Prerequisites: You have Edit access to Signing.
Collating puts the signed pages back together with the document to create its final signed version. It applies to counterpart documents only. A document signed as an entire document needs no collation.
Before you collate
A document is ready to collate when every signatory on it is Signed. A signatory becomes Signed in one of three ways:
their signed page is matched to the document and tagged to them
DocuSign reports that they have finished signing
you set their status to Signed by hand
A signatory you have not named yet still counts, if their returned page is matched to them. You can name the person at any time.
Caution: If you set a signatory to Signed without matching their page, you can collate the document without that page. Legatics treats that as your decision.
Collate a document
In the Signing menu, click Documents.
Select the documents that are Ready to collate and click Collate in the bar at the bottom.
Legatics builds the signed version. Review it, and remove, rotate or reorder pages if you need to.
Click Collate to finish.
[Screenshot: The Collate screen.]
The document becomes Signed. This is final. See Version states and what Signed means.
[Screenshot: A blocked Collate message.]
When Collate is blocked
What you see | What it means | What to do |
Signed pages from DocuSign haven't been downloaded yet. | A completed envelope's pages are still on their way to Legatics. | Wait a short while and try again. |
[Signer]'s signed pages haven't come back from DocuSign yet. You can collate once everyone on the envelope has signed. | A signer has finished, but others on the envelope have not. Pages return when the whole envelope completes. | Wait for the envelope to complete. |
[Signer]'s signed pages from DocuSign still need matching. | Pages returned from DocuSign need matching by hand. | Click Go to matching. See Which signed pages match automatically. |
Documents with DocuSign and wet-ink pages
If a document has both, the pages returned from DocuSign come back already matched. Collate adds them at the end of the document, and you can reorder, rotate or remove them there. You cannot unmatch them. A document with any wet-ink pages goes through Collate once every signatory is Signed.
If a page is tagged to two signers who signed separately, the signed version holds a copy for each. If both signed on the same return, it holds one.
Frequently asked questions
A signer shows as Signed, but I cannot collate.
DocuSign marks a signer as Signed when they finish, which can be before their pages reach Legatics. Check the message on Collate.
Do I collate a document that everyone signed in DocuSign?
No. It becomes Signed when the envelope completes, with one signed version.