Documents are one of the two building blocks of signing (the other is signers). This article explains how to upload documents and choose how each one will be signed.
Before you start
You need Edit access to the Signing module. See Managing access with signing permissions.
Uploading documents
In the Signing menu, click Documents.
Click Add at the top right. If you have no documents yet, you can also click Add documents in the middle of the screen.
Choose where to upload from:
My computer
iManage, if connected
NetDocuments, if connected
Select your documents and upload them.
The Add documents window opens, listing each document. Choose a signing method for each one (see below).
Click Done, or click Tag signature pages if any documents are being signed in counterpart.
Note: You can upload PDF and Word files. Word files are converted to PDF so that signature pages can be found and tagged. Signature pages cannot be tagged on files over 100 MB.
New documents start at version 1 with the status Draft (shown as V1 Draft). See Working with the Documents list for more on version states.
[Screenshot: The Add documents window, with a signing method chosen for each document.]
Adding a document from a list or data room
The Add button in Signing does not have an option to add documents from a list or a data room. You can still bring documents in from either, but you do it from the list or data room itself.
From a list
To move a document from a list into Signing, use the signing icon beside the document in the list, as you would with the existing signing tool.
In the list, find the document.
Click the signing icon next to it (Open in signing view).
On matters using the new Signing module, this moves the document into the new module. On matters still using the existing signing in Lists, it works as it always has.
Documents added from a list are added without their signature pages identified. You can either have Legatics find the signature pages for you, using Tag signature pages, or open the Signature pages area, where the document is listed, and mark the signature pages yourself. See Managing signature pages.
From a data room
In the data room, click the More actions button (three dots) on the document.
Click Mark for signing.
The document is added to the Signing module. Once a document has been marked for signing, its More actions menu in the data room also has an Open in signing view option, which takes you straight to it in Signing.
Caution: Anyone with Edit access to Signing sees Mark for signing on every data room document they can see, including documents they can only view. Once a document is in Signing, everyone with Signing access can see it. See Managing access with signing permissions.
New versions of documents added from a list or data room
If you upload a new version in the list or data room, Signing is never blocked from taking it. The one exception is a document that is already Signed. A Signed document stays Signed and does not take the new version.
If the document is being signed in counterpart, check its signature pages in the Signature pages area before you create packs. See Managing signature pages.
Choosing a signing method
Every document needs a signing method. It is important to choose the right one because it changes how the document is signed and put together.
| Counterpart | Entire document |
How it works | Each signatory signs their own signature page, sent to them in a pack. | Everyone signs the same single document, sent through DocuSign. |
Type of pack | Signer pack. See Creating a signer pack. | Document pack. See Creating and working with a document pack. |
Collation | The signed signature pages are collated into the final document at the end. | No collation needed. It is one document signed by everyone. |
Signature page tagging | Yes. You tag each signature page to the people signing it. | No. Tagging only applies to counterpart documents. |
Changing the signing method later
You can change a document's signing method as long as the document is not in a pack. In the Documents list, click the document's signing method and choose the other option.
If the document is in a pack, the signing method is locked. Hover over it to see which pack the document is in, then remove the document from the pack or delete the pack to change the method.
Tagging signature pages
If at least one document uses the Counterpart method, a Tag signature pages button appears at the bottom of the Add documents window. Click it to identify the signature pages in your counterpart documents and say who needs to sign each one.
You do not have to tag straight away. You can tag later from the Documents list or the Signature pages area. See Managing signature pages.