After obtaining signed pages, it's essential to organise and store them correctly so when it comes time to collate, you're not trying to find files. This guide provides a step-by-step approach to uploading signed pages, matching them to their corresponding documents and signatories, and getting your document ready to collate.
Prerequisites: To use this feature, you need to be the Matter Administrator or have the edit signing list permission for the specific list
Tip: Click on the image below to take a guided tour of the feature
Uploading and matching your signed pages
Step 1: Upload your signed files
Note: You can only upload PDF files less than 100mb
Find the list containing the documents your signed pages belong to
Go to the signing view
Press Signed pages > Upload
In the pop-up that appears, drag and drop files or press Add files to upload PDFs
Press Match to documents when you've uploaded all your files
Step 2: Match signed page to document
Select the page you want to match
Go to the right hand panel
Press on Search for a document
Select the document the page belongs to
Note: This dropdown only shows all documents:
you've got permission to view
marked for signing in the list
It also excludes any documents with a status of tagging
Step 3: Match signed page to signatories
When you select a document, we'll show all the parties and signatories set for the document. To match a signatory to a page, press on the relevant signatory to match them to the page.
When a signatory is matched to a page:
the thumbnail will change to include this green icon
the signatory status will change to signed
Tip: You can assign multiple signatories to a page
Updating parties and signatories
If a party or signatory isn't in this list, you've got a number of actions available to you.
Add party
Press the button Add parties (underneath the final signatory)
Select a party from one that exists (or create a new one)
Once done, press Save
Add signatories
Press the button Add signatories (either from the three dot menu or the text button)
Select a signatory from one that exists (or create a new one)
Once done, press Save
Remove party
Press the three dot button next to the party name
Press remove party from the menu
Confirm removal in the pop-up that appears
Remove signatory
Hover over the signatory name
Press the bin icon
Confirm removal in the pop-up that appears
Rename party
Press the three dot button next to the party name
Change the text and press enter or click outside
Rename signatory
Hover over the signatory name
Press the pen icon
Change the text and press enter or click outside
Step 4: Finish matching
Once you've completed the steps above for every signed page, and are happy with your work, press the finish button in the bottom right of the screen.
You'll be taken back to the signing view, and you'll see that
The status of the signatories you matched to signature pages have changed to signed
We show the number of signed pages matched to each signatory
Reviewing signed pages matched to a document
Once your signed pages are matched to a document, it's helpful to review them and check everything is correct. To do this:
Find the document you want to check
Press Actions > Review signed pages
This will open all signed pages matched to your document. If anything's wrong, simply update the matching and press Finish.
Managing signed files
We provide a dedicate view for you to manage all the signed files you uploaded to a list. In this view, you can see all the signed files you've uploaded and take actions on them.
Viewing all signed files
Once you've uploaded signed pages to a list, you can see and manage all those files. To get there:
Find the list containing the documents your signed pages belong to
Go to the signing view.
Press Signed pages > Manage
Once there, you'll see a list of all the signed pages. They'll have one of the below statuses.
Not matched | No signatories are matched to the file |
Matching | Another user with matching signature pages in the file. You won't be able to take any actions on this file until they're done. |
Matched | One or more signatories are matched to the file |
We also give you some helpful information about each file
| Indicates the number of signatories matched in the file |
| Indicates the number of pages with matched signatories / the number of pages marked as signature pages
⚠️ If the numbers aren't the same, it means you have some signature pages that aren't assigned to signatories. You should look into this! |
Reviewing matches
To match, or review the matching, of files, simply:
Select the files you want to review
Press Review matches.
This will take you into the matching view, where you can make new matches or update existing matches.
Deleting signed file
If you uploaded the file in error, or simply want to get rid of it:
Find the file you want to delete
Press Actions > Delete
Caution: When you delete a file, any matches between the document, party and signatory you created are gone forever.
What's next?
The PDF technology for this feature is powered by Apryse and distributed by Legatics Limited under license. All rights reserved ©️
No documents are sent to Apryse, they're all processed in our environment.