Articles about Documents sent for esignature

About Approvers

There are several types of approver to cover the different situations around approvals in business workflow situations. You may need a simple approval instead of a signature, or have a more complex situation where internal staff double-check forms and add information. Legales…

Change a signer email or name

It is quick and easy to replace a signer, or change their details. You may make an error when sending a document to be signed, an email may bounce, or you may simply need to alter who the signer for a document will be. Go to your dashboard of sent documents and click on the na…

Change email text

This article explains how to change the text in emails to your signers (or approvers) and used saved emails. For any user, when you send a document you can add email text in the 'Personal Message' box just underneath the signer name and email. Similarly, when you send a reminde…

How to add reviewers and approvers

This article is a short explanation of what a reviewer and approver is on Legalesign. If someone is not signing a document, but is involved in the workflows, then they are probably either a 'reviewer' or an 'approver'. Reviewers are passive, they receive PDF copies of document…

How to archive all signed or rejected documents

To tidy up the dashboard and show only sent documents in progress, click the folder icon button just above your listings. A new section will drop down where you can select to archive all your signed or rejected documents. Screen Recording 2019-04-24 at 09.46 am.mov How tidy u…

How to batch documents into an envelope and enforce order

Documents can be batched together so that signers can seamlessly move from one document to another, without having to follow any links, and avoid an excess of email notifications. Executed documents can be delivered within one email and the Legalesign user can search for batches…

How to change agreement statements

Agreement statements are for signers. They are lines of text with a checkbox beside them that a signer needs to ticked to finalise and e-sign their document. You can have as many as you like, or none. Agreement statement text goes into the audit log. Agreement statements do not…

How to delete automated reminders without deleting the document

Automated reminders are associated with each signatory when you send out a document. But if you change your mind you can delete them later. All your document are listed on the main dashboard. Go to the details page for the document by clicking on its name and then select "Audit…

How to edit the PDF once a document has been sent

Sometimes you'll realise you made a mistake with your document fields after you sent it, or you may simply need to change some details in the document. While you cannot edit the underlying PDF document you can edit any sender field information completed by the sender. Go to th…

How to export signer and fields data

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

How to save your contract workflow

Where you find yourself repeatedly putting in the same information when Sending a document, then contract workflows are for you. With this feature you save your document workflows so you can quickly re-use them, and optionally share them with other team users. A workflow is ba…

How to search sent documents

Legalesign users can search for individual documents or groups of documents in the 'Sent for signing' list on the Dashboard and in the 'Sent Document Archive'. The Dashboard Using the quick search text box, just above and to the right of the document listings, Legalesign…

How to send multiple documents to the same person

Please go to How to batch together documents

How to set passwords for contracts

You can encrypt your PDFs with passwords when they are fully signed. To turn on this feature you need admin permissions. Go to 'Admin' > 'PDF Security'. Once it is turned on everyone sending out documents can use the feature. You can select either for us to keep the passwor…

How to stop a signed PDF from being printed or copied

You can change the settings on your final PDF to prevent it being copied or printed. This is a feature within a PDF itself. You can do this in two ways. Either at the team level, or as you send out a document to be signed. Change setting at the team level: Admins can set the…

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 …

Where is my document? I have lost my document

If you appear to have lost your document from your main listings it will be in the archive. On the right hand side of the main group navigation, below the 'Welcome' button in the top right corner, is the Archive button .   When you click that button you will see several archiv…

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