Every list has a signing view, that lets you track the signing status of every:
document you mark for signing
party and signatory you added to the document.
Statuses update based on the signing method you choose (DocuSign or Wet-ink). This article explains the different statuses you will see.
Signing methods
The statuses you see depend on the signing method you use. Legatics currently has two signing methods:
Wet-ink | Allows you manually track the signing status of each document and signatory. |
DocuSign | Allows you to send documents to your DocuSign account.
If you send a document to DocuSign, then the statuses are automatically generated by DocuSign (and displayed in Legatics). |
Wet-ink
Documents
Status | Explanation |
Not sent | "Not sent" is the default state of every document added to the signing view. |
Sent | You've sent the document for signing |
Ready to collate | You've received signed pages for every signatory, but haven't collated them into the "execution version". |
Signed | You've collated all the signed pages and have an "executed version" of the document. |
Signatories
Status | Explanation |
Not sent | "Not sent" is the default state of every signatory added to a document. |
Sent | You've sent the signature page for the signatory for signing. |
Signed | The signatory has signed their signature page. |
Automatic status changes
Statuses will automatically change with certain changes to document/signatory statuses
Changes to document statuses
Document status change | Automatic change to signatory status |
Not sent > Sent | Sent |
Any status > Ready to collate | Signed |
Any status > Signed | Signed |
Changes to signatory statuses
Signatory status change | Automatic change to document status |
One signatory changed from Not sent > Sent | Sent
⚠️ Only if document status is |
Every signatory changed to Signed | Ready to collate |
DocuSign
Documents being signed in DocuSign have a "DocuSign logo" on the document and the statuses can't be manually changed
Legatics automatically syncs envelope and signatory statuses from DocuSign. It can take up to 1 minute before changes in DocuSign are reflected in Legatics. Visit this DocuSign help article to learn more additional DocuSign envelope statuses.
Envelopes
DocuSign groups documents you send into 'envelopes'. So any DocuSign statuses will be displayed for the envelope, not the individual documents within the envelope.
So all signatories may have a status of "Signed", but the envelope status is not "Ready to download". This is because there are additional actions for the envelope that need to be completed.
Status | Explanation |
Not sent | "Not sent" is the default state of every document added to the signing view. |
Envelope created | The document has been sent to DocuSign, but hasn't been sent from DocuSign to any recipients |
Sent | The envelope containing the document has been sent to at least one recipient |
Delivered | All recipients have viewed the documents in the envelope |
Voided | The sender cancelled the envelope before it was completed |
Ready to download | The envelope containing the document is "Complete" (ie all of the recipients have completed their actions for the envelope containing the document) and ready to be downloaded to Legatics |
Signed | The signed document has been downloaded from DocuSign to Legatics |
Signatories
Status | Explanation |
Not sent | "Not sent" is the default state of every signatory added to a document. |
Envelope created | The document that the signatory is signing has been sent to DocuSign, but hasn't been sent to the signatory |
Sent | The envelope containing the document has been sent to the signatory |
Delivered | The signatory has viewed the envelope containing the document |
Declined | The signatory declined to sign their documents in the envelope |
Signed | The signatory has completed their actions for the envelope |
Further information:
If you have any questions, please get in touch at support@legatics.com.