Prerequisites: You have Edit access to Signing.
The Signature pages area is where you check and tag the signature pages for every document being signed in counterpart. It works in the same way as the signature page view you see when tagging on upload, but you can come back to it at any point in the matter.
When to use it
To tag documents you did not tag on upload, including documents added from a list. Their signature pages will not have been identified yet.
To check the AI's work and make sure the right pages have been identified as signature pages.
To make changes during the matter, for example when parties or signatories are added during negotiation.
After uploading a new version of a tagged document, when you need to identify its signature pages and tag them again.
Tag a counterpart document before you add it to a signature pages pack. It is also worth tagging before you send a whole documents pack through DocuSign, so the signed pages match back automatically.
Opening the Signature pages area
In the Signing menu, under Manage, click Signature pages.
Only documents being signed in counterpart appear here. If a document is missing, check its signing method in the Documents list. The Why aren't all documents showing? link at the top of the page explains this too.
Finding your way around
The layout is the same as the signature page view used on upload. See Tagging signature pages for a fuller description.
[Screenshot: The Signature pages area.]
Left: your documents and pages
Use Find document to search for a document by name.
Turn on Signature pages only to hide all pages except signature pages.
Sort by Name or Recently added.
Each document shows the number of signature pages out of its total pages, for example Test document (1/5). Signature pages are marked with a blue signature icon.
Centre: the selected page
A preview of the page, with the document name and page number. To take the document out of signing altogether, click Remove.
Right: who is signing
The Signature page toggle, the parties and signatories for the page, and Previous page and Next page buttons.
Fully tagging a page
A page is fully tagged once it has been identified as a signature page, its parties and signatories have been added, and the signatories who sign that page have been ticked.
Identify the signature page. Click a page on the left. If it is a signature page, turn on the Signature page toggle. The blue signature icon appears on the page. If a page has been wrongly marked as a signature page, turn the toggle off.
Add the parties. Click Add parties and choose the entities or people signing. If they are not listed, use Create legal entity or Create person.
Add the signatories. Under each entity, click Add signatories. See Adding parties and signatories.
Tag the page. Tick the signatories who sign this particular page.
Move on with Next page and repeat for every signature page.
If you have already added the parties and signatories on the document's Parties tab, they will be listed here already. You only need to tick the signatories who sign each page. See Viewing a document's details.
After uploading a new version
When you upload a new version of a document that was tagged, its parties and signatories carry over, but the page tagging needs doing again. Tags do not carry across to a new version. Legatics looks for the signature pages again on the new version, and page numbers often move between versions, so come back here to:
Check which pages are signature pages.
Tick the signatories who sign each page.
It is also worth checking the parties and signatories are still right, in case any have changed during negotiation.
The Documents list shows a banner after a new version is uploaded, with a Tag signature pages link that brings you here.
Frequently asked questions
Where are the signed pages I uploaded?
They are not listed here. Signed pages you upload live in the pack's matching view. This area is only for finding and tagging the signature pages in your documents.
Why can't I tag a document?
You cannot tag a document that has been signed, or a file over 100 MB.
Why is a document missing from this area?
Only documents set to Counterpart appear here. Check the document's signing method in the Documents list.