✍ Legatics lets you create and download PDF signature packs for parties and signatories to documents.
📱 We do this by:
using 🧠 AI to identify the signature pages
making it simple to assign the parties and signatories to the page
enabling you to filter to only see signature pages
downloading packs for every party and signatory to your documents
We assume that you have prepared for signing in our signing view. To learn how to use our signing view, read these articles.To view or edit the signing view, you need permission from the Matter administrator.
Find out why signature packs are better than the status quo in our Product Blog.
In this article
How's the view structured?
When you're creating signature packs, you'll be working in the view below. We break the view into separate panels, being:
Thumbnails that let you quickly navigate your documents. You can also quickly identify what pages are signature pages, filter to just see those pages, and collapse/expand documents.
Full page that lets you see the full page of the document you're scrolling through.
Actions where you set what pages are signature pages, and who is signing each signature page
Bottom bar where you can download your signature packs, or go back to the signing view
How to create a signature pack
Step 1: Select your documents in signing view
Select the documents you want to create packs for, then click Actions and Create signature pack.
📢 Packs can only be created with:
PDF documents that don't have password protection
documents that have a signing status of "Not sent"
documents with 1 or more parties
You also can't add parties and signatories when you're creating packs. So you need to have them set-up in advance!
Step 2: Identify your signature pages
🧠 Our AI will try find your signature pages! If it does you'll see this pop-up.
💪 If you need to correct the AI, or set any other page as a signature page, simply press this toggle from the action panel.
⚠️ The AI is likely to identify signature pages in your contract's schedules (eg in agreed form documents). If that happens, you'll need to untoggle those pages.
👀 Icons in the thumbnails help you to identify signature pages (and what ones were identified by AI). The number next to the document name tells you how many signature pages the document has.
Step 3: Assign parties and signatories to signature pages
🖱️ Once you've identified your signature pages, select what party/signatory is signing each page from the action panel.
Step 4: Review your work
🔎 You don't want to miss a page, or a party/signatory! You can easily check this by filtering to only see the signature pages you've identified.
🕵️ This only hides the thumbnails for non-signature pages. You'll still be able to see the rest of the document in the main panel and scroll through all the pages.
Step 5: Download your packs
🔽 When you're ready to go, press the button Create signature packs in the bottom bar. This will open up a modal with two options. Make your selection, then press Download. This will start the process of saving the packs to your computer!
Option | What it does |
Include documents | Adds the underlying documents to your signature pack |
Rename files | Legatics lists have a title column. This may contain the names of your documents. If it does, then clicking this will rename the files to the data in that column. |
⚖️ For deeds under UK law, you should select "Include documents" when downloading your signature pack. This will help you meet requirements that the signatory must have access to the entire document at the time of signing, not just a signature page.
What gets downloaded?
🤐 You'll get a zip file. The contents of the zip file depends on whether you decide to include documents or not.
Without documents
| 🤐 {Matter name} - Signature packs
📂 Parties 📃 Signature Pack - {Party name}
📂 Signatories 📃 Signature Pack - {Signatory name} |
Include documents
| 🤐 {Matter name} - Signature packs
📂 Parties 📂 {Party name} 📃 Signature Pack - {Party name} 📂 Documents being signed
📂 Signatories 📂 {Signatory name} 📃 Signature Pack - {Signatory name} 📂 Documents being signed |
Step 6: Send your packs
📈 In the signing view, the status of the parties and/or signatories to the documents you extracted from will be changed to Extracted.
🔁 Now, take your downloaded signature packs and distribute them by your email! When you do, update the signing statuses to sent.
✉️ Legatics doesn't email the signature packs to signatories. If this is something you're interested in, let us know.
Uploading and collating signed pages
🤕 This isn't available yet. But we're currently working on it!
Until then, you can still manually track in our signing view when signatories return signed pages. It's way better than doing it in Word!
FAQ
🚅 Performance
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 how many documents I can create packs from?
No. We've tested performance on lots of files and have generally found it to be satisfactory. However, the more files you try to use, the longer it will take pages to display. If you do find issues, reach out to us at support@legatics.com.
👤User interaction
I only want to create packs for specified parties or signatories, can I do this?
Yes. To do this, when you're identifying who signed each signature page, only select the parties/signatories you want to create packs for.
What happens if someone deletes my files while I'm creating signature packs?
When you're creating a pack, other users are restricted from deleting your files.
This doesn't apply if the row, column, list or matter containing the files is deleted (there's only so much deletion we can protect against!)
Can multiple people create packs at the same time?
No. When a user is creating a signature pack, the documents that are being created get a status of Tagging. This restricts other users from taking the following actions:
On files
Uploading new versions
Deleting the version being used
Deleting all versions
Promoting the version
Renaming the version
Signing
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 is saved as you go. If you do this work, then don't create a signature pack, the next time you create a pack from those documents, this work will be there.
This won't apply if a new version is uploaded. If a new version is uploaded, you'll need to do the work again.
🧠 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. We're working on improving the model so that these pages are skipped.
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.
🏗️ The PDF technology for signature packs is powered by Apryse and distributed by Legatics Limited under license. All rights reserved ©️
✅ No documents are sent to Apryse, they're all processed in our environment.
Example signature packs
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If you require further assistance, please email us at support@legatics.com.