Legatics

Learn how to add documents to Signing and choose how each one will be signed.

Uploading documents for signing

Learn how to review the signature pages Legatics finds in your counterpart documents and tag each one to the people who sign it.

Tagging signature pages

Learn how to add the entities and people who sign a document, and what each one needs before you send through DocuSign.

Adding parties and signatories

Learn how to track, find and act on the documents in Signing, and what each status and version state means.

Working with the documents list

Learn how to see who is signing a document, where each signatory has got to, which packs it is in, and its versions and DocuSign evidence.

Viewing a document's details

Learn how document states work, why a state can be locked, and what happens once a document is Signed.

Version states and what Signed means

Learn which files you can use in Signing, the limits that apply, and how Word files are handled.

File requirements and limits for signing

Adding documents to Signing, tagging signature pages, setting up parties and signatories, and managing documents.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

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