Library

The Library contains all the active templates for a Legalesign Team. Access it by clicking the Library button on the left navigation bar.

Once a document is uploaded, it is saved as a template in the Library to be re-used for sending.

If a template has had its fields set up using the Edit page, and is validated (i.e. it has at least one field), you'll be able to send it directly from the Library by clicking the Send button.

If a Template is not validated you can still access it by clicking the Prepare button next to the Send button.