Articles about Account information

How do I export signer and field information to excel?

All your signer status and form field values can be handily exported to excel. If you have a lot of the same forms and need to get at that data this feature is definitely for you. **Dashboard** To download your signers statuses and field values click the magnifying glass i…

How to cancel or terminate an account

Only Account Owners can cancel a subscription. To cancel or downgrade your subscription: Go to the top right of the screen, and click Your Name Select Billing Click on Cancel my account now at the foot of that page (see below) Or, let us know at support@legale…

How to generate reports

Click on the **Admin** button in the top navigator and select **Reports**. On the reports page, you will see a couple of inputs for dates to define the time frame of your report. By default, the time frame will be the past month from the current day. Click **Generate Report…

How to sign up for a plan, or change a plan

To sign up for a plan, upgrade or downgrade your subscription Login and go to https://app1.legalesign.com/pl/plans/.  If you have been quoted a custom plan, for example for upfront document bundles or bulk-send, go ahead with the process through any option and the Legalesign …

Manage billing information and download invoices

To update or view your billing information: Go to the top right of the screen, and click Your Name Select Billing On the billing page, you can: View subscription details Purchase document credits Purchase document credits bundles (contact sales for dis…

Payment FAQ

Q: **How often can I pay for my subscription?** A: You can pay for your subscription monthly or annually. If you wish to switch, or for a longer term contract, contact your account manager or support. Q: **What payment systems does Legalesign use?** A: Legalesign us…

What are the terms and conditions?

Here are the links to Legalesign's terms for the site, of use, and privacy policy: * Terms of service: https://legalesign.com/opn/terms/ * Website terms of use: https://legalesign.com/opn/website-terms/ * Privacy statement: https://legalesign.com/opn/privacy/

Where are documents sent to me or signed by me?

If you have a user account on Legalesign, the system will store documents sent to you or signed by you. Click on the button displaying your name at the top right of the screen and in the drop-down list select **‘Documents sent to you’**. Here's an image that shows you wher…

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