Skip to main content

Collecting signature pages before the final document and adding a late signatory

Learn how to collect signature pages while a document is still in draft, and how to add a signatory late in the process.

Prerequisites: You have Edit access to Signing.

In many US-style signings, parties return signature pages before the final document is agreed. Signing supports this with signature pages packs.

Collect signature pages from a draft

  1. Upload the draft document, set it to Counterpart, and tag its signature pages. See Tagging signature pages.

  2. Create a signature pages pack for each signer. A signature pages pack accepts documents in any state, including Draft.

  3. Send the packs, by download or through DocuSign.

  4. When signed pages come back, upload and match them. See Matching signed pages and reviewing returned packs.

Each signed page remembers the version it was collected from.

When the final document is agreed

  1. Upload the final version and move it to Execution.

  2. Collate. Legatics adds the signed pages to the current version. See Collating signed documents.

Add a late signatory

You can add a party or signatory at any point before the document is collated.

  1. Add the party or signatory to the document and tag their signature page.

  2. The document goes back to Partially sent.

  3. Create a pack for the new signer and send it.

  4. Match their signed page. The document returns to Ready to collate.

Caution: Once a document is collated it is Signed and final. You cannot add a signatory to it. Upload the amended document as a new document and send it for signing again.

Related articles

Did this answer your question?