Andreea's curated getting started guide


Get started

  How to add new users

Adding new team users is usually one of the first tasks to do, this short video shows you how. Screen Recording 2019-05-08 at 11.50 am.mov Expand video for HD. Adding a new user - watch on Youtube Read more about user management.

  Overview - get started with Legalesign

This video gives a general overview of the Legalesign app, watch this video to learn how the app is structured. If you are new to eSignature software you will have no problem understanding the easy to use structure. But if you already using a solution give it an extra couple …

  How to edit your PDF

A short video tour around the PDF edit page, how to add and amend form fields. Short videos on how to align your fields easily and quickly. Replace checkboxes with dropdown lists. Checkboxes work on paper, but dropdown lists are much better in a digital format. If…

  Brand emails and signing pages

You can brand all public facing aspects of the system (i.e. emails to signers and your signing page).  You need to be an admin user. **Emails** Go to 'Admin' > 'Signer experience'.  At the top of that page you can add your logo and change the format of your outbound emails.…

  How to create a new team

All your document upload and sending activity is contained within a team. Teams enable you to silo your data and roll out Legalesign effectively through different offices or departments. It only takes a few seconds to make a new team. The number of teams you can create depends …

Next steps

  Set emails to go to signers sequentially, or at the same time.

You can decide whether a document is sent to multiple signers simultaneously, or in order. Admins can set the default for the whole team, but users can set this when sending out a document. For admins, go to **Admin** > **Signer Experience** > **Email Options** >…

  How to create reminder schedules

Reminder schedules are probably the single best feature to save you time, and ensure your signatories esign your document. Create ready-made email reminder schedules to fit different contracts or signers. Get started quickly by selecting to 'just send' the reminder email and…

  How to add static email attachments to notification emails

You may want extra documents emailed to your signer that you do not want signed, but only attached. For example, your general terms of business or other related information. Signers, Approvers and CC'd third parties (reviewers) can receive these extra email attachments. The a…

  Is it possible to add hints or tips for the signer

You can add any text at the top of the signing page, alongside each form field a signer may need to complete, and on the PDF download page shown after e-signing. All emails are customisable. Top of the signing page By default, this section contains compliance text that is…

  How to change email subject lines

This article explains how to change the email subject line for a signer in Legalesign. Admin permissions within your team are required. To change the subject line of email notifications go to **Admin** > **Signer Experience** > **Email Text**. You will see that th…

Advanced

  One-click bulk send PDF for mass signing

With bulk send you can send out customised PDFs to hundreds of people to esign. Ideal where you have a lot of people to fill out a form or sign documents en-masse. Using a CSV/XLSX filled with signer detail and values for your sender fields, you 'mail merge' that document with …

  Email placeholders

Placeholders are like mail merge fields that define where you want a value that will be defined later. You will want to use placeholders for signer names for example. You can use these placeholders in any email-related text field. Tick "**Use everytime**" if you'd like to se…

  Automate form creation with text tags

Specially formatted text (tags) can be written in to your Word or PDF documents and will automatically convert into Legalesign fields after upload. Tags eliminate time on document preparation; you can upload and send out your document in only a few seconds, even with complex for…

  Team networks and PDF distribution explained

Teams Network is a feature that sets up a 'parent/child' network between teams.  A parent team receives a feed of all the child team sent documents, can perform actions on its behalf, and can distribute documents to it. The teams network is a management tool; where you have man…

  Create a custom signing experience

Signing experiences give you incredibly fine grained control, right down to a per-signer level, discover more about how to use them in this short video. For example you can use signing experiences to provide different languages to different signers. This video shows how you us…

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