Articles about Documents sent for esignature
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…
An Approver on Legalesign is a Party included in a document's distribution whose acceptance does not require a signature. For instance, entering a date of execution to bring a deed into effect.
To add an Approver as a Party, follow the steps for adding multiple parties on the…
When you need to send a Party multiple documents, send them all at once using Batches. This creates a pack (aka envelope) of documents for your signatory.
Batches can be configured to be sent all at the same time, or in sequence.
To start a batch:
1. Go to the Send…
This article explains how to change the text in emails to your signers (or approvers) and used saved emails.
All users can add personalised text by using Personal Message icon just underneath the signer name and email. Similarly, when you send a reminder email, you have the …
If a Party's contact details need amending, there's no need to re-send, just edit.
From the Dashboard, click on the Party's name and from the drop-down menu that appears select 'Change signer details' (see below).
Use the advanced search options to find Parties quickly.
…
The default time zone set on all Legalesign accounts is UTC (Universal Coordinated Time) and it is the primary time standard by which the world regulates clocks and time. The following video will guide you to update the default timezone on your account followed by a demonstratio…
Another way to include an Approver in a document's distribution is by allying them to a signer, thus making them a Party-Approver.
This will require the signing Party's signature to be approved before the document can progress onto the next stage and ultimate completion.
…
This complies with guidance from the HM Land Registry for getting deeds electronically signed and eWitnessed. Click here to read more.
View a list of HM Land Registry documents that can be signed using conveyancer-certified esignature here.
To send documents for signing us…
You can add expiry dates for documents and increase the chance of closing deals faster and improve your overall signing rate.
Expiry dates can be added in two ways:
1. On the Send Page before sending a document. Click the calendar icon corresponding to a recipient. Use…
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…
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 2020-07-01 at 04.51 pm.mov
To …
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…
Bulk send allows to send multiple personalised documents up to 500 parties for eSignature at once. This makes Legalesign
ideal whenever you need parties to fill in forms or documents in large volumes.
It is as simple as downloading our CSV file from the xEdit page of your te…
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 n…
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 "Aud…
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 t…
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 …
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…
Please go to How to batch together documents
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 passw…
You can change the settings on your final PDF to prevent it from 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 c…
Where you find yourself repeatedly putting in the same information when Sending a document, then saved send pages are for you.
With this feature, you Freeze to re-use & share workflows so you can quickly access them, and optionally make them available to other team users. A…
You do not need to remember the details for previously used recipients. A contact book icon is displayed on the Send Page beside the email input for each signer. Clicking the icon generates a popup for searching your contacts, and it includes signers you already entered on the …
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 wit…
If a Party has filled in a document wrong and needs to fill it in again, use the Reset Signer function to clear their fields.
Need to change the recipient altogether? Use the Change signer details function.
From the Dashboard, find the relevant Party and click on their n…
For standard templates with varying numbers of Parties, there's no need to build several versions of the same document.
Instead, create one version with the maximum number of Parties, then use the Skip this one button on the Send page to exclude them (see below).
Two-Factor Authentication (2FA) can be enabled for all document recipients, including Signers, eWitnesses, and Approvers.
After receiving the email notification with a document link, a 6-digit one-time password (OTP) is sent via SMS to the recipient, who will have to verify t…
If you appear to have lost your document from your main listings it will be in the archive.
On the left-hand side of the main group navigation, access Docs and Signed Documents archive
When you click that button you will see several archives. If the lost document was from…