Prerequisites: Your organisation has connected a DocuSign account. See Integrate with Docusign.
What Legatics does
Creates a draft envelope in your own DocuSign account. Your organisation connects its account, and can connect more than one.
Fills in the recipients from the signatories you have listed on your documents.
Reads progress from DocuSign and updates signatories and packs. Changes in DocuSign can take a short while to show in Legatics.
Brings back the signed document, the certificate of completion and the envelope history. You find them on the document's Details tab.
What you do in DocuSign
You send the envelope. Legatics does not send it for you.
You set recipient actions, such as needs to sign or signs with witness. Legatics cannot set these.
You place signing fields. Tagging a signature page in Legatics does not tell DocuSign where to put a field.
Who can use DocuSign
You need Edit access to Signing. You can only use your organisation's DocuSign accounts in matters your organisation hosts, so you must be a member of the hosting organisation with access to a DocuSign account. If you have signing permissions in another organisation's matter, you cannot use DocuSign there.
Known limits
Heads-up: Legatics and DocuSign are not fully in sync. Keep these limits in mind.
Edits inside a draft envelope are not synced. If you add or remove documents or recipients in DocuSign, Legatics does not update. Make those changes in Legatics instead.
Recipients you add by hand in DocuSign are not tracked. Their signature is in the returned document, but they never appear as a signatory in Legatics.
Changes after sending are not supported. That includes DocuSign Correct. Once an envelope is sent, Legatics only reads what DocuSign reports.
A failed envelope cannot be repaired. Void the pack and create a new one.
Archived people are left out. If you archive a person who is still listed on a document, they are left out of the envelope.
Renaming a document does not update DocuSign once the envelope has been created.
Word files are sent as Word files. Signed pages from some Word files need matching by hand. See Which signed pages match automatically.
DocuSign's own limits apply to file size and the number of documents. See File requirements and limits for signing.
DocuSign account types
DocuSign developer (demo) accounts are for testing. Agreements signed with them are not legally binding, and they only appear in demonstration matters. Use a production account for live matters.