Prerequisites: You have Edit access to Signing.
Each signer pack has a side panel where you can see and change what is in the pack, deal with any warnings and send it.
Opening the side panel
In the Packs area, on the Signers tab, click a pack.
At the top you will see:
The pack's status: Draft, Sent, Action required, Completed or Voided
The main button, which changes with the pack's status. For example, Send pack on a draft, Go to matching on a sent pack, and Reset on a voided pack
The More actions button (three dots) and a close button
The pack name, with the signer and pack type underneath, for example Tim Director · Signature pages. The signer and type are always shown, even if you rename the pack.
Below that are two tabs: Documents and Details.
[Screenshot: The pack side panel, Documents tab, showing pages matched.]
Documents tab
Lists the documents in the pack, with a count at the top. For each document you will see:
The version state, for example v2 Execution
Pages matched, for example 0/1. This counts the signed pages that have been matched back to the document, out of the number the signer needs to sign. It counts pages, not people, and a page counts once however many signatures it holds. It stays at 0 until signed pages come back, and it updates as you tag and match.
An arrow to expand the document and see who the signer is signing for. Use Expand all to expand every document.
An X to remove the document from the pack
Adding documents
Click Add documents.
Search for documents, or use Select all.
Leave Only documents for [signer] ticked to see just the documents relevant to this signer.
Tick the documents you want and click Add to pack.
[Screenshot: The Add documents window, with an unavailable row and its reason.]
Documents you cannot add
Some documents are listed but greyed out:
Pack type | Greyed out when |
Both | The document is already in this pack, or it has already been signed. |
Signature pages | The signer is a signatory but has not been tagged to a signature page. Click Tag signature pages beside the document to tag it, and it can then be added. |
Whole documents | The document is not in Execution. Click Change state beside the document to move it to Execution, and it can then be added. |
If a document is already in another pack for the same signer, Legatics tells you so you do not duplicate work, but it does not stop you adding it.
Warnings
Tagging warnings
If a document is in a signature pages pack and the signer is later untagged from all of its signature pages, the document shows No signature pages tagged for that signer. The pack cannot be sent or downloaded until you tag the signer again or remove the document. Click Tag signature pages to tag it again.
In a whole documents pack, a signer who has not been tagged shows Signature pages not tagged instead. That does not stop you sending the pack.
New version uploaded
If a new version of a document is uploaded after it was added to a pack, and before the pack is sent, the document shows a warning asking you to check and save the signature pages to enable DocuSign auto-matching.
Click Tag signature pages. This opens the signature page view for that document.
Check the signature pages and tagging are right for the new version.
Click Save.
The warning then disappears. The same warning also appears as a banner at the top of the Documents list.
If a new version is uploaded after the pack has been sent, the pack shows a warning that documents have newer versions than the ones in the pack. Signatures are matched to the version that was sent.
Why tagging matters for DocuSign
When a pack is signed through DocuSign, Legatics matches a signed page back automatically when it knows which page it is. That means a page that has been tagged to the signer. Everything else you match by hand, in the same way as a wet-ink return, and the pack shows Action required until you do. This applies to:
a signer who was not tagged to any page
signatures made against tags on an earlier version of the document
a Word file sent whole in two or more DocuSign packs
Tip: To get automatic matching for a PDF you send whole, tag the signer on their page before you send. For a Word file, send a signature pages pack instead. The signer receives only their own pages, which Legatics cuts from its own copy, so they match automatically.
Details tab
Shows the pack ID, the pack type, when it was created, how it was sent, and when it was last updated.