Legatics streamlines the creation of PDF signature packs by leveraging artificial intelligence to identify signature pages and facilitating the assignment of parties and signatories. This process significantly reduces the time and effort traditionally required, enabling you to produce organized signature packs in minutes rather than hours.

Prerequisites: You're a Matter Admin or have the edit signing list permission for the specific list

Creating signature packs

Good to know: You can't add parties or signatories when you're creating signature packs. So make sure you've got them added before you start this process.

Step 1: Select your documents

Note: You can only select documents:

that are PDF files without password protection
with a signing status of Not sent
with 1 or more parties

Go the list where your document is located
Navigate to the signing view
Select the documents you want to create signature packs for
Click Actions and choose Create signature pack

Note: After you press this button, the following actions are blocked on the document:

Uploading new versions
Deleting this version or all versions
Promoting versions
Renaming versions
Changing document or signatory status

Step 2: Identify signature pages

Our AI will automatically detect potential signature pages
Review the AI's selections and if necessary, manually adjust by toggling the signature page indicator in the right panel

Step 3: Assign parties and signatories

For each identified signature page, assign the parties and signatories by pressing on their name.

Tip: Pressing on a signatory will automatically select the party

Step 4: Review your work

It's important to check you've got every signature page. A great way to do this is by filtering on the thumbnails to only see signature pages you've identified.

Step 5: Download your packs

Once satisfied with the assignments:

Click Create signature packs in the bottom bar
In the pop-up, choose whether to include the full documents with your signature packs and if you want to rename the files based on the data in the title column of your list
Press Download

Tip: For deeds under UK law, select Include documents

The packs will download to your computer, and the status of each party and signatory will change to Extracted

Step 6: Send your packs

Take your downloaded signature packs and distribute them by your email. When you do, make sure to update the signing statuses to sent.

Note: Legatics doesn't email the signature packs to signatories. If this is something you're interested in, let us know.

Next steps

Update signing progress

Upload and match signed pages

FAQ

Users

Are there any file size restrictions?

Legatics restricts files to 2GB. So any files larger than this can't be used to create signature packs. We've tested performance on lots of files (of different sizes) and have generally found it to be satisfactory.

As you would expect, the more files you have (and the larger they are), the longer it will take them to display. This also depends on your internet speed and your processing power.

Are there any restrictions on the number of documents I can include when creating signature packs?

No, Legatics does not impose a specific limit on the number of documents you can include when creating signature packs. However, it's important to note that processing time may increase with a larger number of documents or larger file sizes. Factors such as your internet speed and device processing power can also affect performance. If you encounter any issues or have concerns about performance, please contact support at support@legatics.com

Can I create packs for specific parties or signatories?

Yes, by assigning only the desired parties or signatories to the signature pages during the creation process.

What happens if someone deletes my files while I'm creating signature packs?

Legatics restricts other users from deleting your files during the pack creation process; however, this protection does not extend to deletions of the row, column, list, or matter containing the files.

Can multiple people create packs simultaneously with the same documents?

No, when a user is creating a signature pack, the documents involved are marked as "Tagging," preventing others from performing certain actions on those documents, including:

File actions

Uploading new versions
Deleting the version being used
Deleting all versions
Promoting the version

Signing actions

Creating signature packs
Sending to DocuSign
Removing from signing view
Editing parties/signatories
Changing document/signatory status

Can I save my tagging work?

Yes, the signature pages you specify and the parties/signatories you assign to those pages are automatically saved as you work. If you complete these steps but don’t immediately create a signature pack, your progress will be preserved for the next time you generate a pack from the same documents.

However, this saved work will not carry over if a new version of the document is uploaded. In such cases, you’ll need to reassign the signature pages and parties/signatories for the updated version.

AI signature page recognition

Will the AI always find my signature page?

Not always. The AI is trained on a wide set of data, but signature pages can be very different. If our AI isn't identifying your signature pages, reach out to us at support@legatics.com with some examples and we can look into this for you.

Will the AI skip signature pages in schedules?

No. You'll need to make sure you de-select any such pages it identifies.

Does the AI process my files outside of Legatics?

No. All of the processing happens in our environment. Your files don't leave our environment, nor do they get processed by any sub-processor

Download structure and example signature packs

When your signature packs are downloaded, you'll get a zip file called {Matter name} - Signature packs. The contents of the zip file depends on whether you decide to include documents or not.

Option	Zip structure
Without documents Example file	📂 Parties 📃 Signature Pack - {Party name} `Repeats for each party` 📂 Signatories 📃 Signature Pack - {Signatory name} `Repeats for each signatory`
With documents Example file	📂 Parties 📂 {Party name} 📃 Signature Pack - {Party name} 📂 Documents being signed 📃 Documents party is signing `Repeats for each party` 📂 Signatories 📂 {Signatory name} 📃 Signature Pack - {Signatory name} 📂 Documents being signed 📃 Documents signatory is signing `Repeats for each signatory`

{Matter name} - Signature packs (with documents).zip

{Matter name} - Signature packs (without documents).zip

No documents are sent to Apryse, they're all processed in our environment.

Tracking matter activity with the audit trail

Marking documents for signing

Managing parties and signatories

Tracking and updating signing progress of wet-ink documents

Signing explained