Legatics offers a simple way to quickly access documents sent to DocuSign and take more action on your envelopes.
⚠️ Please note: Only the person who created the envelope will be able view the document in DocuSign. This is a limitation imposed by DocuSign.
Click on 'Actions' and select 'Send to DocuSign'.
If you are not already logged in, you will be prompted to log in to your DocuSign account after selecting 'Send to DocuSign'.
Please note: Make sure you are logging into the account used to send the document (your organisation may have multiple DocuSign accounts).
After logging into DocuSign, you can carry out additional actions - such as sending the documents or making amendments to parties ('roles' in DocuSign') or signatories ('recipients' in DocuSign).
Important: Any changes to parties or signatories made in DocuSign will not sync with Legatics.
DocuSign signing process
For guidance on how to send documents for signing, see the DocuSign help articles below:
If you require further assistance, please get in touch at support@legatics.com.