Legatics

Learn what each status means for documents, signatories and packs, and what changes them.

Signing statuses explained

Find the reason behind a greyed-out button or a message in Signing, and what to do next.

Why can't I do this in Signing?

Learn which signing notifications Legatics sends, when each one fires, and how to switch them on or off.

Notifications for signing

Learn what signing activity Legatics records, who can see each entry, and where to find DocuSign's own evidence.

Signing audit trail

Learn how to add documents from your document management system, upload signed pages from it, and save documents back.

Using iManage and NetDocuments in Signing

Learn how documents move between lists, data rooms and Signing, and what updates in each place.

Signing with lists and data rooms

Learn how to collect signature pages while a document is still in draft, and how to add a signatory late in the process.

Collecting signature pages before the final document and adding a late signatory

Statuses, notifications, the audit trail, and answers to common questions.

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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.

Prototype invite-team answer

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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