Articles about PDF Documents
After uploading a document, and being redirected to the xEdit page, users will need to add fields for the various recipients (Parties).
To add a Party, use the dropdown menu at the top of the Signer fields subsection (see below). Within this menu, assign Parties (Signers or A…
Is your dashboard loading slowly, or your document library getting cluttered? Use the Archive function to clear away unnecessary files.
Archived templates will be moved into deep storage and can be retrieved. For data deletion, please use the Organisation page.
To archive…
Add specially formatted text (tags) into your Word or PDF documents and Legalesign will automatically convert them into form fields. You can go straight to sending out your document for online signature or approval. Upload to Send in a couple of clicks.
Tags eliminate time on…
If you need to collate templates into one larger document to send out, you can append them when uploading or later when they're in your Document Library.
To combine PDFs from your Document Library:
Go to Documents > Document Functions
Scroll do…
Use this feature to save time setting up fields where your new PDF is substantially the same as one you already have. It's very useful where you have to use similar PDFs for your esign documents each time, but sender fields won't do it.
If you use substantially the same docum…
Available on Surge , Waterfall , and Tide plans
There are two methods to copy fields (Sender and Signer fields) from one template to another, even across pages.
Document Functions: For copying fields across templates, that have already been uploaded into the Doc…
Direct links are open web addresses where someone can e-sign a document. You can use the links directly or embed them within your own website. Direct Links are ideal when you don't know who your (first) signer will be. For example, event registration, timesheets, etc. You can h…
Under More, to the left of the template preview, use the Copy fields/document button to be forwarded to the Document Functions page, as in the section above.
To duplicate individual fields onto the same page:
Hover the cursor over a field
Press ' d ' on the keyboa…
When a file has been uploaded, the Web App will recognise its name as the title of the document template.
To change the title:
1. Select the template from the Document Library (under Documents)
2. On the xEdit page, click the title or the icon to change/modify it…
Form logic enables you to set up intelligent fields to react to other events on your form.
To access the logic settings, go to your document edit page, click on a signer's form field. A pop-up settings form will appear, select ‘Advanced’ from near the bottom of the form.
T…
Add an eWitness to your document using the Party dropdown on the xEdit page.
To add a witness, first add a signature field for the primary signer, then:
Use the dropdown menu to select that Party's corresponding witness (e.g. for Party 1, select Party 1 – Witness)
Drag …
If you want a signer to add files when they sign a document, perhaps IDs or other supporting documentation, use file fields. There are several types of upload field:
1. Append to PDF: this option appends the file uploaded to the PDF being completed/signed. Good for IDs or i…
You can automatically add your own signature to documents when you send them out to be signed, or you can sign (or mark an approval) on a document-by-document basis.
On the PDF xEdit page add an 'Auto-sign at sending' field to a PDF document. You can upload a signature which …
How to batch document togethers and enforce a document 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…
When you upload a PDF the file name automatically translates to the document name. It's easy to change this name later.
Go to your Docs in the main navigation > Document library and then select the document with the name to change.
The title of the PDF can be found at the…
Use this functionality to save time in duplicating a document instead of re-uploading a new copy. In addition, you can duplicate a document and include any existing fields, which is particularly useful when you need multiple versions of the same document, with variations in the …
It's easy to get your contracts signed with Qualified Signatures on Legalesign.
##What are Qualified Signatures?
Qualified signatures are the strongest form of electronic signature. They are a standard laid down in EU law (that applies across the UK too) that uses strong c…
Signer field borders can be removed, thereby making your fields entirely transparent in 'Fields View', a view that shows all your PDF fields in a tabular format.
Expand More in the PDF edit page, then go to Fields Table. This will move to a page with all your fields in a t…
You can prevent templates from further editing by other users by accessing your Document library > select the document you want to lock > expand More from the left side menu > click on Lock PDF.
Shortly after, you will see a yellow banner above the document, which flags the …
Using Legalesign PDF upload feature, you can upload and merge multiple PDFs together. This is particularly useful if the document you want signed has originated from different sources and needs to be compiled together.
For example, accountants at the end of the tax year may …
There are three options to position and align sender or signer fields while preparing a PDF on the editing page.
Check out these short videos on pro-tips for field alignment.
1. Fields can be dragged and dropped onto the PDF, this is the fastest but least accurate way to p…
This article explains what you need to know when preparing your PDF to accept Qualified Signatures on Legalesign. Qualified Signatures are the strongest form of electronic signature, but can restrict workflows in multi-party documents.
The validation information above the edi…
This article show you how to make re-usable PDF's, also known as templates.
Make sure your PDF has the sections you want to change left blank.
Upload your PDF on the site and you will arrive on the edit page. If you uploaded the document earlier then you can access it thro…
You can easily remove PDF templates from your list of documents through a button on the right of each listing that says 'Archive'.
This short video will show you where the Archive button for a PDF document is located:
Screen Recording 2020-07-07 at 03.51 pm.mov
If you h…
Date fields can be added either to customise your document when sending, or for signers to complete, or which are filled out automatically when the signer visits the document. They can be added as sender or signer fields to your PDF on the PDF Edit page.
Signer dates fields c…
Tagging your PDF document has the same effect as putting it in a folder, but without having to define new folders.
Click on Docs in the main navigation. To the right of each document in your library, you will see three dots (...). Click on those to automagically bring up a…
From any place on the site Upload PDF is an option in the main dashboard and marked with a cloud and arrow icon . Use this option and browse your device to instantly upload a PDF file and go directly to the editing page.
There are also two dedicated PDF upload and Upload file…
It's easy to drop in multiple files to upload at the same time on Legalesign. You can also append them together and use tagging, auto-archiving after send or copying settings from another document to speed up your workflow processes.
Go to the PDF Upload page in the Docs drop…
Load last send page is a quick way to access the send page of the last document(s) sent. This is mostly used for repeated sends of the same PDF(s) for busy teams with a sizeable document library. Instead of scrolling through the existing templates, this functionality saves time…
All form fields on Legalesign can be made optional or required.
When you add either a signer field or a sender field a form pops up with all that fields settings. You will see a 'required' tickbox just above the save button.
When editing fields, rather than mousing down t…
This article is about how to troubleshoot a PDF that is failing to upload.
1.Make sure your PDF is less than 5MB. PDFs that are too large create a poor experience for signers with slow loading, slow down your emails, and generally perform poorly. You can use the Adobe Pro PDF c…
The fields table on the xEdit page is one of the most useful ways to make page by page changes on a document and edit fields en masse, especially if you have a complex file. Instead of navigating through pages and selecting individual fields to make amendments, use the tabular l…
Pinning a PDF document to your dashboard gives you a link in the left hand column to edit or send the document to be signed. The pin document feature is a Legalesign staff favourite for the fast access it provides to either edit or get a document esigned.
This feature is id…
The xEdit page is where uploaded documents are prepared with Signer (and Sender) fields. Once prepared, documents can be sent to Parties to be completed and signed. This article is a guide of it.
Using drag & drop, select a desired field and place it onto the document w…
Where you have multiple sender fields that need the same value, for example, the same date or same name on each page, then give each of those fields the same label.
Now the fields will fill down automatically when you enter the first value on the Send page.
Watch this sho…
Did you know all your sending workflows are saved? If you click on a document you sent already you can rebuild its send page by clicking on its title and then re-create send page.
This is a lifesaver feature when you have made a mistake and need to re-send a complex documen…
After you upload a PDF you can rotate individual pages so they appear in landscape or portrait mode.
After you upload a PDF you will notice small circular icons just at the upper left and right corners of each page. Click an icon to rotate 90 degrees clockwise or anti-clockw…
When you search your PDF documents the query is made upon each document's title and tag.
If you are looking for how to search your sent documents (and not uploaded PDFs), click here.
**Wildcard '*'**
You can use the wildcard character - * - to do a 'startswith' search o…
Setting up form fields can be time-consuming. Learn these shortcuts to make short work of your form creation.
Helpers are down the lower left side of the PDF Edit page
See the videos demos of these tips
1. One-click field duplication: once you have a form field…
The part of contract terms checkbox is a protection where you have more than one signer and a signer field with content that affects the meaning of the contract's terms.
When ticked on a signer field, this function ensures no one can execute the document without that field comp…
Signer flow is an advanced setting on your PDF xEdit page and part of the Signer Experience settings. You can use it to control how signers move through their documents. For simple forms, the most common setting is to have auto-forwarding ON.
This means the signer will be gu…
Auto-archiving your PDFs is useful when you do not intend to re-use uploaded PDFs.
When auto-archive is ticked the PDF will be moved into the archive the next time it is sent out to be signed.
When the auto-archive checkbox is not ticked your document will continue to be l…
What is the difference between a 'sender' and a 'signer' field
What is a sender and signer field? This article is a quick explanation of these terms on Legalesign. In short, the reason for those names is that they stand for the person who will complete the field. **Sender field** will ask the document sender (i.e. you or your colleagues…