Legatics integrates seamlessly with Docusign, allowing you to manage document signing processes efficiently. This guide provides comprehensive instructions on sending documents to Docusign, accessing them, removing them when necessary and tracking the progress of signing.
Prerequisites:
Your organization has the Docusign integration turned on
You've got an active Docusign account
You're either a Matter Admin or have the edit signing list permission for the specific list
Limitations
Synchronising recipients with Docusign after envelope changes: Docusign's API doesn't allow us to get updates on draft envelopes. So if you push documents, parties and signatories to your Docusign envelope, then make changes to the draft envelopes, Legatics won't update with those changes.
Specifying different specific recipient actions: Docusign allows you to specify specific "actions" for recipients (eg Needs to sign or Signs with Witness). You can't set these in Legatics, they need to be done in Docusign when your envelope is created. Any additional recipients added at this point won't be tracked back in Legatics.
Sending documents to Docusign
Step 1: Select your documents
Go the list where your document is located
Navigate to the signing view
Select the documents you want to send to Docusign
Click Actions and choose Send to Docusign.
Note:
You can only select documents with a signing status of Not sent
If you've added parties to documents, each party must have one signatory
Docusign limits files to 25mb and 130 files per envelope. Read more.
Some special characters (like *|?: "" / \ : < >) aren't accepted by Docusign. If your file has these characters, we'll replace them with _ so your file gets to Docusign.
Step 2: Configure your settings
In the pop-up that appears:
Select the Docusign account where you want to send the documents.
Decide if you want to send documents in:
one envelope
multiple envelopes (one for each envelope)
Press Send to Docusign
You will be prompted to authenticate with Docusign
Once authenticated, the documents will start sending to Docusign
When complete:
the document status and signatory status changes to Envelope created
a success notification will appear with a link to your envelope
Click the link to proceed directly to DocuSign
Heads-up: Once a document is in Docusign:
you can't amend the parties or signatories
the document or version containing the document can't be deleted
Tip: Sending in separate envelopes reduces the risk of a void document ruining the entire envelope. But increases your workload.
Sending envelopes from Docusign
Now that your documents are in Docusign, you need to send the envelopes that contain them (when you're ready). Consult these Docusign articles to learn how.
Note: When envelopes are created from Legatics, they will include:
the parties and signatories to your documents (if added in Legatics)
a template email (if your organization has this setup)
you as the last recipient in the signing flow
a signing order, if your Docusign account requires a signing order for envelopes
Removing documents from a Docusign envelope
If you've got a document in a draft envelope, and you need to remove it, you can do this from Legatics. Simply:
Go the list where your document is located
Navigate to the signing view
Click Actions next to the document and select Remove from Docusign
Log into your DocuSign account if prompted
The document status will return to Not sent. If the document is the last in the envelope, the envelope will also be deleted.
Heads-up: Don't remove a document from within Docusign. DocuSign's API restricts us from updating Legatics when you remove the document in Docusign, so your file will get stuck with a status of envelope created.
What's next
Best practices
Add parties and signatories in Legatics before you create envelopes
Add parties and signatories to your documents before you send them to Docusign (including the email of the each signatory). When you do, we populate the envelopes so that the parties are given roles and the signatories are set as recipients. That saves you having to manually recipients at crunch time!
Tip: If you've got a signatory signing multiple documents, we'll just add them once to your envelope, but their role will show the parties they belong to.
Don't remove documents or recipients in draft envelopes when in Docusign
When you create an envelope, don't remove documents or change recipients that have been pushed from Legatics. Docusign's API doesn't allow us to get updates on draft envelopes, which will mean the data in Legatics will get out of sync.
Troubleshooting
If you’re experiencing issues with sending or opening documents, it could be due to one of the following reasons:
Reason | Resolution |
You aren't logged into DocuSign | We will redirect you to DocuSign's log in screen when you send an envelope.
If this doesn't happen, you should log into DocuSign directly at https://account.docusign.com/. Once you are logged in, try and send the envelope again. |
You're logging into a DocuSign account that isn't connected with Legatics
| 
1 - Check internally to confirm if the DocuSign account you are trying to log into is connected to Legatics.
2 - Log out of the DocuSign account, send the envelope again and log into the account integrated with Legatics. |
The file you tried to send isn't supported by DocuSign
|  Upload the file in a supported file type and try again. See this DocuSign guide for supported file formats. |
The file you tried to send is over 25mb
|  DocuSign limits files to 25mb. You will need to compress the file and try again |