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What can cause an e-sign document to fail in Nintex AssureSign?
What can cause an e-sign document to fail in Nintex AssureSign?

TaxWise E-Signature Requests

Paula Guevara avatar
Written by Paula Guevara
Updated over 2 months ago

Let’s delve deeper into the factors that can lead to a failure in the e-sign document process in Nintex AssureSign:

1. Mismatched Personal Information

  • Full Name Verification: Ensure that the full name you provide matches the name on the document exactly. This includes checking for:

    • Spelling Errors: Even a single letter off can lead to a mismatch.

    • Order of Names: In some cultures, the order of first and last names may differ. Make sure you are using the correct format as required by the document.

  • Address Verification: If the document requires an address, ensure that:

    • Street Address: Check for correct street names, numbers, and any apartment or unit numbers.

    • City and State: Ensure that the city and state are spelled correctly and match the records.

2. Identification Requirements

  • Accepted Forms of ID: Different documents may require different forms of identification. Common forms include:

    • Government-issued ID: This can include a driver's license, passport, or state ID. Make sure the ID is current and not expired.

    • Social Security Number: If required, ensure that you provide the correct SSN without any typos.

  • ID Expiration: Always check:

    • Expiration Date: If your ID is expired, it will not be accepted. Renew your ID if necessary before attempting to sign.

3. Technical Glitches

  • Browser Compatibility:

    • Supported Browsers: Check if you are using a browser version that is compatible with Nintex AssureSign. Browsers like Chrome, Firefox, and Edge are typically supported, but ensure they are updated to the latest version.

  • Browser Extensions:

    • Ad Blockers: These can prevent necessary scripts from running. Disable them temporarily to see if it resolves the issue.

    • Privacy Extensions: Extensions that enhance privacy may block tracking scripts that Nintex uses for verification.

  • Internet Connection:

    • Connection Stability: A weak or intermittent connection can cause disruptions. Test your connection speed and stability before proceeding.

    • Network Restrictions: If you are on a corporate or public network, there may be restrictions in place that affect your ability to use Nintex AssureSign.

4. Security Settings

  • Cookies and Cache:

    • Clearing Cache: Sometimes, old cache data can cause conflicts. Clear your browser's cache and cookies by going to the settings and selecting the appropriate options.

    • Cookie Settings: Ensure that your browser is set to allow cookies from Nintex AssureSign.

  • Firewall or Antivirus Settings:

    • Firewall Configuration: Check if your firewall settings are blocking Nintex AssureSign. You may need to add it to the allowed list.

    • Antivirus Software: Some antivirus programs have web protection features that might interfere with web applications. Temporarily disable these features to test if they are the cause.

5. Multiple Attempts

  • Rate Limiting:

    • Suspicious Activity Detection: If you attempt to verify your identity multiple times quickly, the system may interpret this as suspicious behavior. If this happens, wait a while before trying again.

6. Document Originator Settings

  • Custom Verification Processes:

    • Additional Questions: The document originator may have set up specific questions or requirements that you need to fulfill. Review any instructions or prompts carefully.

  • User Role and Permissions:

    • Authorization Levels: Ensure that your role allows you to sign the document. If you are unsure, contact the document originator to confirm your permissions.

7. User Error

  • Input Errors:

    • Typos: Double-check all entries for typos, especially in email addresses and identification numbers.

    • Correct Field Entries: Ensure that you are entering information in the correct fields as specified.

  • Misunderstanding Instructions:

    • Reading Prompts Carefully: Take your time to read all instructions and prompts thoroughly to avoid missing any critical steps.

Additional Considerations

  • Browser Settings: Check if your browser is set to block pop-ups, as some verification processes may require pop-ups to function correctly.

  • Device Compatibility: If you are using a mobile device, ensure that the Nintex AssureSign app or website is fully compatible with your device.

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