Our signing view lets you specify the "parties" that are signing each document. Once you have added parties to a document, you can specify who will be the signatories signing on behalf of each party.
⚠️ Please note: You cannot change parties once a document has been sent to DocuSign.
In this article:
How to add parties to a document
1. Go to your document in signing view and click 'Add parties'. This will bring up a window where you can see all parties you have added to your matter.
2. Select 'Create party'. This will let you create a "person" or a "legal" entity as a party.
3. If you add a person you need to provide their full name. You can also choose to add their email address (you can add email addresses later if you want).
⚠️ Please note: This will not add the person as a user to your matter.
4. If you add a legal entity you only need to provide the name of the entity.
5. Once you have added your parties click on 'Save'.
How to change the parties to a document
Go to your document and click on 'Actions', then select 'Edit parties'.
To remove a party, click on the 'x' icon.
Please note: This will also remove any signatories added to the party.
To add an existing party, click on the party name in the drop-down.
Press Save to make your changes.
How to rename a party
Hover over the party and click on the pen icon to rename them.
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If you have any further questions get in touch at support@legatics.com.