Console
App1
Welcome
Account Information
How to Generate Reports
Payment FAQ
Manage Billing Information and Download Invoices
Where Are Documents Sent to Me or Signed by Me?
How do I Export Signer and Field Information to Excel?
How to cancel or terminate an account
How to sign up for a plan, or change a plan
What are the terms and conditions?
Documents Sent For eSignature
How to select a signer after sending
Reset a Party's Fields
Batch Documents Together
Defining Party-Approvers
Approvers on Legalesign
Skipping a Party
Two-Factor Authentication Settings for eWitnessing
Get a deed signed and eWitnessed for HM Land Registry
Default and custom timezones
How to add expiry dates for documents
How to use the contact book
How to export signer and fields data
How to batch documents into an envelope and enforce order
How to stop a signed PDF from being printed or copied
How to use a saved send page
How to edit the PDF once a document has been sent
How to send multiple documents to the same person
How to delete automated reminders without deleting the document
One-click bulk send PDF for mass signing
How to search sent documents
How to set passwords for contracts
Change email text
How to archive all signed or rejected documents
Agreement Statements
About Approvers
Where is my document? I have lost my document
Change Signer
Emails
Design Emails with Branding
How to exclude signers on the send page
What to do if an email bounces with a spam warning
CC email a copy of all signed documents
Can the signer be sent a draft copy of the document to review?
Can a signer forward the document to someone else to sign
How to add static email attachments to notification emails
Set emails to go to signers sequentially, or at the same time
Set a default personal message when sending documents
Send a Reminder (or New Link) To a Participant
Use a personal email account or your own SMTP server
How to change email subject lines
Receive signed documents by email
Email placeholders
Set the notification emails when a document is signed (including attachments)
eSigning
Include Party Details with Signature
How to add custom text on the download page
Restrict the Signature Format
The signing process - talking a signer through it
Signer says they cannot access the signing page - Link Expired
What to do if a signer says they can't complete the document
Embed a document in a website
How can I remove the QR code and audit log
How to apply different languages for signers
Where to download a signed document
Signer says they have signed, but the dashboard shows they have not
Is it possible to add hints or tips for the signer
Change the length of time a document link is accessible
Personal email and login email conflict
I want to access a document I signed
eSignature API
Get Verified for API Access
API Quickstart with the C# SDK
Mapping Sender fields in Zapier
API quickstart with the Ruby SDK
API quickstart with the PHP SDK
API quickstart with the Python SDK
How to verify callback data
Esignature API Documentation
Using html/text in the API
How to obtain your API Key
How do I set up development and production environments?
Callbacks on the API v.1
Organisation and GDPR
Single Sign On (SSO) with Okta
Single Sign On (SSO) with Google
Single Single On (SSO) with Azure
GDPR - How to set data retention
GDPR - Handling a data subject access request
What is my 'organisation'
GDPR - Delete a signer/data subject
Storage - export Signed documents to Sharepoint
GDPR - Stop processing a data subject
PDF Documents
Document Library & Template Storage
Duplicate Fields on the xEdit Page
Combine PDFs by Appending them
Copy PDF Fields
Archive a Template
How To Add a Witness
Edit or Change a Document's Title
Adding Multiple Parties
Re-creating a PDF's send page
Load last send page
Using signer flow
PDF Fields Table explained
How to duplicate a PDF
How to lock templates
How to get qualified signatures
How to prepare a PDF for Qualified Signature
Forms logic
Rotate PDF or change page orientation
How to position or align form fields
The "part of contract terms" checkbox explained.
How to set a signing field date format or make it automatic
PDF does not upload
Make form fields on your esign document optional
How to add file fields for signers to upload documents
How to hide borders to make fields transparent
How to re-use a PDF for signing on Legalesign
How to change a PDF document title
Shortcuts to quickly size and position form fields
Search title and tags in Docs
How to merge PDFs into a single document
How to batch document togethers and enforce a document order
Using the 'auto-archive when sent' tickbox
Quick fill for duplicate sender fields
What is the difference between a 'sender' and a 'signer' field
How to upload a PDF
How to upload multiple PDF documents
How to add your signature to PDF documents
Automate form creation with text tags
Direct links - How To
Copy fields from one PDF to another
How to remove PDFs from your document list
Pin documents to your dashboard for fast access
How to tag your PDF templates and search by tags
Personal Settings
How to change your data consents
How to change your password
Change a user email
Turn off email when signer visits a document
Use two-factor authentication
Change how the sent esign listings display
Team Settings
Make a New Team
How to distribute a PDF across teams
How to create reminder schedules
How can I change the team or business name? (aka group name, account name)
Brand your team admin site
PDF distribution explained
Users and User Permissions
Adding & Removing Users
User Permissions Explained
Video Guides
Create and send a document in 60 seconds
Get started with the Free Furlough Agreements
How to position form fields on Legalesign
Instant identity verification using Lexis Nexis IDU
How to change personal settings
Create a custom signing experience
How to edit your PDF
Overview - get started with Legalesign
How to add new users
The Dashboard
Remove a user and re-assign their documents
Video Guides
Create and send a document in 60 seconds
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