro's products by authenticating through your Identity Provider (IdP). Nitro supports SSO with any SAML-2.0 compliant IdP. See "Step-by-step instructions for various IdPs” for IDP-specific instructions.
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Nitro Admin Portal
Setup Custom Branding for your Account
July 20, 2021 12:55 AM
You can now customize the look and feel of Nitro Sign for all users in your account through our Custom Branding feature. Custom branding enables you to apply your company colors and logo to the Nitro Sign interface, along with any emails that are sent out through the application, like eSignature requests and shared documents. This not only delivers a more cohesive experience for employees and customers, it enhances brand recognition and confidence for those viewing and signing your documents.
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Nitro Admin Portal
Set a Team Contact
July 20, 2021 12:52 AM
You can set a Team Contact within the Nitro Admin portal, so that your users know who to reach out to for help with their accounts and Nitro's products.
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Nitro Admin Portal
Reset a User's Password
July 20, 2021 12:49 AM
As a Global Administrator for your team, you can reset passwords for any of the users in your team as outlined below.
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Nitro Admin Portal
Removing a Domain
July 20, 2021 12:47 AM
If you have multiple domains, you may remove unused domains from your account. However, your account must retain at least one domain; removing the last domain will not be allowed.
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Nitro Admin Portal
Managing Invites
July 20, 2021 12:45 AM
Any pending user invites can be managed via the Invited users section in the Nitro Admin app.
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Nitro Admin Portal
Inviting Users
July 20, 2021 12:43 AM
As a Global Administrator of your team, you can invite other users to join your team via the Nitro Admin app. You can choose to invite each user on a one-off basis, or batch import a list of users using a .csv file.
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Nitro Admin Portal
Edit a User's Profile
July 20, 2021 12:37 AM
As a Global Administrator of your team, you can edit the details of any users that have been added to your team account by following the steps below: