Legatics

An overview of Legatics' signing features, including preparation, sending, tracking and execution of documents

Signing explained

Learn how to control user access and actions within the signing view to ensure a secure and efficient signing process

Managing permissions in the signing view

Signing from within lists, for matters where documents were already marked for signing before the new Signing module was introduced. Starting a new matter? See the Signing collection

Legacy Signing

Learn how to designate documents for signing within Legatics, enabling efficient management of parties, signatories, and the signing process

Marking documents for signing

Learn how to add, edit, and manage parties and signatories for documents marked for signing, ensuring a prepared signing process

Managing parties and signatories

Explore detailed guides and best practices for preparing documents for signing

Preparing documents for signing

Send documents to Docusign from Legatics to streamline your signing process

Sending documents to Docusign

Learn how to track the signing progress of documents you sent to Docusign from Legatics

Tracking signing progress of Docusign documents

Learn how to get signed documents into Legatics once the envelopes containing them are completed

Getting signed documents from Docusign

Learn how to get certificates of completion and envelope histories in Legatics for documents signed in Docusign

Downloading certificates of completion and envelope histories

Electronically sign the entire document and track progress back in Legatics

Signing with Docusign

Efficiently generate PDF signature packs for parties and signatories using AI

Creating signature packs with AI

Understand how the signing statuses of documents and signatories can be tracked and updated when using wet-ink

Tracking and updating signing progress of wet-ink documents

Learn how to upload signed pages and match them to their underlying document to speed up collation

Uploading and matching signed pages

Learn how to efficiently combine signed pages into finalized executed documents

Collating execution versions

Manage signature pages and create executed versions for documents that aren't fully signed through DocuSign

Signing with Wet-ink

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Create your workspace and invite the people you work with.

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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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