NextSign Blog

Read about everything from great customer cases to tips and tricks for improving your digital signing process. We regularly update our blog with useful articles so you can get the most out of your digital signature solution.

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How-to guides

Invite colleagues

See how to invite a colleague to your NextSign account and give them the right roles.

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How-to guides

Folders and access

See how to create a folder and decide who can see its cases, with roles or named colleagues.

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How-to guides

Check whether a document is genuine

See how to check whether a document signed with NextSign is genuine and unchanged, and who signed it.

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How-to guides

Get your signed documents

See how a recipient gets their signed documents and keeps them in their Personal Vault.

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How-to guides

Contacts, groups and import

See how to create contacts, put them in groups, import a list from Excel and add a whole group to a case.

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How-to guides

When a recipient rejects a case

See what happens when a recipient refuses to sign: where to find the reason and the document, and how to fix the case and send it again.

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How-to guides

Several documents on one case

See how to add several documents, make an appendix read-only, require the contract to be read in full and choose who signs what.

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How-to guides

Roles and access

See how roles control access in NextSign, how to create a role that can only see its own cases, and how to choose the default role for new users.

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How-to guides

Follow up on a case

See how to follow up on a sent case: who has signed, whether the email was opened, how to send a reminder, fix a wrong email address and see the full event log.

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How-to guides

Multiple recipients on one case

See how to add several recipients, set the signing order, write a personal message, require CPR validation and choose who signs, approves or just gets a copy.

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How-to guides

Find and manage your cases

See how to search and filter your cases and send a reminder to several cases at once.

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How-to guides

Save time with a preset

See how to save your usual choices, such as folder and recipients, in a preset, lock fields and start new cases in one click.

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How-to guides

Case settings explained

An overview of the settings on a case: name and reference, folder, email, deletion, signing methods, reminders, deadline and language.

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How-to guides

Notifications and the daily report

See how to choose which events send notifications, turn on the daily report and set your own notifications.

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How-to guides

See your usage

See where you keep track of credit usage in NextSign, and how to download the usage per case.

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How-to guides

Follow up on a mass send

See how to keep track of a mass send in NextSign: who has opened, who has signed, and how to remind the rest.

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How-to guides

Place signatures in the document

See how to place signatures and text fields exactly in the document in NextSign, and when the placement is used.

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How-to guides

Create and send your first case

See how to create a case, add a recipient, upload the document and send it for signing.

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How-to guides

Send to e-Boks

See how to send a case to a recipient's e-Boks, the Danish digital mailbox, with NextSign: choose the e-Boks template, find the recipient by address or CPR/CVR, and send.

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How-to guides

See the answers to a form

See what a form looks like to the person filling it in, and where you find the answers under Submissions.

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How-to guides

API keys and webhooks

See how to create an API key and a webhook in NextSign, so your own systems can create cases and be notified when they're signed.

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How-to guides

Send to many at once

See how to do a mass send in NextSign: one template, a spreadsheet of recipients and a case for each.

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How-to guides

Build a form

See how to build a form in NextSign: choose the entry point and outcome, add people and questions, test it and publish it.

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How-to guides

Sign several cases at once

See how to sign several cases at once with a single confirmation using MitID, BankID or Personalausweis.

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How-to guides

Trash and deletion

See how to move a case to the trash, restore it, delete it right away, and how cases can be deleted automatically after a number of days.

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How-to guides

Two-factor authentication

See how to turn on two-factor authentication with an authenticator app, and how an administrator can require it for everyone in the company.

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How-to guides

Owner register lookup

See how NextSign looks up the owners of a Danish property in the Danish owner register and sends the case to each owner's own e-Boks. For surveyors and anyone who writes to property owners in Denmark.

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How-to guides

Send as an e-Boks letter or a physical letter

See how to set up the e-Boks template in NextSign: a letter with a link or the case documents, read receipts, and a physical letter by post if the recipient doesn't have e-Boks, the Danish digital mailbox.

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How-to guides

Add or remove a recipient after sending

See how to add or remove a recipient on a case that has already been sent, without anyone having to sign again.

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How-to guides

Write a document in NextSign

See how to write a document right in NextSign, with fields and optional paragraphs, and use it on a case.

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How-to guides

From form to signature

See how a public form fills in your Word template and sends the agreement straight for signature, so the client can sign right away.

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How-to guides

Send personal invitations

See how to send a form as personal invitations, choose who answers each question and follow who has filled in their part.

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How-to guides

Forms in depth

An in-depth tour of the form builder: entry points and outcomes, roles, question types, rules, conditions, calculations, identity steps, documents, design and testing, combined in one form.

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How-to guides

Advanced fields in Word templates

See how a Word template gets lists, conditional sections, a logo, global fields and dropdowns, and what it looks like when the case is filled in.

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How-to guides

How to create a KYC form

See how to build a KYC form with MitID log-in, an encrypted CPR number, a PEP question and an ID photo upload, send it to a customer and see the result.

Customer cases

Customer Case: KT Erhvervsbyg A/S Optimizes Signature Process

Discover how KT Erhvervsbyg A/S revolutionized their business with a digital transformation to streamline the signing process and cut costs. By choosing NextSign, seamlessly integrated with SharePoint, they’ve made their operations smarter and more efficient. Read the full story and get inspired by their success!

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How-to guides

How to Publish a Case from Microsoft SharePoint

Discover How to Streamline Your Workflow: Master Case Broadcasting from Microsoft SharePoint

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How-to guides

How to Send a Case to e-Boks

Discover how to effortlessly send messages, notifications, or documents for signature using e-Boks!

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How-to guides

How to Set Up an e-Boks Template | NextSign

Discover how to set up a standardized e-Boks template for sending thousands of messages effortlessly!

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Video guides

Email Templates - How To Guide

Learn to Set Up Email Templates with NextSign - Send Personalized Emails to Your Recipients

How-to guides

Video Guide: How to Send a Case

Want to learn how to release a case from NextSign? Check out this video guide!

Customer cases

Customer Case: VS Automatic Streamlines Workflows with NextSign

Discover how VS Automatic cut costs and minimized errors by integrating NextSign into their business processes.

Customer cases

Case Study: Caripo Biler Optimizes Leasing Business with NextSign

Discover how Caripo Biler transformed their leasing process with digitalization and automation. Thanks to NextSigns' digital leasing solution, they now offer 24/7 online car leasing, cutting the time from half a day to just one hour. This innovation has boosted revenue, reduced wasted time, and minimized human errors. Read on to learn how we helped Caripo Biler enhance their business, streamline document management, and strengthen sustainability.

Customer cases

Customer Case: Land & Plan Uses NextSign for Document Management

Discover how Land & Plan revolutionized their document management with NextSigns' digital signature solution and e-Boks integration. Learn how they saved time, money, and resources while enhancing their ESG profile. See how we helped them streamline case processing and boost business efficiency.

How-to guides

How to Validate a Document

Easily and securely validate signed documents with NextSign. With advanced encryption, timestamps, and audit logs, we ensure your documents maintain their integrity and authenticity. Choose NextSign for a solution that guarantees security and reliability—100% valid in court. Discover how you can effortlessly validate your documents with NextSign.

How-to guides

Configure Management Access to NextSign

Learn how to configure management access in NextSign with this interactive guide.

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