PDF Documents

Document Library & Template Storage

The Document Library contains all the active templates for a Legalesign Team. Access it by clicking the Documents icon in the top navbar.

Once a document is uploaded, it is saved as a template in the Library to be re-used for sending.

If a template has had its fields set up using the xEdit page, and is validated (i.e. it has at least one field), you'll be able to send it directly from the Document Library by clicking the Send button.

Need to add something to the document before sending? Use Sender fields to customise the document for a recipient.