Legatics

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 to view the document in DocuSign. This is a limitation imposed by DocuSign.

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Click on 'Actions' and select 'Send documents 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. ​ ​

1. Click on 'Actions' and select 'Send documents to DocuSign'. ​ ​
 
 ​
2. 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). ​
 
 ​
3. 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. ​ ​

<a href="https://knowledge.legatics.com/en/articles/6000995-track-signing-status">Track signing statuses</a>

<a href="https://knowledge.legatics.com/en/articles/6004465-filtering-in-the-signing-view">Filtering in signing view</a>

<a href="https://knowledge.legatics.com/en/articles/6044228-docusign-overview">DocuSign overview</a>

<a href="https://knowledge.legatics.com/en/articles/6044238-troubleshooting-docusign">Troubleshooting DocuSign</a>

- <a href="https://knowledge.legatics.com/en/articles/6000995-track-signing-status">Track signing statuses</a>
- <a href="https://knowledge.legatics.com/en/articles/6004465-filtering-in-the-signing-view">Filtering in signing view</a>
- <a href="https://knowledge.legatics.com/en/articles/6044228-docusign-overview">DocuSign overview</a>
- <a href="https://knowledge.legatics.com/en/articles/6044238-troubleshooting-docusign">Troubleshooting DocuSign</a>

If you require further assistance, please email us at <a href="mailto:support@legatics.com" rel="nofollow noopener noreferrer" target="_blank">support@legatics.com</a>.

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