Prerequisites: You have Edit access to Signing, and your organisation has connected a DocuSign account.
A document pack is for documents signed as an entire document. Rather than each signer getting their own pack, the documents go out through DocuSign and everyone signs the same document. One document pack can hold several documents, for example everything being signed at completion.
Which documents can go in a document pack
A document can be added to a document pack if:
its signing method is Entire document, and
it is in Execution.
Documents with the Entire document method that are not yet in Execution are listed but greyed out and marked Not in Execution. Once a document is moved to Execution, it can be added. To change a document's status, see Working with the Documents list.
Set up the document's parties and signatories first, on the document's Parties tab. Everyone listed as a signatory becomes a recipient of the DocuSign envelope, so each one needs a name and a valid email address. An entity needs at least one named signatory, and an unknown signatory has no name or email. If a recipient cannot be sent to, Open in DocuSign is unavailable and shows what to fix. See Viewing a document's details.
Creating a document pack
In the Signing menu, click Packs, then the Documents tab.
Click Create pack. The Create documents pack window opens.
Enter a Name for the pack, for example Completion pack.
Choose the account to send it through from the Docusign account list.
Under Add documents, tick the documents to include, or use Select all. Use the search bar to find a document by name.
Turn on Add me as a recipient if you want a copy once everyone has signed. This adds you, as the person creating the pack, as a carbon copy recipient in DocuSign.
Click Create.
[Screenshot: The Create pack window for a document pack.]
How the pack works with DocuSign
When you create the pack, Legatics creates a draft envelope in your DocuSign account. You send the envelope from inside DocuSign, not from Legatics.
While the pack is a draft, the envelope's recipients follow the document's signatories. If you add or remove a signatory, the change reaches DocuSign the next time you click Open in DocuSign.
Once the envelope is sent, Legatics only reads what DocuSign reports: who has signed, and whether the envelope has completed or failed.
Heads-up: Legatics and DocuSign are not fully in sync. Changes you make to a draft envelope inside DocuSign, such as adding documents or recipients, are not reflected in Legatics, and recipients you add by hand are not tracked. Changes to an envelope after it has been sent, including DocuSign Correct, are not supported. If an envelope fails, void the pack and create a new one.
The document packs list
Document packs appear on the Documents tab of the Packs area, with the same five status panels as signer packs: Draft, Sent, Action required, Completed and Voided.
Each pack shows:
Column | What it shows |
Name | The pack name. Click the pencil icon to rename it. |
Documents | How many documents are in the pack. |
Signatories | How many signatories have signed out of the total, for example 0/2. This goes up as people sign. |
Status | Draft, Sent, Action required, Completed or Voided. |
The More actions button (three dots) lets you copy a link to the pack or delete it. Deleting a Draft pack also deletes its DocuSign draft.
[Screenshot: The pack side panel, with the Open in DocuSign button.]
The document pack side panel
Click a pack to open its side panel. It works much like the signer pack side panel. At the top you will see the pack's status and name, and an Open in DocuSign button.
Below that are three tabs: Documents, Signatories and Details.
Documents tab
Lists the documents in the pack.
To add documents, click Add documents, search or use Select all, tick the documents and click Add to pack. Only documents that meet the criteria above can be added. Documents already in the pack are greyed out and marked Already in this pack.
To remove a document, click the X next to its name.
Signatories tab
Shows everyone signing the documents in the pack, grouped by status:
Not sent
Sent
Action required
Signed
Each signatory shows who they are signing for and, in brackets, how many times they need to sign. As people sign in DocuSign, they move through these groups, so you can see at a glance who has been sent the documents and who still needs to sign.
Details tab
Shows the pack ID, the DocuSign status, the DocuSign account, when the pack was created, how it is sent (always DocuSign) and when it was last updated. These details cannot be changed.