ConsoleApp1
  • Welcome
  • Account Information

    • How to Generate Reports
    • Payment FAQ
    • Manage Billing Information and Download Invoices
    • Where Are Documents Sent to Me or Signed by Me?
    • How do I Export Signer and Field Information to Excel?
    • How to cancel or terminate an account
    • How to sign up for a plan, or change a plan
    • What are the terms and conditions?
  • Documents Sent For eSignature

    • How to select a signer after sending
    • Reset a Party's Fields
    • Batch Documents Together
    • Defining Party-Approvers
    • Approvers on Legalesign
    • Skipping a Party
    • Two-Factor Authentication Settings for eWitnessing
    • Get a deed signed and eWitnessed for HM Land Registry
    • Default and custom timezones
    • How to add expiry dates for documents
    • How to use the contact book
    • How to export signer and fields data
    • How to batch documents into an envelope and enforce order
    • How to stop a signed PDF from being printed or copied
    • How to use a saved send page
    • How to edit the PDF once a document has been sent
    • How to send multiple documents to the same person
    • How to delete automated reminders without deleting the document
    • One-click bulk send PDF for mass signing
    • How to search sent documents
    • How to set passwords for contracts
    • Change email text
    • How to archive all signed or rejected documents
    • Agreement Statements
    • Where is my document? I have lost my document
    • Change Signer
  • Emails

    • Design Emails with Branding
    • Device Lock
    • How to exclude signers on the send page
    • What to do if an email bounces with a spam warning
    • CC email a copy of all signed documents
    • What to do if an email fails to reach a recipient
    • Can the signer be sent a draft copy of the document to review?
    • Can a signer forward the document to someone else to sign
    • How to add static email attachments to notification emails
    • Set emails to go to signers sequentially, or at the same time
    • Set a default personal message when sending documents
    • Send a Reminder (or New Link) To a Participant
    • How to change email subject lines
    • Receive signed documents by email
    • Email Placeholders
    • Set the notification emails when a document is signed (including attachments)
  • eSigning

    • How to use Sign & Return
    • Include Party Details with Signature
    • How to add custom text on the download page
    • Restrict the Signature Format
    • The signing process - talking a signer through it
    • Signer says they cannot access the signing page - Link Expired
    • What to do if a signer says they can't complete the document
    • Embed a document in a website
    • How can I remove the QR code and audit log
    • How to apply different languages for signers
    • Where to download a signed document
    • Signer says they have signed, but the dashboard shows they have not
    • Is it possible to add hints or tips for the signer
    • Change the length of time a document link is accessible
    • Personal email and login email conflict
    • I want to access a document I signed
  • eSignature API

    • Get Verified for API Access
    • API Quickstart with the C# SDK
    • API quickstart with the Ruby SDK
    • API quickstart with the PHP SDK
    • API quickstart with the Python SDK
    • How to verify callback data
    • Esignature API Documentation
    • Using html/text in the API
    • How to obtain your API Key
    • How do I set up development and production environments?
    • Callbacks on the API v.1
  • Organisation and GDPR

    • Single Sign On (SSO) with Okta
    • Single Sign On (SSO) with Google
    • Single Single On (SSO) with Azure
    • GDPR - How to set data retention
    • What is my 'Organisation'
    • GDPR - Permanently delete a document
    • Storage - export Signed documents to Sharepoint
    • GDPR - Stop processing a data subject
  • PDF Documents

    • How to prepare a Template
    • How to download a blank version of your Template
    • Document Library & Template Storage
    • Duplicate Fields on the xEdit Page
    • Combine PDFs by Appending them
    • Copy PDF Fields
    • How to Archive
    • How To Add a Witness
    • Edit or Change a Document's Title
    • Adding Multiple Parties
    • Re-creating a PDF's send page
    • Load last send page
    • Using signer flow
    • PDF Fields Table explained
    • How to duplicate a PDF
    • How to lock templates
    • How to prepare a PDF for Qualified Signature
    • Forms logic
    • Rotate PDF or change page orientation
    • How to position or align form fields
    • The "part of contract terms" checkbox explained.
    • How to set a signing field date format or make it automatic
    • PDF does not upload
    • Make form fields on your esign document optional
    • How to add file fields for signers to upload documents
    • How to hide borders to make fields transparent
    • How to re-use a PDF for signing on Legalesign
    • How to change a PDF document title
    • Shortcuts to quickly size and position form fields
    • Search title and tags in Documents
    • How to merge PDFs into a single document
    • How to batch document togethers and enforce a document order
    • Using the 'auto-archive when sent' tickbox
    • Quick fill for duplicate sender fields
    • What is the difference between a 'sender' and a 'signer' field
    • How to upload a PDF
    • How to upload multiple PDF documents
    • How to add your signature to PDF documents
    • Automate form creation with text tags
    • Direct Links
    • Copy fields from one PDF to another
    • How to remove PDFs from your document list
    • Pin documents to your dashboard for fast access
    • How to tag your PDF templates and search by tags
  • Personal Settings

    • How to change your data consents
    • How to change your password
    • Change a user email
    • Turn off email when signer visits a document
    • Use two-factor authentication
    • Change how the sent esign listings display
  • Team Settings

    • Make a New Team
    • How to distribute a PDF across teams
    • How to create reminder schedules
    • How can I change the team or business name? (aka group name, account name)
    • Brand your team admin site
    • PDF distribution explained
  • Users and User Permissions

    • Adding & Removing Users
    • User Permissions Explained
  • Video Guides

    • Create and send a document in App1 in 60 seconds
    • Get started with the Free Furlough Agreements
    • How to position form fields on Legalesign
    • Instant identity verification using Lexis Nexis IDU
    • How to change personal settings
    • Create a custom signing experience
    • How to edit your PDF
    • Overview - Get Started with Legalesign
    • How to add new users
    • The Dashboard
    • Remove a user and re-assign their documents

Team Settings

Team Settings

Manage Multiple Teams in Your Business From one Legalesign Account

  1. Make a New Team
  2. How to distribute a PDF across teams
  3. How to create reminder schedules
  4. How can I change the team or business name? (aka group name, account name)
  5. Brand your team admin site
  6. PDF distribution explained
Next
How to Generate Reports →

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St John's Innovation Centre

Cowley Road

Cambridge

CB4 0WS

01223 628950 (Calls may be recorded for training and monitoring purposes).

sales@legalesign.com

Product

  • eSignature Software - Web App
  • Offline eSignatures - Agent App
  • eSignature API

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