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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Team-related features are exclusively available to members of Team or Enterprise plans.

Nitro Sign offers multiple ways to share, review, and collaborate on documents outside of an eSigning workflow.

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.

You can send notifications to recipients reminding them that they have unfulfilled eSignature requests.

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.

You can now use Microsoft Power Automate to simplify your Nitro Sign workflows. Power Automate is Microsoft’s workflow automation tool, which is connected to hundreds of popular apps, including the full Microsoft online product suite. You can automate workflows between Nitro Sign and any of these apps to remove the manual effort of repetitive, everyday tasks.

You can now upload and send documents for signature through Nitro Sign directly from within Microsoft Word by enabling the Nitro Cloud Add-in.

You can also use Nitro to sign, convert, organize, and optimize your documents directly from within Dropbox.

Documents can be sent for signature directly from within Nitro Pro. You must be logged in to your Nitro Sign account to use this feature.

Your PDF files can be accessed at any time if they have been saved to Nitro Sign. To save and access files, you must be logged in to your Nitro Cloud account.

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.

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.

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.

You can add documents to My Documents from both your local machine as well as the following storage providers:

You can export documents residing in Nitro Sign by downloading them to your local desktop or by copying it to a cloud storage location.

All documents uploaded to Nitro Sign can be renamed, duplicated, or deleted at any point—irrespective of the status of the document.

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.

Staying up to date on the status and history of your documents is easy

With Nitro Sign, you can quickly and easily add your electronic signature to any document.

In addition to viewing a document's history, a detailed audit trail of all the activity associated with a document can be downloaded from Nitro Sign. The ability to download an audit trail provides users with a clean and descriptive document highlighting all document information, active users, and document history.

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.

The status and history of documents in an eSignature workflow can be viewed and tracked on Nitro Sign.

The Organize tool in Nitro Sign can be used to alter the layout of documents and modify the order of pages within a document.

Documents that have been opened or edited in Nitro Pro can be uploaded and sent for signature through Nitro Sign. This requires the creation of a Nitro Sign account, which you can do from within Nitro Pro.

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The Optimize tool can be used to reduce the size of large documents to improve shareability while maintaining the document's appearance.

Drafts are an easy way to return to documents that are being prepared for eSigning.

Templates are ideal for repetitive signature request workflows that involve standardized documents—like sales contracts, purchase orders, or employee time off requests. Choosing to create a template will save any form or eSignature fields applied to that document, enabling you send it out to a new contact for completion without spending time re-adding the fields.