Legatics

Learn what packs are, the two kinds of pack, and how to find and track the packs you have created.

Introducing packs

Learn how to create signer packs, and how to choose between a whole documents pack and a signature pages pack.

Creating a signer pack

Learn how to add documents to a signer pack, deal with warnings, and understand how signed pages are matched back.

Working with a signer pack

Learn how to create a document pack, open it in DocuSign, and track who has signed.

Creating and working with a document pack

Learn what Action required means on a pack, why it appears, and how to clear each reason.

Action required on a pack: reasons and fixes

Learn how to correct a pack: the wrong type or signer, the wrong documents, a failed envelope or a mistaken upload.

Fixing mistakes with packs

Creating and managing the packs you send out for signature.

Packs

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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.

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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.

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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.

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

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

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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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