Once you have added documents to your signing view, you can send the latest version of the document to DocuSign to be signed.
You can choose to add parties and signatories before you do this, which will let you track the signing status of each party and signatory in Legatics.
💡 To learn more about signatories visit this support article.
In this article:
Important things to notice when using DocuSign integration
⚠️Once you send a document to DocuSign you can't:
remove it from the signing view
change the parties or signatories
upload a new version (you will be able to once it is signed)
promote a previous version (you will be able to once it is signed)
delete the document (you will be able to once it is signed)
In addition, any changes you make in DocuSign to the parties (which DocuSign calls 'roles') or the signatories (which DocuSign calls 'recipients') will not be synced to Legatics. So it helps to get your parties and signatories correct before you send them to DocuSign!
How to send a single document to DocuSign
Click on 'Actions' and select 'Send to DocuSign' from the drop-down.
Alternatively, click on the 'Send 1 document to DocuSign' button.
Select which DocuSign account you would like to send the document to.
⚠️ Once you have sent a document to DocuSign, this field will automatically be set to the last DocuSign account you used.
DocuSign groups documents sent for signing into 'envelopes'. When sending a single document, it will be contained in one 'envelope'Lastly, click on 'Send to DocuSign'.
Once the envelope has been created, click on the toaster to 'open the document in DocuSign'.
The DocuSign account the document has been sent to will appear beside the envelope status.
How to send multiple documents to DocuSign
Select the documents you want to send, then click on 'Actions' and choose 'Send X documents to DocuSign'.
✏️ Tip: If you have a mix of signed/not signed documents in the list, use the filter to easily select the documents that haven't been sent to DocuSign.
2. You now choose:
Which DocuSign account to send the documents to:
How many envelopes to create:
'One envelope (containing all documents)' will send all selected documents in one 'envelope' (a term DocuSign uses to group documents you send for signing).
This can reduce the amount of work you need to do in DocuSign. But it will mean that the 'envelope' containing the documents will not complete until all signatories have signed their documents.
In most cases, this option will work best for you.
'Multiple envelopes (one for each document)' will send all of the documents in separate envelopes.
This may increase the amount of work you need to do in DocuSign. But it means that you will not have to wait for other (unrelated) signatories to sign before you can access a signed document.
3. Then click 'Send to DocuSign'.
Once the envelope has been sent to DocuSign, the envelope status will change to 'Sent'.
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If you require further assistance, please email us at support@legatics.com.