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Create a custom signing experience

...Signing experiences give you incredibly fine grained control, right down to a per-signer level, discover more about how to use them in this short video. For example you can use signing experiences to provide different languages to different signers. This video shows how you use a signing experience to offer different email branding and another language to a signer. This...

Personal email and login email conflict

...When you test Legalesign you may find yourself being forcibly logged out. This article explains the cause of this issue and how to solve it. Your main user account in Legalesign is based on one email. If you are logged into the admin web site using that email, and then go to Sign a document based on a new email, in the same browser (in a new tab), then all your logins will start failing: you won't be able access or sign the document and the web app will force you to logout...

Email placeholders

...Placeholders are like mail merge fields that define where you want a value that will be defined later. You will want to use placeholders for signer names for example. You can use these placeholders in any email-related text field. In particular, review how to make ready-made personal messages. Use the following placeholders in emails to signers.  They will be replaced with the correct...

Change email text

...This article explains how to change the text in emails to your signers (or approvers) and used saved emails. For any user, when you send a document you can add email text in the 'Personal Message' box just underneath the signer name and email. Similarly, when you send a reminder email, you have the option to enter a personal message. This short video shows you where to add a...

Change a user email

...It's easy to change your registered email on Legalesign. Go to "My Settings" (click on your name in the top right hand corner of the site). At the top of your settings page is your name and email details. Just below where your email is written you will notice a link to "Change Email". Here is how to find it: ...

Receive signed documents by email

...There are a lot of email notification options on Legalesign. This article explains how to get signed documents copied to the sender and signer(s). Admin users go to 'Admin' > 'Signer Experience'. Scroll down to 'Email Options'.  Find the field called 'Email sender when a document is signed or rejected:' and below it 'Email signer(s) when document is signed:'.   Each of these options include two check boxes to their right. The left checkbox turns the setting on and off, and the right...

Change a signer email or name

...It is quick and easy to replace a signer, or change their details. You may make an error when sending a document to be signed, an email may bounce, or you may simply need to alter who the signer for a document will be. Go to your dashboard of sent documents and click on the name of the signatory and a pop-up menu will be displayed. Most of the form is dedicated to send a reminder email, but at the bottom of the form is a button that says 'Or to another email'. Click that link and on the new...

How to change email subject lines

...This article explains how to change the email subject line for a signer in Legalesign. Admin permissions within your team are required. To change the subject line of email notifications go to a ‘Admin’ > ‘Signer Experience’ > 'Email Text'. You will see that the third and fourth inputs relate to the subject lines of different email notifications.  This video shows you where to go to change a subject line and how to make the change: ...

Turn off email when signer visits a document

...Emails that notify you when a signatory visits a document are switched on by default. To turn them off (or on) click the 'Welcome' button in the top right corner, scroll down to 'Preferences' and 'Email me when a signer visits a document'. Click the switch and press the Save button immediately below. This video shows you how: ...

CC email a copy of all signed documents

...You may want to send an email copy of all signed documents to someone, or a specific repository. Admins can set this up for your team. Go to Admin > Signer Experience and in the first set of options section find "CC email others upon signing (one email per line)". Make a unique email and use this feature as an easy way to make sure you have copies of all your signed documents in one place. Add your cc emails there, one per line. Now every time a document is...

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