Adding documents to Signing
From a list: click the signing icon beside the document (Open in signing view). On a matter that uses the new Signing module, this moves the document into Signing.
From a data room: click More actions on the document and choose Mark for signing.
See Uploading documents for signing for the steps.
Caution: Anyone with Edit access to Signing can mark any document they can see for signing, including a data room document they can only view. Once it is in Signing, everyone with Signing access can see it. See Managing access with signing permissions.
[Screenshot: Mark for signing in a data room's More actions menu.]
What shows in the list
While a document is out for signing, its signing status shows in the list row and updates as signing progresses.
[Screenshot: A list row showing its signing status.]
New versions
If you upload a new version in a list or data room, Signing takes it. The exception is a document that is already Signed, which stays Signed and does not take the new version.
Deleting rows and files
You can delete a row or file in a list while its document is out for signature. Legatics warns you if that would break a DocuSign link. The signing record is not affected.
Note: You cannot create a binder from documents in Signing. If the documents started in a list, the signing state goes back to the list, and you can build the binder from there. If you uploaded the documents straight into Signing, export them and add them to a binder.