Signing is where a deal's paperwork comes together. The Signing module gives you one place to prepare your documents, send them out, see who has signed and put the signed documents back together, so you spend less time chasing signature pages and more time on the deal.
What signing does for you
Signing in Legatics replaces the Word checklist, the email threads and the spreadsheet of who has signed what. Everything lives in the matter, so you and your team always see the same picture.
One view of every document. See which documents are going out for signature, who needs to sign each one and how far along it is.
Less manual work. Legatics finds the signature pages in your documents, so you review them instead of hunting for them.
The right pack for each signer. Send a signer exactly what they need to sign, whether that is the full document or just their pages.
Signed documents that come back tidy. Signed pages are matched to the right place and put together into the final document.
How it works
Prepare. Add the documents you want signed and say who signs each one. Legatics finds the signature pages, and you tick who signs each page. See Uploading documents for signing.
Send. Create a pack for each signer, or one pack for a document that everyone signs together. Send by DocuSign, or download the pack for wet-ink signing. See Introducing packs.
Track. Follow each document, signer and pack as it moves from not sent to signed, and get a notification when something needs your attention.
Finish. Signed pages are matched back to the document. Pages that come back through DocuSign can match automatically where you have tagged them. Then collate the document into its final signed version. See Matching signed pages and reviewing returned packs.
Sign the way your deal needs
Every deal is different, so Signing supports the ways lawyers actually sign.
Everyone signs the same document electronically. Send it through DocuSign as one document. Legatics prepares the envelope for you, and you place the fields and send it from DocuSign. The signed document, certificate of completion and envelope history come back into Legatics.
Each signer signs their own pages. Send each signer a pack with the pages they sign, by DocuSign or by wet-ink. Signed pages are matched back and collated at the end.
Signature pages before the final document. Collect signature pages while the document is still in draft, then add them to the final version when it is agreed. This is common in US-style signings.
Not sure which to choose? See Choosing how to sign.
Works with the tools you already use
Bring documents in from your computer, iManage or NetDocuments.
Add documents straight from a list or a data room.
Send through your own DocuSign account.
Save signed documents back to iManage or NetDocuments.
Stay in control
You decide who can see signing. Give View or Edit access to the roles and organizations that need it. See Managing access with signing permissions.
Clear statuses. Documents, signers and packs each show where they are. See Signing statuses explained.
A record of what happened. The matter's activity log records signing activity, and DocuSign's own evidence is saved with the document.
Which signing do you have?
The new Signing module is for matters where signing has not started yet. Matters that already have documents marked for signing in a list keep using signing in lists until they finish. See Which Signing do I have?
Where to go next
New to the Signing module? Start with Introducing the new Signing module, then Uploading documents for signing.