Prerequisites: You have Edit access to Signing, and at least one document is set to Counterpart.
When you upload documents to be signed in counterpart, you tag each signature page to the people who will sign it. Legatics uses AI to find the signature pages for you, so your job is to review them and confirm who is signing.
This article covers tagging as part of uploading. You can also check and tag signature pages at any time in the Signature pages area, which works the same way. See Managing signature pages.
Opening the signature page view
Upload your documents and set at least one to Counterpart. See Uploading documents for signing.
In the Add documents window, click Tag signature pages.
Legatics tells you how many signature pages its AI has found. Click Review.
If you skipped tagging when you uploaded, you can start it later from the Documents list: choose Tag signature pages from the document's More actions menu, or select several documents and use Tag signature pages in the bar at the bottom. See Working with the Documents list.
Finding your way around
The signature page view has three parts.
[Screenshot: The signature page view, showing the three panels.]
Left: your documents and pages
Each document is listed by name, with its pages numbered underneath. Pages identified as signature pages show a blue signature icon and an AI icon, so you can see which pages the AI picked out. Scroll down to see every document you are uploading.
Turn on Signature pages only to hide all other pages. This makes review much quicker, as you do not need to scroll through every page of every document.
Centre: the selected page
A preview of the page you have selected, with the document name and page number at the top.
Right: who is signing
For the selected page, the Signature page toggle shows whether it has been identified as a signature page. If the AI missed a signature page, select the page and turn the toggle on. If it flagged a page that is not a signature page, turn the toggle off. The panel then asks Who is signing page [number]? This is where you add parties and tick the signatories for that page. Use Previous page and Next page to move between pages.
Tagging a signature page
Click a signature page on the left.
On the right, add the parties signing the document if they are not already there. See Adding parties and signatories.
Under each party, tick the signatories who sign this particular page.
Move to the next signature page and repeat.
When every signature page is tagged, click Save. You are taken to the Documents area.
Your counterpart documents are uploaded with each signature page tagged to the people signing it.
Example
The Tax Deed has two signature pages and two parties, Buyer Limited and Seller Limited.
Page 10 is signed by Buyer Limited. Sarah Director and Richard Director are both ticked under Buyer Limited.
Page 11 is signed by Seller Limited. Lucy Director and Tim Director are both ticked under Seller Limited.
Both parties appear on each page, but only the signatories who actually sign that page are ticked.
Tips
Adding a party to a page is not enough on its own. You also need to tick the signatories who sign that page.
You can set up parties and signatories before you start tagging, either in the Signers area or on the document's Parties tab. They will then already be listed when you tag. See Adding parties and signatories.
If you do not yet know who will sign for a party, use unknown signatories and name them later.
Tag each counterpart document as fully as you can before you create packs. It makes creating packs more straightforward, and it is required for a signature pages pack (see below).
When you need to tag
Whether you need to tag depends on the type of pack you create.
Pack | Is tagging needed? |
Signature pages pack | Yes. A document can only be added once the signer is tagged to at least one page on it. |
Whole documents pack, sent by download | No. |
Whole documents pack, sent through DocuSign | No. DocuSign needs the signer listed with an email address, not tagged. If you do tag, the signed pages match back to the right place automatically when they return. If you do not, you match them by hand. |
Note: You cannot tag signature pages on a document that has been signed.
When you upload a new version
Tags do not carry across to a new version. Your parties and signatories do, and Legatics looks for the signature pages again on the new version. Check what it finds, tick who signs each page and save. See Managing signature pages.