Legatics matches a signed page automatically when it knows which page it is. That means a page you have tagged to the signer in Legatics' own copy of the document. Everything else you match by hand, and the pack shows Action required until you do.
What matches automatically
Situation | Matched automatically? |
A wet-ink return | No. You upload and match the pages. |
DocuSign, signature pages pack | Yes. The signer receives their tagged pages. |
DocuSign, whole documents pack with a PDF, signer tagged on the version sent | Yes. |
DocuSign, whole documents pack, signer not tagged | No. You match their pages by hand. |
DocuSign, whole documents pack, signer tagged only on an earlier version | No. You match their pages by hand. |
DocuSign, a Word file sent whole in two or more packs | No. You match the pages by hand. |
DocuSign, document pack (entire document) | Nothing to match. One signed document comes back. |
A Word file has no fixed pages, so the pages in DocuSign can differ from the pages Legatics tagged.
How to get automatic matching
For a PDF you send whole, tag the signer on their page on the current version before you send.
For a Word file, send a signature pages pack instead of a whole documents pack. The signer receives only their own pages, cut from Legatics' copy, so they match automatically. The signer does not see the whole document.
What automatic matching looks like
Pages matched automatically are labelled Signed via DocuSign in the matching view and in the Signature pages area. You cannot unmatch, delete or move them to another document.
[Screenshot: A page labelled Signed via DocuSign in the matching view.]
When everyone signs in one envelope
If every signer signs in a single DocuSign envelope, the document comes back as one signed version. It shows Signed when the envelope completes, and there is no collate step. A Word file sent whole in one pack works the same way.
If the same document goes out in two or more DocuSign packs, Legatics combines the returns into one signed version for a PDF. For a Word file, you match the pages by hand and collate.