Prerequisites: You have Edit access to Signing, and you have sent a signer pack.

When signed pages come back from a wet-ink signing, you upload them to the pack and match each page to the right document and the signatory who signed it. Pages that come back from DocuSign usually match automatically. See Which signed pages match automatically.

Legatics scans uploaded files before it makes them available. A second upload adds pages to the first. It does not replace it. To replace an upload, delete the earlier one in the matching view.

[Screenshot: The matching view, with a page, the document list and the signatory ticks.]

If a signatory is missing, add them in the matching view. A page matched to an unknown signatory counts as matched, and you can name the person afterwards.

Legatics marks pages that do not look like signature pages. If a page is marked in error, change it. Once every page expected for the pack's signers is matched, the pack completes. Extra pages stay visible in matching but do not hold the pack up.

Each document row in the pack shows how many pages have been matched, for example 1/3 pages matched. The pack shows Action required while expected pages are unmatched or a matched page has no signatory. See Action required on a pack: reasons and fixes.

Caution: When you match a signer's pages by hand, Legatics does not know how many pages they signed. Check that you have matched every page before you collate.

In the matching view, delete a page you uploaded in error. Legatics removes the page and any matches it has, everywhere, and you cannot undo this. You cannot delete a page that has been collated into a document.

When every signatory on a document is Signed, the document is Ready to collate. See Collating signed documents.