Prerequisites: You have Edit access to Signing, and you have created a signer pack with at least one document in it.
You send a signer pack in one of two ways. You download it for wet-ink signing, or you send it through DocuSign. You choose from the Send pack button at the top of the pack's side panel.
Before you send
In a signature pages pack, the signer must be tagged on every document in the pack.
In a whole documents pack, every document must be in Execution.
If a document in the pack has since been signed, or the signer has been untagged from all of its pages, the pack cannot be sent or downloaded until you remove the document or fix it.
[Screenshot: The Send menu, with DocuSign available.]
Download for wet-ink signing
In the Signing menu, click Packs, then the Signers tab, and click the pack.
Click Send pack and choose to download the pack.
Send the downloaded pack to the signer yourself.
Legatics does not send the downloaded pack to the signer. It marks only this pack's signer as Sent. Downloading is never blocked by tagging, email addresses or signatories.
The download is a PDF. It opens with a title page and a contents page that lists every document in the pack, with links to each document's pages, followed by the documents themselves.
When the signed pages come back, upload and match them. See Matching signed pages and reviewing returned packs.
Send through DocuSign
Prerequisites: Your organisation has connected a DocuSign account.
Click Send pack and choose DocuSign.
If something is missing, DocuSign is unavailable. Legatics shows a line for each problem with a link to fix it. A recipient might not be listed on a document, might have no email address, an entity might have no named signatory, or a signatory might still be unknown. Fix each one and try again.
Choose the DocuSign account you want to send from. Legatics then creates a draft envelope in that account.
Click Open in DocuSign. In DocuSign, place the signing fields, check the recipients, and send the envelope. Legatics does not place signing fields for you.
Note: Legatics creates the envelope, but you send it from inside DocuSign. The pack stays in Draft until you do. It becomes Sent once the envelope has been sent.
Once you have pushed a pack to DocuSign, Download is no longer offered for it. Open in DocuSign replaces it.
In DocuSign, a whole documents pack uses your document name (up to 100 characters). A signature pages pack names each page "Document name – page N". If you rename a document after the envelope has been created, DocuSign keeps the old name.
A signer pack only goes to its own signer, even if a page is also tagged to someone else.
[Screenshot: The Send menu with DocuSign unavailable, showing the problem lines.]
After you send
The pack shows its progress, and each document shows how many pages have been matched. Signed pages from DocuSign come back to Legatics, and most match automatically. See Which signed pages match automatically.
For the limits of how Legatics and DocuSign stay in sync, see How Legatics and DocuSign work together.