Pin documents to your dashboard for fast access
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 ideal if you are repeatedly sending or editing the same document.
If you are sending out the same document(s) to be signed a lot with some of the same details each time, check out the esignature workflows feature.
To pin a document, go to your Document library and click the pin symbol.
The documents you pin are personal to your account only, they are not shared across the team.
Here is a short demo video showing where you can pin and unpin your PDFs, and where they appear on the dashboard.
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