Prerequisites: You have View access to Signing to see a document's details, and Edit access to change them.
Every document has a side panel showing who is signing it, where each signatory has got to, the packs it is in and its full details and history.
Opening the side panel
In the Documents list, click a document, or choose Open details from its More actions menu. The side panel opens on the right.
At the top you will see:
The document name, with an icon to open the document in a new tab
Its status: Not sent, Partially sent, Fully sent, Ready to collate or Signed
The More actions button, with the same options as in the Documents list
A close button
Below that are four tabs: Parties, Signatories, Packs and Details.
Parties tab
This is where you set up the parties signing the document and their signatories. Parties are grouped into Not signed and Signed, each with a count.
[Screenshot: The document side panel, Parties tab.]
Adding a party
Click Add parties. You can pick from the signers already set up, or use Create legal entity or Create person to add a new one.
Adding signatories to a party
Each party shows the number of signatories it has in brackets, for example Buyer Limited (0).
Click the Add signatories icon on the party's row.
Pick existing people, add a new signatory or add unknown signatories, in the same way as when tagging. See Adding parties and signatories.
The signatories then appear under the party, each with their status for this document: Not sent, Sent, Action required or Signed.
Removing a party or signatory
Click the bin icon on the party's or signatory's row. If the document has not been sent to them yet, they are removed from the document along with their tags on its signature pages. You cannot add or remove parties and signatories on a document that has been signed.
How this relates to tagging
Anyone you add here also appears in the Signers area and will already be listed when you tag the document's signature pages. This tab does not tag pages. To say who signs which page, use the signature page view. See Tagging signature pages.
Signatories tab
Shows every signatory on the document, grouped by status:
Not sent
Sent
Action required
Signed
These are the same statuses shown against each signatory on the Parties tab.
Updating a signatory's status manually
You can move a signatory on yourself, for example if they have signed outside Legatics. Click the small icon to the right of the signatory and choose the new status.
Manual changes are recorded in the matter's activity log. See Tracking matter activity with the audit trail.
Caution: If you set a signatory to Signed without their signed page being matched, you can collate the document without that page. Legatics treats that as your decision. A signatory that DocuSign has already marked as Signed cannot be set again.
Packs tab
Shows every pack the document is in, grouped by status:
Draft
Sent
Action required
Completed
A document can be in several packs, because several people may be signing it. Click a pack to go to it in the Packs area. See Introducing packs.
Details tab
Section | What it shows |
About | Document ID (with a copy icon), version state, signing method, and when and by whom the document was created and last updated. |
Locations | Where the document lives in iManage or NetDocuments, if it came from either. If it was uploaded straight into Signing, this says there is no source location. |
Versions | Every version uploaded, newest first, with its status, file size, who uploaded it and when. Use the icons beside each version to open it in a new tab or download it. |
DocuSign evidence | For documents signed through DocuSign, the certificate of completion and envelope history. Download these to view them. |
Changing the document's status
Click the version state in the About section and choose Draft, Agreed form or Execution.