Prerequisites: You have Edit access to Signing, your organisation has connected a DocuSign account, and you have created a document pack.
Before you open the pack in DocuSign
Everyone listed as a signatory on a document in the pack becomes a recipient of the envelope. Check each document's Parties tab:
every signatory has a name and a valid email address
every entity has at least one named signatory under it
there are no unknown signatories
If a recipient cannot be sent to, Open in DocuSign is unavailable and shows what to fix, with a link to fix it. You cannot open the envelope with a recipient left out, so fix the problem first.
[Screenshot: Open in DocuSign unavailable, showing what to fix.]
Open the pack in DocuSign
In the Signing menu, click Packs, then the Documents tab, and click the pack.
Click Open in DocuSign.
In DocuSign, place the signing fields, and check the documents and recipients. Legatics does not place signing fields for you.
Send the envelope from DocuSign.
Note: Legatics creates the draft envelope when you create the pack, but you send it from inside DocuSign. If you turned on Add me as a recipient when you created the pack, you receive a copy once everyone has signed.
While the envelope is a draft
The recipients follow the document's signatories. If you add or remove a signatory in Legatics, the change reaches DocuSign the next time you click Open in DocuSign.
After you send
Signatories move from Not sent to Sent to Signed as people sign in DocuSign.
When the envelope completes, the pack becomes Completed and each document becomes Signed. No collation is needed.
If a recipient declines, fails authentication or cannot be reached, the pack shows Action required. Void the pack and create a new one.
The certificate of completion and envelope history are saved on the document's Details tab. See Viewing a document's details.
Heads-up: Legatics does not handle changes to an envelope after it has been sent, including DocuSign Correct. For the other limits, see How Legatics and DocuSign work together.