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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