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flex max-w-7xl justify-center sm:px-2 lg:px-8 xl:px-12"><div class="hidden lg:relative lg:block lg:flex-none"><div class="absolute inset-y-0 right-0 w-[50vw] bg-gray-10"></div><div class="absolute bottom-0 right-0 top-16 hidden h-12 w-px bg-gradient-to-t from-gray-80"></div><div class="absolute bottom-0 right-0 top-28 hidden w-px bg-gray-80"></div><div class="sticky top-[4.5rem] -ml-0.5 h-[calc(100vh-4.5rem)] w-64 overflow-y-auto overflow-x-hidden py-16 pl-0.5 pr-8 xl:w-72 xl:pr-16"><nav class="text-base lg:text-sm"><ul role="list" class="space-y-9"><li class="relative"><a class="before:-trangray-y-1/2 block w-full pl-[18px] before:pointer-events-none before:absolute before:left-0 before:top-[40%] before:h-1.5 before:w-1.5 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/">Welcome</a></li><li><a href="/articles/app1/account-information/"><h2 class="font-display font-medium text-gray-90">Account Information</h2></a><ul role="list" class="mt-2 space-y-2 border-l-2 border-gray-10 lg:mt-4 lg:space-y-4 lg:border-gray-20"><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/account-information/how-to-generate-reports/">How to Generate Reports</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/account-information/payment-faq/">Payment FAQ</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/account-information/manage-billing/">Manage Billing Information and Download Invoices</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/account-information/how-do-i-find-documents-sent-to-me-or-signed-by-me/">Where Are Documents Sent to Me or Signed by Me?</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/account-information/how-do-i-export-signer-and-field-information-to-ex/">How do I Export Signer and Field Information to Excel?</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/account-information/how-to-cancel/">How to cancel or terminate an account</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/account-information/sign-up-for-a-plan-or-change-a-plan/">How to sign up for a plan, or change a plan</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/account-information/what-are-the-terms-and-conditions/">What are the terms and conditions?</a></li></ul></li><li><a href="/articles/app1/documents-sent-for-esignature/"><h2 class="font-display font-medium text-gray-90">Documents Sent For eSignature</h2></a><ul role="list" class="mt-2 space-y-2 border-l-2 border-gray-10 lg:mt-4 lg:space-y-4 lg:border-gray-20"><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/how-to-select-a-signer-after-sending/">How to select a signer after sending</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/reset-party/">Reset a Party's Fields</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/batching-documents/">Batch Documents Together</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/party-approver/">Defining Party-Approvers</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/approver/">Approvers on Legalesign</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/skip-party/">Skipping a Party</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/2FA-signing/">Two-Factor Authentication Settings for eWitnessing</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/eWitnessing-deed-HM-Land-Registry/">Get a deed signed and eWitnessed for HM Land Registry</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/default-and-custom-timezones-in-Legalesign/">Default and custom timezones</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/how-to-add-expiry-dates-on-documents/">How to add expiry dates for documents</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/how-to-use-the-contact-book/">How to use the contact book</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/export-signer-and-fields-data/">How to export signer and fields data</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/batch-documents-envelope-and-enforce-order/">How to batch documents into an envelope and enforce order</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/stop-print-or-copy-pdf/">How to stop a signed PDF from being printed or copied</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/how-to-save-your-contract-workflow/">How to use a saved send page</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/can-i-edit-the-pdf-once-a-document-has-been-sent-/">How to edit the PDF once a document has been sent</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/how-to-send-multiple-documents-to-the-same-person/">How to send multiple documents to the same person</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/how-to-delete-pre-saved-reminders-without-deleting/">How to delete automated reminders without deleting the document</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/one-click-bulk-send-pdf-for-multiple-signers/">One-click bulk send PDF for mass signing</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/searching-sent-documents/">How to search sent documents</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/passwords-for-contracts/">
1How to set passwords for contracts</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/change-email-text/">Change email text</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/how-can-i-remove-all-completed-documents-from-the-/">How to archive all signed or rejected documents</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/how-to-change-agreement-statements/">Agreement Statements</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/lost-document/">Where is my document? I have lost my document</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/documents-sent-for-esignature/change-signer/">Change Signer</a></li></ul></li><li><a href="/articles/app1/emails/"><h2 class="font-display font-medium text-gray-90">Emails</h2></a><ul role="list" class="mt-2 space-y-2 border-l-2 border-gray-10 lg:mt-4 lg:space-y-4 lg:border-gray-20"><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/emails/email-branding/">Design Emails with Branding</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/emails/device-lock/">Device Lock</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/emails/exclude-signers-on-send-page/">How to exclude signers on the send page</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/emails/what-do-spam-bounce/">What to do if an email bounces with a spam warning</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/emails/cc-copy-signed-documents/">CC email a copy of all signed documents</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/emails/what-to-do-if-an-email-fails-to-reach-a-recipient/">
1What to do if an email fails to reach a recipient</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/emails/can-the-signer-be-sent-a-draft-copy-of-the-documen/">Can the signer be sent a draft copy of the document to review?</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/emails/can-a-signer-forward-the-document-to-someone-else-/">Can a signer forward the document to someone else to sign</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/emails/how-to-add-static-email-attachments-to-notificatio/">How to add static email attachments to notification emails</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/emails/document-not-be-emailed-to-both-signers-set-signin/">Set emails to go to signers sequentially, or at the same time</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/emails/set-a-default-personal-message-when-sending-docume/">Set a default personal message when sending documents</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/emails/send-a-reminder-to-a-signer/">Send a Reminder (or New Link) To a Participant</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/emails/how-to-change-email-subject-lines/">How to change email subject lines</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/emails/receive-signed-documents-by-email/">Receive signed documents by email</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/emails/email-placeholders/">Email Placeholders</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/emails/turn-onoff-notification-emails-to-signerssender-wh/">Set the notification emails when a document is signed (including attachments)</a></li></ul></li><li><a href="/articles/app1/esign/"><h2 class="font-display font-medium text-gray-90">eSigning</h2></a><ul role="list" class="mt-2 space-y-2 border-l-2 border-gray-10 lg:mt-4 lg:space-y-4 lg:border-gray-20"><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esign/how-to-use-sign-return/">How to use Sign & Return</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esign/signature-detail/">Include Party Details with Signature</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esign/how-to-add-download-page-text/">How to add custom text on the download page</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esign/restrict-sign-form/">Restrict the Signature Format</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esign/the-signing-process-talking-a-signer-through-it/">
1The signing process - talking a signer through it</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esign/signer-says-they-cannot-access-the-signing-page-li/">Signer says they cannot access the signing page - Link Expired</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esign/signer-says-heshe-cant-complete-the-document-/">What to do if a signer says they can't complete the document</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esign/embed-a-document-in-a-website/">Embed a document in a website</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esign/can-i-remove-the-qr-code-legalesign-validation-and/">How can I remove the QR code and audit log</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esign/signer-language-information/">How to apply different languages for signers</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esign/where-to-download-a-signed-document/">Where to download a signed document</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esign/signer-says-heshe-has-signed-but-the-dashboard-sho/">Signer says they have signed, but the dashboard shows they have not</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esign/is-it-possible-to-add-hinttips-for-the-signer/">Is it possible to add hints or tips for the signer</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esign/change-the-length-of-time-a-document-link-is-acces/">Change the length of time a document link is accessible</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esign/personal-email-and-login-email-conflict/">Personal email and login email conflict</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esign/i-want-to-access-a-document-i-signed/">I want to access a document I signed</a></li></ul></li><li><a href="/articles/app1/esignature-api/"><h2 class="font-display font-medium text-gray-90">eSignature API</h2></a><ul role="list" class="mt-2 space-y-2 border-l-2 border-gray-10 lg:mt-4 lg:space-y-4 lg:border-gray-20"><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esignature-api/API-verification/">
1Get Verified for API Access</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esignature-api/SDK-quickstart/">API Quickstart with the C# SDK</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esignature-api/ruby-sdk-quickstart/">API quickstart with the Ruby SDK</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esignature-api/php-sdk-quickstart/">API quickstart with the PHP SDK</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esignature-api/esignature-api-python-sdk-quickstart/">API quickstart with the Python SDK</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esignature-api/verify-callback-data/">How to verify callback data</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esignature-api/api-documentation/">Esignature API Documentation</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esignature-api/using-htmltext-in-the-api/">Using html/text in the API</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esignature-api/how-to-obtain-your-api-key/">How to obtain your API Key</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esignature-api/how-do-i-set-up-development-and-production-environ/">How do I set up development and production environments?</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/esignature-api/callbacks-on-the-api-v1/">Callbacks on the API v.1</a></li></ul></li><li><a href="/articles/app1/organisation-and-gdpr/"><h2 class="font-display font-medium text-gray-90">Organisation and GDPR</h2></a><ul role="list" class="mt-2 space-y-2 border-l-2 border-gray-10 lg:mt-4 lg:space-y-4 lg:border-gray-20"><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/organisation-and-gdpr/sso-with-okta/">Single Sign On (SSO) with Okta</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/organisation-and-gdpr/sso-with-google/">Single Sign On (SSO) with Google</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/organisation-and-gdpr/sso-with-azure/">Single Single On (SSO) with Azure</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/organisation-and-gdpr/gdpr-how-to-set-data-retention/">GDPR - How to set data retention</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/organisation-and-gdpr/what-is-my-organisation/">What is my 'Organisation'</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/organisation-and-gdpr/gdpr-delete-a-signerdata-subject/">GDPR - Permanently delete a document</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/organisation-and-gdpr/storage-export-to-sharepoint/">Storage - export Signed documents to Sharepoint</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/organisation-and-gdpr/gdrp-stop-processing-a-data-subject/">GDPR - Stop processing a data subject</a></li></ul></li><li><a href="/articles/app1/pdf-documents/"><h2 class="font-display font-medium text-primary-60">PDF Documents</h2></a><ul role="list" class="mt-2 space-y-2 border-l-2 border-gray-10 lg:mt-4 lg:space-y-4 lg:border-gray-20"><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/pdf-documents/how-to-prepare-a-template/">How to prepare a Template</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/pdf-documents/how-to-download-a-blank-version-of-your-template/">How to download a blank version of your Template</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/pdf-documents/Document-Library/">Document Library & Template Storage</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/pdf-documents/duplicate-field/">Duplicate Fields on the xEdit Page</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/pdf-documents/append-pdf/">
1Combine PDFs by Appending them</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/pdf-documents/copy-pdf-fields/">Copy PDF Fields</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/pdf-documents/archive-template/">How to Archive</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/pdf-documents/add-witness/">How To Add a Witness</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/pdf-documents/change-title/">Edit or Change a Document's Title</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/pdf-documents/add-party/">Adding Multiple Parties</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 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href="/articles/app1/videos/how-to-change-personal-settings/">How to change personal settings</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/videos/create-a-custom-signing-experience/">Create a custom signing experience</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/videos/how-to-edit-your-pdf/">How to edit your PDF</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/videos/overview-get-started-with-legalesign/">Overview - Get Started with Legalesign</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/videos/how-to-add-new-users/">How to add new users</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/videos/the-dashboard/">The Dashboard</a></li><li class="relative"><a class="block w-full pl-3.5 before:pointer-events-none before:absolute before:-left-1 before:top-1/2 before:h-1.5 before:w-1.5 before:-translate-y-1/2 before:rounded-full text-gray-50 before:hidden before:bg-gray-30 hover:text-gray-60 hover:before:block" href="/articles/app1/videos/remove-a-user-and-re-assign-their-documents/">Remove a user and re-assign their documents</a></li></ul></li></ul></nav></div></div><div class="min-w-0 max-w-2xl flex-auto px-4 py-16 lg:max-w-none lg:pl-8 lg:pr-0 xl:px-16"><div class="rounded-m my-8 p-4 bg-yellow-10"><div class="flex"><div class="flex-shrink-0"><span class="inline-flex items-center rounded-md font-medium text-body-sm px-1.5 py-1 bg-yellow-30 text-yellow-100"><svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24" stroke-width="2" stroke="currentColor" aria-hidden="true" class="h-5 w-5 text-yellow-100"><path stroke-linecap="round" stroke-linejoin="round" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z"></path></svg><span class="ml-1">Notice</span></span></div><div class="prose prose-sm ml-6">These articles have moved to our new documentation site. Go to <a style="text-decoration:underline;cursor:pointer" href="https://docs.legalesign.com">docs.legalesign.com</a>.</div></div></div><article><header class="mb-9 space-y-1"><p class="text-eyebrow text-primary-50">PDF Documents</p><h1 class="text-h3 text-gray-120">
1How to upload a PDF</h1></header><div class=""><div class="prose max-w-none"><p><b>Upload PDF</b> is an option in the main dashboard and is marked with a cloud and arrow icon . Use this option and browse your device to instantly upload a PDF file and go directly to the editing page. </p><p>There are also two dedicated <b>PDF upload</b> and <b>Upload file (other formats)</b> pages you can find within the Documents section. </p><p>The dedicated PDF upload page has a drag & drop upload and advanced features.</p><p>See how to upload <a href="https://legalesign.com/articles/app1/pdf-documents/how-to-upload-multiple-documents/">upload multiple files on the PDF Upload page</a>.</p></div><div class="my-5 lg:my-8"><div class="iframe-wrapper"></div></div><p class="my-8 py-6 px-2 text-lg border">To contact support, create a new ticket at  <a target="_blank" rel="noopener noreferrer" class="text-primary-50 font-bold" href="https://support.legalesign.com">support.legalesign.com â</a></p></div></article><dl class="mt-12 flex border-t border-gray-20 pt-6"><div class="md:w-1/2"><dt class="font-display text-sm font-medium text-gray-90">Previous</dt><dd class="mt-1"><a class="text-base font-semibold text-gray-50 hover:text-gray-60" href="/articles/app1/pdf-documents/what-is-the-difference-between-a-sender-field-and-/"><span aria-hidden="true">â</span> <!-- -->What is the difference between a 'sender' and a 'signer' field</a></dd></div><div class="ml-auto text-right md:w-1/2"><dt class="font-display text-sm font-medium text-gray-90">Next</dt><dd class="mt-1"><a class="text-base font-semibold text-gray-50 hover:text-gray-60" href="/articles/app1/pdf-documents/how-to-upload-multiple-documents/">How to upload multiple PDF documents<!-- --> <span aria-hidden="true">â</span></a></dd></div></dl></div></div><footer class="relative z-20 bg-gray-140 py-16 text-gray-60 sm:py-24 lg:py-32" aria-labelledby="footer-heading"><h2 id="footer-heading" class="sr-only">Footer</h2><div class="mx-auto w-full px-4 sm:px-6 lg:px-8 max-w-7xl"><div class="xl:grid xl:grid-cols-3 xl:gap-8"><div class="space-y-8"><div class="flex flex-1 justify-start"><a class="duration-500 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179 351.189 72.3199C350.208 70.4536 349.719 68.3678 349.769 66.2598C349.709 64.17 350.198 62.1009 351.189 60.2598C352.055 58.6658 353.346 57.3431 354.919 56.4395C356.442 55.5722 358.167 55.1238 359.919 55.1397C361.675 55.1242 363.403 55.5838 364.919 56.4698C366.494 57.398 367.784 58.7398 368.649 60.3497C369.633 62.1935 370.122 64.2606 370.069 66.3497C370.132 68.4685 369.643 70.5671 368.649 72.4395H368.62Z" fill="#FFF"></path><path d="M412.47 55.68C411.369 53.6115 409.668 51.924 407.59 50.8396C405.409 49.7182 402.983 49.1551 400.53 49.2C398.601 49.188 396.69 49.5796 394.92 50.3499C393.244 51.0628 391.76 52.1628 390.59 53.5599V49.74H383.65V83.1399H390.561V64.47C390.561 61.4767 391.317 59.183 392.831 57.5896C393.632 56.7818 394.595 56.1518 395.656 55.74C396.717 55.3283 397.853 55.1443 398.99 55.2C400.121 55.1424 401.252 55.3256 402.307 55.7376C403.362 56.1496 404.318 56.7807 405.11 57.5896C406.597 59.1896 407.344 61.4833 407.351 64.47V83.1399H414.2V63.4397C414.286 60.7487 413.691 58.0799 412.47 55.68Z" fill="#FFF"></path><path d="M21.1803 40.8699L15.0703 37.3499V79.5199L43.9403 96.1898V89.1299L21.1803 75.9899V40.8699Z" fill="#9DCBFC"></path><path d="M36.23 38.3298L0 17.4099V96.9197L53.77 127.92V68.5798L36.23 58.4597V38.3298ZM47.6699 117.4L6.1001 93.3997V27.97L30.1001 41.8499V62.03L47.6299 72.1497L47.6699 117.4Z" fill="#F0F6FF"></path><path d="M30.1406 0V13.16L36.2406 16.67V10.56L77.8007 34.56V82.54L72.5106 79.48V86.53L83.9106 93.11V31.04L30.1406 0Z" fill="#448CF6"></path><path d="M15.0703 21.88L21.1803 25.4V19.29L62.7003 43.26V99.96L57.4403 96.93V103.99L68.8403 110.56V39.76L15.0703 8.71997V21.88Z" fill="#9DCBFC"></path></svg></a></div><div class="text-sm"><p><span>St John's Innovation Centre</span></p><p><span>Cowley Road</span></p><p><span>Cambridge</span></p><p><span>CB4 0WS</span></p></div><div class="mt-3 text-sm"><p class="flex items-center space-x-1"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" aria-hidden="true" class="h-2.5 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","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Additionally the Signer component is a proper embeddable web component that fits naturally into any application or framework.","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"The signing interface itself is significantly improved. Itâs more secure, more flexible, and built to handle the full range of signing scenarios â including QES, conditional fields, witness flows, and document redirects. Recipients can select their preferred language from 17 supported options, and the interface adapts cleanly to mobile viewports without any of the layout issues that plagued iframe-based signing.","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"For developers, v1.1.0 adds rich event handling â ","type":"text"},{"text":"signingSuccess","type":"text","marks":[{"type":"code"}]},{"text":", ","type":"text"},{"text":"signingFail","type":"text","marks":[{"type":"code"}]},{"text":", and ","type":"text"},{"text":"fieldChange","type":"text","marks":[{"type":"code"}]},{"text":" â so your application can respond to exactly whatâs happening during the signing flow, including specific failure reasons like expired sessions or rejected documents. 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","type":"text"}]},{"type":"paragraph","content":[{"text":"To duplicate individual fields onto the ","type":"text"},{"text":"same page","type":"text","marks":[{"type":"bold"}]},{"text":":","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Hover the cursor over a field","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Press ' ","type":"text"},{"text":"d","type":"text","marks":[{"type":"bold"}]},{"text":" ' on the keyboard","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"A copy will appear below the original field, with the same validation type, and a +1 to its ","type":"text"},{"text":"Field Order","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/using-signer-flow/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]}]}]}]},{"type":"paragraph","content":[{"text":" To duplicate individual fields onto ","type":"text"},{"text":"other pages","type":"text","marks":[{"type":"bold"}]},{"text":" :","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Click on a field to reveal the field properties menu","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Click on Duplicate, near the bottom of the menu (just above ","type":"text"},{"text":"Save","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":", see left)","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"A copy of the field will appear on the selected page(s), with the same validation 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need to collate templates into one larger document to send out, you can append them when uploading or later when they're in your Document Library.","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"To combine PDFs from your Document Library:","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Go to ","type":"text"},{"text":"Documents","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"},{"text":"\u003e","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"},{"text":"Document Functions","type":"text","marks":[{"type":"bold"}]}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Scroll down to ","type":"text"},{"text":"Combine PDFs","type":"text","marks":[{"type":"bold"}]}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Select the first document, this will be the front of the final appended 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So, to ensure accuracy, wait for each file to finish uploading before selecting the next.","type":"text"}]}]}]}]},"component":"rich_text"}],"title":"Combine PDFs by Appending them","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"append-pdf","full_slug":"articles/app1/pdf-documents/append-pdf","sort_by_date":null,"position":-960,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"0b66a1b3-adf0-41f5-b32c-979912098080","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Copy PDF Fields","created_at":"2023-06-13T10:15:21.856Z","published_at":"2025-05-28T16:01:28.511Z","updated_at":"2025-05-28T16:01:28.532Z","id":323575785,"uuid":"e0f16f62-d910-4e8e-86f4-ac49dc99db5b","content":{"seo":{"title":null,"plugin":"seo_metatags","de
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You'll be able to view the destination document when copying completes.","type":"text"}]}]}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17299888,"alt":"","src":"https://a.storyblok.com/f/228585/800x398/d15c5dc2f1/copypdffields.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"},{"_uid":"16c68d25-03ea-4808-8cac-787e6b9e5e8e","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Make sure the templates have different names (","type":"text"},{"text":"change the title if needed","type":"text","marks":[{"type":"link","attrs":{"href":"/articles/app1/pdf-documents/change-title","uuid":"bf474a18-114f-4db4-bac9-6cf2311acced","anchor":null,"target":"_blank","linktype":"story"}}]},{"text":"). ","type":"text"}]},{"type":"paragraph","content":[{"text":"If a destination template has fewer pages than the source, fields on the excess pages will not be copied. ","type":"text"}]},{"type":"paragraph","content":[{"text":"The '","type":"text"},{"text":"Copy settings","type":"text","marks":[{"type":"italic"}]},{"text":"' checkbox matches ","type":"text"},{"text":"Signer Experience","type":"text","marks":[{"type":"bold"}]},{"text":" and ","type":"text"},{"text":"Signer flow","type":"text","marks":[{"type":"link","attrs":{"href":"/articles/app1/pdf-documents/using-signer-flow","uuid":"8d4c5c97-fb7f-49e0-a080-81953f2f6613","anchor":null,"target":"_blank","linktype":"story"}},{"type":"bold"}]},{"text":" settings from a source template to the destination. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Constrict copying by selecting specific pages from which fields will be copied. Select the source template's page that has the fields to be copied, then with the destination template already selected, choose the page onto which the field should be copied.","type":"text"}]},{"type":"paragraph"},{"type":"heading","attrs":{"level":2},"content":[{"text":"PDF Upload","type":"text"}]},{"type":"paragraph","content":[{"text":"When uploading a PDF, users can simplify form creation by copying fields from a pre-existing template. Before selecting a file to upload:","type":"text"}]},{"type":"ordered_list","attrs":{"order":{"order":1}},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Select a source template (whose fields will be copied) using the dropdown menu (see below).","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Upload new file. This will copy all the fields in the source document to the newly uploaded file. 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1scription":"Is your dashboard loading slowly, or your document library getting cluttered? Use the Archive function to clear away unnecessary files."},"_uid":"956f308e-354e-406a-ad0b-49259a8a99a4","body":[{"_uid":"9e02da54-ad9e-4d0e-95cb-b0b5de738360","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Is your dashboard loading slowly, or your document library getting cluttered? Use the Archive function to clear away unnecessary files.","type":"text"}]},{"type":"paragraph","content":[{"text":"Archived templates will be moved into deep storage and can be retrieved. For data deletion, please use the ","type":"text"},{"text":"Organisation","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/organisation-and-gdpr/what-is-my-organisation/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}},{"type":"bold"}]},{"text":" page.","type":"text"}]},{"type":"paragraph","content":[{"text":"To archive ","type":"text","marks":[{"type":"underline"}]},{"text":"signed documents","type":"text","marks":[{"type":"italic"},{"type":"underline"}]},{"text":" from the ","type":"text","marks":[{"type":"underline"}]},{"text":"Dashboard","type":"text","marks":[{"type":"bold"},{"type":"underline"}]},{"text":":","type":"text","marks":[{"type":"underline"}]}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Click on the ' ","type":"text"},{"text":"Archiving","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":" ' button to expand the menu to reveal bulk archiving options. 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1our template, including at least one signature field. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Witness","type":"text","marks":[{"type":"bold"}]},{"text":" To add an eWitness (for ","type":"text"},{"text":"Party 1","type":"text","marks":[{"type":"italic"}]},{"text":" , select ","type":"text"},{"text":"Party 1 â Witness","type":"text","marks":[{"type":"italic"}]},{"text":" ), drag and drop any signer fields onto your template, including at least one signature field.","type":"text"}]}]},"component":"rich_text"},{"_uid":"95351d28-d52a-432b-92a4-2010f54b08da","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Learn more about ","type":"text"},{"text":"Two-Factor Authentication options","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/documents-sent-for-esignature/2FA-signing/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":" for eWitnessing.","type":"text"}]}]},"type":"info","component":"highlight_text"},{"_uid":"1d01c47d-2782-4896-ac47-57b5a4c321d1","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Approver","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"To add an ","type":"text"},{"text":"Approver","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/documents-sent-for-esignature/approver/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":", drag and drop any signer fields, omitting any signature fields. For approval only documents, add a discrete optional tick box at the end of the document, or use the  ","type":"text"},{"text":"Do Not Print on PDF","type":"text","marks":[{"type":"italic"}]},{"text":" advanced form field option.","type":"text"}]},{"type":"paragraph","content":[{"type":"hard_break"},{"text":"All Partiesâ field borders are colour-coded for easy identification. Their respective eWitnesses are assigned the same colour but have a dashed border.","type":"text"}]}]},"component":"rich_text"},{"_uid":"52e02064-f57b-4812-aaca-56b71af94dd0","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Have regular Signers or Approvers?","type":"text"},{"type":"hard_break"},{"text":"Saved send pages","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/documents-sent-for-esignature/how-to-save-your-contract-workflow/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":" boost your efficiency with automated workflows. ","type":"text"}]}]},"type":"info","component":"highlight_text"},{"_uid":"dcf0d421-d9f4-4156-883d-f386dbc28541","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Contact us","type":"text","marks":[{"type":"link","attrs":{"href":"/contact/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" for help setting them up.","type":"text"}]}]},"component":"rich_text"}],"title":"Adding Multiple Parties","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"add-party","full_slug":"articles/app1/pdf-documents/add-party","sort_by_date":null,"position":-860,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"16504b15-0e06-4f0a-8572-3d536eb20322","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Re-creating a PDF's send page","created_at":"2023-06-13T10:15:11.080Z","published_at":"2024-11-08T12:41:03.308Z","updated_at":"2024-11-08T12:41:03.340Z","id":323575762,"uuid":"ef0bd253-ce19-4643-ae53-bce66467e3c1","content":{"seo":{"title":"Re-create send page when you have made a mistake and need to re-send a complex document.","plugin":"seo_metatags","description":"Re-create send page when you have made a mistake and need to re-send a complex document."},"_uid":"f001735d-05af-4883-bfcf-de4b03495178","body":[{"_uid":"4f0bdd07-9d64-4df6-aef3-146b80c88ebb","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Did you know all your sending workflows are saved? If you click on a document you sent already you can rebuild its send page by clicking on its title and then re-create send page. ","type":"text"}]},{"type":"paragraph","content":[{"text":"This is a lifesaver feature when you have made a mistake and need to re-send a complex document. A re-created send page will already contain the recipient(s) details and any previously entered sender information. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Here is a quick demonstration:","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":18235024,"alt":"","src":"https://a.storyblok.com/f/228585/800x396/ed01b7c0d7/recreatesendpageapp1.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"}],"title":"Re-creating a PDF's send page","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"recreate-a-PDF-send-page","full_slug":"articles/app1/pdf-documents/recreate-a-PDF-send-page","sort_by_date":null,"position":-840,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"6fdc920d-69c0-4604-bd3c-2cfb338bcf09","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Load last send page","created_at":"2023-06-13T10:15:10.638Z","published_at":"2024-09-11T11:55:55.824Z","updated_at":"2024-09-11T11:55:55.857Z","id":323575761,"uuid":"5e9d4fd9-5464-4482-98be-84a1415b04e3","content":{"seo":{"title":"Load last send page - Legalesign eSignature","plugin":"seo_metatags","de
1scription":"Use load last send page for quick access to the last document you have sent."},"_uid":"f3f5da6d-9c43-4184-956e-cc6ac67b1365","body":[{"_uid":"a016b1e1-d363-4239-9b6f-635a0cb4d137","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Load last send page","type":"text","marks":[{"type":"bold"}]},{"text":" is a quick way to access the send page of the last document(s) sent. This is mostly used for repeated sends of the same PDF(s) for busy teams with a sizeable document library. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Instead of scrolling through the existing templates, this functionality saves time in locating them. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Here is a quick demonstration of how to use it:","type":"text"}]}]},"component":"rich_text"},{"_uid":"35aa4a52-f331-4a4f-b90b-f0a456ccb1ca","video":"https://www.youtube.com/watch?v=E_hoCKz7bdw","component":"video_section"},{"_uid":"34806516-7028-4ff9-af03-9ef08b200143","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Another useful functionality is ","type":"text"},{"text":"saved send pages / frozen workflows","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/documents-sent-for-esignature/how-to-save-your-contract-workflow/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" which allow you to save a pre-prepared send page containing information you frequently add to documents and share it with other users.","type":"text"}]}]},"component":"rich_text"}],"title":"Load last send page","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"load-last-send-page","full_slug":"articles/app1/pdf-documents/load-last-send-page","sort_by_date":null,"position":-820,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"d039ab26-5fb1-4fc9-bfd2-99eae7ad4031","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Using signer flow","created_at":"2023-06-13T10:15:10.084Z","published_at":"2024-09-11T12:00:59.552Z","updated_at":"2024-09-11T12:00:59.582Z","id":323575760,"uuid":"8d4c5c97-fb7f-49e0-a080-81953f2f6613","content":{"seo":{"title":"Using signer flow - Legalesign eSignature","plugin":"seo_metatags","description":"Signer flow is an advanced setting on your PDF xEdit page and part of the Signer Experience settings. You can use it to control how signers move through their documents."},"_uid":"3245fe93-7bbf-40fb-a50a-d9f1b9a6e6a6","body":[{"_uid":"a9f9ddd5-2656-43a4-89b2-a028ce52cbe7","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Signer flow is an advanced setting on your PDF xEdit page and part of the Signer Experience settings. You can use it to control how signers move through their documents. For simple forms, the most common setting is to have auto-forwarding ON. ","type":"text"}]},{"type":"paragraph","content":[{"text":"This means the signer will be guided by the system on the following field automatically. If you combine it with field ordering, you can achieve the maximum level of control on how your recipient(s) progress through a document and little place for error. ","type":"text"}]},{"type":"paragraph"}]},"component":"rich_text"},{"_uid":"a34c601a-6b01-4756-ae33-c7dbd964f6f8","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Please note signer flow is ON by default and a per-document setting. If you want a different signer flow for another template, you will have to access its respective editing page to amend it. ","type":"text"}]}]},"type":"warning","component":"highlight_text"},{"_uid":"bc734132-fdc1-41e3-a5d1-4f2a0ffb0a0a","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Check this video guide on how to locate it and enable/disable it:","type":"text"}]}]},"component":"rich_text"},{"_uid":"c304534e-2f37-40ba-bd1d-65b26f73be4e","video":"https://www.youtube.com/watch?v=wWtupXwccjY","component":"video_section"}],"title":"Using signer flow","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"using-signer-flow","full_slug":"articles/app1/pdf-documents/using-signer-flow","sort_by_date":null,"position":-800,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"b9ed12a1-8a64-477c-bd14-f403ad3e9951","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"PDF Fields Table explained","created_at":"2023-06-13T10:15:09.599Z","published_at":"2024-09-11T12:05:25.410Z","updated_at":"2024-09-11T12:05:25.437Z","id":323575758,"uuid":"5444b60b-e6e2-4a06-9628-0c10d998845e","content":{"seo":{"title":"PDF Fields Table explained - Legalesign eSignature","plugin":"seo_metatags","de
1scription":"How to use the Fields Table for editing fields en-masse."},"_uid":"3f70e56f-516b-4a73-aa81-44eee11e48ff","body":[{"_uid":"b55d51b5-a9e4-4d7c-8a8e-12375e6f2ec5","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"The fields table on the xEdit page is one of the most useful ways to make page-by-page changes on a document and edit fields en masse, especially if you have a complex file. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Instead of navigating through pages and selecting individual fields to make amendments, use the tabular layout to: ","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Add labels. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Add placeholders. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Set up field ordering (order is top-down if blank). ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Easily switch validation types. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Edit options for dropdown fields. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Amend alignment on fields. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Change font size for all fields on a page. (Hold Shift key + select font to change all). ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Set fields as required/optional.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Delete fields. ","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"This demo video shows how you can locate it and make the most of this feature:","type":"text"}]}]},"component":"rich_text"},{"_uid":"d910ac12-0162-43a7-92ee-c2fa5c22ae68","video":"https://www.youtube.com/watch?v=2qkvoAc1iYA","component":"video_section"}],"title":"PDF Fields Table explained","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"PDF-fields-table-explained","full_slug":"articles/app1/pdf-documents/PDF-fields-table-explained","sort_by_date":null,"position":-780,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"8a96b59c-b4d3-4e6c-838a-e302c493af9b","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to duplicate a PDF","created_at":"2023-06-13T10:15:09.027Z","published_at":"2025-05-19T09:50:25.194Z","updated_at":"2025-05-19T09:50:25.215Z","id":323575757,"uuid":"a2095e56-a341-42b4-914c-6a61f21e1ceb","content":{"seo":{"title":"How to duplicate a PDF in Legalesign without uploading a new copy.","plugin":"seo_metatags","description":"How to duplicate a PDF in Legalesign without uploading a new copy."},"_uid":"b63a4b83-b9ea-4fa6-af25-2a75b091b605","body":[{"_uid":"ebb0af88-8a54-4e62-9c53-12367d12cbf7","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Use this functionality to save time in duplicating a document instead of re-uploading a new copy. In addition, you can duplicate a document and include any existing fields, which is particularly useful when you need multiple versions of the same document, with variations in the way the fields are set up. ","type":"text"}]},{"type":"paragraph","content":[{"text":"On the dashboard, click on the ","type":"text"},{"text":"Docs","type":"text","marks":[{"type":"bold"}]},{"text":" icon and then ","type":"text"},{"text":"Document Functions","type":"text","marks":[{"type":"bold"}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"In the ","type":"text"},{"text":"Duplicate Template","type":"text","marks":[{"type":"bold"}]},{"text":" section, select the document you want to duplicate and choose its configuration type (PDF only or PDF + Fields). Assign the new document a title and press ","type":"text"},{"text":"Duplicate","type":"text","marks":[{"type":"bold"}]},{"text":". This GIF shows how:","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":22306651,"alt":"","src":"https://a.storyblok.com/f/228585/800x360/5fdf6f465f/app1duplicatedocument.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"}],"title":"How to duplicate a PDF","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true"}
1,"slug":"how-to-duplicate-a-pdf","full_slug":"articles/app1/pdf-documents/how-to-duplicate-a-pdf","sort_by_date":null,"position":-760,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"275a62e9-859c-4825-8cda-b64d14fdfdd7","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to lock templates","created_at":"2023-06-13T10:15:07.297Z","published_at":"2024-09-26T16:19:48.588Z","updated_at":"2024-09-26T16:19:48.615Z","id":323575753,"uuid":"0d0f225f-7206-4c26-8a69-a93659a22823","content":{"seo":{"title":null,"plugin":"seo_metatags","description":null},"_uid":"c4a452fa-0592-40a3-b06a-46ea48a97093","body":[{"_uid":"c5920b67-571e-410a-81eb-338dda4362db","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"You can prevent templates from further editing by other users by accessing your ","type":"text"},{"text":"Document library","type":"text","marks":[{"type":"bold"}]},{"text":" \u003e select the document you want to lock \u003e expand ","type":"text"},{"text":"More","type":"text","marks":[{"type":"bold"}]},{"text":" from the left side menu \u003e click on ","type":"text"},{"text":"Lock PDF","type":"text","marks":[{"type":"bold"}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"Shortly after, you will see a yellow banner above the document, which flags the PDF is locked to prevent changes. Templates can be unlocked from the same section by their creators and any user with admin permissions. ","type":"text"}]},{"type":"paragraph","content":[{"text":"The GIF below shows how to use this functionality:","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17453732,"alt":"","src":"https://a.storyblok.com/f/228585/600x300/bf29677b47/locktemplates.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph"}]},"component":"rich_text"}],"title":"How to lock templates","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-to-lock-templates","full_slug":"articles/app1/pdf-documents/how-to-lock-templates","sort_by_date":null,"position":-740,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"f9cb6e4b-72ce-40cd-a5f3-1b3d2ca5c198","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Articles about Documents sent for esignature","created_at":"2023-05-21T22:45:22.688Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:02:12.720Z","id":310687071,"uuid":"dafcda74-156f-4e0d-b733-50939a7880bc","content":{"_uid":"70a0dd1a-47a9-46eb-a30b-cd41c1da09d3","icon":{"id":10525699,"alt":"","name":"","focus":"","title":"","source":"","filename":"https://a.storyblok.com/f/228585/49x49/28527bf646/largeonlinesign.png","copyright":"","fieldtype":"asset","meta_data":{},"is_external_url":false},"title":"Documents Sent For eSignature","subtitle":"Helpful Articles on How to Manage and Send Your Documents for eSignature","component":"docs_category"},"slug":"documents-sent-for-esignature","full_slug":"articles/app1/documents-sent-for-esignature/","sort_by_date":null,"position":-720,"tag_list":[],"is_startpage":true,"parent_id":310687070,"meta_data":null,"group_id":"6a789df1-6421-4c39-96c8-35614523bc94","first_published_at":"2023-05-21T22:39:53.774Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to prepare a PDF for Qualified Signature","created_at":"2023-06-13T10:15:05.689Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:02:12.414Z","id":323575749,"uuid":"c176c031-773b-4485-873f-87e9b22638ae","content":{"seo":{"title":null,"plugin":"seo_metatags","description":"What you need to know when preparing your PDF to accept Qualified Signatures on Legalesign."},"_uid":"c98b8eb5-cb25-462a-8063-ace1507435b1","body":[{"_uid":"364524b9-a383-495b-a7fc-026d4295edb5","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"This article explains what you need to know when preparing your PDF to accept Qualified Signatures on Legalesign. Qualified Signatures are the strongest form of electronic signature, but can restrict workflows in multi-party documents. ","type":"text"}]},{"type":"paragraph","content":[{"text":"The validation information above the edit-PDF page on Legalesign will tell you the signatories that will be able to sign with a Qualified Signature, based on how you set up your PDF. ","type":"text"},{"type":"image","attrs":{"id":null,"alt":null,"src":"https://s3.amazonaws.com/legalesign-cloudapp/items/NQuJ8zJp/2cec5a97-93ca-4cd5-977a-2cf9640e0e62.png","title":"Legalesign validation with Qualified Signature information","source":null,"copyright":null,"meta_data":{}}},{"text":"The rule is that only the last signatory with a form, and any other later signatories who only need to sign, c
1an use Qualified Signatures. ","type":"text"}]},{"type":"paragraph","content":[{"text":"The reason is due to how Qualified Signatures work. Once a Qualified Signature is applied, no further changes can be made to a PDF, other than applying more ","type":"text"},{"text":"Qualified","type":"text","marks":[{"type":"bold"}]},{"text":" Signatures. ","type":"text"}]},{"type":"paragraph","content":[{"text":"For example, if you have five signatories, and the third signer needs to fill out a form field (to add a date or name for example) then signers 1 and 2 cannot use Qualified Signature, since a future change needs to happen. But no further change is anticipated once signer 3 has completed their field, and so signers 3, 4 and 5 can use Qualified Signature. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Importantly, once one signer has signed with a Qualified Signature, then ALL subsequent signers can ONLY sign with them too. They cannot use Advanced Electronic Signature. ","type":"text"}]},{"type":"paragraph","content":[{"text":"As a general guide, if you need a form completed, try and make sure it's your first signer who needs to complete it. Make sure you 'require' all the fields that you need. Legalesign will make sure all required fields are filled out before a Qualified Signature is applied. ","type":"text"}]},{"type":"paragraph","content":[{"text":"A business transaction might require a senior manager to use their Qualified Signature. But you may accept that other parties use Advanced Electronic Signature. In this case, just make sure the senior manager is the last signer. ","type":"text"}]},{"type":"paragraph","content":[{"text":"When you send out your PDF to signatories, you can limit a signer to an Advanced Signature or request, or require, a Qualified Signature. (As explained above, once one is used it will become mandatory for any other signers.) ","type":"text"}]},{"type":"paragraph","content":[{"text":"A final wrinkle is that, since the PDF cannot be altered after a Qualified Signature is applied, Legalesign cannot append any other pages to the PDF, such as the audit log, or ","type":"text"},{"text":"the form field that can do this","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/how-to-add-file-upload-fields-for-signers/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"If you have any questions about using Qualified Signatures on Legalesign get in touch.","type":"text"}]}]},"component":"rich_text"}],"title":"How to prepare a PDF for Qualified Signature","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post"},"slug":"how-to-prepare-a-pdf-for-qualified-signature","full_slug":"articles/app1/pdf-documents/how-to-prepare-a-pdf-for-qualified-signature","sort_by_date":null,"position":-700,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"40b2539d-005c-490c-a475-2085d52a4133","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Forms logic","created_at":"2023-06-13T10:14:58.646Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:02:13.422Z","id":323575733,"uuid":"7c463b63-4156-444d-b113-c0bacd4fe5de","content":{"seo":{"title":"Form logic in Legalesign","plugin":"seo_metatags","description":"Forms logic, also known as 'powerforms', makes fields react based on the value of other fields in the form."},"_uid":"b1dc8765-6516-47ef-9376-8e280fa1469e","body":[{"_uid":"9b3e373c-1d6b-4348-bd1a-8644cbbaa05a","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Form logic enables you to set up intelligent fields to react to other events on your form. ","type":"text"}]},{"type":"paragraph","content":[{"text":"To access the logic settings, go to your document edit page, click on a signer's form field. A pop-up settings form will appear, select âAdvancedâ from near the bottom of the form. ","type":"text"}]},{"type":"paragraph","content":[{"text":"This video shows how to access the logic settings for a field:","type":"text"}]}]},"component":"rich_text"},{"_uid":"c80cbee4-0fc9-416b-939b-8e6576c2c72e","video":"https://s3.amazonaws.com/legalesign-cloudapp/items/0615142f3E2p1v0u2s3D/Screen%20Recording%202
1019-08-09%20at%2011.45%20am.mov","component":"video_section"},{"_uid":"5a695a8b-6c3d-4275-948e-3e98b3f2c588","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"The Advanced options include \"link field\" and \"link value\", these are used for creating the logic connections between fields. \"Link field\" is a drop-down and shows you the three options available. ","type":"text"}]},{"type":"heading","attrs":{"level":5},"content":[{"text":"Logic 1 - One of a group ","type":"text"}]},{"type":"paragraph","content":[{"text":"One of a group enables you to add a set of tickboxes and have the signer select only one of those. Useful for choosing between options","type":"text"}]},{"type":"paragraph","content":[{"text":"Using lists of checkboxes on your forms is a hangover from paper forms. For eForms use a dropdown box - it's much better experience for your customers.","type":"text"}]},{"type":"paragraph","content":[{"text":"For each tickbox you want in the group go to the logic section and enter 'One of a group' from 'Link Field' and also the same word in 'Link Value' for each one (any A-Z word).","type":"text"}]}]},"component":"rich_text"},{"_uid":"fa25b70f-9a59-4316-80b5-d96319dbe32c","video":"https://s3.amazonaws.com/legalesign-cloudapp/items/2K1m370S3b0A221R0U1i/Screen%20Recording%202019-08-09%20at%2001.02%20pm.mov","component":"video_section"},{"_uid":"1b694895-9e43-4fc3-860f-e6f8e1d9835e","text":{"type":"doc","content":[{"type":"heading","attrs":{"level":5},"content":[{"text":"Logic 2 - Add to a total. ","type":"text"}]},{"type":"paragraph","content":[{"text":"This function sums the numerical values within several fields to a single 'total' field. This field is useful for documents such as timesheets or expenses. ","type":"text"}]},{"type":"paragraph","content":[{"text":"For each field that will contribute to the sum, make it optional then go to the logic section and select 'Add to total' and write the same value into 'link value' (use a short a-z word), press 'save'. Then enter that same word in the the 'ref name' input of the field in which you want to put the sum and save that field. ","type":"text"}]},{"type":"paragraph","content":[{"text":"This video shows you how to set up a list of fields that will contribute to a sum (hover over the video and click the 'expand' icon in lower right corner to see in HD):","type":"text"}]}]},"component":"rich_text"},{"_uid":"a29be7c3-5ce6-471c-a2cc-1f633e4bb856","video":"https://s3.amazonaws.com/legalesign-cloudapp/items/2E3J3I2P0T0a0h213M40/Screen%20Recording%202019-08-09%20at%2001.29%20pm.mov","component":"video_section"},{"_uid":"b20735b0-18d6-4674-b1c7-47145b79c0da","text":{"type":"doc","content":[{"type":"heading","attrs":{"level":5},"content":[{"text":"Logic 3 - Conditional fields. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Activate or deactivate fields based on the value of another field. For example, you can make a set of fields become active if a user ticks a tickbox, or 'yes' is selected from a dropdown list. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Give your controlling field a 'ref name' value. Then for all the fields to activate or deactivate based on that field, select Link name \"Make conditional upon...\" and put the ref name for your controlling field in 'link value'. ","type":"text"}]},{"type":"paragraph","content":[{"text":"This video shows how to set up conditional fields, hover over the video and click the icon in the lower right corner to expand the video for HD:","type":"text"}]}]},"component":"rich_text"},{"_uid":"238b8e61-f43f-47d2-b35b-d46d3a8dc8fb","video":"https://s3.amazonaws.com/legalesign-cloudapp/items/3F1B1A3I1X0u470u2Y3k/Screen%20Recording%202019-08-09%20at%2001.59%20pm.mov","component":"video_section"},{"_uid":"e0c9c11b-5b19-41ed-9475-db5b4f39a369","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Fields are deactivated by default. But you can have the fields activated by default if you give a default value to your controller field. This could be '1' for a tickbox.","type":"text"}]}]},"component":"rich_text"}],"title":"Forms logic","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post"},"slug":"forms-logic-powerforms","full_slug":"articles/app1/pdf-documents/forms-logic-powerforms","sort_by_date":null,"position":-680,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"f34b61d3-413a-479e-908b-5d2ed6adcf42","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to select a signer after sending","created_at":"2023-08-14T16:29:29.561Z","published_at":"2024-09-27T10:40:26.896Z","updated_at":"2024-09-27T10:40:26.923Z","id":354608458,"uuid":"1d771c3f-abfa-4394-82a4-8cea65f44a43","content":{"seo":"","_uid":"cdbb0eba-7f3d-4168-85ba-9c7bfb4c652c","body":[{"_uid":"085046a7-f3d7-46a6-b37f-3ac5752428f4","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"You can let any re
1cipient decides who signs next.","type":"text"}]},{"type":"paragraph","content":[{"text":"It can be used for any recipient, including yourself. ","type":"text"}]},{"type":"paragraph","content":[{"text":"The 'decide later' button is often used for witnessing; you'd normally expect a signer to nominate their own witness. ","type":"text"}]},{"type":"paragraph","content":[{"text":"But it's also usefully combined with an approver role. Add yourself as an approver before the unknown signer, and let that approver role 'decide later'. You will get notified when the document is at the relevant stage, and then decide then who will sign it.","type":"text"}]},{"type":"paragraph","content":[{"type":"hard_break"},{"text":"On the send page simply click the 'return icon' just to the right of the relevant participant's email input.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17462317,"alt":"","src":"https://a.storyblok.com/f/228585/1390x690/936d4f4bf0/screenshot-2024-09-27-at-11-37-36.png","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"}],"title":"How to select a signer after sending","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-to-select-a-signer-after-sending","full_slug":"articles/app1/documents-sent-for-esignature/how-to-select-a-signer-after-sending","sort_by_date":null,"position":-670,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"4fc1fcd3-8fb8-4926-b207-f78b25cc39ec","first_published_at":"2023-08-14T16:30:17.449Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Rotate PDF or change page orientation","created_at":"2023-06-13T10:14:57.396Z","published_at":"2024-09-26T16:39:57.684Z","updated_at":"2024-09-26T16:39:57.707Z","id":323575731,"uuid":"b0f5993f-41a1-4285-a31d-ba4effa6ca15","content":{"seo":{"title":"How to rotate PDF pages to landscape or portrait mode on Legalesign","plugin":"seo_metatags","description":"Rotate PDF pages on Legalesign to display them properly to signers or approvers."},"_uid":"7c7d6949-46e9-414b-95c0-74a5ba9d0961","body":[{"_uid":"858e402d-f15e-4a4f-8050-f22d896be05d","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"After you upload a PDF you can rotate individual pages so they appear in landscape or portrait mode. ","type":"text"}]},{"type":"paragraph","content":[{"text":"After you upload a PDF you will notice small circular icons just at the upper left and right corners of each page. Click an icon to rotate 90 degrees clockwise or anti-clockwise. ","type":"text"}]}]},"component":"rich_text"},{"_uid":"a928f88b-4c45-48c2-8cff-e3c200dd7e53","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Please note once you have sent the document, the source PDF is fixed and page rotation is not available.","type":"text"}]}]},"type":"warning","component":"highlight_text"},{"_uid":"38905d12-f895-4641-9157-fee43071853e","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"If you find signer or sender fields value aligning incorrectly in a rotated page contact support - we need to change a setting in your PDF processor.","type":"text"}]},{"type":"paragraph","content":[{"text":"This video shows how to rotate a PDF page on Legalesign.","type":"text"}]}]},"component":"rich_text"},{"_uid":"ee2c34fa-5ca1-4b0c-b513-02f761dbe34e","video":"https://www.youtube.com/watch?v=ZFfrNGlt374","component":"video_section"}],"title":"Rotate PDF or change page orientation","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"pdf-rotate-orientation","full_slug":"articles/app1/pdf-documents/pdf-rotate-orientation","sort_by_date":null,"position":-660,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"31aa99c5-b6ee-4feb-877b-fa2eea8a8a2c","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to position or align form fields","created_at":"2023-06-13T10:14:48.981Z","published_at":"2025-03-10T12:22:12.331Z","updated_at":"2025-03-10T12:22:12.357Z","id":323575713,"uuid":"041a2a81-7c54-45e6-821c-5834c2ff69b2","content":{"seo":{"title":"Positioning form fields in Legalesign","plugin":"seo_metatags","de
1scription":"There are three options to position and align sender or signer fields while preparing a PDF on the editing page."},"_uid":"7e6693cd-5d11-4cfe-ae4c-08cc934a9216","body":[{"_uid":"b2affb0c-5c5a-4bca-b088-db47d1a79e54","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"There are three options to position and align ","type":"text"},{"text":"sender or signer fields","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/what-is-the-difference-between-a-sender-field-and-/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" while preparing a PDF on the editing page.","type":"text"}]},{"type":"paragraph","content":[{"text":"Check out these short videos on pro-tips for field alignment.","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/videos/how-to-position-form-fields-on-Legalesign/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Fields can be dragged and dropped onto the PDF, this is the fastest but least accurate way to place fields. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Hover over a field and use the arrow keys on your keyboard to move fields already placed on PDF pixel by pixel. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Hover over a field and press Shift + (any arrow key) to snap align the field to the next closest field in the direction of the arrow key selected.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Snap align will save you a lot of time if you have a list of form fields straight down the page, or directly across the page.","type":"text"}]},{"type":"paragraph","content":[{"text":"This image show you where can find field shortcut information on the PDF edit page. ","type":"text"},{"type":"image","attrs":{"id":21296985,"alt":"","src":"https://a.storyblok.com/f/228585/1232x784/27a144acc8/position-align-fields.webp","title":"","source":"","copyright":"","meta_data":{}},"marks":[{"type":"link","attrs":{"href":"https://cl.ly/76678c876bf9","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]}]},{"type":"paragraph","content":[{"text":"Check out this article with ","type":"text"},{"text":"all the tricks on form fields.","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/better-sizing-and-form-field-positioning-tips-for-/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]}]}]},"component":"rich_text"}],"title":"How to position or align form fields","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-to-position-or-align-form-fields-","full_slug":"articles/app1/pdf-documents/how-to-position-or-align-form-fields-","sort_by_date":null,"position":-640,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"04dde768-befc-4b70-9fca-ecb4aedd4242","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Reset a Party's Fields","created_at":"2023-06-13T10:15:19.346Z","published_at":"2025-02-25T08:22:35.797Z","updated_at":"2025-02-25T08:22:35.826Z","id":323575780,"uuid":"ec537a71-ffd0-440c-9cb8-026cb966e385","content":{"seo":{"title":"Reset a Party's Fields - Legalesign","plugin":"seo_metatags","description":"If a Party has filled in a document wrong and needs to fill it in again, use the Reset Signer function to clear their fields."},"_uid":"ac6d9d84-932c-4b80-84e2-22a92535daab","body":[{"_uid":"272639b5-444d-4a30-a229-eb8dcc8c4706","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"If a Party has filled in a document wrong and needs to fill it in again, use the ","type":"text"},{"text":"Reset Signer","type":"text","marks":[{"type":"bold"}]},{"text":" function to clear their fields.","type":"text"}]},{"type":"paragraph","content":[{"text":"Need to change the recipient altogether? Use the ","type":"text"},{"text":"Change signer details","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/documents-sent-for-esignature/change-signer/","uuid":null,"anchor":null,"target":null,"linktype":"url"}},{"type":"bold"}]},{"text":" function.","type":"text"}]},{"type":"paragraph","content":[{"text":"Reset signer only works with documents that have ","type":"text"},{"text":"not been completed","type":"text","marks":[{"type":"bold"}]},{"text":". If a document has been completed incorrectly, please send it again.","type":"text"}]},{"type":"paragraph","content":[{"text":"From the ","type":"text"},{"text":"Dashboard","type":"text","marks":[{"type":"bold"}]},{"text":", find the relevant Party and click on ","type":"text"},{"text":"details","type":"text","marks":[{"type":"bold"}]},{"text":" next to their name. ","type":"text"}]},{"type":"paragraph","content":[{"text":"On the details page, select the ","type":"text"},{"text":"Reset signer","type":"text","marks":[{"type":"bold"}]},{"text":" button (see below). ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17767790,"alt":"","src":"https://a.storyblok.com/f/228585/800x404/dcfd5391ba/reset
1signer.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":" You'll be redirected to the Reset signer page. Determine the extent of the reset here. ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17767851,"alt":"","src":"https://a.storyblok.com/f/228585/1358x696/dcad446cf1/screenshot-2024-10-21-at-17-09-41.png","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Tick '","type":"text"},{"text":"Yes I'm sure","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":"' to confirm the reset.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Tick '","type":"text"},{"text":"Send New Link","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":"' to send an email notification with a new link to the document following the reset.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Tick '","type":"text"},{"text":"Keep form values","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":"' to reset signature fields ","type":"text"},{"text":"only","type":"text","marks":[{"type":"bold"}]},{"text":".","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"If the Party has been assigned a witness, in conjunction with the ","type":"text"},{"text":"Decide Later","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/documents-sent-for-esignature/how-to-select-a-signer-after-sending/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}},{"type":"bold"}]},{"text":" function, there will be an additional option to be ticked ","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Tick '","type":"text"},{"text":"Signer to re-input witness details","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":"' to clear any existing witness details and ask the Signer who their witness will be.","type":"text"}]}]}]}]},"component":"rich_text"}],"title":"Reset a Party's Fields","category":"dafcda74-156f-4e0d-b733-50939a7880bc","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"reset-party","full_slug":"articles/app1/documents-sent-for-esignature/reset-party","sort_by_date":null,"position":-630,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"3227c851-b8aa-454d-aae9-3f6e974a767c","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"The \"part of contract terms\" checkbox explained.","created_at":"2023-06-13T10:14:48.072Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:02:16.421Z","id":323575711,"uuid":"22dbf025-27d4-4f07-a518-11f1502e3095","content":{"seo":{"title":"The \"part of contract terms\" checkbox explained - Legalesign","plugin":"seo_metatags","description":"The part of contract terms checkbox is a protection where you have more than one signer and a field that will have content that affects the meaning of the terms. "},"_uid":"604089ae-e198-47f8-b160-a5d56e61deac","body":[{"_uid":"7aa99571-749a-4aed-92ad-8a086226b803","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"The part of contract terms checkbox is a protection where you have more than one signer and a signer field with content that affects the meaning of the contract's terms. ","type":"text"}]},{"type":"paragraph","content":[{"text":"When ticked on a signer field, this function ensures no one can execute the document without that field complete. If the field relates to a term of the contract you don't want the document to be executed without it completed, since this would undermined the validity of the contract. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Sometimes a field may not relate to any terms, perhaps a date or a printed name under a signature. In this case untick this field, so that it does not prevent other signers from executing the document. ","type":"text"}]},{"type":"paragraph","content":[{"text":"The part of terms checkbox can cause a snarl up in your workflow where you have more than one signer, and a second (or later) signer has this option ticked. In this case, the first signer will not be able to execute the document - after all, how can they if there is a key contract term undefined. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Here are the ways you can workaround this issue: ","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"If the text to be filled
1in is not part of the contract terms (for example, the signer printing their name) then untick the 'Part of terms' checkbox for the text input. It none of a signer's text inputs are part of the contract terms then other signers will not be forced to wait on them. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"If you are one of the signers then complete your text fields when sending the document, not when signing it. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Use the option to 'Send to signers in sequence' (see 'signing options' on the send document page). If you have one signer who has to complete text fields and the other does not, then make the signer with text fields signer 1. The document goes to this person first, they fill in their text fields and can execute the document before signer 2 is notified. Signer 2 can immediately execute the doc. ","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"If you have no option but to make a signer wait, then Legalesign does manage this process. It will inform signers what is happening and will send emails to progress the process to completion. But signers can still find it disruptive to wait and return later. We recommend that you give additional warning to signers who may experience this by explaining what may happen in the personal message you can add to their email.","type":"text"}]}]},"component":"rich_text"}],"title":"The \"part of contract terms\" checkbox explained.","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post"},"slug":"the-part-of-contract-terms-checkbox-explained","full_slug":"articles/app1/pdf-documents/the-part-of-contract-terms-checkbox-explained","sort_by_date":null,"position":-620,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"89d056a2-aac8-4c38-af45-74947e2a08d6","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Batch Documents Together","created_at":"2023-06-13T10:15:18.114Z","published_at":"2024-10-01T16:15:55.233Z","updated_at":"2024-10-01T16:15:55.261Z","id":323575779,"uuid":"1fe4f537-d7b4-413b-a795-a8d067ce3d4c","content":{"seo":{"title":null,"plugin":"seo_metatags","description":null},"_uid":"9a1966cf-482e-4610-9e20-95f8e56ccbd1","body":[{"_uid":"dcadbf3d-2deb-43b1-8d28-6d72615e06cf","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"When you need to send a Party multiple documents, send them all at once using ","type":"text"},{"text":"Batches","type":"text","marks":[{"type":"bold"}]},{"text":". This creates a pack (aka envelope) of documents for your signatory. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Batches can be configured to be sent all at the same time, or in sequence. ","type":"text"}]},{"type":"paragraph","content":[{"text":"To start a batch:","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Go to the ","type":"text"},{"text":"Send","type":"text","marks":[{"type":"bold"}]},{"text":" page, use the dropdown menu to add your first template from your ","type":"text"},{"text":"Document Library","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17215163,"alt":"","src":"https://a.storyblok.com/f/228585/1434x680/69b28ca848/screenshot-2024-09-03-at-17-38-42.png","title":"","source":"","copyright":"","meta_data":{}}}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Enter recipient details","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Use the blue '","type":"text"},{"text":"+ Add Another","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":"' to add another template, rename it if needed, then click the amber '","type":"text"},{"text":"Add document","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":"' button ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17215169,"alt":"","src":"https://a.storyblok.com/f/228585/1434x680/1452cee74b/screenshot-2024-09-03-at-17-41-08.png","title":"","source":"","copyright":"","meta_data":{}}}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Repeat steps 2 and 3 as needed","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Once all templates have been added, tick '","type":"text"},{"text":"Batch docs together","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":"' to create the document pack (batch) ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Sent batches are displayed under the '","type":"text"},{"text":"Batches","type":"text","marks":[{"type":"bold"}]},{"text":"' heading of the Dashboard (see below). Grouped according to the reference name (if available), the individual document progress will still be listed under '","type":"text"},{"text":"Listings","type":"text","marks":[{"type":"bold"}]},{"text":"'. An individual document in a batch can be rejected without collapsing the whole batch.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Even after a ","type":"text"},{"text":"Batch","type":"text","marks":[{"type":"bold"}]},{"text":" has been created, template(s) in the Send Page can be swapped out. This will keep all the participants and settings the same even when they are attached to a new template.","type":"text"}]},{"type":"paragraph"}]},"component":"rich_text"}],"title":"Batch Documents Together","category":"dafcda74-156f-4e0d-b733-50939a7880bc","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"batching-documents","full_slug":"articles/app1/documents-sent-for-esignature/batching-documents","sort_by_date":null,"position":-610,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"89e0bd68-db06-40aa-9c49-cee6285f4a24","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to set a signing field date format or make it automatic","created_at":"2023-06-13T10:14:46.395Z","published_at":"2025-03-10T12:26:44.876Z","updated_at":"2025-03-10T12:26:44.901Z","id":323575708,"uuid":"faa68797-3719-41a8-bd6a-41eda2f725dc","content":{"seo":{"title":"Auto date a document for the signing day on Legalesign","plugin":"seo_metatags","de
1scription":"Date fields can be added either to customise your document when sending, or for signers to complete, or which are filled out automatically when the signer visits the document."},"_uid":"314a3edb-4ed5-4017-be1f-ce1bd5f5684f","body":[{"_uid":"9f6f5ab2-0b2e-4f60-abc3-5bc8047eef76","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Date fields can be added either to customise your document when sending, or for signers to complete, or which are filled out automatically when the signer visits the document. They can be added as ","type":"text"},{"text":"sender or signer fields","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/what-is-the-difference-between-a-sender-field-and-/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" to your PDF on the PDF Edit page. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Signer","type":"text","marks":[{"type":"bold"}]},{"text":" dates fields can be dragged and dropped onto a document from the left-hand side of the edit page. The format is set to \"dd/mm/yyyy (auto sign date)\". ","type":"text"},{"text":"\"Auto sign day\"","type":"text","marks":[{"type":"bold"}]},{"text":" is the key bit here. It means the signing date will go in automatically when the signer accesses their document. ","type":"text"},{"type":"image","attrs":{"id":21297099,"alt":"","src":"https://a.storyblok.com/f/228585/1260x742/84151ccf48/setfielddate.webp","title":"","source":"","copyright":"","meta_data":{}},"marks":[{"type":"link","attrs":{"href":"https://cl.ly/d48bf3179b34","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":"To change the format click on the field and on the field type/validation dropdown and select the date format required. ","type":"text"}]},{"type":"paragraph","content":[{"text":"This image shows where to add a sender field that requires a date format: ","type":"text"},{"type":"image","attrs":{"id":21297110,"alt":"","src":"https://a.storyblok.com/f/228585/1086x683/f282ac8a6d/setfielddate2.webp","title":"","source":"","copyright":"","meta_data":{}},"marks":[{"type":"link","attrs":{"href":"https://cl.ly/dda9cf62aafb","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":"Sender","type":"text","marks":[{"type":"bold"}]},{"text":" date fields are on the left-hand side of the PDF edit page. Drag and drop them onto your document page. ","type":"text"}]},{"type":"paragraph","content":[{"text":"The format is set as dd/mm/yyyy. To change the format click on the field to see its form and then click the ","type":"text"},{"text":"'Type/Validation'","type":"text","marks":[{"type":"bold"}]},{"text":" option and select another format, e.g. mm-dd-yy.","type":"text"}]},{"type":"paragraph","content":[{"text":"Scroll down the list of field type/validation options to see all the many possible date formats available","type":"text"}]}]},"component":"rich_text"}],"title":"How to set a signing field date format or make it automatic","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-can-i-change-the-date-format-or-have-it-entere","full_slug":"articles/app1/pdf-documents/how-can-i-change-the-date-format-or-have-it-entere","sort_by_date":null,"position":-600,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"7d12b992-46b6-4a60-969e-910b06e9c620","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Defining Party-Approvers","created_at":"2023-06-13T10:15:17.095Z","published_at":"2024-09-06T09:54:53.731Z","updated_at":"2024-09-06T09:54:53.777Z","id":323575777,"uuid":"e715cf1d-4b1b-43af-9726-0c98e8e3032a","content":{"seo":{"title":null,"plugin":"seo_metatags","description":null},"_uid":"dc821b3d-2bbb-4476-803f-1aee5d4ad77a","body":[{"_uid":"92785a2b-23b5-4b42-9cb7-7bc820999def","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Another way to include an ","type":"text"},{"text":"Approver","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/documents-sent-for-esignature/approver/","uuid":null,"anchor":null,"target":null,"linktype":"url"}},{"type":"bold"}]},{"text":" in a document's distribution is by allying them to a signer, thus making them a ","type":"text"},{"text":"Party-Approver","type":"text","marks":[{"type":"bold"}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"This will require the signing Party's signature to be approved before the document can progress onto the next stage and ultimate completion.","type":"text"}]},{"type":"paragraph","content":[{"text":"A Party can be assigned a Witness or an ","type":"text"},{"text":"Approver","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/documents-sent-for-esignature/approver/","uuid":null,"anchor":null,"target":null,"linktype":"url"}},{"type":"bold"}]},{"text":", but not both.","type":"text"}]},{"type":"paragraph","content":[{"text":"To include a ","type":"text"},{"text":"Party-Approver","type":"text","marks":[{"type":"bold"}]},{"text":" on the ","type":"text"},{"text":"Send","type":"text","marks":[{"type":"bold"}]}
1,{"text":" page, click the icon and enter their details just below their respective Party (see below).","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17250334,"alt":"","src":"https://a.storyblok.com/f/228585/600x309/87918ef499/partyapprovers.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"Define more than one Party-Approver by clicking ","type":"text"},{"text":"Add Another","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":" button on the ","type":"text"},{"text":"Send","type":"text","marks":[{"type":"bold"}]},{"text":" page.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17250731,"alt":"","src":"https://a.storyblok.com/f/228585/1379x711/088d61b3ff/screenshot-2024-09-06-at-10-51-01.png","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":" Just like a regular ","type":"text"},{"text":"Approver","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/documents-sent-for-esignature/approver/","uuid":null,"anchor":null,"target":null,"linktype":"url"}},{"type":"bold"}]},{"text":", a ","type":"text"},{"text":"Party-Approver","type":"text","marks":[{"type":"bold"}]},{"text":" will be presented with a dialogue box where they'll have the option to Approve or Reject a signature. ","type":"text"}]}]},"component":"rich_text"}],"title":"Defining Party-Approvers","category":"dafcda74-156f-4e0d-b733-50939a7880bc","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"party-approver","full_slug":"articles/app1/documents-sent-for-esignature/party-approver","sort_by_date":null,"position":-590,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"a1f4937a-1a9a-4e9f-8c65-6ccbd7189d1f","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"PDF does not upload","created_at":"2023-06-13T10:14:45.921Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:02:18.418Z","id":323575706,"uuid":"32e6caa8-d646-4ba7-9ebf-9e1dd34bbc23","content":{"seo":{"title":"PDF does not upload - Legalesign Esignature","plugin":"seo_metatags","description":"This article is about how to troubleshoot a PDF that is failing to upload. "},"_uid":"afdd2fb3-0025-4e21-9b62-acf1784f495d","body":[{"_uid":"730d25f0-486d-4448-9b26-27fd4a2bbdaa","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"This article is about how to troubleshoot a PDF that is failing to upload. ","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Make sure your PDF is less than 5MB. PDFs that are too large create a poor experience for signers with slow loading, slow down your emails, and generally perform poorly. You can use the Adobe Pro PDF compressor, or an online version (there are many available)","type":"text"}]},{"type":"paragraph","content":[{"text":"If you require files larger than 5MB contact support and let us know your use case.","type":"text","marks":[{"type":"textStyle","attrs":{"color":"rgb(0, 0, 0)"}}]}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Remove any passwords on the PDF. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Contact us and send us the PDF if you can, ","type":"text"},{"text":"[email protected]","type":"text","marks":[{"type":"link","attrs":{"href":"mailto:[email protected]","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"If you need to upload multiple pdfs or want advanced features such as automatically processing text tags, appending documents together, or a 1 click upload and send, go to the advanced PDF upload page within the Docs section.","type":"text"}]}]},"component":"rich_text"}],"title":"PDF does not upload","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post"},"slug":"pdf-does-not-upload","full_slug":"articles/app1/pdf-documents/pdf-does-not-upload","sort_by_date":null,"position":-580,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"9cf0a3f2-
1a3d0-4351-9981-11e2799c80c8","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Approvers on Legalesign","created_at":"2023-06-13T10:15:16.588Z","published_at":"2024-11-21T14:31:56.049Z","updated_at":"2024-11-21T14:31:56.081Z","id":323575776,"uuid":"d9145c67-4ac4-4047-abf7-fc4a2ecc2b8e","content":{"seo":{"title":null,"plugin":"seo_metatags","description":null},"_uid":"3d2abe0b-5bfb-4a1b-a8f4-095b02884432","body":[{"_uid":"9b2b45c8-0e9c-4cff-8eda-035e45cda39b","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"An Approver on Legalesign is a Party included in a document's distribution whose acceptance does not require a signature. For instance, entering a date of execution to bring a deed into effect. ","type":"text"}]},{"type":"paragraph","content":[{"text":"To add an ","type":"text"},{"text":"Approver","type":"text","marks":[{"type":"bold"}]},{"text":" as a Party, follow the steps for ","type":"text"},{"text":"adding multiple parties","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/add-party/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" on the ","type":"text"},{"text":"xEdit","type":"text","marks":[{"type":"bold"}]},{"text":" page. Assign them any field other than a signature.","type":"text"}]},{"type":"paragraph","content":[{"text":"If the Approver doesn't need to mark the final document: add a discrete ","type":"text"},{"text":"optional","type":"text","marks":[{"type":"italic"}]},{"text":" tick box to your document, with the ","type":"text"},{"text":"No PDF print","type":"text","marks":[{"type":"italic"}]},{"text":" option turned on (so even if ticked it doesn't show).","type":"text"}]},{"type":"paragraph","content":[{"text":"Include fields for ","type":"text"},{"text":"Approvers","type":"text","marks":[{"type":"bold"}]},{"text":" while using ","type":"text"},{"text":"text tags","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/text-tags-on-legalesign/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" by ensuring that Party has no signature fields. ","type":"text"}]},{"type":"paragraph","content":[{"text":"After receiving the document, the Approver will be able to ","type":"text"},{"text":"Approve","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":" or ","type":"text"},{"text":"Reject","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":" a document using the dialogue box to the side of the document. If rejected, the Approver has the option to provide a reason for the rejection (see below). ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17215135,"alt":"","src":"https://a.storyblok.com/f/228585/1358x690/712830330f/screenshot-2024-09-03-at-17-35-52.png","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"Changing the role of a Party to an Approver on the ","type":"text"},{"text":"Send","type":"text","marks":[{"type":"bold"}]},{"text":" page effectively ignores any signature fields for that Party.","type":"text"}]},{"type":"paragraph","content":[{"text":"Signers can be reassigned as Approver on the Send page underneath the input for recipient details. ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":18615533,"alt":"","src":"https://a.storyblok.com/f/228585/800x396/b055e1b24c/changesignertoapproverapp1.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"}],"title":"Approvers on Legalesign","category":"dafcda74-156f-4e0d-b733-50939a7880bc","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"approver","full_slug":"articles/app1/documents-sent-for-esignature/approver","sort_by_date":null,"position":-570,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"a20ca832-a41c-4da6-a105-ec1f3cccd8ae","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Make form fields on your esign document optional","created_at":"2023-06-13T10:14:41.740Z","published_at":"2024-09-11T12:16:18.143Z","updated_at":"2024-09-11T12:16:18.181Z","id":323575697,"uuid":"2b0ccbed-d1d1-4c2c-afdb-8ae09f9a854f","content":{"seo":{"title":"Make form fields on your document optional- Legalesign eSignature","plugin":"seo_metatags","de
1scription":"All form fields on Legalesign can be made optional or required. When you add either a signer field or a sender field, a form pops up with all that fields settings. You will see a required tickbox just above the save button. "},"_uid":"77374b56-ac2d-45c4-ab75-2fef938182e8","body":[{"_uid":"69ada840-f719-4d64-8277-19218165fd71","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"All form fields on Legalesign can be made optional or required. ","type":"text"}]},{"type":"paragraph","content":[{"text":"When you add either a ","type":"text"},{"text":"signer field or a sender field","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/what-is-the-difference-between-a-sender-field-and-/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" a form pops up with all that fields settings. You will see a 'required' tickbox just above the save button.","type":"text"}]},{"type":"paragraph","content":[{"text":"When editing fields, rather than mousing down to the save button every time you want to save the field settings, press the tab key.","type":"text"}]},{"type":"paragraph","content":[{"text":"To access the form for an existing field, double click on the field. ","type":"text"}]},{"type":"paragraph","content":[{"text":"To review all your fields in a tabular format:","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Click 'Actions' on the left to open up the submenu.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Then 'Fields View'. ","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"This page lists all your fields and you can rapidly change multiple fields without having to click through page by page. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Here is a quick demo:","type":"text"}]}]},"component":"rich_text"},{"_uid":"c9db1981-cf3a-42da-8cd0-4e2d2ef0ca20","video":"https://www.youtube.com/watch?v=yAhkQ-LTVLY","component":"video_section"}],"title":"Make form fields on your esign document optional","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"make-fields-optional","full_slug":"articles/app1/pdf-documents/make-fields-optional","sort_by_date":null,"position":-560,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"90ceb49f-971b-4e36-8d19-83a4a4371857","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Skipping a Party","created_at":"2023-06-13T10:15:15.113Z","published_at":"2024-09-04T16:18:06.183Z","updated_at":"2024-09-04T16:18:06.206Z","id":323575773,"uuid":"3abafbea-fe0c-4be2-8010-e9711400afb0","content":{"seo":{"title":null,"plugin":"seo_metatags","description":null},"_uid":"d2c62b7d-c2c9-4c15-9402-6c4219e2fe0b","body":[{"_uid":"847b3537-2e21-4bb2-af7c-d3f59c375643","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"For standard templates with varying numbers of Parties, there's no need to build several versions of the same document. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Instead, create one version with the maximum number of Parties, then use the ","type":"text"},{"text":"Skip this one","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":" button on the ","type":"text"},{"text":"Send","type":"text","marks":[{"type":"bold"}]},{"text":" page to exclude them (see below).","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17229945,"alt":"","src":"https://a.storyblok.com/f/228585/1435x716/67237b231d/screenshot-2024-09-04-at-17-15-48.png","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"}],"title":"Skipping a Party","category":"dafcda74-156f-4e0d-b733-50939a7880bc","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"skip-party","full_slug":"articles/app1/documents-sent-for-esignature/skip-party","sort_by_date":null,"position":-550,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"a6d6876e-260b-4665-9391-6e5713eac960","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to add file fields for signers to upload documents","created_at":"2023-06-13T10:14:37.519Z","published_at":"2026-04-16T16:10:43.836Z","updated_at":"2026-04-16T16:10:43.849Z","id":323575691,"uuid":"e6f96cef-0ce0-43f9-b12d-ef58f2e7dae4","content":{"seo":{"title":"Enable signers to upload files - Legalesign Esignature","plugin":"seo_metatags","de
1scription":"If you want a signer to add files when they sign a document, perhaps IDs or other supporting documentation, use file fields. "},"_uid":"4c4cba10-2fce-400d-8527-e0ac6d9a4206","body":[{"_uid":"cc2f31d0-6bc5-4f9d-8647-7fa280422fbf","text":{"type":"doc","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"If you want a signer to add files when they sign a document, perhaps IDs or other supporting documentation, use file fields. There are several types of upload field: ","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Append to PDF","type":"text","marks":[{"type":"bold"}]},{"text":": this option appends the file uploaded to the PDF being completed/signed. Good for IDs or important docs since it gets certified in with the signed document. Files must be in PDF format. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Attach to confirmatory email","type":"text","marks":[{"type":"bold"}]},{"text":": this option emails the sender any files uploaded as part of the notification email received upon execution of the document. Good for supporting docs that you want to get from the signer, but don't want associated with the signed document itself ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Zip with PDF","type":"text","marks":[{"type":"bold"}]},{"text":": this options zips multiple files together and emails them to the sender as part of the notification email received upon execution of the document . This is when you know you're going to get several docs being uploaded by approvers and signers, and to save yourself some mess you get a nice and neat zipped package at the end of the day. ","type":"text"}]}]}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"To add a File Upload field on the PDF edit page, drag and drop a plain text field and click on it to change its validation to any of the three types of field validation as per the example below, or watch the video demonstration. ","type":"text"},{"type":"image","attrs":{"id":166564976930596,"alt":"","src":"https://a.storyblok.com/f/228585/1280x700/b951a5a07c/app1fileuploadfields.gif","title":"","source":"","copyright":"","meta_data":{}},"marks":[{"type":"link","attrs":{"href":"https://cl.ly/a8545c0635e1","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]}]}]},"component":"rich_text"},{"_uid":"3aa3e52e-411c-4006-a1fa-5cc83532d070","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"On the signing page, the upload field will contain a ","type":"text"},{"text":"Choose file","type":"text","marks":[{"type":"bold"}]},{"text":" button and allow the signer to browse their device for a file ","type":"text"},{"type":"image","attrs":{"id":21327550,"alt":"","src":"https://a.storyblok.com/f/228585/1225x726/1f7c8e470f/add-file-fields2.webp","title":"","source":"","copyright":"","meta_data":{}},"marks":[{"type":"link","attrs":{"href":"https://cl.ly/9d31a109e0f8","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]}]}]},"component":"rich_text"}],"title":"How to add file fields for signers to upload documents","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true","structured_data_raw":""},"slug":"how-to-add-file-upload-fields-for-signers","full_slug":"articles/app1/pdf-documents/how-to-add-file-upload-fields-for-signers","sort_by_date":null,"position":-540,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"be906454-fa8b-402a-9f87-61189c75453d","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Two-Factor Authentication Settings for eWitnessing","created_at":"2023-06-13T10:15:12.579Z","published_at":"2025-10-09T12:38:29.198Z","updated_at":"2025-10-09T12:38:29.219Z","id":323575765,"uuid":"0486394f-b540-4e7a-b032-a48c757db338","content":{"seo":{"title":"Two Factor Authentication options on Legalesign","plugin":"seo_metatags","de
1scription":"2FA settings for documents sent for electronic signature and eWitnessing using Legalesign"},"_uid":"a70f99bc-6448-4a6d-8a2e-8da5c8b49303","body":[{"_uid":"232e4d88-0578-43aa-a5b2-287ca801708f","text":{"type":"doc","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Currently SMS verification can only reach mobile numbers registered in the UK, Australia, New Zealand, USA, Ireland, Italy, or Australia","type":"text"}]}]},"type":"info","component":"highlight_text"},{"_uid":"59914b54-9560-4fd6-8179-e6099b29c2c3","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Two-Factor Authentication (2FA) can be enabled for all document recipients, including Signers, eWitnesses, and Approvers. ","type":"text"}]},{"type":"paragraph","content":[{"text":"After receiving the email notification with a document link, a 6-digit one-time password (OTP) is sent via SMS to the recipient, who will have to verify their OTP before accessing the document.","type":"text"}]},{"type":"heading","attrs":{"level":5},"content":[{"text":"To enforce 2FA for eWitnessing on a team basis:","type":"text"}]},{"type":"paragraph","content":[{"text":"Go to ","type":"text"},{"text":"Admin \u003e Signer Experience \u003e Signing Options","type":"text","marks":[{"type":"bold"}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17675518,"alt":"","src":"https://a.storyblok.com/f/228585/800x446/0383478030/2faewitnessing.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"At the bottom, there are three options relating to eWitnessing:","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Witness must use signerâs device:","type":"text","marks":[{"type":"bold"}]},{"text":" both parties must use the same device to sign and eWitness the document during a single cookie session. The signer first adds the witness details, signs ","type":"text"},{"text":"and then","type":"text","marks":[{"type":"bold"}]},{"text":" passes the device to the witness. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Witnessing requires SMS for signer:","type":"text","marks":[{"type":"bold"}]},{"text":" the Signer receives an SMS message with their one-time password.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Witnessing requires SMS for witness:","type":"text","marks":[{"type":"bold"}]},{"text":" the eWitness receives an SMS message with their one-time password.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"If you don't have the eWitness's details to hand, click ","type":"text"},{"text":"Decide later","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/documents-sent-for-esignature/how-to-select-a-signer-after-sending/?amp=1","uuid":null,"anchor":null,"target":"_self","linktype":"url"}},{"type":"bold"}]},{"text":". This allows the previous Party to enter the next Partyâs details, i.e. the signer can decide who their eWitness will be.","type":"text"}]},{"type":"heading","attrs":{"level":5},"content":[{"text":"To enable 2FA on an per send basis:","type":"text"}]},{"type":"paragraph","content":[{"text":"Access the Send page, select the template(s) you want to send, and enter contact details as normal. To enable 2FA for a recipient:","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Click on the phone icon","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Enter their mobile phone number (international format if it's a non-UK number)","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Click on the green 'Save' button.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"A green tick will appear next to the icon to confirm the number has been saved.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17250483,"alt":"","src":"https://a.storyblok.com/f/228585/714x508/9b534a6618/screenshot-2024-09-06-at-10-48-00.png","t
1itle":"","source":"","copyright":"","meta_data":{}}}]},{"type":"heading","attrs":{"level":5}}]},"component":"rich_text"}],"title":"Two-Factor Authentication Settings for eWitnessing","category":"dafcda74-156f-4e0d-b733-50939a7880bc","subtitle":"","component":"docs_post","seo_index":"true","structured_data_raw":""},"slug":"2FA-signing","full_slug":"articles/app1/documents-sent-for-esignature/2FA-signing","sort_by_date":null,"position":-530,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"d04a5063-44ad-41c4-a366-577d95381785","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to hide borders to make fields transparent","created_at":"2023-06-13T10:14:35.228Z","published_at":"2025-03-10T12:24:09.871Z","updated_at":"2025-03-10T12:24:09.894Z","id":323575687,"uuid":"9b7bd483-ea25-4b07-a838-8f9a1bf1341b","content":{"seo":{"title":"How to hide borders and make fields transparent - Legalesign","plugin":"seo_metatags","description":"Signer fields can be made transparent in 'Fields View' a view that shows all your PDF fields in a tabular format. You may want to hide borders where fields are close together, or where your PDF already has borders showing. "},"_uid":"9cbb915d-07c1-4118-a43f-0431ee9bab0d","body":[{"_uid":"75a76f8b-b2df-40f9-93d7-70c439515599","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Signer field borders can be removed, thereby making your fields entirely transparent in 'Fields View', a view that shows all your PDF fields in a tabular format. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Expand ","type":"text"},{"text":"More","type":"text","marks":[{"type":"bold"}]},{"text":" in the PDF edit page, then go to ","type":"text"},{"text":"Fields Table","type":"text","marks":[{"type":"bold"}]},{"text":". This will move to a page with all your fields in a table format. Tick the ","type":"text"},{"text":"No border","type":"text","marks":[{"type":"bold"}]},{"text":" box associated with the field and save the page to apply. ","type":"text"},{"type":"image","attrs":{"id":21297023,"alt":"","src":"https://a.storyblok.com/f/228585/1226x739/d056e14e1b/hide-borders.webp","title":"","source":"","copyright":"","meta_data":{}},"marks":[{"type":"link","attrs":{"href":"https://cl.ly/e0b44e44f4c8","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]}]},{"type":"paragraph","content":[{"text":"You may want to remove field borders in tightly knit forms where lots of fields are optional, such as timesheets, or where field borders are already in the underlying PDF.","type":"text"}]},{"type":"paragraph","content":[{"text":"An image showing where the no-borders tickbox is located on the ","type":"text"},{"text":"Fields Table","type":"text","marks":[{"type":"bold"}]},{"text":" page: ","type":"text"},{"type":"image","attrs":{"id":21297034,"alt":"","src":"https://a.storyblok.com/f/228585/1205x809/60314a1f81/hide-borders2.webp","title":"","source":"","copyright":"","meta_data":{}},"marks":[{"type":"link","attrs":{"href":"https://cl.ly/3cb168ec6485","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]}]}]},"component":"rich_text"}],"title":"How to hide borders to make fields transparent","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-to-hide-field-borders-make-transparent","full_slug":"articles/app1/pdf-documents/how-to-hide-field-borders-make-transparent","sort_by_date":null,"position":-520,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"2fa2bf1a-9677-418f-a8d7-e04d4afee576","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Get a deed signed and eWitnessed for HM Land Registry","created_at":"2023-06-13T10:15:12.088Z","published_at":"2024-10-21T09:34:12.842Z","updated_at":"2024-10-21T09:34:12.871Z","id":323575764,"uuid":"a44042db-71b7-4cfa-ba67-a894f7fd09db","content":{"seo":{"title":"How to get a deed signed and eWitnessed for HM Land Registry on Legalesign","plugin":"seo_metatags","de
1scription":"The complete guide of how to get Deeds signed and eWitnessed for HM Land Registry submission using Legalesign"},"_uid":"66c987de-3602-436b-9895-c16185ed209d","body":[{"_uid":"497a918d-046c-4707-9a74-0aecc8e2ad1d","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"This complies with guidance from HM Land Registry for getting deeds electronically signed and eWitnessed. Click ","type":"text"},{"text":"here","type":"text","marks":[{"type":"link","attrs":{"href":"https://www.gov.uk/government/publications/electronic-signatures-accepted-by-hm-land-registry-pg82/practice-guide-82-electronic-signatures-accepted-by-hm-land-registry#conveyancer-certified-electronic-signatures","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" to read more.","type":"text"}]},{"type":"paragraph","content":[{"text":"View the full list of HMLR documents that can be signed with Conveyancer-Certified Electronic Signature ","type":"text"},{"text":"here","type":"text","marks":[{"type":"link","attrs":{"href":"https://www.gov.uk/government/publications/electronic-signatures-accepted-by-hm-land-registry-pg82/practice-guide-82-electronic-signatures-accepted-by-hm-land-registry#qualified","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"To send documents for signing using Conveyancer-Certified Electronic Signature follow these 6 steps :","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Upload a document ","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/how-to-upload-a-pdf/","uuid":null,"anchor":null,"target":"_self","linktype":"url"}}]},{"text":"to create a template","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Prepare the template","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/videos/how-to-edit-your-pdf/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" on the xEdit page, ","type":"text"},{"text":"adding multiple parties","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/add-party/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" with signature fields for Signers and ","type":"text"},{"text":"eWitnesses","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/add-witness/","uuid":null,"anchor":null,"target":"_self","linktype":"url"}}]}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Add a signer ","type":"text"},{"text":"Text","type":"text","marks":[{"type":"italic"}]},{"text":" field and assign it to an additional Party (the Conveyancer) for dating, final approval, and document execution","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Go to the Send Page","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Enter contact details for Signers, eWitnesses, and the Approver (the Conveyancer)","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Press  ","type":"text"},{"text":"Final Step - Create \u0026 Send","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":" to send the document out and start the signing process","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"If you don't know the witness's details, click ","type":"text"},{"text":"Decide later","type":"text","marks":[{"type":"bold"}]},{"text":". This allows the previous Party to enter the next Partyâs details, i.e. the signer decides who their eWitness will be.","type":"text"}]},{"type":"paragraph","content":[{"text":"The HM Land Registry requires 2FA for eWitnessing, even if both parties are signing on the same device.","type":"text"},{"type":"hard_break"},{"text":"Learn more in our article ","type":"text"},{"text":"Two-Factor Authentication and eWitness Settings","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/documents-sent-for-esignature/2FA-signing/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"Please ","type":"text"},{"text":"contact us","type":"text","marks":[{"type":"link","attrs":{"href":"/contact/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" for more information.","type":"text"}]}]},"component":"rich_text"},{"_uid":"59b24459-dc59-4502-8f9c-2a75a4232f39","video":"https://www.youtube.com/watch?v=FlNc4jdgrHI","component":"video_section"}],"title":"Get a deed signed and eWitnessed for HM Land Registry","category":"dafcda74-156f-4e0d-b733-50939a7880bc","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"eWitnessing-deed-HM-Land-Registry","full_slug":"articles/app1/documents-sent-for-esignature/eWitnessing-deed-HM-Land-Registry","sort_by_date":null,"position":-510,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"03634320-0096-4ffe-93dd-27d58da95a9f","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to re-use a PDF for signing on Legalesign","created_at":"2023-06-13T10:14:33.066Z","published_at":"2025-03-11T15:54:44.867Z","updated_at":"2025-03-11T15:54:44.896Z","id":323575682,"uuid":"217f9bab-b509-4f90-a8e5-8c16c09b0912","content":{"seo":{"title":"How to re-use a PDF for signing - Legalesign Esignature","plugin":"seo_metatags","de
1scription":"This article show you how to make re-usable PDFs. You can upload a PDF with the sections that may change left blank. You can then set up the PDF so you can customise those sections each time you send it out. "},"_uid":"1d1ce4cf-458f-450e-956b-85fad640cf9b","body":[{"_uid":"8f414509-ea65-428b-a875-a1be05408c39","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"This article show you how to make ","type":"text"},{"text":"re-usable PDF's","type":"text","marks":[{"type":"bold"}]},{"text":", also known as ","type":"text"},{"text":"templates","type":"text","marks":[{"type":"bold"}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"Make sure your PDF has the sections you want to change left blank. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Upload your PDF on the site and you will arrive on the edit page. If you uploaded the document earlier then you can access it through the ","type":"text"},{"text":"Docs library","type":"text","marks":[{"type":"bold"}]},{"text":", look for this icon.","type":"text"}]},{"type":"paragraph","content":[{"text":"From the left of the edit page, drag and drop a grey ","type":"text"},{"text":"Sender Field","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/what-is-the-difference-between-a-sender-field-and-/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" onto your PDF and add a label e.g. 'My company name'. ","type":"text"}]},{"type":"paragraph","content":[{"text":"To resize the field, hover over the lower or right edges (or lower right corner) and you will be able to resize it. Drag it around by clicking in the middle and holding the mouse key down. ","type":"text"}]},{"type":"paragraph","content":[{"text":"This image show you where the ","type":"text"},{"text":"Sender fields","type":"text","marks":[{"type":"bold"}]},{"text":" are located: ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":21327799,"alt":"","src":"https://a.storyblok.com/f/228585/1252x851/8fe12e0c79/customise-add-info.webp","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"You will also see ","type":"text"},{"text":"Signer fields","type":"text","marks":[{"type":"bold"}]},{"text":" on the left-hand side (in Green). These are form fields for ","type":"text"},{"text":"signers or approvers","type":"text","marks":[{"type":"bold"}]},{"text":" to complete. ","type":"text"},{"text":"Sender fields","type":"text","marks":[{"type":"bold"}]},{"text":", by comparison, are fields for you (or your team) to complete when sending out the document; these make the PDF re-usable. ","type":"text"}]},{"type":"paragraph","content":[{"text":"However many sender fields you add, you will need at least 1 Signer Signature field to validate the document. Drag on one of those fields from the top of the left-hand column under ","type":"text"},{"text":"Signer fields","type":"text","marks":[{"type":"bold"}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":21327810,"alt":"","src":"https://a.storyblok.com/f/228585/1152x834/b5e54d545f/customise-add-info2.webp","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"If all you want is an approval either tick ","type":"text"},{"text":"approval only","type":"text","marks":[{"type":"bold"}]},{"text":" just above the PDF or use one signature box - you can still switch a signer to an approver later. ","type":"text"},{"text":"Auto-archive when sent","type":"text","marks":[{"type":"bold"}]},{"text":" is useful when you do not intend to re-use uploaded PDFs, tick the box above the PDF to enable it. A team admin can also make this a group default by pressing the SHIFT key while ticking this setting on or off.","type":"text"}]},{"type":"paragraph","content":[{"text":"Once you're happy with your fields, you can send it out. The validation box along the top of the page will alert you to any errors, but will other ways say ","type":"text"},{"text":"Valid - click here to send","type":"text","marks":[{"type":"bold"}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"Click the ","type":"text"},{"text":"Send","type":"text","marks":[{"type":"bold"}]},{"text":" button, select the PDF template and click ","type":"text"},{"text":"Add document","type":"text","marks":[{"type":"bold"}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"On the Send Page, the grey sender fields you added to your PDF will appear in a tabular format (click ","type":"text"},{"text":"Show Page View","type":"text","marks":[{"type":"bold"}]},{"text":" to see them situated on your document). Fill them out and click the ","type":"text"},{"text":"Save fields","type":"text","marks":[{"type":"bold"}]},{"text":" button at the end of the section.","type":"text"}]},{"type":"paragraph","content":[{"text":"When you understand the lay of the land, check out these ","type":"text"},{"text":"form field shortcuts","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/better-sizing-and-form-field-positioning-tips-for-/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" to make quick work of your PDFs.","type":"text"}]},{"type":"paragraph","content":[{"text":"That's it. On the Send page you can use PDF preview to make sure your sender fields look as you expect but otherwise click ","type":"text"},{"text":"Final Step - create \u0026 send","type":"text","marks":[{"type":"bold"}]},{"text":" to send out your document. ","type":"text"}]},{"type":"paragraph","content":[{"text":"An image of the Send page and your Sender Field(s): ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":21327826,"alt":"","src":"https://a.storyblok.com/f/228585/954x571/6008fe6b3e/customise-add-info3.webp","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"Here's a video with one of our support pros racing around a PDF and adding a few sender fields before switching to Page View and previewing the PDF on the Send Page:","type":"text"}]}]},"component":"rich_text"},{"_uid":"7c80b2da-84b1-4371-86dd-38423eb46e8b","video":"https://s3.amazonaws.com/legalesign-cloudapp/items/3X2S3M0Q0u050G3X1b2g/Screen%20Recording%202
1020-07-07%20at%2003.18%20pm.mov","component":"video_section"}],"title":"How to re-use a PDF for signing on Legalesign","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-to-customiseadd-information-to-a-template-pdf-","full_slug":"articles/app1/pdf-documents/how-to-customiseadd-information-to-a-template-pdf-","sort_by_date":null,"position":-500,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"c05c5b78-d63d-4905-a29b-7be7edf0929a","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Default and custom timezones","created_at":"2023-06-13T10:15:11.587Z","published_at":"2024-10-28T10:24:31.608Z","updated_at":"2024-10-28T10:24:31.643Z","id":323575763,"uuid":"b16ce002-8b6f-47cc-b3a3-0e5ab917bb16","content":{"seo":{"title":"This guide shows how to update the default timezone and add a custom timezone in Legalesign.","plugin":"seo_metatags","description":"This guide shows how to update the default timezone and add a custom timezone in Legalesign."},"_uid":"fca9f128-f78a-494c-9514-14b4a0f70662","body":[{"_uid":"dca1492d-fb36-4310-88cc-ca7c3b5d945e","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"The default time zone set on all Legalesign accounts is UTC (Universal Coordinated Time) and it is the primary time standard by which the world regulates clocks and time. ","type":"text"}]},{"type":"paragraph","content":[{"text":"The following gif will guide you to update the default timezone on your account followed by a demonstration on how to add custom timezones on a per signer basis:","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17288744,"alt":"","src":"https://a.storyblok.com/f/228585/800x398/7f948a5b81/dateandtime.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"},{"_uid":"6b4b813a-3c70-4272-aa94-f0a87b5f8f91","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"If you are using several timezones, you might also be interested in how to use ","type":"text"},{"text":"expiry dates","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/documents-sent-for-esignature/how-to-add-expiry-dates-on-documents/","title":null}}]},{"text":" for documents.","type":"text"}]}]},"component":"rich_text"}],"title":"Default and custom timezones","category":"dafcda74-156f-4e0d-b733-50939a7880bc","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"default-and-custom-timezones-in-Legalesign","full_slug":"articles/app1/documents-sent-for-esignature/default-and-custom-timezones-in-Legalesign","sort_by_date":null,"position":-490,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"f48a75b6-5841-44d4-854f-d57d42f70ef5","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to change a PDF document title","created_at":"2023-06-13T10:14:32.597Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:02:23.420Z","id":323575681,"uuid":"70047d58-2516-4c33-8b8f-674d40034068","content":{"seo":{"title":"An article about how you can change a PDF document title on Legalesign","plugin":"seo_metatags","description":"How to change a PDF document title on Legalesign."},"_uid":"5c33ae9b-f93a-4b1a-918b-66fa52479400","body":[{"_uid":"01fd1514-7fc3-42d1-87c8-a6740b1c2463","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"When you upload a PDF the file name automatically translates to the document name. It's easy to change this name later. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Go to your ","type":"text"},{"text":"Docs","type":"text","marks":[{"type":"bold"}]},{"text":" in the main navigation \u003e ","type":"text"},{"text":"Document library","type":"text","marks":[{"type":"bold"}]},{"text":" and then select the document with the name to change. ","type":"text"}]},{"type":"paragraph","content":[{"text":"The title of the PDF can be found at the top of the page, click on it and it will auto-magically turn into a text input.  Write in the new title and click the  ","type":"text"},{"text":"Save title","type":"text","marks":[{"type":"bold"}]},{"text":" button to the right-hand side. That's it, your document title is changed.","type":"text"}]}]},"component":"rich_text"},{"_uid":"ae37c25c-ea33-429c-b728-b47d0b06929d","video":"https://s3.amazonaws.com/legalesign-cloudapp/items/3J1b2g1c3o082s0u3O1I/Screen%20Recording%202
1020-07-06%20at%2003.39%20pm.mov","component":"video_section"}],"title":"How to change a PDF document title","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post"},"slug":"change-pdf-document-title","full_slug":"articles/app1/pdf-documents/change-pdf-document-title","sort_by_date":null,"position":-480,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"d8d86223-b9aa-4e77-9742-156e9032536f","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to add expiry dates for documents","created_at":"2023-06-13T10:15:07.966Z","published_at":"2024-10-25T09:00:47.734Z","updated_at":"2024-10-25T09:00:47.756Z","id":323575754,"uuid":"2de6bf40-2db2-4ce7-bccd-60ab9a101726","content":{"seo":{"title":null,"plugin":"seo_metatags","description":null},"_uid":"e98186cf-704e-4f89-98c1-3e159f5b2d4a","body":[{"_uid":"fb218c82-5d62-425e-b167-d667a1d5fbc4","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"You can add expiry dates for documents and increase the chance of closing deals faster and improve your overall signing rate. ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17675772,"alt":"","src":"https://a.storyblok.com/f/228585/800x446/3305e1edbc/expirydates.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"Expiry dates can be added in two ways: ","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"On the Send Page before sending a document. Click the calendar icon corresponding to a recipient. Use the small pop-up to define a date and time and press ","type":"text"},{"text":"Done","type":"text","marks":[{"type":"bold"}]},{"text":" to apply. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"On the audit log/details page of a sent document and following the same process as above. ","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"An expiry date can be extended or removed altogether if you change your mind about it by accessing the documentâs audit log/details page. ","type":"text"}]},{"type":"paragraph"}]},"component":"rich_text"},{"_uid":"b3f72fbc-3e84-4829-8e9d-a56f7f2b0e4d","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"If your recipient is abroad and you are using Expiry dates, do not forget you can also set the timezone right beside the email box.","type":"text"}]}]},"component":"rich_text"}],"title":"How to add expiry dates for documents","category":"dafcda74-156f-4e0d-b733-50939a7880bc","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-to-add-expiry-dates-on-documents","full_slug":"articles/app1/documents-sent-for-esignature/how-to-add-expiry-dates-on-documents","sort_by_date":null,"position":-470,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"fd671346-d4c6-4892-95ab-005d3694c07d","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Shortcuts to quickly size and position form fields","created_at":"2023-06-13T10:14:25.220Z","published_at":"2024-11-08T13:21:31.571Z","updated_at":"2024-11-08T13:21:31.594Z","id":323575669,"uuid":"bb10114e-0fd5-4fbe-b03b-d36b1f346277","content":{"seo":{"title":"Size and position your form fields - Legalesign Esignature","plugin":"seo_metatags","description":"Handy features on Legalesign to make short work of sizing and positioning your form fields."},"_uid":"4cafd1a9-54c7-4952-89bd-53b8393c132d","body":[{"_uid":"b32076ee-abe8-4539-8ed8-8d999cace177","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Setting up form fields can be time-consuming. Learn these shortcuts to make short work of your form creation.","type":"text"}]},{"type":"paragraph","content":[{"text":"Helpers are down the lower left side of the PDF Edit page","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":18235996,"alt":"","src":"https://a.storyblok.com/f/228585/800x396/ec44d09dfc/xeditpageapp1.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"See the videos demos of these tips","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/videos/how-to-position-form-fields-on-Legalesign/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]}]},{"type":"paragraph","content":[{"text":"1. One-click field duplication","type":"text","marks":[{"type":"bold"}]},{"text":": once you have a form field sized correctly and need the same again, hover over it with your mouse and press 'd' ('d' for 'duplicate'), a copy will be created below.","type":"text"}]},{"type":"paragraph","content":[{"text":"2. Horizontal or Vertical dragging only","type":"text","marks":[{"type":"bold"}]},{"text":":Â hold down 'shift' + 'alt' and then move a form field with the mouse to move it either horizontally or vertically only.","type":"text"}]},{"type":"paragraph","content":[{"text":"3. Fast save","type":"text","marks":[{"type":"bold"}]}
1,{"text":": press either the 'return' or 'tab' key to save a form field's pop up form.","type":"text"}]},{"type":"paragraph","content":[{"text":"4. Use a grid to position fields","type":"text","marks":[{"type":"bold"}]},{"text":": Â just above the PDF page tick the option to 'show grid'. This will help with your positioning of fields on the page.","type":"text"}]},{"type":"paragraph","content":[{"text":"5. Precise positioning","type":"text","marks":[{"type":"bold"}]},{"text":":Â hover over your field with the mouse, then use the keyboard up/down/left/right keys to move your form field pixel by pixel.","type":"text"}]},{"type":"paragraph","content":[{"text":"6. Click to create","type":"text","marks":[{"type":"bold"}]},{"text":": when you click on the page to create a new form field it will create a signature field by default, or otherwise, it will copy the last field you hovered over. You can tell what your last field type is because it will be ticked in the fields list.","type":"text"}]},{"type":"paragraph","content":[{"text":"7. Table view for rapid field changes","type":"text","marks":[{"type":"bold"}]},{"text":" If you need to make many form field changes, use 'Fields View' to see all form field information in tabular format. Â You can quickly change settings for multiple form fields there, rather than having to click through them individually on 'page view'. Â You can also get a quick overview of all the fields on your document. You will find the 'Fields Table' in the 'More' section.","type":"text"}]},{"type":"paragraph","content":[{"text":"8. See field alignment","type":"text","marks":[{"type":"bold"}]},{"text":": Click \"PDF Preview\" in the Actions submenu, this will produce a PDF draft and you can see your field populated with text to see how they align on your document. ","type":"text"},{"text":"9. Don't repeat yourself","type":"text","marks":[{"type":"bold"}]},{"text":": if you already have a PDF template set up with all the same fields, perhaps your current document only has a small variation, you can ","type":"text"},{"text":"copy all your fields","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/copy-fields-from-one-pdf-to-another/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" across in 'Document Automation'. Click on 'Docs' in the main menu and 'Document functions' is the second option down.","type":"text"}]}]},"component":"rich_text"}],"title":"Shortcuts to quickly size and position form fields","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"better-sizing-and-form-field-positioning-tips-for-","full_slug":"articles/app1/pdf-documents/better-sizing-and-form-field-positioning-tips-for-","sort_by_date":null,"position":-460,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"6690f55e-35e4-42fc-a6f5-245fadf27c42","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to use the contact book","created_at":"2023-06-13T10:15:05.195Z","published_at":"2024-09-10T10:25:37.785Z","updated_at":"2024-09-10T10:25:37.830Z","id":323575747,"uuid":"01c48ff3-d95b-44e4-8d29-023f42e8d4c7","content":{"seo":{"title":null,"plugin":"seo_metatags","description":null},"_uid":"5da745de-749f-473a-a54f-19a98d6752a0","body":[{"_uid":"0ff52585-ce12-40e5-a302-4204e83c41c3","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"You do not need to remember the details for previously used recipients. A contact book icon is displayed on the Send Page beside the email input for each signer. Clicking the icon generates a popup for searching your contacts, and it includes signers you already entered on the page. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Choose between a ","type":"text"},{"text":"begins with","type":"text","marks":[{"type":"bold"}]},{"text":" with or ","type":"text"},{"text":"contains","type":"text","marks":[{"type":"bold"}]},{"text":" search on the last name or email. You must enter at least one character to retrieve any results. Double-click on a contact or use the ","type":"text"},{"text":"Apply","type":"text","marks":[{"type":"bold"}]},{"text":" button to enter the recipientâs details (first and last name, email, and ph
1one number if you are using SMS verification) for a document or use the ","type":"text"},{"text":"Apply all...","type":"text","marks":[{"type":"bold"}]},{"text":" option to apply the recipientâs details to all documents for that signer.","type":"text"}]},{"type":"paragraph","content":[{"text":"You may be interested in this article on ","type":"text"},{"text":"batching (sending many documents at once)","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/documents-sent-for-esignature/batch-documents-envelope-and-enforce-order/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"Legalesign users with access to the Admin tab will see a new option ","type":"text"},{"text":"Contacts","type":"text","marks":[{"type":"bold"}]},{"text":". Within this section, Admin users can review and remove contacts. The system is fast; even with thousands of contacts, searches take milliseconds. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Watch the below gif to see how the contact book works, followed by a short demonstration on how admins can delete contacts:","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17283542,"alt":"","src":"https://a.storyblok.com/f/228585/800x398/6b178b3ddf/contactbook.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"},{"_uid":"497adc35-240a-4f31-b869-03652c44e962","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Please note the contact book is not compatible with incognito mode on browsers.","type":"text"}]}]},"component":"rich_text"}],"title":"How to use the contact book","category":"dafcda74-156f-4e0d-b733-50939a7880bc","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-to-use-the-contact-book","full_slug":"articles/app1/documents-sent-for-esignature/how-to-use-the-contact-book","sort_by_date":null,"position":-450,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"25c80e6a-82f8-40a8-994c-d1a39a424a8d","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Search title and tags in Docs","created_at":"2023-06-13T10:14:22.973Z","published_at":"2024-09-13T07:09:11.686Z","updated_at":"2024-09-13T07:09:11.713Z","id":323575665,"uuid":"1bb0470f-31e7-4c66-8eaa-a9b04735857b","content":{"seo":{"title":"Search title and tags in documents - Legalesign eSignature","plugin":"seo_metatags","description":"When you search your PDF documents the query is made upon each document's title and tag. "},"_uid":"ebcf1c10-edb1-450e-a2d4-ed7b41f775f7","body":[{"_uid":"d35d23e3-a56f-4b7e-9eb5-ccbe24fee777","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"When you search your PDF documents the query is made upon each document's title and tag.","type":"text"}]}]},"component":"rich_text"},{"_uid":"91c7c4ee-c4f5-4dfd-ab90-449ef035a7e1","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"If you want to search your ","type":"text"},{"text":"sent","type":"text","marks":[{"type":"bold"}]},{"text":" documents (and not uploaded PDFs), ","type":"text"},{"text":"click here","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/documents-sent-for-esignature/searching-sent-documents/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]}]},"type":"info","component":"highlight_text"},{"_uid":"621fb2e8-41da-45ba-9691-4cfa8d5c9a81","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Wildcard '*'","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"You can use the wildcard character - * - to do a 'startswith' search on document titles. ","type":"text"}]},{"type":"paragraph","content":[{"text":"For example, any document with a title starting with the letter 'A' can be listed by a search for 'A*'. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Order by Name, Tag, Created","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"Along the top of the Docs table are the headings 'Name', 'Tag', and 'Created'. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Click those to order by those fields, and click again to sort by ascending/descending alternately. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Tags ","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"Legalesign uses single-word tags as its folder system for documents. It's fast to search by tag. ","type":"text"}]},{"type":"paragraph","content":[{"text":"To add a tag to a document, go to your Docs list, click on the ellipses ('...') beside the document title and an input field will appear where you can write your tag. ","type":"text"}]},{"type":"paragraph","content":[{"text":"A tag is a single word and can only have letters or numbers in the A-Z or 0-9 range and must be at least 3 letters long. If you write something else the system will attempt to force your tag to fit that pattern. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Press the 'Tag' button to save the new tag. When you refresh the Docs list you will see your tag along the top. Click it to filter for that tag. ","type":"text"}]},{"type":"paragraph","content":[{"text":"This video shows a user filtering their documents by tag, searching by the wildcard symbol, and sorting listings by the table headings:","type":"text"}]}]},"component":"rich_text"},{"_uid":"96ab706b-0ac4-4244-b451-adc3844d352b","video":"https://www.youtube.com/watch?v=0G7QaHgI6tc","component":"video_section"},{"_uid":"38251f09-e862-402b-8c81-bd99c86f372d","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Pinning a document","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/pin-documents-to-your-
1dashboard-for-fast-access/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" is an useful feature for documents you often use.","type":"text"}]}]},"component":"rich_text"}],"title":"Search title and tags in Documents","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"search-title-and-tags-in-docs","full_slug":"articles/app1/pdf-documents/search-title-and-tags-in-docs","sort_by_date":null,"position":-440,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"eacf0906-8c03-4aa3-ae09-ba0524b5bd6d","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to export signer and fields data","created_at":"2023-06-13T10:14:55.437Z","published_at":"2026-04-16T16:36:00.724Z","updated_at":"2026-04-16T16:36:00.735Z","id":323575726,"uuid":"0251b9fd-97ea-4ac9-bf52-85f0be6e7ca0","content":{"seo":{"title":"How to export signer and field info - Legalesign","plugin":"seo_metatags","description":"All your signer status and form field values can be exported to excel. If you have a lot of the same forms and need to download that data this feature is definitely for you."},"_uid":"d7056961-3c19-4f58-82d7-2968a39f81c1","body":[{"_uid":"66372d56-18ef-42e6-b966-3c6fccb2cbb4","text":{"type":"doc","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"All your signer status and form field values can be exported to excel. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"To download your signers' statuses and field values:","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Go to the Dashboard","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Click the magnifying glass icon just above your listings.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"The section expands to show all the search options.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Filter the data as you prefer","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Click 'Or export the data as XLS","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"The operation can take some time, download will start when ready","type":"text"}]}]}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Make the selection you want to filter down your documents, tick both boxes and select ","type":"text"},{"text":"'Search'","type":"text","marks":[{"type":"bold"}]},{"text":" to retrieve your filtered results and hit the ","type":"text"},{"text":"'Export to XLS'","type":"text","marks":[{"type":"bold"}]},{"text":" button. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Since you could be producing a lot of data, your request goes off to a service, and you may
1need to wait a short while for it to work out the answer. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"This GIF shows you the search form and where the export buttons are:","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"type":"image","attrs":{"id":166573430689927,"alt":"","src":"https://a.storyblok.com/f/228585/1280x700/4200d36260/app1csvexport.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"},{"_uid":"375c3a59-75f1-48e7-abb9-efd1e7ea44cd","text":{"type":"doc","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Voila! ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Archived documents","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"To download signing status and field information from documents within the archive, go to ","type":"text"},{"text":"Archive","type":"text","marks":[{"type":"bold"}]},{"text":" \u003e ","type":"text"},{"text":"Signed documents","type":"text","marks":[{"type":"bold"}]},{"text":" and click on ","type":"text"},{"text":"Export","type":"text","marks":[{"type":"bold"}]},{"text":" (filter down your listings first).","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"type":"image","attrs":{"id":166575087579374,"alt":"","src":"https://a.storyblok.com/f/228585/1280x700/ba1c081634/app1csvarchive.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"}],"title":"How to export signer and fields data","category":"dafcda74-156f-4e0d-b733-50939a7880bc","subtitle":"","component":"docs_post","seo_index":"true","structured_data_raw":""},"slug":"export-signer-and-fields-data","full_slug":"articles/app1/documents-sent-for-esignature/export-signer-and-fields-data","sort_by_date":null,"position":-430,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"04596084-2c35-485a-a37b-13e118ec56fa","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to merge PDFs into a single document","created_at":"2023-06-13T10:14:19.109Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-10-11T14:02:49.491Z","id":323575658,"uuid":"7bfe36cd-beb0-4620-ab4c-4ce6339f506f","content":{"seo":{"title":"How to merge PDF's into a single document - Legalesign Esignature","plugin":"seo_metatags","description":"Using Legalesign PDF upload feature, you can upload and merge multiple PDFs together. This is particularly useful if the document you want signed has originated from different sources and needs to be compiled together. "},"_uid":"d6e5d4d4-b539-44bb-b170-822ede0925b3","body":[{"_uid":"993a5867-e7f5-4d7a-9904-ed8486953087","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Using Legalesign PDF upload feature, you can upload and merge multiple PDFs together. This is particularly useful if the document you want signed has originated from different sources and needs to be compiled together. ","type":"text"}]},{"type":"paragraph","content":[{"text":"For example, accountants at the end of the tax year may need to send multiple documents to customers: accounts from a spreadsheet, and a tax return and a summary document from Word. This feature makes short work of putting them all together and sending them out to be signed. ","type":"text"}]},{"type":"paragraph","content":[{"text":"The first step is to save each file as a PDF. This can usually be done within the original software (e.g. any Office or iWorks program).","type":"text"}]},{"type":"paragraph","content":[{"text":"While Legalesign will convert Word (or any file) documents to PDF, we recommend you use the original software which will produce the best PDF output.","type":"text"}]},{"type":"paragraph","content":[{"text":"On Legalesign, go to ","type":"text"},{"text":"Docs","type":"text","marks":[{"type":"bold"}]},{"text":" \u003e ","type":"text"},{"text":"Upload PDF","type":"text","marks":[{"type":"bold"}]},{"text":" \u003e ","type":"text"},{"text":"Upload Multiple Files","type":"text","marks":[{"type":"bold"}]},{"text":". Then click the upload box to select your first PDF (or drag and drop). Rinse and repeat in the order you want to merge your PDF together. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Scroll to the bottom of the page and click on ","type":"text"},{"text":"Append these together","type":"text","marks":[{"type":"bold"}]},{"text":". The appended document will take on the name of the first PDF. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Click on the PDF name to access the editing page for your freshly merged document. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Watch this video to see a demo:","type":"text"}]}]},"component":"rich_text"},{"_uid":"33095058-9bcb-4ec8-b05a-76c2d35ea114","video":"https://s3.amazonaws.com/legalesign-cloudapp/items/310w1Z3b1q2t1l3y2229/Screen%20Recording%202
1020-07-06%20at%2004.59%20pm.mov","component":"video_section"}],"title":"How to merge PDFs into a single document","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-to-merge-pdfs-into-a-single-document","full_slug":"articles/app1/pdf-documents/how-to-merge-pdfs-into-a-single-document","sort_by_date":null,"position":-420,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"c90919a1-bc72-4e62-9512-babe64fe64f5","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to batch documents into an envelope and enforce order","created_at":"2023-06-13T10:14:54.889Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:02:17.093Z","id":323575724,"uuid":"41605be0-1eae-4d0e-8243-076818933e01","content":{"seo":{"title":"How to batch document together \u0026 enforce an order - Legalesign","plugin":"seo_metatags","description":"Documents can be batched together so that signers can seamlessly move from one document to another, without having to follow any links, and avoid an excess of email notifications. Executed documents can be delivered in one email and the Legalesign user can search for batches of documents. "},"_uid":"507dfa72-3ab4-4d42-b080-36cee4814c1c","body":[{"_uid":"0fc4bad3-f9c1-4bd2-8b5d-b45a1250e8c1","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Documents can be batched together so that signers can seamlessly move from one document to another, without having to follow any links, and avoid an excess of email notifications. Executed documents can be delivered within one email and the Legalesign user can search for batches of documents. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Go to the Send Page , and select the first document to send out for signature. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Add more documents: at the foot of the document section, click the plus symbol ","type":"text"},{"text":"Add another","type":"text","marks":[{"type":"bold"}]},{"text":" to add a second document. Continue the process until all documents in the batch have been selected. ","type":"text"}]},{"type":"paragraph","content":[{"text":"A tickbox ","type":"text"},{"text":"Batch docs together","type":"text","marks":[{"type":"bold"}]},{"text":" will be visible below your set of documents at the bottom of the page. Tick it and select the options that appear to customise the batch. When you opt to enforce order a numbering will appear beside each document in your list. ","type":"text"}]},{"type":"paragraph","content":[{"text":"This video shows you how:","type":"text"}]}]},"component":"rich_text"},{"_uid":"ed1eb75c-8f8d-46e2-9a8b-18835ab59555","video":"https://s3.amazonaws.com/legalesign-cloudapp/items/323Y3w1q0k1h1l2E0L3w/Screen%20Recording%202020-07-06%20at%2003.33%20pm.mov","component":"video_section"},{"_uid":"d4f0db63-819c-4377-8e03-db3f36da1f55","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"As with a single document, batches can be signed in sequence or in parallel. To sign in sequence use the option to enforce ordering. ","type":"text"}]},{"type":"paragraph","content":[{"text":"If you want a signer to be able to sign all documents in one go you will need to turn off enforcing ordering (assuming there is more than 1 signer on documents, i.e. there is no need to wait for second or third signers in a document before the next document is available to be signed).","type":"text"}]},{"type":"paragraph","content":[{"text":"If you change your mind about ordering later, you can use ","type":"text"},{"text":"reminder emails","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/emails/send-a-reminder-to-a-signer/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" to break the chain; you can send a reminder for any document to any signer at any time (until the person has signed or rejected).","type":"text"}]},{"type":"paragraph","content":[{"text":"Note: Signers need not be the same for all documents, e.g. Signer 1 on the first document does not need to be signer 1 on the second, third, fourth documents etc.","type":"text"}]}]},"component":"rich_text"}],"title":"How to batch documents into an envelope and enforce order","category":"dafcda74-156f-4e0d-b733-50939a7880bc","subtitle":"","component":"docs_post"},"slug":"batch-documents-envelope-and-enforce-order","full_slug":"articles/app1/documents-sent-for-esignature/batch-documents-envelope-and-enforce-order","sort_by_date":null,"position":-410,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"08b52fb3-8c76-427c-b356-3347b84cd00b","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Articles about emails","created_at":"2023-06-13T07:14:36.708Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:02:03.700Z","id":323417409,"uuid":"cca4237a-b157-4879-85b2-7fa43069b1bb","content":{"_uid":"e51ce05b-ba3e-4cf9-807c-865b0db2773a","icon":{"id":10525
1720,"alt":"","name":"","focus":"","title":"","source":"","filename":"https://a.storyblok.com/f/228585/48x49/2aa07890ff/largeemail.png","copyright":"","fieldtype":"asset","meta_data":{},"is_external_url":false},"title":"Emails","subtitle":"Customise and Manage the Emails that Legalesign Send to You and Your Customers","component":"docs_category"},"slug":"emails","full_slug":"articles/app1/emails/","sort_by_date":null,"position":-410,"tag_list":[],"is_startpage":true,"parent_id":321390447,"meta_data":null,"group_id":"01565861-a011-4cdd-be52-066703a82d9a","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to batch document togethers and enforce a document order","created_at":"2023-06-13T10:14:18.151Z","published_at":"2026-04-16T10:39:07.920Z","updated_at":"2026-04-16T10:39:07.934Z","id":323575656,"uuid":"b53ff238-b4d4-48e3-bf32-89d6552ffb28","content":{"seo":{"title":"How to batch document together \u0026 enforce an order - Legalesign","plugin":"seo_metatags","description":"A Legalesign Esignature help article about: How to batch document together and enforce a document order"},"_uid":"9db0b99c-b83b-4c47-9cac-9c5e6e690676","body":[{"_uid":"0f01e6b5-75a4-445f-8dcf-c487c6e4d078","text":{"type":"doc","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Documents can be batched together so that signers can seamlessly move from one document to another, without having to follow any links, and avoid an excess of email notifications. Executed documents can be delivered within one email and the Legalesign user can search for batches of documents. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Go to the Send Page (main navigation), select the first document to sign and add it. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"At the foot of the document section, click the plus symbol to add a second document. Continue the process until all documents in the batch have been selected. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"To batch documents together tick the 'Batch docs together' at the foot of the page. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Here's how:","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"type":"image","attrs":{"id":166487409645505,"alt":"","src":"https://a.storyblok.com/f/228585/1280x696/a5c71a1d5f/app1batching.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"},{"_uid":"8996f9b9-5070-48b4-b411-72dc4cdd04d2","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"As with a single document, batches can be signed in sequence or in parallel. To sign in sequence use the option to enforce ordering. ","type":"text"}]},{"type":"paragraph","content":[{"text":"If you want a signer to be able to sign all documents in one go you will need to turn off enforcing ordering. Note: Signers need not be the same for all documents, e.g.  Signer 1 on document 1 does not need to be signer 1 on document two.","type":"text"}]}]},"component":"rich_text"}],"title":"How to batch document togethers and enforce a document order","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true","structured_data_raw":""},"slug":"how-to-batch-document-together-and-enforce-a-docum","full_slug":"articles/app1/pdf-documents/how-to-batch-document-together-and-enforce-a-docum","sort_by_date":null,"position":-400,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"0a2d29d7-e839-4d1b-9948-ea987c5643ee","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to stop a signed PDF from being printed or copied","created_at":"2023-06-13T10:14:53.806Z","published_at":"2024-09-06T10:02:49.639Z","updated_at":"2024-09-06T10:02:49.667Z","id":323575722,"uuid":"14f2853a-919b-42da-a7ee-c28bee2ea8cc","content":{"seo":{"title":"Use PDF features to prevent printing or copying after signing","plugin":"seo_metatags","de
1scription":"Changing the print and copy setting for PDFs output from Legalesign."},"_uid":"74730b5a-7e46-4d9f-ac04-d16761c2cf68","body":[{"_uid":"0f55c01d-f8a5-480c-a839-675657e82240","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"You can change the settings on your final PDF to prevent it from being copied or printed. This is a feature within a PDF itself. ","type":"text"}]},{"type":"paragraph","content":[{"text":"You can do this in two ways. Either at the team level or as you send out a document to be signed. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Change setting at the team level:","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"Admins can set their group default within Admin \u003e PDF Security . You will see the options: ","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Do not allow copying ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Do not allow printing","type":"text"}]}]}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17250857,"alt":"","src":"https://a.storyblok.com/f/228585/754x962/ac3c5c952f/screenshot-2024-09-06-at-10-55-46.png","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"},{"_uid":"9cd8a5cc-0e23-4ae3-a604-d03b6333d3b2","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Change this as you send out a document:","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"Users can also apply the settings on a document-by-document basis. ","type":"text"}]},{"type":"paragraph","content":[{"text":"On the send page, after you add a document, you will see the buttons ","type":"text"},{"text":"Signed PDF copying","type":"text","marks":[{"type":"bold"}]},{"text":" and ","type":"text"},{"text":"Signed PDF Printing","type":"text","marks":[{"type":"bold"}]},{"text":" at the foot of that document section. ","type":"text"}]},{"type":"paragraph","content":[{"text":"When a little tick mark appears, copying and printing are enabled. If they are disabled there will be an âxâ mark.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17251053,"alt":"","src":"https://a.storyblok.com/f/228585/1062x754/6b674e980a/screenshot-2024-09-06-at-11-02-20.png","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"},{"_uid":"12487c4b-b6c9-4da7-b6fe-b90fd1baa84b","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"This PDF feature is not a guaranteed failsafe, people can still make images of your PDFs and print those, and may be able to find ways around this setting with custom software.","type":"text"}]}]},"component":"rich_text"}],"title":"How to stop a signed PDF from being printed or copied","category":"dafcda74-156f-4e0d-b733-50939a7880bc","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"stop-print-or-copy-pdf","full_slug":"articles/app1/documents-sent-for-esignature/stop-print-or-copy-pdf","sort_by_date":null,"position":-390,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"062982fc-551e-4633-8e15-29d8d51efd98","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Design Emails with Branding","created_at":"2023-06-13T10:15:14.601Z","published_at":"2024-09-06T10:59:02.640Z","updated_at":"2024-09-06T10:59:02.660Z","id":323575772,"uuid":"6117c24e-5c19-403f-a214-62d01c982279","content":{"seo":{"title":null,"plugin":"seo_metatags","description":null},"_uid":"2eff05cc-97b5-41be-ba26-71a7b2abb37d","body":[{"_uid":"9094ebc4-eae6-493f-8f75-621ecfe5129c","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"All outgoing email notifications sent from Legalesign can be customised. Admin users can design branded email templates with their company colours and logos to project a consistent brand image. ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17252189,"alt":"","src":"https://a.storyblok.com/f/228585/600x309/506d10675d/emailbranding.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"To start branding your emails go to ","type":"text"},{"text":"Admin \u003e Signer Experience","type":"text","marks":[{"type":"bold"}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"The first section is ","type":"text"},{"text":"Email branding","type":"text","marks":[{"type":"bold"}]},{"text":" (see below), set the colour scheme and upload a logo for your email notifications here. ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17251804,"alt":"","src":"https://a.storyblok.com/f/228585/1638x1018/c1a81494ba/screenshot-2024-09-06-at-11-23-59.png","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"Upload a logo by clicking the preview image or dragging and dropping an image file onto it. Alternatively, click the ","type":"text"},{"text":"Add/remove email logo","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":" button at the end of the section. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Below the email preview, Admin users can select colours for the different elements of the email notifications. For precise colour matching, use hexadecimal colour codes.","type":"text"}]},{"type":"paragraph","content":[{"text":"Don't have the colour codes to hand? Use a colour picker app to pull hex colour codes from your website.","type":"text"}]},{"type":"paragraph","content":[{"text":"To personalise the email's content, scroll to the ","type":"text"},{"text":"Email Text","type":"text","marks":[{"type":"bold"}]},{"text":" section (third down) and modify the elements of your notification emails. ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17251856,"alt":"","src":"https://a.storyblok.com/f/228585/1728x1150/c4ba38688e/screenshot-2024-09-06-at-11-26-30.png","t
1itle":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"The format below is the same for reminder emails and those sent on signing or rejection. ","type":"text"}]},{"type":"paragraph","content":[{"text":"When a Signer is sent a document they receive an email notification with the document link. The screenshot below shows the text therein, with labels for their corresponding field names in ","type":"text"},{"text":"Email Text","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17252656,"alt":"","src":"https://a.storyblok.com/f/228585/748x468/0938bb83c1/screenshot-2024-09-04-at-14-11-00.png","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"Automate specific recipient details using mail merge values with ","type":"text"},{"text":"email placeholders","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/emails/email-placeholders/","uuid":null,"anchor":null,"target":null,"linktype":"url"}},{"type":"bold"}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"Design Signing pages to bear your company logo as well. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Under the ","type":"text"},{"text":"Logo on signing page","type":"text","marks":[{"type":"bold"}]},{"text":" section (eighth down), click on browse and select an image file for your logo (see below). ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17252774,"alt":"","src":"https://a.storyblok.com/f/228585/1177x361/5ef16f09ab/screenshot-2024-09-06-at-11-55-55.png","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"The logo will be the header for all Signing pages, as below. ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17252782,"alt":"","src":"https://a.storyblok.com/f/228585/1376x709/0400149970/screenshot-2024-09-06-at-11-54-36.png","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"}],"title":"Design Emails with Branding","category":"cca4237a-b157-4879-85b2-7fa43069b1bb","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"email-branding","full_slug":"articles/app1/emails/email-branding","sort_by_date":null,"position":-380,"tag_list":[],"is_startpage":false,"parent_id":321390447,"meta_data":null,"group_id":"2bd8f550-e055-4eff-851c-94997dbf4f03","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Using the 'auto-archive when sent' tickbox","created_at":"2023-06-13T10:14:17.117Z","published_at":"2024-09-10T11:31:47.948Z","updated_at":"2024-09-10T11:31:47.971Z","id":323575654,"uuid":"729e9dc1-8c45-406e-84b6-2cc805773ae4","content":{"seo":{"title":"The 'auto-archive when sent' tickbox - Legalesign Esignature","plugin":"seo_metatags","description":"Auto-archiving your PDFs is useful when you do not intend to re-use uploaded PDFs. When auto-archive is ticked the PDF will be moved into the archive the next time it is sent out to be signed."},"_uid":"8bcf0d9b-a512-44b4-9dc0-8ce71797d7d7","body":[{"_uid":"3d7929ef-18ac-4cdd-a89a-738dfa99f4fc","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Auto-archiving your PDFs is useful when you do not intend to re-use uploaded PDFs. ","type":"text"}]},{"type":"paragraph","content":[{"text":"When auto-archive is ticked the PDF will be moved into the archive the next time it is sent out to be signed. ","type":"text"}]},{"type":"paragraph","content":[{"text":"When the auto-archive checkbox is not ticked your document will continue to be listed in the Document Library section of the site. ","type":"text"}]},{"type":"paragraph","content":[{"text":"This 'Auto-archive when sent' tickbox appears on the PDF edit page, just above each page. ","type":"text"}]},{"type":"paragraph","content":[{"text":"To set a default of this setting for your team, an admin user should hold down SHIFT while ticking this setting on or off. ","type":"text"}]},{"type":"paragraph","content":[{"text":"This video shows you where you can find the auto-archive tick-box:","type":"text"}]}]},"component":"rich_text"},{"_uid":"d2b7a511-583a-4fb8-9db8-7688cc794916","video":"https://www.youtube.com/watch?v=3lKk2VrHivw","component":"video_section"},{"_uid":"1198a4b9-7e36-44c7-903c-8e2608e04d68","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Docs can be ","type":"text"},{"text":"pinned to the dashboard","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/pin-documents-to-your-
1dashboard-for-fast-access/","title":null}}]},{"text":" (in the left hand column). If you pin your document it will continue to be listed there even if it has been archived.","type":"text"}]}]},"component":"rich_text"}],"title":"Using the 'auto-archive when sent' tickbox","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"using-the-auto-archive-when-sent-tickbox","full_slug":"articles/app1/pdf-documents/using-the-auto-archive-when-sent-tickbox","sort_by_date":null,"position":-380,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"319ce282-9ae9-4615-a54e-adbcd6c55641","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Device Lock","created_at":"2024-09-16T15:53:34.858Z","published_at":"2024-09-16T16:05:53.218Z","updated_at":"2024-09-16T16:05:53.254Z","id":548962383,"uuid":"4b5a8c36-a345-4493-90e9-2c3e0423a79e","content":{"seo":{"_uid":"547cecf7-000d-4da8-b07b-2165e8ccba8e","title":"Device Lock - Legalesign eSignature","plugin":"seo_metatags","og_image":"","og_title":"","description":"To ensure eWitnesses are physically present when signing takes place, use âDevice Lockâ to force witnesses to use the same device as the signer they are witnessing.","twitter_image":"","twitter_title":"","og_description":"","twitter_description":""},"_uid":"d46c58e8-2996-4b98-b120-4b823852d5fa","body":[{"_uid":"f49d3562-87c4-4586-a4cd-20acb7f52ea6","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"To ensure eWitnesses are physically present when signing takes place, use âDevice Lockâ to force witnesses to use the same device as the signer they are witnessing.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17346957,"alt":"","src":"https://a.storyblok.com/f/228585/600x298/47d9c6107b/legalesigndevicelock.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"First, the signer will be prompted to fill in and sign the document. Then they hand the document over to the witness to fill in and sign.","type":"text"}]},{"type":"paragraph","content":[{"text":"Pair the Device Lock feature with SMS Witnessing for additional security.","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/personal-settings/use-two-factor-authentication/","uuid":null,"anchor":null,"target":"_self","linktype":"url"}}]}]},{"type":"paragraph","content":[{"text":"To activate Device Lock go to ","type":"text"},{"text":"Admin\u003eSigner Experience","type":"text","marks":[{"type":"bold"}]},{"text":" scroll down to ","type":"text"},{"text":"Signing Options,","type":"text","marks":[{"type":"bold"}]},{"text":" click ","type":"text"},{"text":"Witness must use signer's device ","type":"text","marks":[{"type":"bold"}]},{"text":"and then click ","type":"text"},{"text":"Save.","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"Important:","type":"text","marks":[{"type":"bold"}]},{"text":" Include a ","type":"text"},{"text":"Personalised Message","type":"text","marks":[{"type":"link","attrs":{"href":"/articles/app1/emails/set-a-default-personal-message-when-sending-docume","uuid":"2a69b673-c979-4ad4-bdbd-a700a2e1c58c","anchor":null,"target":"_self","linktype":"story"}}]},{"text":" to the signer to ensure they sign the document themselves first, ","type":"text"},{"text":"and then ","type":"text","marks":[{"type":"bold"}]},{"text":"hand it over to the witness. ","type":"text"}]}]},"component":"rich_text"}],"title":"Device Lock","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"device-lock","full_slug":"articles/app1/emails/device-lock","sort_by_date":null,"position":-370,"tag_list":[],"is_startpage":false,"parent_id":321390447,"meta_data":null,"group_id":"6d4e33e8-26f8-4f26-8d90-771b02666cce","first_published_at":"2024-08-16T13:22:35.890Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to use a saved send page","created_at":"2023-06-13T10:14:49.978Z","published_at":"2024-10-25T12:37:31.079Z","updated_at":"2024-10-25T12:37:31.106Z","id":323575715,"uuid":"cd2c7706-52dd-4a92-b543-965d259ebb13","content":{"seo":{"title":"How to save your contract workflow - Legalesign Esignature","plugin":"seo_metatags","de
1scription":"Where you find yourself repeatedly putting in the same information when Sending a document, then contract workflows are for you. "},"_uid":"3d531387-12c2-4c46-a1a0-91e8b9112a7e","body":[{"_uid":"f7f7faaa-27a0-403c-8fe3-bfce49c0d4eb","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Whenever you find yourself having to repeatedly put in the same information agian and again when documents, then consider using ","type":"text"},{"text":"saved send pages","type":"text","marks":[{"type":"bold"}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"With this feature, you ","type":"text"},{"text":"Freeze to re-use \u0026 share","type":"text","marks":[{"type":"bold"}]},{"text":" even the most complicated workflows so you can quickly access them, and optionally make them available to other users on your team.","type":"text"}]},{"type":"paragraph","content":[{"text":"To create \u0026 save a workflow, visit the ","type":"text"},{"text":"Send page, ","type":"text","marks":[{"type":"bold"}]},{"text":"add your template documents as usual, and fill the page up with all the data EXCEPT anything you will want to change later, then select to ","type":"text"},{"text":"Freeze to re-use \u0026 share","type":"text","marks":[{"type":"bold"}]},{"text":" at the foot of the page. ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17853677,"alt":"","src":"https://a.storyblok.com/f/228585/800x402/2eafb31664/frozensendpage.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"Even after a ","type":"text"},{"text":"Saved Send Page","type":"text","marks":[{"type":"bold"}]},{"text":" has been created, the template(s) in the Send Page can be swapped out. This will keep all the participants and settings the same even when they are attached to a new template.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17854031,"alt":"","src":"https://a.storyblok.com/f/228585/800x402/5537ff1bc8/changetemplate.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"}],"title":"How to use a saved send page","category":"dafcda74-156f-4e0d-b733-50939a7880bc","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-to-save-your-contract-workflow","full_slug":"articles/app1/documents-sent-for-esignature/how-to-save-your-contract-workflow","sort_by_date":null,"position":-370,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"620c5491-fe42-46ae-b6db-d59f115a81ee","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to exclude signers on the send page","created_at":"2023-06-13T10:15:04.648Z","published_at":"2024-09-06T16:32:19.592Z","updated_at":"2024-09-06T16:32:19.614Z","id":323575746,"uuid":"43050b51-130e-473e-b7c4-9fc18340cd4e","content":{"seo":{"title":"How to exclude signers on the send page","plugin":"seo_metatags","description":"Templates with multiple signers can be adapted on the send page by excluding signers."},"_uid":"d2fa536a-2069-46b7-8910-b631c52e2ff7","body":[{"_uid":"35cb4b97-abf6-4bb1-8fd3-4feaabb04ef4","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Suppose you have a template with multiple recipients, but it needs to be adapted for fewer signers. In that case, you can exclude signers on the send page without preparing a new template. ","type":"text"}]},{"type":"paragraph","content":[{"text":"For example, an agreement with a maximum of five parties can be sent to just three parties in a particular instance. ","type":"text"}]},{"type":"paragraph","content":[{"text":"To exclude one or more signers, access the desired template on the send page and choose the option ' Skip this oneâ. A highlighted âSkip this oneâ message is shown for any skipped signers.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17256683,"alt":"","src":"https://a.storyblok.com/f/228585/1435x716/46223
10f037/skipthisone.png","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"},{"_uid":"d5713f25-4087-46e1-8aca-38cca5d1751b","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"You may also be interested in ","type":"text"},{"text":"how to add multiple signers on a document","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/add-party/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":".","type":"text"}]}]},"component":"rich_text"}],"title":"How to exclude signers on the send page","category":"cca4237a-b157-4879-85b2-7fa43069b1bb","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"exclude-signers-on-send-page","full_slug":"articles/app1/emails/exclude-signers-on-send-page","sort_by_date":null,"position":-360,"tag_list":[],"is_startpage":false,"parent_id":321390447,"meta_data":null,"group_id":"1d0f081d-5ec7-468e-9241-ab9b9d6185fa","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Quick fill for duplicate sender fields","created_at":"2023-06-13T10:14:16.531Z","published_at":"2024-09-10T11:38:06.598Z","updated_at":"2024-09-10T11:38:06.622Z","id":323575653,"uuid":"954be9ac-2162-4a6e-94d6-053b9dd17271","content":{"seo":{"title":"Quick fill for duplicate sender fields - Legalesign eSignature","plugin":"seo_metatags","description":"Where you have multiple sender fields that need the same value, for example, the same date or same name on each page, then give each of those fields the same label. "},"_uid":"4ca8022a-67aa-4395-8270-d868704a13c8","body":[{"_uid":"a201266b-b091-4004-83cb-846fb1ab29b6","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Where you have multiple ","type":"text"},{"text":"sender fields","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/what-is-the-difference-between-a-sender-field-and-/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" that need the same value, for example, the same date or same name on each page, then give each of those fields the same label. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Now the fields will fill down automatically when you enter the first value on the Send page. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Watch this short video which shows the same labels being used across several sender fields. You can see how the same value fills down automatically for each field when the document is being prepared for signing. ","type":"text"}]},{"type":"paragraph","content":[{"text":"In this video, you will also see some ","type":"text"},{"text":"handy form shortcuts","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/better-sizing-and-form-field-positioning-tips-for-/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]}]},"component":"rich_text"},{"_uid":"0eaca06b-f547-472c-aaf9-34ca8204e2e1","video":"https://www.youtube.com/watch?v=Mpgxlvq9T8g","component":"video_section"}],"title":"Quick fill for duplicate sender fields","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"quick-fill-for-duplicate-sender-fields","full_slug":"articles/app1/pdf-documents/quick-fill-for-duplicate-sender-fields","sort_by_date":null,"position":-360,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"3b94c93c-a3e3-494c-83a0-201b4d12d78f","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Esigning","created_at":"2023-06-13T07:30:46.116Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:01:07.643Z","id":323426869,"uuid":"bd1380dc-637e-440d-aad2-7f9300f0799f","content":{"_uid":"7c274faa-e3ba-4ab1-9e92-7a65ae9b80f3","icon":{"id":10525
1742,"alt":"","name":"","focus":"","title":"","source":"","filename":"https://a.storyblok.com/f/228585/49x49/aa92de2288/largeonline.png","copyright":"","fieldtype":"asset","meta_data":{},"is_external_url":false},"title":"eSigning","subtitle":"How to Get Your Documents Signed and Collect Information From Participants Exactly How Your Need it.","component":"docs_category"},"slug":"esign","full_slug":"articles/app1/esign/","sort_by_date":null,"position":-360,"tag_list":[],"is_startpage":true,"parent_id":323426867,"meta_data":null,"group_id":"e7497e34-3317-48c2-a8dd-f27b6d82d53b","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to use Sign \u0026 Return","created_at":"2024-07-23T13:48:09.245Z","published_at":"2024-11-08T12:18:27.693Z","updated_at":"2024-11-08T12:18:27.716Z","id":527067422,"uuid":"d4e54be3-c094-4c33-9f3b-66ebe0b847d1","content":{"seo":{"_uid":"75c91c86-b1a9-4363-8d5e-79aa78f2e8b3","title":"How to use Sign \u0026 Return - Legalesign eSignature","plugin":"seo_metatags","og_image":"","og_title":"","description":"Sign and Return allows you to sign a large volume of documents and have them certified. ","twitter_image":"","twitter_title":"","og_description":"","twitter_description":""},"_uid":"cdad9875-c142-46a6-823d-fb727af047f7","body":[{"_uid":"9cdbbdfe-6f63-41ae-a720-8246f2897d80","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Sign and Return allows you to sign a large volume of documents and have them certified. Other signers canât access and sign documents you upload in this way, so be careful to only use it for documents that only require your own signature.","type":"text"}]},{"type":"paragraph","content":[{"text":"1.       ","type":"text","marks":[{"type":"textStyle","attrs":{"color":""}}]},{"text":"Log in and ","type":"text"},{"text":"click this link","type":"text","marks":[{"type":"link","attrs":{"href":"https://app1.legalesign.com/rtn/listings","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" to go to the Sign \u0026 Return page.","type":"text"}]},{"type":"paragraph","content":[{"text":"2.       ","type":"text","marks":[{"type":"textStyle","attrs":{"color":""}}]},{"text":"Upload your document.","type":"text"}]},{"type":"paragraph","content":[{"text":"3.       ","type":"text","marks":[{"type":"textStyle","attrs":{"color":""}}]},{"text":"Double-click the page to sign, and either download the PDF or return it directly via email.","type":"text"}]},{"type":"paragraph","content":[{"text":"You can also access Sign \u0026 Return directly from the webapp by clicking the dropdown on the top right of the screen:","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":18234732,"alt":"","src":"https://a.storyblok.com/f/228585/800x396/5105530570/accesssignandreturnapp1.gif","title":"","source":"","copyright":"","meta_data":{}}},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"Planning to send documents for others to sign? ","type":"text"},{"text":"Here's our video guide on how to send a document in 60 seconds","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/videos/create-and-send-a-document-in-60-seconds/","uuid":null,"anchor":null,"target":"_self","linktype":"url"}}]},{"text":".","type":"text"}]}]},"component":"rich_text"}],"title":"How to use Sign \u0026 Return","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-to-use-sign-return","full_slug":"articles/app1/esign/how-to-use-sign-return","sort_by_date":null,"position":-350,"tag_list":[],"is_startpage":false,"parent_id":323426867,"meta_data":null,"group_id":"b4a7bcfc-2839-4925-9678-691b1f93e787","first_published_at":"2024-07-23T13:51:25.766Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to edit the PDF once a document has been sent","created_at":"2023-06-13T10:14:47.585Z","published_at":"2024-09-09T10:19:15.253Z","updated_at":"2024-09-09T10:19:15.323Z","id":323575710,"uuid":"9d3e32a0-15f0-4d7b-bb97-572b039ed7ba","content":{"seo":{"title":"How to edit the PDF once a document it is sent - Legalesign","plugin":"seo_metatags","de
1scription":"Sometimes you will realise you made a mistake with your document fields after you sent it, or you may simply need to change some details in the document. "},"_uid":"fb564018-db30-4e9e-8d51-4deb53e50c6f","body":[{"_uid":"7b03813d-c832-4b14-a10d-a24d195bb8ea","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Sometimes you'll realise you made a mistake with your document fields after you sent it, or you may simply need to change some details in the document. ","type":"text"}]},{"type":"paragraph","content":[{"text":"While you cannot edit the underlying PDF document you can edit any sender field information completed by the sender. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Go to the Dashboard and click on the title of the document, select 'Audit Log / Details' from the dropdown list. Scroll down the details page to the 'Your fields' section and below the fields, you will see the button to open them for editing. ","type":"text"}]},{"type":"paragraph","content":[{"text":"When done you can also opt to send an email to the signer. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Sender fields can be edited until a party to the document has signed, after which sender fields are fixed. If a signer is on the signing page while a sender field is edited then they will be prompted to review the document again, or refreshing the page will update the document.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17269438,"alt":"","src":"https://a.storyblok.com/f/228585/600x308/96c915fc07/changesenderdetails.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"},{"_uid":"64c00660-ba45-4d2b-baaa-12c2f1d0ee07","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"If the underlying PDF is incorrect you will need to void your document and start over, click on the document title in your dashboard and you will see the option to delete the document.","type":"text"}]},{"type":"paragraph"}]},"component":"rich_text"}],"title":"How to edit the PDF once a document has been sent","category":"dafcda74-156f-4e0d-b733-50939a7880bc","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"can-i-edit-the-pdf-once-a-document-has-been-sent-","full_slug":"articles/app1/documents-sent-for-esignature/can-i-edit-the-pdf-once-a-document-has-been-sent-","sort_by_date":null,"position":-350,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"f7c4a6d3-52c0-4d0c-a85b-8c7864a1c4ab","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"What to do if an email bounces with a spam warning","created_at":"2023-06-13T10:14:59.138Z","published_at":"2025-10-10T09:11:35.247Z","updated_at":"2025-10-10T09:11:35.265Z","id":323575735,"uuid":"6b1c2768-777f-4c8f-b319-6b0f2a04f4d1","content":{"seo":{"title":"How to get through spam filters on Legalesign","plugin":"seo_metatags","description":"Spam filters can stop some emails getting through. Legalesign has an anti-spam function to improve deliverability and beat spam filters."},"_uid":"f830bf5c-ffe7-457e-b0d8-60d7ce0a4cea","body":[{"_uid":"f0851fac-807c-4f81-8b8a-5d154568f0d2","text":{"type":"doc","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"When an email bounces, it goes red on your dashboard. Click on the red item. A popup will appear and contain text to explain what happened. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"If the email bounced because it was spam filtered then this feature is for you. Sometimes IT administrators will increase the threshold for what they consider 'spam', bouncing your emails. These are the steps you can take to make your messages deliverable: ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Add a personal message.","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Adding more detailed text, especially personalised text such as the person's name. This will make the email more authentic, text-heavy, and more likely to get through the spam filter.","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Here is an example of a personalised message:","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Dear {{signer_firstname}},","type":"text","marks":[{"type":"italic"}]}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"I hope this finds you well. I've sent you a document through our secure eSignature service Legalesign. To make this process straightforward:","type":"text","marks":[{"type":"italic"}]}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Follow the link button below to see your document","type":"text","marks":[{"type":"italic"}]}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Review the contents","type":"text","marks":[{"type":"italic"}]}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Follow the on-screen instructions and complete the form. ","type":"text","marks":[{"type":"italic"}]}]}]}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Once completed, you'll receive a copy for your records. If you have any questions, please email me at the address: {{sender_email}}.","type":"text","marks":[{"type":"italic"}]}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Once all parties have completed the document, it will be certified to ensure it is tamper-proof and made available for download.","type":"text","marks":[{"type":"italic"}]}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"I look forward to hearing from you.","type":"text","marks":[{"type":"italic"}]}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Best regards,","type":"text","marks":[{"type":"italic"}]}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"{{sender_firstname}}","type":"text","marks":[{"type":"italic"}]},{"type":"hard_break"},{"type":"hard_break"},{"text":"Strip HTML","type":"text","marks":[{"type":"bold"}]}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Go to ","type":"text"},{"text":"Admin","type":"text","marks":[{"type":"bold"}]},{"text":" \u003e ","type":"text"},{"text":"Email delivery","type":"text","marks":[{"type":"bold"}]},{"text":". There is a form at the top of the page. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Add the domain of the email (if the email is [email protected], the domain would be bloggs.com). ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Select 'Stripped HTML' from the dropdown menu.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Press ","type":"text"},{"text":"Add domain","type":"text","marks":[{"type":"bold"}]},{"text":". The domain will now appear below the form. ","type":"text"},{"text":"Stripped HTML","type":"text","marks":[{"type":"bold"}]},{"text":" means that images are now removed from emails to that domain. Your logo and the ability to know when a person reads the email will be removed. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Go back to the dashboard and try and send a reminder again.","type":"text"}]}]}]}]},"component":"rich_text"},{"_uid":"35fa993d-ec4f-42d9-a2c4-1c0e8b351155","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"See this demo for ","type":"text"},{"text":"how to send reminder emails","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/emails/send-a-reminder-to-a-signer/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". Use this to send a new more deliverable email after you add a signer's email domain to the spam list.","type":"text"}]}]},"type":"info","component":"highlight_text"},{"_uid":"9a1c0435-885f-40f6-bf21-d100ed3bf760","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"If you still don't get through:","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Go back to the ","type":"text"},{"text":"Email delivery","type":"text","marks":[{"type":"bold"}]},{"text":" page.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Add the domain.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Select ","type":"text"},{"text":"Text","type":"text","marks":[{"type":"bold"}]},{"text":" from the dropdown menu.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Press ","type":"text"},{"text":"Add domain","type":"text","marks":[{"type":"bold"}]},{"text":". ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"This will replace the existing ","type":"text"},{"text":"Stripped HTML","type":"text","marks":[{"type":"bold"}]},{"text":" entry.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Try again. ","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Now you will be sending text-only emails to people who have that domain. If that still fails to get through please ","type":"text"},{"text":"contact support","type":"text","marks":[{"type":"link","attrs":{"href":"/contact","uuid":"a1edbae2-530b-49a0-90ef-9de46afc13e6","anchor":null,"target":"_self","linktype":"story"}}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"See this video for how to do it:","type":"text"}]}]},"component":"rich_text"},{"_uid":"edd613e8-c508-4439-94ed-4350fe378345","video":"https://www.youtube.com/watch?v=y2mn3yeW8dM","component":"video_section"}],"title":"What to do if an email bounces with a spam warning","category":"cca4237a-b157-4879-85b2-7fa43069b1bb","subtitle":"","component":"docs_post","seo_index":"true","structured_data_raw":""},"slug":"what-do-spam-bounce","full_slug":"articles/app1/emails/what-do-spam-bounce","sort_by_date":null,"position":-340,"tag_list":[],"is_startpage":false,"parent_id":321390447,"meta_data":null,"group_id":"80f83dda-b150-4313-a45e-7f41afb0beb1","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"What is the difference between a 'sender' and a 'signer' field","created_at":"2023-06-13T10:14:15.979Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:02:30.430Z","id":323575652,"uuid":"fc26b103-76a7-446c-bbe0-d23c796be05b","content":{"seo":{"title":"What is the difference between a 'sender' and a 'signer' field - Legalesign","plugin":"seo_metatags","de
1scription":"What is a sender and signer field? This article is a quick explanation of these terms on Legalesign. "},"_uid":"d9d7dab5-379a-4e3b-aca1-fe4f6db4a16d","body":[{"_uid":"b31428e4-0343-4f9e-9ebb-4133124cccaa","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"What is a sender and signer field? This article is a quick explanation of these terms on Legalesign. ","type":"text"}]},{"type":"paragraph","content":[{"text":"In short, the reason for those names is that they stand for the person who will complete the field. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Sender field","type":"text","marks":[{"type":"bold"}]},{"text":" will ask the document sender (i.e. you or your colleagues who use Legalesign to send out documents) to fill in details when sending the document.","type":"text"}]},{"type":"paragraph","content":[{"text":"Use this type of field when you want to add custom details to your document each time you send it. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Signer field","type":"text","marks":[{"type":"bold"}]},{"text":" is a field for a signer. Use these as form fields for signers to fill in during the signing process. They are also used for approvers and witnesses. ","type":"text"}]},{"type":"paragraph","content":[{"text":"For more information on fields visit these articles: ","type":"text"}]},{"type":"paragraph","content":[{"text":"How to re-use a PDF","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/how-to-customiseadd-information-to-a-template-pdf-/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"Video on how to edit a PDF","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/videos/how-to-edit-your-pdf/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"Shortcuts for form fields","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/better-sizing-and-form-field-positioning-tips-for-/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]}]}]},"component":"rich_text"}],"title":"What is the difference between a 'sender' and a 'signer' field","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post"},"slug":"what-is-the-difference-between-a-sender-field-and-","full_slug":"articles/app1/pdf-documents/what-is-the-difference-between-a-sender-field-and-","sort_by_date":null,"position":-340,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"92c1714b-745b-4153-9110-c4b5644c633d","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to send multiple documents to the same person","created_at":"2023-06-13T10:14:45.453Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:02:18.417Z","id":323575705,"uuid":"c28f5ace-4e48-484b-ab71-861f919121c2","content":{"seo":{"title":"Sending multiple documents at the same time on Legalesign","plugin":"seo_metatags","description":"A Legalesign Esignature help article about: How to send multiple documents to the same person"},"_uid":"522c94e6-7313-4c6f-b3ed-6d758e12228f","body":[{"_uid":"c29173d7-af19-4b3e-b833-58095072bc5b","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Please go to ","type":"text"},{"text":"How to batch together documents","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/how-to-batch-document-together-and-enforce-a-docum/","title":null}}]}]}]},"component":"rich_text"}],"title":"How to send multiple documents to the same person","category":"dafcda74-156f-4e0d-b733-50939a7880bc","subtitle":"","component":"docs_post"},"slug":"how-to-send-multiple-documents-to-the-same-person","full_slug":"articles/app1/documents-sent-for-esignature/how-to-send-multiple-documents-to-the-same-person","sort_by_date":null,"position":-330,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"67c308a9-da9a-4db4-9124-67b1e94ab0c6","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"CC email a copy of all signed documents","created_at":"2023-06-13T10:14:54.346Z","published_at":"2026-04-16T15:49:17.273Z","updated_at":"2026-04-16T15:49:17.285Z","id":323575723,"uuid":"f44ea57a-66ea-49a4-a126-ffb88b59f5c5","content":{"seo":{"title":"CC a copy of your signed documents to fixed emails every time","plugin":"seo_metatags","de
1scription":"This is a handy feature to easily store copies of your signed documents in one place."},"_uid":"8133914e-61ab-4e13-8557-75d6498e8c19","body":[{"_uid":"0ce1bc74-08f7-489d-9bec-ad42cdcd7543","text":{"type":"doc","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"You may want to send an email copy of all signed documents to someone, or a specific repository. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Users with Admin user permissions can set this up for your team. Go to Admin \u003e Signer Experience and in the first set of options section find \"CC email others upon signing (one email per line)\".","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Make a unique email and use this feature as an easy way to make sure you have copies of all your signed documents in one place.","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Add your CC emails there, one per line. Now every time a document is signed, a copy will go to those emails. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"This GIF demonstrates how:","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"type":"image","attrs":{"id":166562942844586,"alt":"","src":"https://a.storyblok.com/f/228585/1280x655/4e7e00a82d/app1cc.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"},{"_uid":"63c4dd2a-a3de-4570-8372-b26bf5d41f33","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Check out the ","type":"text"},{"text":"Sharepoint Export feature","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/organisation-and-gdpr/storage-export-to-sharepoint/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" as another way to store copies of your documents.","type":"text"}]},{"type":"paragraph"}]},"component":"rich_text"}],"title":"CC email a copy of all signed documents","category":"cca4237a-b157-4879-85b2-7fa43069b1bb","subtitle":"","component":"docs_post","seo_index":"true","structured_data_raw":""},"slug":"cc-copy-signed-documents","full_slug":"articles/app1/emails/cc-copy-signed-documents","sort_by_date":null,"position":-320,"tag_list":[],"is_startpage":false,"parent_id":321390447,"meta_data":null,"group_id":"061ba015-c700-4729-8ace-ae38a63b7381","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to upload a PDF","created_at":"2023-06-13T10:14:13.898Z","published_at":"2024-10-21T15:49:02.863Z","updated_at":"2024-10-21T15:49:02.893Z","id":323575647,"uuid":"9baf83e6-66e8-45aa-8cd9-44f9c3a07284","content":{"seo":{"title":"How to upload a PDF - Legalesign eSignature","plugin":"seo_metatags","description":"From any place on the site 'Upload PDF' is an option in the main dashboard and marked with a cloud and arrow icon. There is also a dedicated upload page you can find within the Docs section."},"_uid":"0ef0dedf-1f1f-4b90-b7ba-286f14699cf9","body":[{"_uid":"3377486e-2a29-4267-9d08-c921659e488b","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Upload PDF","type":"text","marks":[{"type":"bold"}]},{"text":" is an option in the main dashboard and is marked with a cloud and arrow icon . Use this option and browse your device to instantly upload a PDF file and go directly to the editing page. ","type":"text"}]},{"type":"paragraph","content":[{"text":"There are also two dedicated ","type":"text"},{"text":"PDF upload","type":"text","marks":[{"type":"bold"}]},{"text":" and ","type":"text"},{"text":"Upload file (other formats)","type":"text","marks":[{"type":"bold"}]},{"text":" pages you can find within the Documents section. ","type":"text"}]},{"type":"paragraph","content":[{"text":"The dedicated PDF upload page has a drag \u0026 drop upload and advanced features.","type":"text"}]},{"type":"paragraph","content":[{"text":"See how to upload ","type":"text"},{"text":"upload multiple files on the PDF Upload page","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/how-to-upload-multiple-documents/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]}]},"component":"rich_text"},{"_uid":"d1ef3adb-ffc7-4f74-8ae3-3d5b105c0042","video":"https://www.youtube.com/watch?v=TwXipVN2-Mw","component":"video_section"}],"title":"How to upload a PDF","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-to-upload-a-pdf","full_slug":"articles/app1/pdf-documents/how-to-upload-a-pdf","sort_by_date":null,"position":-320,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"c6390b4f-ffca-4324-9d1a-211245c0fca2","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null}
1,{"name":"What to do if an email fails to reach a recipient","created_at":"2025-03-21T16:46:48.853Z","published_at":"2026-01-16T16:00:21.762Z","updated_at":"2026-01-16T16:00:21.776Z","id":643900394,"uuid":"79f30ebd-c23a-4e57-8441-f194f2843e3c","content":{"seo":{"_uid":"de031dd5-39e1-4035-b89c-3247c673abc3","title":"What to do if an email fails to reach a recipient","plugin":"seo_metatags","og_image":"","og_title":"","description":"If Legalesign emails are not being received, they may be being intercepted by the Recipientâs email gateway. The recipient will need to check with their email provider or IT team.","twitter_image":"","twitter_title":"","og_description":"","twitter_description":""},"_uid":"22043e6c-0ed9-4ee9-955b-5b4a7ca29964","body":[{"_uid":"c1ea9adf-c50b-4bc2-ae34-e69b7bd232ee","text":{"type":"doc","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"If Legalesign emails are not being received, they may be being intercepted by the Recipientâs email gateway. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"If you suspect your Legalesign email has landed in the recipientâs junk folder, consider switching to your own email address for delivery. First click the recipientâs email address and then select âSend from own emailâ from the dropdown menu. An email will then appear addressed from your personal email address.","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"To maintain security when using this feature, Legalesign requires the recipientâs mobile number. Click âChange Signer Details\" and fill in their mobile phone number. Weâll then send them a one-time SMS code, adding a layer of verification that enhances both authentication and deliverability.","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"type":"image","attrs":{"id":74923051054260,"alt":"","src":"https://a.storyblok.com/f/228585/800x454/a76b295c82/app1sendfromowngif.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"If that is not an option then the recipient will instead need to check with their email provider or IT team.","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"If the email is being blocked, the IT team will need to whitelist the following domains:","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Legalesign.com","type":"text","marks":[{"type":"link","attrs":{"href":"http://legalesign.com/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}},{"type":"textStyle","attrs":{"color":"#2C5CC5"}}]}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"app1.legalesign.com","type":"text","marks":[{"type":"link","attrs":{"href":"http://app1.legalesign.com/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}},{"type":"textStyle","attrs":{"color":"#2C5CC5"}}]}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"console.legalesign.com","type":"text","marks":[{"type":"link","attrs":{"href":"http://console.legalesign.com/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}},{"type":"textStyle","attrs":{"color":"#2C5CC5"}}]}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"*.eu-west-2.amazonaws.com","type":"text","marks":[{"type":"textStyle","attrs":{"color":"#2C5CC5"}}]}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"mailses.legalesign.com","type":"text","marks":[{"type":"link","attrs":{"href":"http://mailses.legalesign.com","uuid":null,"anchor":null,"target":null,"linktype":"url"}},{"type":"textStyle","attrs":{"color":"#2C5CC5"}}]}]}]}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"We use Amazon for our notification emails, so please also allow:","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"amazonscs.com","type":"text","marks":[{"type":"link","attrs":{"href":"http://amazonscs.com","uuid":null,"anchor":null,"target":null,"linktype":"url"}},{"type":"textStyle","attrs":{"color":"#2C5CC5"}}]}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"http://s3-accelerate.amazonaws.com/","type":"text","marks":[{"type":"link","attrs":{"href":"http://s3-accelerate.amazonaws.com/","uuid":null,"anchor":null,"target":"_self","linktype":"url"}}]}]}]}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"and emails from:","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"[email protected]","type":"text","marks":[{"type":"link","attrs":{"href":"mailto:[email protected]","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}},{"type":"textStyle","attrs":{"color":"#2C5CC5"}}]}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"[email protected]","type":"text","marks":[{"type":"link","attrs":{"href":"mailto:[email protected]","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}},{"type":"textStyle","attrs":{"color":"#2C5CC5"}}]}]}]}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Once these domains and addresses have been added to the whitelist please try sending the document again and then check to see if it was received.","type":"text"}]}]},"component":"rich_text"}
1],"title":"What to do if an email fails to reach a recipient","subtitle":"","component":"docs_post","seo_index":"true","structured_data_raw":""},"slug":"what-to-do-if-an-email-fails-to-reach-a-recipient","full_slug":"articles/app1/emails/what-to-do-if-an-email-fails-to-reach-a-recipient","sort_by_date":null,"position":-310,"tag_list":[],"is_startpage":false,"parent_id":321390447,"meta_data":null,"group_id":"a89f30f5-7b10-4db3-a1db-c04d9a2b98b5","first_published_at":"2025-03-21T16:47:02.463Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Include Party Details with Signature","created_at":"2023-06-13T10:15:19.917Z","published_at":"2024-12-02T15:20:51.261Z","updated_at":"2024-12-02T15:20:51.288Z","id":323575781,"uuid":"57e2a5c4-3e18-4869-9183-b73dbc79fa15","content":{"seo":{"title":null,"plugin":"seo_metatags","description":null},"_uid":"1cd6f06b-a3aa-441d-843a-2f622b8fb3db","body":[{"_uid":"12b8a870-865f-4dec-b91a-d84931aa9cf5","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"When a signature needs to carry more information, add labels pertaining to the signor's name, their IP, and the time they signed. Complete details will always be in the Audit Log. ","type":"text"}]},{"type":"paragraph","content":[{"text":"To configure, go to ","type":"text"},{"text":"Admin","type":"text","marks":[{"type":"bold"}]},{"text":" \u003e ","type":"text"},{"text":"Signer experience","type":"text","marks":[{"type":"bold"}]},{"text":" \u003e ","type":"text"},{"text":"Signing Options","type":"text","marks":[{"type":"bold"}]},{"text":" (see below). ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":18861499,"alt":"","src":"https://a.storyblok.com/f/228585/800x388/9fd5a9c2ca/signerdateandtimestampapp1.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"Use this page to ","type":"text"},{"text":"restrict signature format","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/esign/restrict-sign-form/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" as well.","type":"text"}]},{"type":"paragraph","content":[{"text":"Below is an example of how the labels will be affixed. ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17352030,"alt":"","src":"https://a.storyblok.com/f/228585/572x162/ac820e8519/screenshot-2024-09-17-at-11-06-42.png","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"If using ","type":"text"},{"text":"'Signatures - add timestamp/IP'","type":"text","marks":[{"type":"italic"}]},{"text":", then Signature re-use will only work during a single signing session. Signers will need to re-do their signature at the start of each signing session.","type":"text"}]},{"type":"paragraph","content":[{"text":"Contact us","type":"text","marks":[{"type":"link","attrs":{"href":"/contact/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" if you need more detailed labels.","type":"text"}]}]},"component":"rich_text"}],"title":"Include Party Details with Signature","category":"bd1380dc-637e-440d-aad2-7f9300f0799f","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"signature-detail","full_slug":"articles/app1/esign/signature-detail","sort_by_date":null,"position":-310,"tag_list":[],"is_startpage":false,"parent_id":323426867,"meta_data":null,"group_id":"2486d5ba-e689-45a0-aea7-5e4b81ac497e","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to delete automated reminders without deleting the document","created_at":"2023-06-13T10:14:38.556Z","published_at":"2024-09-10T14:23:20.142Z","updated_at":"2024-09-10T14:23:20.169Z","id":323575692,"uuid":"c446619e-fafd-451d-9271-e01fc0465a51","content":{"seo":{"title":"How to delete saved reminders without deleting the document","plugin":"seo_metatags","description":"Automated reminders can be attachment to a document when you're sending them out. But if you change your mind you can delete them later. "},"_uid":"ba3386a6-e069-484c-93ba-9fcf9d729864","body":[{"_uid":"74a81218-574f-4e12-a07a-6f2138fdab5c","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Automated reminders are associated with each signatory when you send out a document. But if you change your mind you can delete them later. ","type":"text"}]},{"type":"paragraph","content":[{"text":"All your document are listed on the main dashboard. Go to the details page for the document by clicking on its name and then select \"Audit Log/Detail
1s\" from the dropdown menu that appears. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Scroll down to Reminder Emails section and use the delete button to the right of each reminder to remove it.","type":"text"}]},{"type":"paragraph","content":[{"text":"Reminder emails stop when the document is signed.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17289455,"alt":"","src":"https://a.storyblok.com/f/228585/600x308/b8ea44fc4e/emailreminders.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"},{"_uid":"0c75962e-a4d1-4cc3-881c-59eec240a4f3","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Prepare ready-made ","type":"text"},{"text":"reminder schedules","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/teams-and-team-settings/how-to-create-reminder-schedules/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":" are a big timer saver.","type":"text"}]}]},"component":"rich_text"}],"title":"How to delete automated reminders without deleting the document","category":"dafcda74-156f-4e0d-b733-50939a7880bc","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-to-delete-pre-saved-reminders-without-deleting","full_slug":"articles/app1/documents-sent-for-esignature/how-to-delete-pre-saved-reminders-without-deleting","sort_by_date":null,"position":-310,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"bd0ac4f3-1e70-46c4-81ac-8d0bab58f924","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to upload multiple PDF documents","created_at":"2023-06-13T10:14:12.293Z","published_at":"2024-10-30T13:34:40.254Z","updated_at":"2024-10-30T13:34:40.283Z","id":323575640,"uuid":"c39dbd1c-a4fc-4d4d-8928-93ffe7f02dc3","content":{"seo":{"title":"How to upload multiple documents - Legalesign Esignature","plugin":"seo_metatags","description":"It's easy to drop in multiple files to upload at the same time on Legalesign. You can also append them together and use tagging to speed up your workflow processes. "},"_uid":"bafde983-754a-4f4a-9ee6-b89f81b42956","body":[{"_uid":"aa11c7ec-5131-47b3-a63a-aa218d1a3caa","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"It's easy to drop in multiple files to upload at the same time on Legalesign. You can also append them together and use tagging, auto-archiving after send or copying settings from another document to speed up your workflow processes. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Go to the ","type":"text"},{"text":"PDF Upload page","type":"text","marks":[{"type":"bold"}]},{"text":" in the ","type":"text"},{"text":"Docs","type":"text","marks":[{"type":"bold"}]},{"text":" dropdown options marked with the icon. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Click ","type":"text"},{"text":"Upload multiple files","type":"text","marks":[{"type":"bold"}]},{"text":" and the drag \u0026 drop area will expand for multiple files. Either click on the drop area to bring up a dialogue and select the files, or drag/drop your files straight in. You can optionally append them together into one file too. ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17899620,"alt":"","src":"https://a.storyblok.com/f/228585/800x395/9582ada5ad/uploadmultipledocs.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"},{"_uid":"9640e265-4ed2-43b9-94a2-042f3d65c9fa","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Use the advanced features on the PDF Upload page to upload and send in a few seconds, with no form preparation, using ","type":"text"},{"text":"text tagging","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/text-tags-on-legalesign/","title":null}}]},{"text":".","type":"text"}]}]},"component":"rich_text"}],"title":"How to upload multiple PDF documents","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-to-upload-multiple-documents","full_slug":"articles/app1/pdf-documents/how-to-upload-multiple-documents","sort_by_date":null,"position":-300,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"30f73e8d-7218-4d08-bc12-9c4f8c5c2c41","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to add custom text on the download page","created_at":"2023-06-13T10:15:06.172Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:01:08.446Z","id":323575750,"uuid":"6a2ce4b2-9d1e-4898-a29e-15b2df788a83","content":{"seo":{"title":null,"plugin":"seo_metatags","de
1scription":null},"_uid":"25e714aa-5c52-488e-9ea9-cb109e084ba9","body":[{"_uid":"bc177899-9749-48c8-9ae7-c545d731c0c2","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"After signing, a recipient is directed to the document download page. You can add custom text post-signing.","type":"text"}]},{"type":"paragraph","content":[{"text":"This is a good place to inform signers about any 'cooling-off period' you may be required to inform them about in respect of your contract.","type":"text"}]},{"type":"paragraph","content":[{"text":"Access ","type":"text"},{"text":"Admin","type":"text","marks":[{"type":"bold"}]},{"text":" \u003e ","type":"text"},{"text":"Signer experience","type":"text","marks":[{"type":"bold"}]},{"text":" and scroll down to ","type":"text"},{"text":"Download page text","type":"text","marks":[{"type":"bold"}]},{"text":". This short video shows you where to go within the web app to change this text:","type":"text"}]}]},"component":"rich_text"},{"_uid":"7a677ceb-a5a1-4bf3-9e20-59cea6658312","video":"https://s3.amazonaws.com/legalesign-cloudapp/items/3Q2O3f1n3H0d1C2K3b0s/Screen%20Recording%202020-06-25%20at%2003.55%20pm.mov","component":"video_section"}],"title":"How to add custom text on the download page","category":"bd1380dc-637e-440d-aad2-7f9300f0799f","subtitle":"","component":"docs_post"},"slug":"how-to-add-download-page-text","full_slug":"articles/app1/esign/how-to-add-download-page-text","sort_by_date":null,"position":-290,"tag_list":[],"is_startpage":false,"parent_id":323426867,"meta_data":null,"group_id":"d172c7c1-6724-4410-9178-a1f10e531b98","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Can the signer be sent a draft copy of the document to review?","created_at":"2023-06-13T10:14:51.680Z","published_at":"2025-04-01T09:10:59.071Z","updated_at":"2025-04-01T09:10:59.107Z","id":323575718,"uuid":"a7b2b692-10d9-40fa-aedc-da9bd7c4ea68","content":{"seo":{"title":"Can the signer be sent a draft PDF - Legalesign Esignature","plugin":"seo_metatags","description":"YES. On Legalesign there are numerous email options to cover almost every conceivable circumstance. "},"_uid":"57298ebb-9182-4dae-aa85-240560946471","body":[{"_uid":"464800f5-cd46-46ec-85ae-f365988ff1f3","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"The signer can be sent a draft copy of the document to be reviewed. On Legalesign there are numerous email options to cover almost every conceivable circumstance. ","type":"text"}]},{"type":"paragraph","content":[{"text":"An admin user will need to set the team default, or ","type":"text"},{"text":"custom signer experiences","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/videos/create-a-custom-signing-experience/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" for different situations. Go to Admin \u003e Signing experience \u003e Email options and tick the tick box labelled âAttached PDF to first signer email and reminderâ. Save changes before leaving the page.","type":"text"}]}]},"component":"rich_text"},{"_uid":"3780d89c-7c69-4943-94d9-081a54e51b49","video":"https://s3.amazonaws.com/legalesign-cloudapp/items/1i2U422B292G011i3C2t/Screen%20Recording%202020-06-05%20at%2002.17%20pm.mov","component":"video_section"},{"_uid":"c90fcd9f-b86c-4ea6-b9ba-0ba196384576","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"To learn about other email and pdf attachment situations review these links: ","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"All ","type":"text"},{"text":"signed documents for the team can be CC'd","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/emails/cc-copy-signed-documents/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" to one or more emails.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"You can ","type":"text"},{"text":"associate a 'reviewer' with a particular signer to received a CC copy.","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/emails/cc-copy-signed-documents/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Export out all signed docs to Sharepoint","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/organisation-and-gdpr/storage-export-to-sharepoint/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]}]}]}]},"component":"rich_text"}],"title":"Can the signer be sent a draft copy of the document to review?","category":"cca4237a-b157-4879-85b2-7fa43069b1bb","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"can-the-signer-be-sent-a-draft-copy-of-the-documen","full_slug":"articles/app1/emails/can-the-signer-be-sent-a-draft-copy-of-the-documen","sort_by_date":null,"position":-290,"tag_list":[],"is_startpage":false,"parent_id":321390447,"meta_data":null,"group_id":"1221cee1-4475-455f-9268-8ebbd348cd5f","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"One-click bulk send PDF for mass signing","created_at":"2023-06-13T10:14:36.777Z","published_at":"2025-03-14T08:10:20.743Z","updated_at":"2025-03-14T08:10:20.774Z","id":323575690,"uuid":"9b26cf16-e09a-4fc0-ada8-9654e8bdff72","content":{"seo":{"title":"Bulk send PDF for mass signing - Legalesign Esignature","plugin":"seo_metatags","de
1scription":"With bulk send you can send out customised PDFs for e-signature to hundreds of people. Ideal where you have a lot of people who you need to fill out a form or sign or approve documents en-masse."},"_uid":"6c3892e0-bc22-4f62-8982-61934414b8e2","body":[{"_uid":"29f2593c-cdce-41b3-96b9-7e241d8efc67","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"With bulk send you can send out customised PDFs to hundreds of people to esign. Ideal where you have a lot of people to fill out a form or sign documents en-masse.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":18615440,"alt":"","src":"https://a.storyblok.com/f/228585/800x396/803d2a3e6f/bulksendapp1.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"Using a CSV/XLSX filled with signer detail and values for your ","type":"text"},{"text":"sender fields","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/how-to-customiseadd-information-to-a-template-pdf-/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":", you can 'mail merge' that document with a PDF you prepared on Legalesign earlier to customise your document for each signer. You can send out up to 500 at a time.","type":"text"}]},{"type":"paragraph","content":[{"text":"We prepared this file for you already. Go to your PDF's edit page on Legalesign, click the 'More' header (half way down on the left) and then 'Get Bulk Send CSV'. ","type":"text"}]},{"type":"paragraph","content":[{"text":"The button to download your pre-prepared CSV: ","type":"text"},{"type":"image","attrs":{"id":17177888,"alt":"","src":"https://a.storyblok.com/f/228585/1620x842/4e8e9cf9a0/screenshot-2024-08-30-at-13-42-55.png","title":"","source":"","copyright":"","meta_data":{}}},{"text":"Prepare your Excel XLSX/CSV for bulk send:","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"If you use CSV it must be a comma-delimited. Check the options when saving your spreadsheet.","type":"text","marks":[{"type":"italic"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"Column headings:","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"The first row contains text headings that tell Legalesign what to do.","type":"text"}]},{"type":"paragraph","content":[{"text":"Required Headings:","type":"text","marks":[{"type":"italic"}]}]},{"type":"paragraph","content":[{"text":"You ","type":"text"},{"text":"must","type":"text","marks":[{"type":"bold"}]},{"text":" have these headings in each column along the top row (in any order):","type":"text"},{"text":"first name","type":"text","marks":[{"type":"bold"}]},{"text":", ","type":"text"},{"text":"last name","type":"text","marks":[{"type":"bold"}]},{"text":", ","type":"text"},{"text":"email","type":"text","marks":[{"type":"bold"}]},{"text":". Important: these column heading cannot double up as fields within the PDF, make sure you do not use them as field labels","type":"text"}]},{"type":"paragraph","content":[{"text":"Here's what a simple excel file might look like: ","type":"text"},{"type":"image","attrs":{"id":null,"alt":"Sample excel file for bulk send","src":"https://s3.amazonaws.com/legalesign-cloudapp/items/2A471S3f0Z2G0u2E3B1s/%5Bb427cc52b7fee0b3757bc9c82e7eaee5%5D_Image%25202019-04-14%2520at%25203.09.29%2520pm.png","title":null,"source":null,"copyright":null,"meta_data":{}}}]},{"type":"paragraph","content":[{"text":"Other reserved headings:","type":"text","marks":[{"type":"italic"}]}]},{"type":"paragraph","content":[{"text":"Reserved headings are \"behalf of\", \"attachments\" , \"document title\" and \"_message\".","type":"text"}]},{"type":"paragraph","content":[{"text":"\"behalf of\" is an optional value for a signer","type":"text"}]},{"type":"paragraph","content":[{"text":"\"document title\" is the name of the sent document (it cannot be set per-signer). We recommend that you use this reserved heading and use a ","type":"text"},{"text":"naming convention","type":"text","marks":[{"type":"link","attrs":{"href":"https://en.wikipedia.org/wiki/Naming_convention","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" so you can make sense of your documents later. This is particularly important where you have a lot of documents to send.","type":"text"}]},{"type":"paragraph","content":[{"text":"\"_message\" allows you to set up custom text on a per-signer level to appear in the email body section of the initial signer notification.","type":"text"}]},{"type":"paragraph","content":[{"text":"\"attachments\" can contain any extra static attachments you wish to add to your initial email to signers. If used, upload these documents beforehand in \"Extra Email Attachments\" which you will find in the \"Doc options\" navigation. Use exactly the same file name in your CSV as that listed in the extra email attachments section. If you want to add more than one extra attachment split the names with commas. Attachments need to be specified for each signer. If you want your draft PDF of your signing document attached then turn on this option in the 'Admin' \u003e 'Emails' settings page.","type":"text"}]},{"type":"paragraph","content":[{"text":"Sender field labels required:","type":"text","marks":[{"type":"italic"}]}]},{"type":"paragraph","content":[{"text":"If your PDF contains Sender fields (to customize the PDF for each signer) then add each field label to the first row columns. Then fill down your custom values for each signer. Make sure sender field labels are not duplicated (go to PDF fields view to check this quickly). ","type":"text"}]},{"type":"paragraph","content":[{"text":"Getting into it with some mail merge values for your fields: ","type":"text"},{"type":"image","attrs":{"id":null,"alt":null,"src":"https://s3.amazonaws.com/legalesign-cloudapp/items/0W3t0a3n45172K3B0X1u/%5B59dc7db5431f2dd8141aeac5d68e0b43%5D_Image%25202019-04-14%2520at%25203.18.18%2520pm.png","title":null,"source":null,"copyright":null,"meta_data":{}}},{"text":" ","type":"text"},{"text":"Multi-signer documents:","type":"text","marks":[{"type":"bold"}]},{"text":" For multi-signer documents the system will split the rows of the CSV to match (e.g if you have two signers in your PDF then rows 2\u00263, 4\u00265, 6\u00267 etc will be signers 1\u00262 of your doc respectively). If you have sender fields, put your sender field values in the rows for signer 1s (i.e. rows 2,4,6 etc). ","type":"text"}]},{"type":"paragraph","content":[{"text":"No realtime updates:","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"Due to the high volume of sending activity realtime notifications of document creation and email sending will not occur. Use the refresh link on your dashboard (circular icon to right hand side) to update the dashboard. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Strict validation","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"You will notice a tickbox for 'strict validation' on the Send Bulk page. We recommend you untick this on advice of support only. Untick this where you want to leave other data on your CSV/XLSX while sending it. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Max send","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"Fill down the values for each column with up to 500 signers. You can send a maximum of 500 per batch. We recommend waiting for sending to complete between batches. If this really isn't enough for you and you need bigger batches contact support.","type":"text"}]},{"type":"paragraph","content":[{"text":"Paperwork firehose","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"If 500 documents just isn't enough, then contact us and consider the ","type":"text"},{"text":"Legalesign API","type":"text","marks":[{"type":"link","attrs":{"href":"/products/api","uuid":"c08f05e3-4934-49dc-adf8-4a50f8a47315","anchor":null,"target":"_blank","linktype":"story"}}]},{"text":".","type":"text"}]}]},"component":"rich_text"}],"title":"One-click bulk send PDF for mass signing","category":"dafcda74-156f-4e0d-b733-50939a7880bc","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"one-click-bulk-send-pdf-for-multiple-signers","full_slug":"articles/app1/documents-sent-for-esignature/one-click-bulk-send-pdf-for-multiple-signers","sort_by_date":null,"position":-290,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"d449fb44-1687-4738-be3c-d96c08900e26","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to add your signature to PDF documents","created_at":"2023-06-13T10:14:11.110Z","published_at":"2025-11-17T11:41:22.368Z","updated_at":"2025-11-17T11:41:22.385Z","id":323575638,"uuid":"c2e41705-75bb-498b-92f7-abba432e326e","content":{"seo":{"title":"How to add your signature to PDF documents - Legalesign Esignature","plugin":"seo_metatags","de
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1,{"name":"Get Verified for API Access","created_at":"2023-06-13T10:15:20.627Z","published_at":"2025-11-22T06:15:23.924Z","updated_at":"2025-11-22T06:15:23.943Z","id":323575782,"uuid":"b6bf9727-7133-4477-a63c-fffb74570501","content":{"seo":{"title":"Verify an Account for API Access - Legalesign","plugin":"seo_metatags","description":"A guide on setting up an account on the Legalesign platform for API access and API key generation to use with plugins and development- Legalesign"},"_uid":"b3d0b653-5142-4024-aede-506b6a149196","body":[{"_uid":"e18e10ff-eb24-484a-8bbe-e52ae24c240b","text":{"type":"doc","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"To start developing or using a Legalesign integration, you'll first need to get verified for API access to generate a key.","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Contact Legalesign to find out about our ready to go plugins, e.g. Salesforce and Voyager-Infinity.","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Developers! Read our API documentation ","type":"text"},{"text":"here","type":"text","marks":[{"type":"link","attrs":{"href":"https://apidocs.legalesign.com/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"API credentials are assigned at a user level. To get a user email verified for API access, email your request to the ","type":"text"},{"text":"Legalesign Support team","type":"text","marks":[{"type":"link","attrs":{"href":"https://support.legalesign.com","uuid":null,"anchor":null,"target":"_self","linktype":"url"}}]},{"text":". ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"We require some basic information before enabled API access, so please include answers to the following questions:","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Company Name:","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Company Address:","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"User Full Name:","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Role at Company:","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Use-case(s):","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Summary of Experience working with APIs: ","type":"text"},{"text":"(required for custom integrations)","type":"text","marks":[{"type":"italic"}]}]}]}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"For instance, a correct API verification request email will resemble the message below:","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Company Name: ACME Ltd","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Company Address: 123 Long Road, Cambridge, UK, CB2 9FT","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"User Full Name: John Doe","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Role at Company: Solutions Architect","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Use-case: Bi-directional mapping of data from our CRM to Legalesign to create \u0026 send documents to our customers, and write back data to customers accounts.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Summary of Experience working with APIs: 2 years working with OpenAPI 3.","type":"text"}]}]}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Once verified, head to the account settings page to ","type":"text"},{"text":"generate an API key","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/esignature-api/how-to-obtain-your-api-key/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":". ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null}},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"type":"image","attrs":{"id":17363216,"alt":"","src":"https://a.storyblok.com/f/228585/800x652/b38addc969/get-api-key-4.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","attrs":{"textAlign":null}
1,"content":[{"text":"While trialling the software, sandbox restrictions apply.","type":"text"},{"type":"hard_break"},{"text":"These include:","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"A throttle limit of 100 API callbacks per minute","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Restricted document sending to five preset emails (see right)","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Restricted to a single Team","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"An '","type":"text"},{"text":"API Test","type":"text","marks":[{"type":"italic"}]},{"text":"' banner displayed along the top of the signing page.","type":"text"}]}]}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"To move to Production, contact the ","type":"text"},{"text":"Legalesign Support team","type":"text","marks":[{"type":"link","attrs":{"href":"https://support.legalesign.com","uuid":null,"anchor":null,"target":"_self","linktype":"url"}}]},{"text":" to arrange a subscription.","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"type":"hard_break"},{"text":"Subscribers will be able to ","type":"text"},{"text":"make multiple Teams","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/teams-and-team-settings/new-team/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":", which can be assigned to Production or API Development on an individual basis. Document Sending from API Development groups remain free of charge after subscription. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"An API enabled account ready to send will resemble the above (note the Production tag in green).","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"To start developing an integration using our API, please refer to this article for ","type":"text"},{"text":"starting an API Development team","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/teams-and-team-settings/new-team/","uuid":null,"anchor":null,"target":"_self","linktype":"url"}}]},{"text":", here for our ","type":"text"},{"text":"API Documentation","type":"text","marks":[{"type":"link","attrs":{"href":"https://apidocs.legalesign.com/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":", and here to learn more about the ","type":"text"},{"text":"API Dashboard","type":"text","marks":[{"type":"link","attrs":{"href":"https://apidocs.legalesign.com/docs/apidashboard/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":".","type":"text"}]}]},"component":"rich_text"}],"title":"Get Verified for API Access","category":"491b52f3-fcfc-4be7-882b-b45671ba1459","subtitle":"","component":"docs_post","seo_index":"true","structured_data_raw":""},"slug":"API-verification","full_slug":"articles/app1/esignature-api/API-verification","sort_by_date":null,"position":-270,"tag_list":[],"is_startpage":false,"parent_id":321390980,"meta_data":null,"group_id":"b12f2ab8-fc0a-457a-ab27-618a97bbc826","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Restrict the Signature Format","created_at":"2023-06-13T10:14:53.161Z","published_at":"2024-09-09T10:28:42.407Z","updated_at":"2024-09-09T10:28:42.428Z","id":323575721,"uuid":"68ac0a9e-e50c-461f-847b-396d78ee8328","content":{"seo":{"title":"How to restrict how people esign documents","plugin":"seo_metatags","description":"This feature lets you choose how people will sign your documents."},"_uid":"25d2d919-dcaf-41aa-9bd2-e572b9d65b79","body":[{"_uid":"a71e952d-2148-469e-8429-cdc115295fcc","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Legalesign allows three signature formats. Admin users can choose which formats are available to their signers. The three formats are:","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"touch/mouse","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"typed","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"image upload","type":"text"}]}]}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17269058,"alt":"","src":"https://a.storyblok.com/f/228585/600x308/3e27bc62d3/signeroptions.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"To set the format, go to ","type":"text"},{"text":"Admin","type":"text","marks":[{"type":"bold"}]},{"text":" \u003e ","type":"text"},{"text":"Signer experience","type":"text","marks":[{"type":"bold"}]},{"text":" \u003e ","type":"text"},{"text":"Signing Options","type":"text","marks":[{"type":"bold"}]},{"text":". Other signature options include:","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Typed signature font size","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":": enforce a font size, or allow for dynamic resizing in proportion to field size and content.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Signature re-use","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":": Legalesign links email addresses with previously used signatures, so they can be reapplied.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Tag signatures with ","type":"text"},{"text":"additional details","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/esign/signature-detail/","uuid":null,"anchor":null,"target":null,"linktype":"url"}},{"type":"bold"}]},{"text":".","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Signer can resize and move signature","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":".","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Force signature to scale with field size","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":": allow drawn and uploaded signature formates to dynamically resize in proportion with field size.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Drawn signature pen diameter","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":" : set thickness of drawing line to thin, medium, thick, random, or editable by the signer.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Use a ","type":"text"},{"text":"signing experience","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/videos/create-a-custom-signing-experience/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" to customise this setting for different documents or different signers.","type":"text"}]},{"type":"paragraph","content":[{"text":"Once a document is sent, its signing methods are fixed. Signing methods ","type":"text"},{"text":"cannot","type":"text","marks":[{"type":"bold"}]},{"text":" be changed retroactively.","type":"text"}]}]},"component":"rich_text"}],"title":"Restrict the Signature Format","category":"bd1380dc-637e-440d-aad2-7f9300f0799f","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"restrict-sign-form","full_slug":"articles/app1/esign/restrict-sign-form","sort_by_date":null,"position":-270,"tag_list":[],"is_startpage":false,"parent_id":323426867,"meta_data":null,"group_id":"ec8fc980-683f-47ad-86a7-62077a7aa041","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Can a signer forward the document to someone else to sign","created_at":"2023-06-13T10:14:47.059Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-10-11T08:59:01.535Z","id":323575709,"uuid":"cf19e68a-5ca9-4665-8701-3ac6ee76c39d","content":{"seo":{"title":"How to forward a document for eSignature to another person","plugin":"seo_metatags","de
1scription":"The recipient of an email notification with a document link can forward the email to another person to sign. To maintain the integrity of the audit log signers should use the Change Signer link within the email."},"_uid":"86f4530b-58bd-4bb2-8b94-5c03d753392c","body":[{"_uid":"6f799d12-22cf-482e-847a-c30a811a858d","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"The recipient of an email notification with a document link can forward the email to another person to sign. To maintain the integrity of the audit log signers should use the \"Change Signer\" link within the email. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Admin Users can add or remove this option. Go to Admin \u003e Signer experience \u003e Email options and tick the option 'Signer emails include link to change/forward to another signer'. This setting is turned on by default.","type":"text"}]}]},"component":"rich_text"},{"_uid":"5fcf470b-bfe2-466f-942c-b758d31587dd","video":"https://s3.amazonaws.com/legalesign-cloudapp/items/0u0c3f0b0V2P2O27010M/Screen%20Recording%202020-06-05%20at%2012.12%20pm.mov","component":"video_section"},{"_uid":"cf7f80fc-b893-45fe-8148-b9db0969e354","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"If a signer clicks the Change Signer link a browser window pops up where the person can enter a new name and email. ","type":"text"}]},{"type":"paragraph","content":[{"text":"It will look like this:","type":"text"}]}]},"component":"rich_text"},{"_uid":"342cf632-ff5f-4131-bc58-693a701848d9","video":"https://s3.amazonaws.com/legalesign-cloudapp/items/1d042l252Y3J0h2B2R0M/Screen%20Recording%202019-04-29%20at%2003.21%20pm.mov","component":"video_section"},{"_uid":"53295f25-382c-49e3-a64f-dbef810b6504","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"You can amend a signers' details yourself too, read ","type":"text"},{"text":"how to change a signer's email or name","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/documents-sent-for-esignature/change-signer/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":".","type":"text"}]}]},"component":"rich_text"}],"title":"Can a signer forward the document to someone else to sign","category":"cca4237a-b157-4879-85b2-7fa43069b1bb","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"can-a-signer-forward-the-document-to-someone-else-","full_slug":"articles/app1/emails/can-a-signer-forward-the-document-to-someone-else-","sort_by_date":null,"position":-270,"tag_list":[],"is_startpage":false,"parent_id":321390447,"meta_data":null,"group_id":"18406ccc-e3dc-4912-ac43-9cd93e357692","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to search sent documents","created_at":"2023-06-13T10:14:31.616Z","published_at":"2025-03-10T15:19:28.358Z","updated_at":"2025-03-10T15:19:28.384Z","id":323575678,"uuid":"3a371107-b18a-437f-a714-1ee2c132e1e1","content":{"seo":{"title":"How to search sent documents - Legalesign Esignature","plugin":"seo_metatags","description":"An article about the facilities to search sent document on Legalesign Esignature."},"_uid":"d9c85812-eb5e-4b7e-a3ac-a5d4e3bf6f88","body":[{"_uid":"f63eb6bc-ff83-49c4-88f3-ff149b42ab43","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Legalesign users can search for individual documents or groups of documents in the 'Sent for signing' list on the Dashboard and in the 'Sent Document Archive'. ","type":"text"}]},{"type":"paragraph","content":[{"text":"The Dashboard","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"Using the quick search text box, just above and to the right of the document listings, Legalesign users can search using a signerâs email or last name, as well as by the document name.","type":"text"}]},{"type":"paragraph","content":[{"text":"You can also do a 'startswith' search on your signer last names by adding an asterisk. For example for everyone with a surname starting with 'w', write 'w*'.","type":"text"}]},{"type":"paragraph","content":[{"text":"Click the Advanced Search button to reveal several more options. ","type":"text"},{"type":"image","attrs":{"id":21301613,"alt":"","src":"https://a.storyblok.com/f/228585/1218x782/e3f94007d5/searching-sent-documents.webp","title":"","source":"","copyright":"","meta_data":{}},"marks":[{"type":"link","attrs":{"href":"https://cl.ly/9b14b19454de","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" For example:","type":"text"}]}]},"component":"rich_text"}
1,{"_uid":"ac64db20-95aa-4e73-bc35-eedc3fa5a31e","video":"https://s3.amazonaws.com/legalesign-cloudapp/items/1r0S2W2n1r3Z1q1s1w34/Screen%20Recording%202020-06-23%20at%2011.47%20am.mov","component":"video_section"},{"_uid":"f40ac85e-1488-4c79-8ba8-6146709bc8e8","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"The dropdown filters are split into three sections: ","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Filters on the documents â e.g. activity since and signing status (signed, unsigned, visited). ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Ordering â e.g. alphabetical or by last action. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"By user - e.g. documents sent by a particular user within the team. ","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Each section works separately and remembers its settings unless changed or cleared, so you can chain multiple filters together.","type":"text"}]},{"type":"paragraph","content":[{"text":"Chaining your filters is a great way to really pin down your search","type":"text"}]},{"type":"paragraph","content":[{"text":"You'll notice the input boxes with date formats marked 'from' and 'to'. Use those to filter documents either sent, or signed, within a specific time period. ","type":"text"}]},{"type":"paragraph","content":[{"text":"That should do it for your search. Click the 'Search' button. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Sent Document Archive","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"The 'Sent Document Archive' can be accessed through the Archives tab in the top right of the dashboard (Archive \u003e Signed Documents). ","type":"text"}]},{"type":"paragraph","content":[{"text":"Use the Search box to search by signerâs email or last name. ","type":"text"},{"type":"image","attrs":{"id":null,"alt":null,"src":"https://s3.amazonaws.com/legalesign-cloudapp/items/1z042b1t0q3V0N3l262E/%5B6e00d2ca30c166bd84b86009781d3f36%5D_Image%2525202018-12-17%252520at%2525202.13.29%252520pm.png","title":null,"source":null,"copyright":null,"meta_data":{}}},{"text":" Or use the dropbox filter to display either Signed documents, Rejected documents (by the signer) or Removed documents (by the sender). ","type":"text"},{"type":"image","attrs":{"id":null,"alt":null,"src":"https://s3.amazonaws.com/legalesign-cloudapp/items/230R0K1Q0j1s0M08230m/%5Bd0221e772a77108530abba6bef4cc7a2%5D_Image%2525202018-12-17%252520at%2525202.58.51%252520pm.png","title":null,"source":null,"copyright":null,"meta_data":{}}},{"text":" Lastly, users can also display all documents either sent within a specified period or signed within a specified period. ","type":"text"},{"type":"image","attrs":{"id":null,"alt":null,"src":"https://s3.amazonaws.com/legalesign-cloudapp/items/0h1d1j0C3i452Y1L3L3p/%5B709e3de8d7c2a0bc653767dde54b6ea4%5D_Image%2525202018-12-17%252520at%2525203.00.23%252520pm.png","title":null,"source":null,"copyright":null,"meta_data":{}}}]}]},"component":"rich_text"}],"title":"How to search sent documents","category":"dafcda74-156f-4e0d-b733-50939a7880bc","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"searching-sent-documents","full_slug":"articles/app1/documents-sent-for-esignature/searching-sent-documents","sort_by_date":null,"position":-270,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"ada78bf6-2aea-4283-bf9d-9c04f800cce0","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Automate form creation with text tags","created_at":"2023-06-13T10:14:09.640Z","published_at":"2025-03-10T12:32:02.455Z","updated_at":"2025-03-10T12:32:02.543Z","id":323575634,"uuid":"26af9943-e64b-4eb8-afea-a80128d6bcf9","content":{"seo":{"title":"Text Tags - Legalesign Esignature","plugin":"seo_metatags","de
1scription":"Specially formatted text (tags) can be written in to your Word or PDF documents and will automatically convert into Legalesign fields after upload. Tags eliminate time on document preparation; you can upload and send out your document in only a few seconds, even with complex forms."},"_uid":"c0fe9c79-a36f-48fb-a80c-dca717f37a1f","body":[{"_uid":"694843e7-19d4-4b50-9d2e-ec4b017cff71","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Add specially formatted text (tags) into your Word or PDF documents and Legalesign will automatically convert them into form fields. You can go straight to sending out your document for online signature or approval. Upload Text Tags to send your documents in a couple of clicks.","type":"text"}]},{"type":"paragraph","content":[{"text":"Tags eliminate time on document preparation; you can upload and send out your document in only a few seconds, even with complex forms.","type":"text"}]},{"type":"paragraph","content":[{"text":"The PDF upload page includes a quick shortcut if you know your document will be immediately ready to go with tags. Tick the options to process tags and to go straight to the send page.","type":"text"}]},{"type":"paragraph","content":[{"text":"How to convert tags","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"After you upload your Word/PDF file you will be redirected to the Edit page. Click on 'More' in the left hand column to expand that menu, and then click the button 'Process tags'. If you use tags all the time, use the advanced upload page 'Documents' \u003e 'Upload PDF' or contact support to turn on auto-tagging for your group.","type":"text"}]},{"type":"paragraph","content":[{"text":"This video shows a document with tags signatures from 2 signers. It shows you how to find the 'process for tag' on the PDF edit page, and then sending out that document for signature:","type":"text"}]},{"type":"paragraph"}]},"component":"rich_text"},{"_uid":"d7d9f127-efe7-4f59-894f-66f1612e7921","video":"https://youtu.be/-6dookUVS8c","component":"video_section"},{"_uid":"a63dd87e-e92c-44a7-9fa3-c5729127156d","text":{"type":"doc","content":[{"type":"paragraph"},{"type":"paragraph"},{"type":"paragraph","content":[{"text":"How to use tags","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"This is a text tag to add a signature:\n\u003c\u003ct=signature\u003e\u003e","type":"text"}]},{"type":"paragraph","content":[{"text":"The start and end symbols, '\u003c\u003c' and '\u003e\u003e', tells Legalesign you are writing a text tag that will become a field.  The content between those symbols defines what kind of field you want. 't=signature' will add a signature, shorthand for 'type=signature'.","type":"text"}]},{"type":"paragraph","content":[{"text":"The 'type=' or 't=' part of the tag is an 'attribute'. Attributes are the detailed settings on your field, e.g. the font size, whether it is required, other validations, etc. A full table of attributes can be found below.","type":"text"}]},{"type":"paragraph","content":[{"text":"Legalesign assumes the tag above is for signer 1. If you have multiple signers you will need to include the signer attribute to confirm which signer you are referring to. For example in the tags below we add a signature for signer 1 and another for signer 2 (a second signer), using the long-hand and the short-hand attribute names.","type":"text"}]},{"type":"paragraph","content":[{"text":"\u003c\u003ctype=signature;signer=1\u003e\u003e  terse version: \u003c\u003ct=signature;s=1\u003e\u003e","type":"text"}]},{"type":"paragraph","content":[{"text":"\u003c\u003ctype=signature;signer=2\u003e\u003e terse version: \u003c\u003ct=signature;s=2\u003e\u003e","type":"text"}]},{"type":"paragraph","content":[{"text":"As you can see adding more attributes is easy; just split them with a semi colon, write the attribute (long or short-hand version) followed by the '=' symbol, then the value you want.","type":"text"}]},{"type":"paragraph","content":[{"text":"Signers are identified by 1-99, Witnesses by 101-199, for example:","type":"text","marks":[{"type":"textStyle","attrs":{"color":"rgb(29, 28, 29)"}}]}]},{"type":"paragraph","content":[{"text":"s=3 means signer 3","type":"text","marks":[{"type":"textStyle","attrs":{"color":"rgb(29, 28, 29)"}}]}]},{"type":"paragraph","content":[{"text":"s=103 means the witness associated with signer 3","type":"text","marks":[{"type":"textStyle","attrs":{"color":"rgb(29, 28, 29)"}}]}]},{"type":"paragraph","content":[{"text":"NOTE: Approvers are Signers but without a signature field.","type":"text","marks":[{"type":"textStyle","attrs":{"color":"rgb(29, 28, 29)"}}]}]},{"type":"paragraph","content":[{"text":"And as you will have noticed, the short
1-hand name of an attribute is usually the first letter of the long-hand name.","type":"text"}]},{"type":"paragraph","content":[{"text":"In the attributes table below you'll see all the possible attributes and the values you can use.","type":"text"}]},{"type":"paragraph","content":[{"text":"Font size","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"If you do not use fontsize (fs) attribute the system will try and work it out from your document.","type":"text"}]},{"type":"paragraph","content":[{"text":"Field width","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"The field width will be the distance between the first '\u003c' and the last '\u003e'. Add blank spaces to increase the width. Reduce the width by using the terse shorthand, reducing your font size and using the fontsize (fs) attribute.","type":"text"}]},{"type":"paragraph","content":[{"text":"Field height","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"Height is the height of your '\u003c' and '\u003e'. Use the height or 'h' attribute to increase/decrease height. Its value will be a multiplier on the current height. 2 will make it twice the height, 0.5 will make it half the height etc.","type":"text"}]},{"type":"paragraph","content":[{"text":"The h attribute will not work for signatures or initials. Signatures and initials have a fixed aspect ratio and so the height will be automatically applied based on field width.","type":"text"}]},{"type":"paragraph","content":[{"text":"Field background","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"Will always be white.","type":"text"}]},{"type":"paragraph","content":[{"text":"Field types","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"Legalesign has four types of field:","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"'sender' field - completed when sending out the document to be signed (so PDF is re-usable)","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"'signer' field - a field for a signer to fill out","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"'signature' - a signature field, at least one is needed","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"'initials' - an initials field.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Required/optional","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"The system will assume everything is required, unless you mark it as optional (use attribute r=0).","type":"text"}]},{"type":"paragraph","content":[{"text":"If using checkboxes make sure you add the optional attribute - r=0 - if you want the signer to be able to leave a checkbox unticked.","type":"text"}]},{"type":"paragraph","content":[{"text":"Known issues","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"Extracting positioning info from PDFs is non-trivial and so, if you can, make your DOC/PDF as simple as possible. Avoid these situations:","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Tags breaking across lines; and","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"tags of a different font/height from surrounding text.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Attributes","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"The only required field is type (t)","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":20773697,"alt":"","src":"https://a.storyblok.com/f/228585/886x1184/514540efd8/text-tags-table.png","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"Examples","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"A signature for one signer:","type":"text"}]},{"type":"paragraph","content":[{"text":"\u003c\u003ct=signature\u003e\u003e","type":"text"}]},{"type":"paragraph","content":[{"text":"Required sender field with label 'Our business', prefilled value (default) 'My Biz Name' and fontsize 12:","type":"text"}]},{"type":"paragraph","content":[{"text":"\u003c\u003ct=sender;l=Our business;d=My Biz Name;fs=12\u003e\u003e","type":"text"}]},{"type":"paragraph","content":[{"text":"Required signer field for first signer, requiring an email:","type":"text"}]},{"type":"paragraph","content":[{"text":"\u003c\u003ct=signer;s=1;f=1\u003e\u003e","type":"text"}]},{"type":"paragraph","content":[{"text":"Non-required dropdown field for signer 1, with dropdown options i) something, ii) or, iii) other:","type":"text"}]},{"type":"paragraph","content":[{"text":"\u003c\u003ct=signer;s=1;r=0;f=20;o=something^or^other\u003e\u003e","type":"text"}]},{"type":"paragraph","content":[{"text":"A required signer field for signer 1, widened and 3 times the height of the line:","type":"text"}]},{"type":"paragraph","content":[{"text":"\u003c\u003ct=signer;s=1;h=3;                  \u003e\u003e","type":"text"}]},{"type":"paragraph","content":[{"text":"Fields - these are values for the 'field' (f) attribute","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"Use this to change the appearance or validation on a sender or signer field (e.g a checkbox or dropdown, or formatting requirement, like a date).","type":"text"}]},{"type":"paragraph","content":[{"text":"1)\tEmail","type":"text"}]},{"type":"paragraph","content":[{"text":"2)\tyyyy/mm/dd","type":"text"}]},{"type":"paragraph","content":[{"text":"3)\tyy/mm/dd","type":"text"}]},{"type":"paragraph","content":[{"text":"4)\tdd/mm/yyyy","type":"text"}]},{"type":"paragraph","content":[{"text":"5)\tdd/mm/yy","type":"text"}]},{"type":"paragraph","content":[{"text":"6)\tmm/dd/yyyy","type":"text"}]},{"type":"paragraph","content":[{"text":"7)\tmm/dd/yy","type":"text"}]},{"type":"paragraph","content":[{"text":"8)\tyyyy.mm.dd","type":"text"}]},{"type":"paragraph","content":[{"text":"9)\tyy.mm.dd","type":"text"}]},{"type":"paragraph","content":[{"text":"10)\tdd.mm.yyyy","type":"text"}]},{"type":"paragraph","content":[{"text":"11)\tdd.mm.yy","type":"text"}]},{"type":"paragraph","content":[{"text":"12)\tmm.dd.yyyy","type":"text"}]},{"type":"paragraph","content":[{"text":"13)\tmm.dd.yy","type":"text"}]},{"type":"paragraph","content":[{"text":"14)\tyyyy-mm-dd","type":"text"}]},{"type":"paragraph","content":[{"text":"15)\tyy-mm-dd","type":"text"}]},{"type":"paragraph","content":[{"text":"16)\tdd-mm-yyyy","type":"text"}]},{"type":"paragraph","content":[{"text":"17)\tdd-mm-yy","type":"text"}]},{"type":"paragraph","content":[{"text":"18)\tmm-dd-yyyy","type":"text"}]},{"type":"paragraph","content":[{"text":"19)\tmm-dd-yy","type":"text"}]},{"type":"paragraph","content":[{"text":"20)\tDropdown - use options attribute for values","type":"text"}]},{"type":"paragraph","content":[{"text":"24)\t","type":"text"},{"text":"â","type":"text","marks":[{"type":"bold"}]},{"text":"/â","type":"text"}]},{"type":"paragraph","content":[{"text":"25)\t","type":"text"},{"text":"â","type":"text","marks":[{"type":"bold"}]},{"text":"/blank","type":"text"}]},{"type":"paragraph","content":[{"text":"26)\tâ/blank","type":"text"}]},{"type":"paragraph","content":[{"text":"30)\tyyyy/mm/dd (auto sign day - signer only)","type":"text"}]},{"type":"paragraph","content":[{"text":"31)\tyy/mm/dd (auto sign day - signer only)","type":"text"}]},{"type":"paragraph","content":[{"text":"32)\tdd/mm/yyyy (auto sign day - signer only)","type":"text"}]},{"type":"paragraph","content":[{"text":"33)\tdd/mm/yy (auto sign day - signer only)","type":"text"}]},{"type":"paragraph","content":[{"text":"34)\tmm/dd/yyyy (auto sign day - signer only)","type":"text"}]},{"type":"paragraph","content":[{"text":"35)\tmm/dd/yy (auto sign day - signer only)","type":"text"}]},{"type":"paragraph","content":[{"text":"36)\tyyyy.mm.dd (auto sign day - signer only)","type":"text"}]},{"type":"paragraph","content":[{"text":"37)\tyy.mm.dd (auto sign day - signer only)","type":"text"}]},{"type":"paragraph","content":[{"text":"38)\tdd.mm.yyyy (auto sign day - signer only)","type":"text"}]},{"type":"paragraph","content":[{"text":"39)\tdd.mm.yy (auto sign day - signer only)","type":"text"}]},{"type":"paragraph","content":[{"text":"40)\tmm.dd.yyyy (auto sign day - signer only)","type":"text"}]},{"type":"paragraph","content":[{"text":"41)\tmm.dd.yy (auto sign day - signer only)","type":"text"}]},{"type":"paragraph","content":[{"text":"42)\tyyyy-mm-dd (auto sign day - signer only)","type":"text"}]},{"type":"paragraph","content":[{"text":"43)\tyy-mm-dd (auto sign day - signer only)","type":"text"}]},{"type":"paragraph","content":[{"text":"44)\tdd-mm-yyyy (auto sign day - signer only)","type":"text"}]},{"type":"paragraph","content":[{"text":"45)\tdd-mm-yy (auto sign day - signer only)","type":"text"}]},{"type":"paragraph","content":[{"text":"46)\tmm-dd-yyyy (auto sign day - signer only)","type":"text"}]},{"type":"paragraph","content":[{"text":"47)\tmm-dd-yy (auto sign day - signer only)","type":"text"}]},{"type":"paragraph","content":[{"text":"48)\td mmmm yyyy (auto sign day - signer only)","type":"text"}]},{"type":"paragraph","content":[{"text":"50)\tWhole number","type":"text"}]},{"type":"paragraph","content":[{"text":"51)\tNumber","type":"text"}]},{"type":"paragraph","content":[{"text":"52)\tCurrency","type":"text"}]},{"type":"paragraph","content":[{"text":"53)\t1 number","type":"text"}]},{"type":"paragraph","content":[{"text":"54)\t2 numbers","type":"text"}]}
1,{"type":"paragraph","content":[{"text":"55)\t3 numbers","type":"text"}]},{"type":"paragraph","content":[{"text":"56)\t4 numbers","type":"text"}]},{"type":"paragraph","content":[{"text":"57)\t5 numbers","type":"text"}]},{"type":"paragraph","content":[{"text":"58)\t6 numbers","type":"text"}]},{"type":"paragraph","content":[{"text":"59)\t7 numbers","type":"text"}]},{"type":"paragraph","content":[{"text":"60)\t8 numbers","type":"text"}]},{"type":"paragraph","content":[{"text":"61)\t9 numbers","type":"text"}]},{"type":"paragraph","content":[{"text":"62)\t10 numbers","type":"text"}]},{"type":"paragraph","content":[{"text":"63)\t11 numbers","type":"text"}]},{"type":"paragraph","content":[{"text":"64)\t12 numbers","type":"text"}]},{"type":"paragraph","content":[{"text":"65)\t1 character (any text)","type":"text"}]},{"type":"paragraph","content":[{"text":"66)\t2 characters (any text)","type":"text"}]},{"type":"paragraph","content":[{"text":"67)\t3 characters (any text)","type":"text"}]},{"type":"paragraph","content":[{"text":"68)\t4 characters (any text)","type":"text"}]},{"type":"paragraph","content":[{"text":"69)\t5 characters (any text)","type":"text"}]},{"type":"paragraph","content":[{"text":"70)\t6 characters (any text)","type":"text"}]},{"type":"paragraph","content":[{"text":"71)\t7 characters (any text)","type":"text"}]},{"type":"paragraph","content":[{"text":"72)\t8 characters (any text)","type":"text"}]},{"type":"paragraph","content":[{"text":"73)\tSecret code (use option for code - signer only)","type":"text"}]},{"type":"paragraph","content":[{"text":"74)\tAttach file (to email to sender after signing - signer only)","type":"text"}]},{"type":"paragraph","content":[{"text":"75)\tAttach file (append to final PDF, PDF only - signer only)","type":"text"}]},{"type":"paragraph","content":[{"text":"76)\tAttach file (zip with final pdf for admin only, signer gets pdf only)","type":"text"}]},{"type":"paragraph","content":[{"text":"77)\tForce to title caps","type":"text"}]},{"type":"paragraph","content":[{"text":"78)\tForce to uppercase","type":"text"}]},{"type":"paragraph","content":[{"text":"79)\tForce to lowercase","type":"text"}]},{"type":"paragraph","content":[{"text":"80)\tmm/yy","type":"text"}]},{"type":"paragraph","content":[{"text":"81)\tmm/yyyy","type":"text"}]},{"type":"paragraph","content":[{"text":"82)\tmm.yy","type":"text"}]},{"type":"paragraph","content":[{"text":"83)\tmm.yyyy","type":"text"}]},{"type":"paragraph","content":[{"text":"84)\tmm-yy","type":"text"}]},{"type":"paragraph","content":[{"text":"85)\tmm-yyyy","type":"text"}]},{"type":"paragraph","content":[{"text":"90)\tDrawn field (draw anything with mouse/touch)","type":"text"}]},{"type":"paragraph","content":[{"text":"91)\tDropdown list of countries","type":"text"}]},{"type":"paragraph","content":[{"text":"92)\tDropdown list of name honorifics","type":"text"}]},{"type":"paragraph","content":[{"text":"93)\tRegular expression field - use options (o) to define expression and optionally an error message (use ^ to separate)","type":"text"}]},{"type":"paragraph","content":[{"text":"Contact support with any queries.","type":"text","marks":[{"type":"bold"}]}]}]},"component":"rich_text"}],"title":"Automate form creation with text tags","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"text-tags-on-legalesign","full_slug":"articles/app1/pdf-documents/text-tags-on-legalesign","sort_by_date":null,"position":-260,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"12e2e1d9-768f-4884-8229-9f0fff828275","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"API Quickstart with the C# SDK","created_at":"2023-06-13T10:15:13.571Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:02:01.100Z","id":323575769,"uuid":"6b7d205f-08f9-4961-8d7b-12e7a3ca6ef4","content":{"seo":{"title":"API Quickstart with the C# SDK","plugin":"seo_metatags","description":"Get started with a Legalesign integration using the C# SDK"},"_uid":"092761e0-1185-472a-9230-97c04b109821","body":[{"_uid":"71ba9b10-73e9-4f66-815c-3b2baa6652fc","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Our C# SDK can be generated using the OpenAPI3 specification of our API and openapi generator. However we recommend you use the generated project provided, as it includes fixes to some issues like nullable fields. ","type":"text"}]},{"type":"paragraph","content":[{"text":"The package contains its own documentation (in docs/), but the examples below will show you how to get started.","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Get your API Key","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Sign up for a trial account. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Configure for API when prompted, and email Support to get an API Key. You need to show a level of understanding about using REST API, include in your email: your comapny name and address, your name and role, describe your use case, and g
1ive a brief summary of your programming/REST experience. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Once issued, your API key will be available in the web app. You will see you are in sandbox - add any emails where you will send your test documents. ","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Your api key goes in the \"Authorization\" header, and takes the form: Apikey username:secret. Your username and secret will be clearly indicated in the web app.","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Get the SDK and Example projects","type":"text"}]},{"type":"paragraph","content":[{"text":"With your git tools of choice clone the C# SDK repository.","type":"text"}]},{"type":"paragraph","content":[{"text":"git clone https://github.com/legalesign/LegalesignCsharpSDK.git legalesignSDK","type":"text","marks":[{"type":"code"}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Configure the Example project:","type":"text"}]},{"type":"paragraph","content":[{"text":"Open the LegalesignCsharpSDK.sln and build the project. You should see three projects included in the solution, we'll focus on the LegalesignTest which will get you started making calls to the REST api. ","type":"text"}]},{"type":"paragraph","content":[{"text":"To save time you may want to add your username, secret, group name, target email, first name and last name as the Text properties for txtUsername, txtSecretKey etc in Form1. If not you'll need to supply these when you run the Winform project (ensure this is marked as the startup project). If you do hard code them remember to remove that information once you're finished with the project. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Let's looks at the first code block in Form1.cs:","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":"`private Configuration makeConfig() { Configuration c = new Configuration(); c.AddApiKey(\"Authorization\", $\"ApiKey {txtUsername.Text}:{txtSecretKey.Text}\"); return c; }`","type":"text"}]},{"type":"paragraph","content":[{"text":"You can see how this is using the username and secret that you supply and passing it into the configuration for every call we'll be making later. This is how API calls are authorized.","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Test a GET request:","type":"text"}]},{"type":"paragraph","content":[{"text":"Let's make sure you can make a plain GET request, to check your Auth is configured properly. ","type":"text"}]},{"type":"paragraph","content":[{"text":"The following code runs when you click the `Get Groups` button. Take some time to notice where the Configuration information is passed in using `makeConfig()`. Run the project, enter you username and key in the boxes if you haven't coded them into the Text property and click the `Get Groups` button.","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":"`private void btnCall_Click(object sender, EventArgs e) { GroupApi group = new GroupApi(makeConfig()); GroupListResponse groupList = group.GetGroups(); richTextBox1.Text = groupList.ToJson(); }`","type":"text"}]},{"type":"paragraph","content":[{"text":"If successful you'll get a JSON list of your groups. ","type":"text"}]},{"type":"paragraph","content":[{"text":"If not double check you have your Authorization value correct. ","type":"text"}]},{"type":"paragraph","content":[{"text":"This code gets any documents waiting to be signed, a common use-case. Test it by examining then running the `Get Documents` button.","type":"text"}]},{"type":"paragraph","content":[{"text":"private void button2_Click(object sender, EventArgs e) { DocumentApi docs = new DocumentApi(makeConfig()); DocumentListResponse documentList = docs.GetDocuments(); richTextBox1.Text = documentList.ToJson(); }","type":"text","marks":[{"type":"code"}]}]},{"type":"paragraph","content":[{"text":"The 'get_statuses()' and 'get_status()' calls are a faster ways to query for basic doc information.","type":"text"}]},{"type":"paragraph","content":[{"text":"You should be starting to understand how SDK works. Go back to the package Readme file, and you will see all the API objects to try, and all their methods.","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Test a POST request","type":"text"}]},{"type":"paragraph","content":[{"text":"Next we will send some custom HTML for signing in one API call, then we'll upload a PDF and send that.","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Send an HTML document to get signed:","type":"text"}]},{"type":"paragraph","content":[{"text":"Here's a small amount of HTML for demo purposes, containing one signature element. Replace the group, name and email values.","type":"text"}]},{"type":"paragraph","content":[{"text":"private void btnPost_Click(object sender, EventArgs e) { DocumentApi docs = new DocumentApi(makeConfig()); List signers = new List(); signers.Add(new DocumentSignerPost(email: txtEmail.Text, firstname: txtFirstname.Text, lastname: txtLastname.Text)); //You must provide group id as lowercase DocumentPost dp = new DocumentPost( group: $\"/api/v1/group/{txtGroupName.Text.ToLower()}/\", name: \"dotnetdocument\", text: rtbBodyHTML.Text, signers: signers, doEmail: true, footerHeight:30, footer: \"Legalesign ID: {{doc_id}}\"); try { InlineResponse201 resp = docs.PostDocument(dp); richTextBox1.Text = resp.ToJson(); } catch (Exception ex) { throw ex; } }","type":"text","marks":[{"type":"code"}]}]},{"type":"paragraph","content":[{"text":"How do we know it went through? OpenAPI throws an exception for non 2XX responses. You will want to put all your requests into a try/catch block. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Every time you POST, you will probably want the new object ID. It's in the Location header of the response. In our next example we see how to upload a PDF for us to send to
1signers, and get the ID back for that new template.","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Upload and send a PDF:","type":"text"}]},{"type":"paragraph","content":[{"text":"You will most likely use text-tags within your PDFs, to define where people will sign or fill out any forms. Using the `processTags=true` parameter lets the system know to look through your document and make fields for information and signatures for the recipient to sign. A basic example of a PDF with tags is included in the root of the SDK project. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Lets upload a PDF using the 'with_http_info' version of the POST request to get the ID","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":"`private void btnUploadPdf_Click(object sender, EventArgs e) { DialogResult result = openFileDialog1.ShowDialog(); if (result == System.Windows.Forms.DialogResult.OK) { TemplatepdfApi pdf = new TemplatepdfApi(makeConfig()); // Get the file and convert the contents to a base64 byte array. Byte[] bytes = File.ReadAllBytes(openFileDialog1.FileName); String contents = Convert.ToBase64String(bytes); Byte[] encodedBytes = Convert.FromBase64String(contents); try { // Upload the pdf for our group to use with a title and a tag ApiResponse \u003cobject\u003e response = pdf.PostPdfTemplateWithHttpInfo(new TemplatePdfFieldPost(group: $\"/api/v1/group/{txtGroupName.Text.ToLower()}/\", pdfFile: encodedBytes, processTags: true, title: \"test tagged document\")); // Just to demonstrate how to read response headers we'll put the returned // header in the output rich text box. The 'Location' header contains the new // Template ID. richTextBox1.Text = JsonConvert.SerializeObject(response.Headers); // We'll save this so we can use it when calling Send with Template txtPDFLocation.Text = response.Headers[\"Location\"]; } catch (Exception ex) { throw ex; } } }`","type":"text"}]},{"type":"paragraph","content":[{"text":"Because we set process_tags to true, all the tags have been processed so your PDF is ready to go. As before, we need the ID for the PDF so we can send it. Luckily we kept it in the`txtPdfLocation` text box. ","type":"text"}]},{"type":"paragraph","content":[{"text":"The last code snippet from `Send with Template` shows how we use that PDF location to send a pre-loaded document to be signed.","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":"`private void btnSendTemplate_Click(object sender, EventArgs e) { DocumentApi docs = new DocumentApi(makeConfig()); List signers = new List(); signers.Add(new DocumentSignerPost(email: txtEmail.Text, firstname: txtFirstname.Text, lastname: txtLastname.Text)); //You must provide group id as lowercase DocumentPost dp = new DocumentPost( group: $\"/api/v1/group/{txtGroupName.Text.ToLower()}/\", name: \"dotnetdocument\", template: txtPDFLocation.Text, signers: signers, doEmail: true, footerHeight: 30, footer: \"Legalesign ID: {{doc_id}}\"); try { InlineResponse201 resp = docs.PostDocument(dp); richTextBox1.Text = resp.ToJson(); } catch (Exception ex) { throw ex; } }`","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Get coding","type":"text"}]},{"type":"paragraph","content":[{"text":"Be sure to check the OpenAPI generated documentation for different call types and options. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Some common gotchas are: ","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"The group name must exactly match one you already have in your organisation. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Your request will be denied if you credentials are incorrect, out of date or locked. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"401 will come back if you are in sandbox and try and send a document to someone not in your sandbox email list. ","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Happy coding!","type":"text","marks":[{"type":"italic"}]}]}]},"component":"rich_text"}],"title":"API Quickstart with the C# SDK","category":"491b52f3-fcfc-4be7-882b-b45671ba1459","subtitle":"","component":"docs_post"},"slug":"SDK-quickstart","full_slug":"articles/app1/esignature-api/SDK-quickstart","sort_by_date":null,"position":-250,"tag_list":[],"is_startpage":false,"parent_id":321390980,"meta_data":null,"group_id":"9ebc4c9e-f498-4b73-907e-36535b975a76","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"The signing process - talking a signer through it","created_at":"2023-06-13T10:14:51.108Z","published_at":"2024-11-11T09:59:47.148Z","updated_at":"2024-11-11T09:59:47.179Z","id":323575717,"uuid":"334b7cef-c0e1-4949-915d-54e557345b30","content":{"seo":{"title":"The signing process and talking a signer through it - Legalesign","plugin":"seo_metatags","de
1scription":"This article is designed to help you talk an unsure signer through the signing process. The signing process has three parts. "},"_uid":"27f7b6b0-9eae-4ee2-8802-9963fcd3ee6c","body":[{"_uid":"a1803b02-13dc-464e-8304-d80848945955","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"This article is designed to help you talk an unsure signer through the signing process. The signing process has three parts: ","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Fill out form fields, including signatures on the document. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Document execution. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Download the document. ","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Fields - written signatures and form fields:","type":"text","marks":[{"type":"bold"}]},{"text":"Â ","type":"text"}]},{"type":"paragraph","content":[{"text":"When the signer arrives at the document he or she will see a list of form fields to complete on the left hand side (or above the document on a small screen). Â Fields in red are required while amber are optional. They will go green when completed. The list of form fields includes signatures as well as regular fields, like filling out text or ticking checkboxes.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":18240498,"alt":"","src":"https://a.storyblok.com/f/228585/1078x500/facd1125a8/cantcompletedocconsole.png","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"Subject to the document's 'fields movement' settings, the system will try and take a signer straight through all the form fields automatically. Â Saving a form field will take the signer on to the next field.","type":"text"}]},{"type":"paragraph","content":[{"text":"Fields movement is an advanced setting on your PDF edit page - you can use it to control how signers move through their documents. For simple forms the most common settings is to have auto-forwarding on and no-save buttons ticked on.","type":"text"}]},{"type":"paragraph","content":[{"text":"If it is not clear which fields need to be completed, ","type":"text"},{"text":"you can assist the signer identify incomplete fields","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/esign/signer-says-they-cannot-access-the-signing-page-li/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"Execution process:","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"Once all form fields are complete, the list of fields will switch for some tickboxes and a 'finish document' button (or similar text). The signer must tick the boxes and click the final green button. The tickboxes are the 'agreement statements' which are recorded to the audit log. Agreement statements can be changed by a team admin. If the team admin has decided to remove the agreements statement there will only be a final green button to click. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Download page:","type":"text","marks":[{"type":"bold"}]},{"text":"Â ","type":"text"}]},{"type":"paragraph","content":[{"text":"After contract execution the signer arrives on the download page. Assuming there is no one else to sign the document, the signer can now download the final certified PDF. ","type":"text"}]},{"type":"paragraph","content":[{"text":"If a password for the PDF has been created by the sender it will be written there. ","type":"text"}]},{"type":"paragraph","content":[{"text":"If the signer has more documents to sign it will be clearly highlighted and they can press a link to jump to their next document. Â In a ","type":"text"},{"text":"batched document","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/how-to-batch-document-together-and-enforce-a-docum/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]}
1,{"text":" situation the signer may jump immediately through to their next document in a batch instead of going to the download page right away. ","type":"text"}]},{"type":"paragraph","content":[{"text":"If other people need to sign the document before the final PDF is created then the download screen will say so.  The signer can logout and will receive an email when all other signers have signed and the document is ready to download.","type":"text"}]},{"type":"paragraph","content":[{"text":"If you want to redirect signers to another web site immediately after signing contact support.","type":"text"}]},{"type":"paragraph","content":[{"text":"Other signer queries:","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"Signer wants to come back later","type":"text","marks":[{"type":"italic"}]},{"text":":  If a signer wants to review and come back to the document later, when they return they may find ","type":"text"},{"text":"their original link has expired","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/esign/signer-says-they-cannot-access-the-signing-page-li/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". They will see a new page where they can trigger a new email with a fresh link to the document.  They should follow the instructions on that page and press the button (there is only one button) to trigger the email. ","type":"text"},{"text":"You can extend the link authentication time if you wish","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/esign/change-the-length-of-time-a-document-link-is-acces/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]}]},"component":"rich_text"}],"title":"The signing process - talking a signer through it","category":"bd1380dc-637e-440d-aad2-7f9300f0799f","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"the-signing-process-talking-a-signer-through-it","full_slug":"articles/app1/esign/the-signing-process-talking-a-signer-through-it","sort_by_date":null,"position":-250,"tag_list":[],"is_startpage":false,"parent_id":323426867,"meta_data":null,"group_id":"f0ae73ba-6cf2-4a83-9afa-c5e02a0c7e43","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to add static email attachments to notification emails","created_at":"2023-06-13T10:14:44.444Z","published_at":"2026-04-16T16:18:32.727Z","updated_at":"2026-04-16T16:18:32.739Z","id":323575703,"uuid":"fce6445f-5892-4a3c-a135-f41f45c902d7","content":{"seo":{"title":"How to attach extra documents to outbound emails","plugin":"seo_metatags","description":"You may want extra documents emailed to your signer that you do not want signed, but only attached. For example, your general terms of business or other related information."},"_uid":"d1b7b721-6882-4bda-a966-0946d7da98b7","body":[{"_uid":"4eab2c35-307e-4594-abd3-901a3f28ae06","text":{"type":"doc","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"You may want extra documents emailed to your signer that you do not want signed, but only attached. For example, your general terms of business or other related information. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Signers, ","type":"text"},{"text":"Approvers","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/documents-sent-for-esignature/approver/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":" and CC'd third parties (reviewers) can receive these extra email attachments. The attachments are recorded in the Audit Log. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"The first step is to upload the static documents to your email attachment library. Go to ","type":"text"},{"text":"Docs","type":"text","marks":[{"type":"bold"}]},{"text":" \u003e ","type":"text"},{"text":"Static email attachments","type":"text","marks":[{"type":"bold"}]},{"text":" and upload each document. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"type":"image","attrs":{"id":21628816,"alt":"","src":"https://a.storyblok.com/f/228585/1157x685/4c88989eb5/static-email.webp","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Then, click the option 'Upload an extra email attachment' to browse your device for documents to upload. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"If the uploaded document is always attached to outbound emails to signers, then tick the option to 'Auto Attach'. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"When you send a document you select your attachments. Click on the ","type":"text"},{"text":"Attachments","type":"text","marks":[{"type":"bold"}]},{"text":" symbol immediately below a signatory's name to add more on the fly while on the send page. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"This GIF shows you how:","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"type":"image","attrs":{"id":166569289252848,"alt":"","src":"https://a.storyblok.com/f/228585/1280x700/2e4302f2cd/app1staticattachments.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"}],"title":"How to add static email attachments to notification emails","category":"cca4237a-b157-4879-85b2-7fa43069b1bb","subtitle":"","component":"docs_post","seo_index":"true","structured_data_raw":""},"slug":"how-to-add-static-email-attachments-to-notificatio","full_slug":"articles/app1/emails/how-to-add-static-email-attachments-to-notificatio","sort_by_date":null,"position":-250,"tag_list":[],"is_startpage":false,"parent_id":321390447,"meta_data":null,"group_id":"4e574d76-eeec-4a23-99e0-f95385657ef9","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null}
1,{"name":"How to set passwords for contracts","created_at":"2023-06-13T10:14:30.512Z","published_at":"2024-09-16T09:20:27.107Z","updated_at":"2024-09-16T09:20:27.130Z","id":323575676,"uuid":"d66a4949-6acb-4ec5-bfab-a3985ce339f1","content":{"seo":{"title":"How to set up passwords for contracts - Legalesign Esignature","plugin":"seo_metatags","description":"A Legalesign Esignature help article about: Passwords for Contracts"},"_uid":"6623d490-c65d-4743-a5c1-d91d44e7e9da","body":[{"_uid":"1431be2e-0983-4e37-b5fc-676b5c549aaf","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"You can encrypt your PDFs with passwords when they are fully signed. ","type":"text"}]},{"type":"paragraph","content":[{"text":"To turn on this feature you need admin permissions. Go to","type":"text"},{"text":" Admin \u003e PDF Security","type":"text","marks":[{"type":"bold"}]},{"text":" . Once it is turned on everyone sending out documents can use the feature.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17340736,"alt":"","src":"https://a.storyblok.com/f/228585/600x299/f75baf62db/legalesignpassword.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"You can select either for us to keep the password (i.e. so it is retrievable from us later), or for us to delete it once the document is created.","type":"text"}]},{"type":"paragraph","content":[{"text":"If you choose for us to delete the password after it is set, if you forget the password later then it's gone for good.","type":"text"}]},{"type":"paragraph","content":[{"text":"At the same time, you can set a default password to use automatically, but you can always change the password on the Send page. ","type":"text"}]},{"type":"paragraph","content":[{"text":"When you go to the Send page to send out a document you have the option to set a password for the final PDF. ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17340940,"alt":"","src":"https://a.storyblok.com/f/228585/600x299/ab0388dae9/sendpagepassword.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"The password will be shown to signers ONCE on the download page after they sign the document. ","type":"text"}]}]},"component":"rich_text"}],"title":"How to set passwords for contracts","category":"dafcda74-156f-4e0d-b733-50939a7880bc","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"passwords-for-contracts","full_slug":"articles/app1/documents-sent-for-esignature/passwords-for-contracts","sort_by_date":null,"position":-250,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"39042d42-25bf-4075-9e66-a74d74dd9f79","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Direct links - How To","created_at":"2023-06-13T10:14:07.178Z","published_at":"2025-02-19T12:39:14.650Z","updated_at":"2025-02-19T12:39:14.676Z","id":323575630,"uuid":"4371abc6-7128-40b9-849f-2587e1860a4f","content":{"seo":{"title":"Direct Links - Legalesign eSignature","plugin":"seo_metatags","description":"Direct links are open web addresses where someone can e-sign a document. You can use the links directly or embed them within your own website. Direct Links are ideal when you don't know who your (first) signer will be. For example, event registration, timesheets, etc. "},"_uid":"ed0bb488-4d8f-4301-9d60-3ec21007063a","body":[{"_uid":"d64f625c-4f79-48b8-9547-5128c8b100ac","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Direct links are open web addresses where someone can e-sign a document. You can use the links directly or embed them within your own website. Direct Links are ideal when you don't know who your (first) signer will be. For example, event registration, timesheets, etc. You can have up to 2 signers on a Direct Link. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Direct links are quite simple once you know the basic requirements. But if you want to get started quickly, skip down to the bottom to check out the direct link video. ","type":"text"}]},{"type":"paragraph","content":[{"text":"You can use Direct Links for 1 or 2 signer documents. ","type":"text"}]},{"type":"paragraph"}]},"component":"rich_text"},{"_uid":"5ffe473c-18d3-4154-a37b-6303e5acb505","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"If you want to embed a link, ","type":"text"},{"text":"contact us","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/contact/","uuid":null,"anchor":null,"target":"_self","linktype":"url"}}]},{"text":" to make a change to your system settings. ","type":"text"}]}]},"type":"warning","component":"highlight_text"},{"_uid":"60060f66-9112-4720-a33b-8ae64f1db049","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Create a valid link:","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"To create a valid link you need to add some fields with some fixed label names. These are a signature for signer 1 and three signer form fields with special labels s
1o the system can gather the signer details it needs. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Add 2 text fields and 1 email field with these labels: 'First name', 'Last name', and 'Email' (does not need to be capitalised). The email field has to have email validation. ","type":"text"}]},{"type":"paragraph","content":[{"text":"How to create a link:","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"Go to the document for which you want a direct link. Scroll to the bottom and you will see the Direct Link section. Just click 'Create Link' at the bottom of the form. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Once a link has been created it cannot be changed. But you can create as many links as you like. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Extra settings for links:","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"You will see these optional settings on the form to create a link. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Email verification:","type":"text","marks":[{"type":"italic"}]}
1,{"text":" When you create your direct link you can optionally have the signer verify themselves through their email (recommended). ","type":"text"}]},{"type":"paragraph","content":[{"text":"Redirect:","type":"text","marks":[{"type":"italic"}]},{"text":" When you create your direct link you can optionally add a redirect web address to send the signer to after they have signed. Add the FULL redirect web address starting with http or https. You can specify how you want the redirect to work - to redirect immediately or after a short wait. If you are using an iframe you can select whether to just have the iframe show a new page or if you want the whole page to redirect. ","type":"text"}]},{"type":"paragraph","content":[{"text":"CC emails:","type":"text","marks":[{"type":"italic"}]},{"text":" If you want others copied in whenever a document is signed, add their emails here. 1 per line, up to 5 emails. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Second signer:","type":"text","marks":[{"type":"italic"}]},{"text":" If the document needs a second signer and you want the second signer to be the same person each time add their details in the relevant form section. You must include first name, last name, and a valid email. ","type":"text"}]},{"type":"paragraph","content":[{"text":"How to set up Direct Links for two signers:","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"There are three ways the system can discover who the second signer is: ","type":"text"}]},{"type":"paragraph","content":[{"text":"1. Signer 1 adds the second signer's details after he/she signs. ","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"Add a signature field for signer 2. ","type":"text"}]},{"type":"paragraph","content":[{"text":"2. Signer 1 adds details before he/she signs. ","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"Add a signature field for signer 2 and more special signer forms fields for signer 1 to complete. Just like the required forms fields to make the Direct Link work, follow the same rules with slightly different labels: Add three more signer form fields for signer 1 and label them 'First name (second signer), 'Last name (second signer)', 'Email (second signer)'. Email MUST have email validation applied. ","type":"text"}]},{"type":"paragraph","content":[{"text":"3. Signer 2 is always the same person. ","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"Add second signer details to the form when you create the link. Make sure there is a signature field for signer 2.","type":"text"}]},{"type":"paragraph","content":[{"text":"Check out this video that shows how to set up a simple 1 signer Direct Link:","type":"text"}]}]},"component":"rich_text"},{"_uid":"afcae8d0-cc9f-4d0e-9e04-3c6a2cdf9c8a","video":"https://youtu.be/wO0GrXIA92Q","component":"video_section"},{"_uid":"7fc56aa1-c9b3-41c0-999b-cd849f0779b9","image":{"id":17846930,"alt":"","name":"","focus":"","title":"","source":"","filename":"https://a.storyblok.com/f/228585/1093x1201/9c52d3bd16/approval01.png","copyright":"","fieldtype":"asset","meta_data":{},"is_external_url":false},"theme":"primary","title":"Any queries about Direct Links","buttons":[{"_uid":"c981cffc-cfd6-44f8-a00a-cc9937385805","link":{"id":"a1edbae2-530b-49a0-90ef-9de46afc13e6","url":"","linktype":"story","fieldtype":"multilink","cached_url":"contact"},"text":"Get in touch","type":"secondary","component":"button"}],"has_logo":false,"component":"cta_card"}],"title":"Direct Links","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"direct-links-how-to","full_slug":"articles/app1/pdf-documents/direct-links-how-to","sort_by_date":null,"position":-240,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"e9c7fc9d-b338-4f94-8375-04fc2ba2f488","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Account Information","created_at":"2023-05-21T22:45:12.977Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:02:06.571Z","id":310686660,"uuid":"a897796a-71ec-4332-8790-2ef0f1702f4a","content":{"_uid":"9ca14d91-2980-48ae-98cd-b70f01f944d7","icon":{"id":10525694,"alt":"","name":"","focus":"","title":"","source":"","filename":"https://a.storyblok.com/f/228585/49x49/a2b0dabec1/largeindustrybuildingsv1.png","copyright":"","fieldtype":"asset","meta_data":{},"is_external_url":false},"title":"Account Information","subtitle":"Helpful Articles on How to Manage your Legalesign Account","component":"docs_category"},"slug":"account-information","full_slug":"articles/app1/account-information/","sort_by_date":null,"position":-240,"tag_list":[],"is_startpage":true,"parent_id":310686659,"meta_data":null,"group_id":"33b6b84f-753a-4a2c-8cc2-de999f1873d8","first_published_at":"2023-05-21T12:30:34.435
1Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Get started with the Free Furlough Agreements","created_at":"2023-06-13T10:15:01.558Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:01:53.659Z","id":323575740,"uuid":"e7bf7fcc-f419-465c-9f4d-c78d7ea0ed8a","content":{"seo":{"title":"How to use the free furlough agreement service from Legalesign","plugin":"seo_metatags","description":"This video shows you how to get started using the Legalesign and APSCo Free Furlough Agreement Service"},"_uid":"6eee4fc4-41ec-492e-8c30-935a673d66ab","body":[{"_uid":"bc3c61ca-74bb-446b-95d7-a4cfe7a77d39","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"This short video shows you how to get started with the Legalesign \u0026 APSCo free furlough agreement service. To get started using the service ","type":"text"},{"text":"click here","type":"text","marks":[{"type":"link","attrs":{"href":"https://app1.legalesign.com/auth/intro/","title":null}}]},{"text":".","type":"text"}]}]},"component":"rich_text"},{"_uid":"53a0868c-87ea-4639-b2bd-2ed394ff4c59","video":"https://legalesign-cloudapp.s3.amazonaws.com/how_to_furlough_agreements.mov","component":"video_section"}],"title":"Get started with the Free Furlough Agreements","category":"c5315316-bd65-4a8d-852c-b0698cebbf02","subtitle":"","component":"docs_post"},"slug":"free-furlough-agreement-service","full_slug":"articles/app1/videos/free-furlough-agreement-service","sort_by_date":null,"position":-230,"tag_list":[],"is_startpage":false,"parent_id":321391408,"meta_data":null,"group_id":"77474d25-6430-43af-a623-3ff2e3a27c3c","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to generate reports","created_at":"2023-06-13T10:14:57.883Z","published_at":"2024-11-08T11:37:29.942Z","updated_at":"2024-11-08T11:37:29.965Z","id":323575732,"uuid":"32ad6c61-50d6-4828-9b89-62febe529912","content":{"seo":{"title":"How to generate reports in Legalesign","plugin":"seo_metatags","description":"Legalesign reporting gives you detailed breakdown of your sending and signing stats over any time period you choose."},"_uid":"ff5612fd-f3ef-4d92-a8d3-1c66703194ba","body":[{"_uid":"591e3f64-08ac-4e91-a034-da9cf30f8add","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Click on the ","type":"text"},{"text":"Admin","type":"text","marks":[{"type":"bold"}]},{"text":" button in the top navigator and select ","type":"text"},{"text":"Reports","type":"text","marks":[{"type":"bold"}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17854749,"alt":"","src":"https://a.storyblok.com/f/228585/800x402/292811aa20/app1reports.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"On the reports page, you will see a couple of inputs for dates to define the time frame of your report. By default, the time frame will be the past month from the current day. Click ","type":"text"},{"text":"Generate Report","type":"text","marks":[{"type":"bold"}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"The reports will populate down the page. Report queries have been optimised so that, even with several thousand documents sent out, report generation should take no more than a second or two. ","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"How to export report data ","type":"text"}]},{"type":"paragraph","content":[{"text":"For each report click on the icon in the top right-hand corner to export the data in various formats (PNG, JPEG, PDF, SVG, XLS, CVS). ","type":"text"}]},{"type":"heading","attrs":{"level":4},"content":[{"text":"Breakdown of the reports ","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Send count by user. Amount of sent documents split by week over the report's time frame. You can optionally break these down into sending through the web app, api, direct link, or API ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Send count by week. Amou
1nt of sent documents split by week over the report's time-frame. You can optionally break these down into sending through the web app, api, direct link, or API. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Response results over time. Shows percentage of Pending, Signed and Rejected documents over your time-frame. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Response results pie. As above but split into a pie chart. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Response % rates pie. A variation of the response results, but split according to documents with a response (signed/rejected) from those without (pending). ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Response % rates by week. As above but split weekly. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Time to sign columns. A column chart showing how rapidly documents are signed within a given time period. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Time to sign pie. As above, but in a pie chart format. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Day/hour document fully signed. This chart is great for optimising your reminder schedules. It shows a heat map of when documents are signed. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Sent by document tag pie chart. You can tag your uploaded documents to organise them into categoires. This graphic show the frequency with which templates with a given tag have been sent. Data from sent documents without tags will not be displayed in this pie chart. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Sent by document source. This displays how many times a template has been sent. ","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"These reports are available for Business, Enterprise, and some Custom plans only. ","type":"text"}]},{"type":"paragraph"}]},"component":"rich_text"}],"title":"How to Generate Reports","category":"a897796a-71ec-4332-8790-2ef0f1702f4a","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-to-generate-reports","full_slug":"articles/app1/account-information/how-to-generate-reports","sort_by_date":null,"position":-230,"tag_list":[],"is_startpage":false,"parent_id":310686659,"meta_data":null,"group_id":"9954940d-2f6c-463f-864f-6af4e9444eb1","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Signer says they cannot access the signing page - Link Expired","created_at":"2023-06-13T10:14:50.518Z","published_at":"2026-01-16T15:24:17.430Z","updated_at":"2026-01-16T15:24:17.442Z","id":323575716,"uuid":"e5552b47-9dad-44ad-897d-afe160adcd2d","content":{"seo":{"title":"Signer says they get link expired message - Legalesign","plugin":"seo_metatags","description":"A Legalesign Esignature help article about: Signer says they cannot access the signing page - Link Expired "},"_uid":"49fc85b4-5b7c-40d2-9154-89c361cb8af6","body":[{"_uid":"a48da45d-00ae-48c2-9212-9a9a6679c6d3","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Occasionally a signer may get a 'link expired' message when they attempt to access a document. This article explains how to deal with it. ","type":"text"}]},{"type":"paragraph","content":[{"text":"If you are using a ","type":"text"},{"text":"direct link","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/direct-links-how-to/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" then get in touch with [email protected], since this is likely to be an issue around permissions and the way billing is set up. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Otherwise, click on the signer's name on your dashboard and re-send a link to their document.","type":"text"}]},{"type":"paragraph","content":[{"text":"Check out this article on ","type":"text"},{"text":"how to send a reminder link","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/emails/send-a-reminder-to-a-signer/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"Follow these steps if the issue persists: ","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Advise your signer to clear their browser's cookies and cache. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Ask them to try another browser or device. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"If the signer is still unable to access the signing page, the
1ir IT system may be firewalling some parts of our system. The solution is for their IT department to whitelist incoming web requests from the servers app1.legalesign.com and a.legalesign.com.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"An advanced setting is to change the authentication time for your links. Ordinarily the links are 1-use only, but you can use this setting to extend that authentication over a longer time period. Read ","type":"text"},{"text":"this article about link authentication time","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/esign/change-the-length-of-time-a-document-link-is-acces/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"If these suggestions do not work, contact ","type":"text"},{"text":"support","type":"text","marks":[{"type":"link","attrs":{"href":"mailto:[email protected]","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]}]},"component":"rich_text"}],"title":"Signer says they cannot access the signing page - Link Expired","category":"bd1380dc-637e-440d-aad2-7f9300f0799f","subtitle":"","component":"docs_post","seo_index":"true","structured_data_raw":""},"slug":"signer-says-they-cannot-access-the-signing-page-li","full_slug":"articles/app1/esign/signer-says-they-cannot-access-the-signing-page-li","sort_by_date":null,"position":-230,"tag_list":[],"is_startpage":false,"parent_id":323426867,"meta_data":null,"group_id":"71acb0fb-13f0-4332-bbc8-6238dc2a6375","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Set emails to go to signers sequentially, or at the same time","created_at":"2023-06-13T10:14:39.709Z","published_at":"2025-02-27T16:13:55.682Z","updated_at":"2025-02-27T16:13:55.703Z","id":323575694,"uuid":"4fb11f58-7366-484d-94bc-a428242df8fb","content":{"seo":{"title":"Get a document signed in sequence or simultaneously - Legalesign ","plugin":"seo_metatags","description":"You can decide whether a document is sent to multiple signers simultaneously, or in order. "},"_uid":"afe8ee96-71b8-471f-ab25-0a60d52c0bc2","body":[{"_uid":"260dfd61-c071-41bc-8ecd-418fd062bacf","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"You can decide whether a document is sent to multiple signers at the same time, or in order. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Admins","type":"text","marks":[{"type":"bold"}]},{"text":" can set the default for the whole Team. Users can also set this when sending out a document. ","type":"text"}]},{"type":"paragraph","content":[{"text":"In some scenarios, the system forces the document to be emailed in sequence (i.e documents sent for witnessing).","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"To set the Team default:","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Click on ","type":"text"},{"text":"Admin","type":"text","marks":[{"type":"bold"}]},{"text":", then ","type":"text"},{"text":"Signer Experience","type":"text","marks":[{"type":"bold"}]}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Go to the ","type":"text"},{"text":"Email Options","type":"text","marks":[{"type":"bold"}]},{"text":" section","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Use the dropdown next to ","type":"text"},{"text":"How to notify multiple signers","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":" to set the default preference.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"This video shows you how an admin can set the default sending method.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":21162735,"alt":"","src":"https://a.storyblok.com/f/228585/800x384/ee05106194/app1sequential.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"},{"_uid":"b7f1c3d5-9f6a-4fa5-87e3-fb6fbd1ebd2c","text":{"type":"doc","content":[{"type":"heading","attrs":{"level":3},"content":[{"text":"To set it at sending:","type":"text"}]},{"type":"paragraph","content":[{"text":"Standard users will see the option to send in sequence or simultaneously alongside each document where there is more than one signer.","type":"text"}]},{"type":"paragraph","content":[{"text":"If you send in sequence but change your mind afterwards, you can still send ","type":"text"},{"text":"a reminder email","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/emails/send-a-reminder-to-a-signer/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" to second signers.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":21163011,"alt":"","src":"https://a.storyblok.com/f/228585/800x384/14dee87cb6/ezgif-313eeb15433609.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"You can also send multiple documents at a time by ","type":"text"},{"text":"sending a batch","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/documents-sent-for-esignature/batching-documents/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":".","type":"text"}]}]},"component":"rich_text"}],"title":"Set emails to go to signers sequentially, or at the same time","category":"cca4237a-b157-4879-85b2-7fa43069b1bb","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"document-not-be-emailed-to-both-signers-set-signin","full_slug":"articles/app1/emails/document-not-be-emailed-to-both-signers-set-signin","sort_by_date":null,"position":-230,"tag_list":[],"is_startpage":false,"parent_id":321390447,"meta_data":null,"group_id":"76392e
110-6279-4a72-8d30-bfd1b9ebc67a","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Change email text","created_at":"2023-06-13T10:14:22.401Z","published_at":"2024-09-26T15:22:14.908Z","updated_at":"2024-09-26T15:22:14.928Z","id":323575664,"uuid":"6aa21f5b-03ae-44e1-b55e-fe7fc9a4e499","content":{"seo":{"title":"Change email text - Legalesign Esignature","plugin":"seo_metatags","description":"This article explains how to change the text in emails to your signers (or approvers). "},"_uid":"7cceaa65-7d37-48bc-8ece-54252bd0ef18","body":[{"_uid":"80cb927a-653b-4aa7-bf87-1bd38f536ea0","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"This article explains how to change the text in emails to your signers (or approvers) and used saved emails. ","type":"text"}]},{"type":"paragraph","content":[{"text":"All users can add personalised text by using ","type":"text"},{"text":"Personal Message","type":"text","marks":[{"type":"bold"}]},{"text":" icon just underneath the signer name and email. Similarly, when you send a ","type":"text"},{"text":"reminder email","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/emails/send-a-reminder-to-a-signer/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":", you have the option to enter a personal message. ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17290515,"alt":"","src":"https://a.storyblok.com/f/228585/800x398/c06c9a00dc/signpersonalmessage.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"},{"_uid":"b5e8dc95-d9e3-44aa-8f16-6e8ed8509881","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"For users with admin permissions, you can set a default text in an 'experience' or ready-made personal messages for signers ","type":"text"}]},{"type":"paragraph","content":[{"text":"1. Default text in emails through signer experience","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"You can change all the default text on emails in 'Admin' \u003e 'Signer experience', within the 'Email text' section. ","type":"text"}]},{"type":"paragraph","content":[{"text":"This gif shows email text being changed in a signer experience:","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17452988,"alt":"","src":"https://a.storyblok.com/f/228585/600x300/bf2951bb0a/signerexperience.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"},{"_uid":"deeedc44-5798-453c-9aa4-65b4866040c6","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Several placeholders are available: ","type":"text"}]},{"type":"paragraph","content":[{"text":"{{group_name}} / {{business_name}} / {{team_name}} - The 'public name' you have set in Admin' \u003e Name.","type":"text"},{"type":"hard_break"},{"text":"{{doc_name}} ","type":"text"},{"type":"hard_break"},{"text":"{{sender_fullname}}","type":"text"},{"type":"hard_break"},{"text":"{{sender_firstname}}","type":"text"},{"type":"hard_break"},{"text":"{{sender_lastname}}","type":"text"},{"type":"hard_break"},{"text":"{{sender_email}}","type":"text"},{"type":"hard_break"},{"text":"{{signer_fullname}}","type":"text"},{"type":"hard_break"},{"text":"{{signer_firstname}}","type":"text"},{"type":"hard_break"},{"text":"{{signer_lastname}}","type":"text"},{"type":"hard_break"},{"text":"{{signer_email}} ","type":"text"}]},{"type":"paragraph","content":[{"text":"2. Pre saved emails ","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"You can also prepare ","type":"text"},{"text":"pre-saved emails for signers and set it as default","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/emails/set-a-default-personal-message-when-sending-docume/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"Go to Admin \u003e Saved
1Emails to make ready-made messages for your signers.  If you wish to add that text to outgoing emails by default then tick the 'Use everytime' checkbox (and 'Save' at the foot of the page).","type":"text"}]}]},"component":"rich_text"}],"title":"Change email text","category":"dafcda74-156f-4e0d-b733-50939a7880bc","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"change-email-text","full_slug":"articles/app1/documents-sent-for-esignature/change-email-text","sort_by_date":null,"position":-230,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"e25a79c7-0242-49a2-b342-2d20b2f085b1","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Copy fields from one PDF to another","created_at":"2023-06-13T10:14:03.943Z","published_at":"2025-03-10T12:33:07.821Z","updated_at":"2025-03-10T12:33:07.842Z","id":323575625,"uuid":"6f3001e4-a3fe-44f2-96a7-b25cb437bad7","content":{"seo":{"title":"Copy fields from one PDF to another - Legalesign Esignature","plugin":"seo_metatags","description":"Upload your new PDF that will get the copied fields. Make sure you give it a different name to the PDF which has the fields that you want to copy. "},"_uid":"cef13c0a-1766-49e8-964e-cff3152fb5e4","body":[{"_uid":"34d37a9a-b749-4882-a934-5ce0ac15e0fd","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Use this feature to save time setting up fields where your new PDF is substantially the same as one you already have. It's very useful where you have to use similar PDFs for your esign documents each time, but sender fields won't do it.","type":"text"}]},{"type":"paragraph","content":[{"text":"If you use substantially the same documents for esigning consider using sender fields - see this article on ","type":"text"},{"text":"making PDFs re-usable on Legalesign with sender fields","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/how-to-customiseadd-information-to-a-template-pdf-/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"Upload your new PDF that will get the copied fields. Make sure you give it a different name to the PDF with your existing fields.","type":"text"}]},{"type":"paragraph","content":[{"text":"How to change PDF document name","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/change-pdf-document-title/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"On the dashboard, click on the ","type":"text"},{"text":"Docs","type":"text","marks":[{"type":"bold"}]},{"text":" icon and then ","type":"text"},{"text":"Document Functions","type":"text","marks":[{"type":"bold"}]},{"text":".  ","type":"text"}]},{"type":"paragraph","content":[{"text":"Scroll down to the ","type":"text"},{"text":"Copy PDF fields","type":"text","marks":[{"type":"bold"}]},{"text":" section and select the ","type":"text"},{"text":"Copy from","type":"text","marks":[{"type":"bold"}]},{"text":" and ","type":"text"},{"text":"Copy to","type":"text","marks":[{"type":"bold"}]},{"text":" documents from the dropdown list. Press ","type":"text"},{"text":"Copy fields","type":"text","marks":[{"type":"bold"}]},{"text":" and Voila! Your fields will be copied. ","type":"text"},{"type":"image","attrs":{"id":21297194,"alt":"","src":"https://a.storyblok.com/f/228585/1200x764/b0563479fa/copyfields.webp","title":"","source":"","copyright":"","meta_data":{}},"marks":[{"type":"link","attrs":{"href":"https://cl.ly/9b542ccb2f4c","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]}]}]},"component":"rich_text"}],"title":"Copy fields from one PDF to another","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"copy-fields-from-one-pdf-to-another","full_slug":"articles/app1/pdf-documents/copy-fields-from-one-pdf-to-another","sort_by_date":null,"position":-220,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"cc552379-1a7c-4be4-ba5f-ffce2f4159e7","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"API quickstart with the Ruby SDK","created_at":"2023-06-13T10:15:03.642Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:02:02.422Z","id":323575743,"uuid":"7d0b4c06-a6c3-4210-84f2-f902ff194318","content":{"seo":{"title":"Legalesign Esignature API quickstart with the Ruby SDK","plugin":"seo_metatags","de
1scription":"Follow these steps to easily access the Legalesign API with Ruby, using the open api generated Ruby SDK."},"_uid":"58a36567-a1ba-4507-a4f3-b548e4d3dee2","body":[{"_uid":"2fe22784-37ce-460a-834b-674f23698fd9","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"A Ruby SDK can be generated using the ","type":"text"},{"text":"OpenAPI3 specification","type":"text","marks":[{"type":"link","attrs":{"href":"https://github.com/legalesign/Legalesign-V1-OpenAPI3","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" of our API and ","type":"text"},{"text":"openapi generator","type":"text","marks":[{"type":"link","attrs":{"href":"https://github.com/OpenAPITools/openapi-generator","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". The package contains its own documentation (in docs/), but the examples below will show you how to get started. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Get your API Key ","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"1. Sign up for ","type":"text"},{"text":"a trial account","type":"text","marks":[{"type":"link","attrs":{"href":"https://app1.legalesign.com/auth/intro/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". Configure for API when prompted and [email support](mailto:[email protected]?subject=API key request) to get an API Key. You need to show a level of understanding about using REST API. Include a summary of your programming/REST experience. ","type":"text"}]},{"type":"paragraph","content":[{"text":"2. Once issued, your API key will be available in the ","type":"text"},{"text":"web app","type":"text","marks":[{"type":"link","attrs":{"href":"https://app1.legalesign.com/acc/settings/#api","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". You'll be in sandbox mode - use the form to enter emails for sending test documents. ","type":"text"}]},{"type":"paragraph","content":[{"text":"3. Your api key goes in the \"Authorization\" header, and takes the form: Apikey username:secret. Your username and secret will be clearly indicated in the web app. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Install ","type":"text","marks":[{"type":"bold"}]}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Install ","type":"text"},{"text":"Ruby","type":"text","marks":[{"type":"link","attrs":{"href":"https://www.ruby-lang.org/en/documentation/installation/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Clone the ","type":"text"},{"text":"Ruby package","type":"text","marks":[{"type":"link","attrs":{"href":"https://github.com/legalesign/Legalesign-V1-Ruby","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"cd into the package, build the gem spec by typing: gem build openapi_client.gemspec ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Install the gem by typing: gem install ./openapi_client-1.0.0.gem (sudo maybe required) ","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Test a GET request ","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"Start with a basic GET request to make sure your Auth is correct.","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":"require 'openapi_client'\n\nOpenapiClient.configure do |config|\n config.api_key['Authorization'] = 'ApiKey username:secret'\nend\n\napi_instance = OpenapiClient::GroupApi.new\ngroup_id = 'group_id_example' # String |\n\nbegin\n result = api_instance.get_group(group_id)\n p result\nrescue OpenapiClient::ApiError =\u003e e\n puts \"Exception when calling GroupApi-\u003eget_group: #{e}\"\nend","type":"text"}]},{"type":"paragraph","content":[{"text":"All being well, JSON text just appeared with your group information. If you have any issues, double and triple check your Auth. ","type":"text"}]},{"type":"paragraph","content":[{"text":"It's common to need your latest signing document, use getDocuments, or getStatuses from the DocumentApi","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":"api_instance = OpenapiClient::DocumentApi.new\nstatuses = api_instance.get_statuses(opts)\ndocs = api_instance.get_documents(opts)","type":"text"}]},{"type":"paragraph","content":[{"text":"Test a POST request ","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"In this example we will send HTML, but you can upload a PDF/Word document or refer to a template you already prepared. ","type":"text"}]},{"type":"paragraph","content":[{"text":"While HTML appears to be more primitive than a PDF it is most popular since it gives you a fast and full freedom in the construction of each document you send.","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":"require 'openapi_client'\n\nOpenapiClient.configure do |config|\n config.api_key['Authorization'] = 'ApiKey username:secret'\nend\n\nsigners_data = [{ 'firstname' =\u003e 'john', 'lastname' =\u003e 'smith',\n 'email' =\u003e '[email protected]', 'order' =\u003e 0}]\n\nraw_html = '\"\u003ch1\u003eTest doc\u003c/h1\u003e\u003cp\u003eTest doc \nfor testing, \u003cspan class=\\\"field\\\" data-optional=\\\"false\\\" \ndata name=\\\"Please add your ...\\\" data-signee=\\\"1\\\" \ndata-type=\\\"signature\\\" data-options=\\\"\\\"\u003e ....... \u003c/span\u003e'\n\npost_data = {\n 'name' =\u003e 'Test html doc',\n 'group' =\u003e '/api/v1/group/my-group/',\n 'text' =\u003e raw_html,\n 'do_email'=\u003e true,\n 'signers'=\u003e signers_data\n}\n\napi_instance = OpenapiClient::DocumentApi.new\ndocument_post = OpenapiClient::DocumentPost.new(post_data)\n\nbegin\n response = api_instance.post_document_with_http_info(document_post)\n status = response[1] # 201\n doc_id = response[2]['Location'] # \"/api/v1/status/4f746e7a-a661-4c4d-a28a-fe2bd59c263e/\"\n\nrescue OpenapiClient::ApiError =\u003e e\n puts \"Exception when calling DocumentApi-\u003epost_document: #{e}\"\nend","type":"text"}]},{"type":"paragraph","content":[{"text":"How to get response headers from ruby openapi_generator SDK","type":"text","marks":[{"type":"bold"}]}
1,{"text":": append 'with_http_info' to the method name of your POST request. The response is a 3 item list comprising the response body, the status code, and the headers.","type":"text"}]},{"type":"paragraph","content":[{"text":"Upload and send a PDF","type":"text","marks":[{"type":"bold"}]},{"text":" You will most likely use text-tags within your PDFs, to define where people will sign or fill out any forms.","type":"text"}]},{"type":"paragraph","content":[{"text":"Learn more about text tags.","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/text-tags-on-legalesign/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]}]},{"type":"paragraph","content":[{"text":"Lets upload a PDF using the 'with_http_info' version of the POST request to get the ID:","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":"require 'openapi_client'\nrequire 'base64'\n\nOpenapiClient.configure do |config|\n config.api_key['Authorization'] = 'ApiKey username:secret'\nend\n\napi_instance = OpenapiClient::TemplatepdfApi.new\n\npdfdata = Base64.encode64(open(\"myfile.pdf\").read)\n\ndata = {'group': '/api/v1/group/my-group/', 'pdf_file': pdfdata, 'title': 'test of tagged doc', 'process_tags': TRUE}\n\ntemplate_pdf_field_post = OpenapiClient::TemplatePdfFieldPost.new(data)\nbegin\n pdfresponse = api_instance.post_pdf_template_with_http_info(template_pdf_field_post)\nrescue OpenapiClient::ApiError =\u003e e\n puts \"Exception when calling TemplatepdfApi-\u003epost_pdf_template: #{e}\"\nend","type":"text"}]},{"type":"paragraph","content":[{"text":"Because we set process_tags to true, all the tags have been processed so your PDF is ready to go. ","type":"text"}]},{"type":"paragraph","content":[{"text":"As before, we need the ID for the PDF so we can send it.","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":"# 1. get ID of templatepdf object you just uploaded:\n\ntemplatepdf_id = pdfresponse[2]['Location']\n\n# 2. get the Document API if you haven't already:\n\ndocs = OpenapiClient::DocumentApi.new\n\n# 3. construct post data and send, replace the group name and email (don't forget to use a sandbox email):\n\npostdata = {\n 'group': '/api/v1/group/my-group/',\n 'name': 'test2', 'templatepdf': templatepdf_id,\n 'signers': [{'order': 0, 'email': '[email protected]', 'f
1irstname': 'my', 'lastname': 'name'}],\n 'do_email': TRUE\n}\n\ndocument_post = OpenapiClient::DocumentPost.new(postdata)\n\ndocs.post_document(document_post)\n\nOR\n\ndocresponse = docs.post_document_with_http_info(postdata)\nstatus = docresponse[1]\ndoc_id = docresponse[2]['Location']","type":"text"}]},{"type":"paragraph","content":[{"text":"Get coding ","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"Be sure to read the documentation. We had to dig around in the ruby source code a little but it is well laid out and consistent. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Some common gotchas are: ","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"When you create a document, ensure your signers information is a Hash WITHIN a list (there may be more than 1 signer). ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"404 may come back if your object references are wrong. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"401 will come back if you are in sandbox and try and send a document to someone not in your sandbox email list. ","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Happy coding!","type":"text"}]}]},"component":"rich_text"}],"title":"API quickstart with the Ruby SDK","category":"491b52f3-fcfc-4be7-882b-b45671ba1459","subtitle":"","component":"docs_post"},"slug":"ruby-sdk-quickstart","full_slug":"articles/app1/esignature-api/ruby-sdk-quickstart","sort_by_date":null,"position":-210,"tag_list":[],"is_startpage":false,"parent_id":321390980,"meta_data":null,"group_id":"c7b97687-f529-4166-bd1e-4b8c210cf96b","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to position form fields on Legalesign","created_at":"2023-06-13T10:15:01.078Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:01:54.023Z","id":323575739,"uuid":"e6e7ed1c-2771-4057-90fe-ebf5430ddd50","content":{"seo":{"title":"How to get your form fields aligned on Legalesign","plugin":"seo_metatags","description":"Perfect form field positioning on Legalesign - how to video"},"_uid":"2f45712c-3b30-47db-a835-c83c42ec7379","body":[{"_uid":"6ab2a234-1831-4cf9-9d2b-1114aa37dfcd","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"This short video show you a quick method to get your form fields perfectly aligned on your PDF.","type":"text"}]}]},"component":"rich_text"},{"_uid":"81543bc2-6009-4f11-8d4b-77ec5332be67","video":"https://s3.amazonaws.com/legalesign-cloudapp/items/2A0O0p1L1n152z0I2Q1r/Screen%20Recording%202020-04-10%20at%2010.14%20am.mov","component":"video_section"},{"_uid":"83643ad1-b73e-4b2c-b66c-d8bf478c05cd","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Use keyboard shortcuts when you have several form fields.","type":"text"}]}]},"component":"rich_text"},{"_uid":"073be781-3a8f-4702-be51-cff2c4bd439f","video":"https://s3.amazonaws.com/legalesign-cloudapp/items/0j3S3f1b3e0L063q1Q12/Screen%20Recording%202020-04-10%20at%2010.33%20am.mov","component":"video_section"}],"title":"How to position form fields on Legalesign","category":"c5315316-bd65-4a8d-852c-b0698cebbf02","subtitle":"","component":"docs_post"},"slug":"how-to-position-form-fields-on-Legalesign","full_slug":"articles/app1/videos/how-to-position-form-fields-on-Legalesign","sort_by_date":null,"position":-210,"tag_list":[],"is_startpage":false,"parent_id":321391408,"meta_data":null,"group_id":"ff57c7e2-b6fc-4638-af13-aaab6a21e403","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Payment FAQ","created_at":"2023-06-13T10:14:52.146Z","published_at":"2025-05-15T16:21:01.204Z","updated_at":"2025-05-15T16:21:01.220Z","id":323575719,"uuid":"418fea6f-688c-45d6-9822-de4fcc1be864","content":{"seo":{"title":"Payment FAQ - Legalesign Esignature","plugin":"seo_metatags","de
1scription":"Frequently asked questions about making payments on Legalesign"},"_uid":"72d82055-b772-4710-87fb-146749b15f6a","body":[{"_uid":"84e13776-01f2-465c-ad47-6c3db941dc78","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Q: How often can I pay for my subscription? ","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"A: You can pay for your subscription monthly or annually. If you wish to switch, or for a longer term contract, contact your account manager or support. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Q: What payment systems does Legalesign use?","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"A: Legalesign principally uses ","type":"text"},{"text":"Stripe","type":"text","marks":[{"type":"link","attrs":{"href":"https://stripe.com/","uuid":null,"anchor":null,"target":"_self","linktype":"url"}}]},{"text":" card payment system but some existing users have access to ","type":"text"},{"text":"GoCardless","type":"text","marks":[{"type":"link","attrs":{"href":"https://gocardless.com/","uuid":null,"anchor":null,"target":"_self","linktype":"url"}}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"Q: What kind of payment options do you accept?","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"A: Bank transfer or Direct Debit. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Q: What payment models are there?","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"A: You can use a pay-as-you-go system or a user-licence system. Contact support to get the right pricing for you. Pay-as-you go is required for automated features. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Q: What is pay-as-you-go (PAYG)?","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"A: You can buy automated credits upfront and use them over time. Discounts are available for bundles over 10,000. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Q: Why do I have to use pay-as-you-go (PAYG) for the API or bulk send?","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"A: Automated features always have a pay-as-you-go price. You can send thousands of documents in a very short space of time. The user licence pricing model doesn't work for that.","type":"text"}]}]},"component":"rich_text"}],"title":"Payment FAQ","category":"a897796a-71ec-4332-8790-2ef0f1702f4a","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"payment-faq","full_slug":"articles/app1/account-information/payment-faq","sort_by_date":null,"position":-210,"tag_list":[],"is_startpage":false,"parent_id":310686659,"meta_data":null,"group_id":"4a9a5c3f-c08a-4ef4-be96-9c8882fa08d4","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"What to do if a signer says they can't complete the document","created_at":"2023-06-13T10:14:48.540Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:01:12.407Z","id":323575712,"uuid":"ea525cc8-3bc9-4760-93ba-520bc97bd565","content":{"seo":{"title":"Signer says they can't complete the document - Legalesign","plugin":"seo_metatags","description":"If a signer says they are unable to complete the document then the most likely explanation is that some required fields have not been completed. This article explains how to troubleshoot this issue. "},"_uid":"aa310d71-0040-488b-af15-72b052d92f82","body":[{"_uid":"cd94f0c4-6904-4f26-9648-5f84e414cb16","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"If a signer says they are unable to complete the document the most likely explanation is that some required fields have not been completed. This article explains how to troubleshoot this issue. To the left of their document your signer will see a list of document fields. Those fields in red are required and will need to be completed. If the signer clicks on an item in the list the page will move to the field. ","type":"text"},{"type":"image","attrs":{"alt":null,"src":"https://s3.amazonaws.com/legalesign-cloudapp/items/3J1e3i2e1m1E470J3T0p/%5B76ca51edfc5cbe40192e6dfff2418684%5D_Image+202
10-07-01+at+2.59.35+pm.png","title":null,"source":null,"copyright":null,"meta_data":{}},"marks":[{"type":"link","attrs":{"href":"https://cl.ly/f25d01f162cc","title":null}}]},{"text":" When all the fields are complete this list will be replaced by the 'agreement statements' and their tickboxes.  Just below the tickboxes are two buttons: one green to confirm the signer agrees to the document and another red for the signer to reject the document (it is possible for an administrator to remove the red button). The signer must tick the checkboxes and click the green button to complete the document. The page will redirect automatically to a page where the final document can be downloaded (if this is the final signer). ","type":"text"},{"type":"image","attrs":{"alt":null,"src":"https://s3.amazonaws.com/legalesign-cloudapp/items/1c2908142h410k020I1t/%5Bd713424f7f80c2d745f19c19329dffac%5D_Image+2020-07-01+at+3.06.27+pm.png","title":null,"source":null,"copyright":null,"meta_data":{}},"marks":[{"type":"link","attrs":{"href":"https://cl.ly/6465fda68114","title":null}}]}]},{"type":"paragraph","content":[{"text":"If you are in the web app the way for you to debug this for the signer is to see for yourself which fields are incomplete. Go to the Audit log / details page for the document. Scroll down and with the signer's âFieldsâ section. This will show you the signer's fields, the ones that are required, and which ones have been completed. Any fields that are required but not saved (Y) will identify your incomplete field(s) holding the signer back. See the video below.","type":"text"}]}]},"component":"rich_text"},{"_uid":"27ae8c33-24ee-4119-aa74-ca1da33d87e0","video":"https://s3.amazonaws.com/legalesign-cloudapp/items/2Y191W0K0I3b1D092x1h/Screen%20Recording%202020-07-01%20at%2003.10%20pm.mov","component":"video_section"}],"title":"What to do if a signer says they can't complete the document","category":"bd1380dc-637e-440d-aad2-7f9300f0799f","subtitle":"","component":"docs_post"},"slug":"signer-says-heshe-cant-complete-the-document-","full_slug":"articles/app1/esign/signer-says-heshe-cant-complete-the-document-","sort_by_date":null,"position":-210,"tag_list":[],"is_startpage":false,"parent_id":323426867,"meta_data":null,"group_id":"49c6fe15-5799-4a65-88b0-458ed71c5def","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Set a default personal message when sending documents","created_at":"2023-06-13T10:14:36.239Z","published_at":"2026-01-29T13:33:48.705Z","updated_at":"2026-01-29T13:33:48.718Z","id":323575689,"uuid":"2a69b673-c979-4ad4-bdbd-a700a2e1c58c","content":{"seo":{"title":"Set a default message when sending a document for e-signature","plugin":"seo_metatags","description":"Adding personal messages for your signers is important, improving deliverability of the email as well as ensuring your customers have a friendly and personalised experience. "},"_uid":"505d09ce-f2ae-4057-a50f-55c88c4f45cf","body":[{"_uid":"96ad3481-7be8-41e5-a1af-cdc2e45d6cbb","text":{"type":"doc","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Adding personal messages for your signers is important, improving the deliverability of the email as well as ensuring your customers have a friendly and personalised experience. This article explains how to set up saved emails.","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"type":"image","attrs":{"id":139280381280035,"alt":"","src":"https://a.storyblok.com/f/228585/800x447/062c315292/app1emailmessage.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"To create a default personal message, go to ","type":"text"},{"text":"Admin","type":"text","marks":[{"type":"bold"}]},{"text":" \u003e ","type":"text"},{"text":"Saved emails","type":"text","marks":[{"type":"bold"}]},{"text":". You need admin permissions. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"To set a personal message to default, create and save a personal message and then tick the ","type":"text"},{"text":"Use everytime","type":"text","marks":[{"type":"bold"}]},{"text":" option, this personal message will now be selected every time a document is sent.","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"To customise your messages by documents, make the message name exactly the same name of your PDF docs you will send. This will be picked up by the system and replace the main default message.","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Placeholders can be used in conjunction with personal messages, see a ","type":"text"},{"text":"list of available placeholders","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/emails/email-placeholders/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Once you have a few messages set up, these can be selected from within the personal message section below each signer on the Send Page.","type":"text"}]}]},"component":"rich_text"}],"title":"Set a default personal message when sending documents","category":"cca4237a-b157-4879-85b2-7fa43069b1bb","subtitle":"","component":"docs_post","seo_index":"true","structured_data_raw":""},"slug":"set-a-default-personal-message-when-sending-docume","full_slug":"articles/app1/emails/set-a-default-personal-message-when-sending-docume","sort_by_date":null,"position":-210,"tag_list":[],"is_startpage":false,"parent_id":321390447,"meta_data":null,"group_id":"99cdebd2-adf8-4d73-8843-f34553cbca72","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to archive all signed or rejected documents","created_at":"2023-06-13T10:14:12.894Z","published_at":"2025-04-04T12:54:32.985Z","updated_at":"2025-04-04T12:54:33.016Z","id":323575642,"uuid":"4e5dcee1-c021-4796-aa14-48cb734f5e8a","content":{"seo":{"title":"How to declutter the dashboard on Legalesign","plugin":"seo_metatags","de
1scription":"To tidy up the dashboard and show only sent documents in progress, click the folder icon button just above your listings. "},"_uid":"a662c9ee-fc7c-42b5-b293-dcc44d259f6e","body":[{"_uid":"6f4fbf07-6f0d-415c-93b2-ae50f44da024","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"To tidy up the Dashboard and show only sent documents in progress, click the folder icon button just above your listings. ","type":"text"}]},{"type":"paragraph","content":[{"text":"A new section will drop down where you can select to archive all your signed or rejected documents.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17302071,"alt":"","src":"https://a.storyblok.com/f/228585/600x298/fc327356ad/archive.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"},{"_uid":"9a1c7cc7-1772-440b-8ab4-1f2648a620ac","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"To see how to archive PDF templates from your document list (with 'Docs') ","type":"text"},{"text":"click here","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/how-to-archiveremove-pdfs-from-your-document-list/","title":null}}]},{"text":".","type":"text"}]}]},"component":"rich_text"}],"title":"How to archive all signed or rejected documents","category":"dafcda74-156f-4e0d-b733-50939a7880bc","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-can-i-remove-all-completed-documents-from-the-","full_slug":"articles/app1/documents-sent-for-esignature/how-can-i-remove-all-completed-documents-from-the-","sort_by_date":null,"position":-210,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"512ae0d1-f6cc-40d4-945f-db495bbd7fca","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to remove PDFs from your document list","created_at":"2023-06-13T10:14:01.463Z","published_at":"2025-03-10T12:35:51.080Z","updated_at":"2025-03-10T12:35:51.104Z","id":323575620,"uuid":"ce87e4c5-9032-4342-8209-6d8a66ff38a4","content":{"seo":{"title":"How to archive or remove PDFs from your doc list - Legalesign","plugin":"seo_metatags","description":"You can easily remove PDF templates from your list of documents through a button on the right of each listing that says 'Archive'. "},"_uid":"577fa43a-00ef-47f1-ab0b-47d304dbc509","body":[{"_uid":"a4303cc0-8a5f-4653-a3de-d022cc40b2c5","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"You can easily remove PDF templates from your list of documents through a button on the right of each listing that says 'Archive'. ","type":"text"}]},{"type":"paragraph","content":[{"text":"This short video will show you where the ","type":"text"},{"text":"Archive","type":"text","marks":[{"type":"bold"}]},{"text":" button for a PDF document is located:","type":"text"}]}]},"component":"rich_text"},{"_uid":"a0ca3af2-6a89-4d0f-a9a6-1afdd235cf58","video":"https://s3.amazonaws.com/legalesign-cloudapp/items/2203103U0Z0v252k2S00/Screen%20Recording%202020-07-07%20at%2003.51%20pm.mov","component":"video_section"},{"_uid":"33619695-37c5-4591-8379-30dde112ad7b","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"If you haven't sent the document to be signed yet, you can still permanently delete it. But once a document is sent out then it can only be archived. A document can also be deleted if it reaches its expiration policy date. ","type":"text"}]},{"type":"paragraph","content":[{"text":"This image shows where you can find the button to permanently delete a document, this button only shows where the document has not been sent to anyone yet: ","type":"text"},{"type":"image","attrs":{"id":21297211,"alt":"","src":"https://a.storyblok.com/f/228585/1340x742/c115644e43/achive-remore-pdfs.webp","title":"","source":"","copyright":"","meta_data":{}},"marks":[{"type":"link","attrs":{"href":"https://cl.ly/7de7193fb0ff","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":"Here are some related links about archiving PDFs: ","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"To discover and unarchive an archived PDF see this article: ","type":"text"}]},{"type":"paragraph","content":[{"text":"Lost Documents","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/documents-sent-for-esignature/lost-document/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"You can 'auto-archive' documents to prevent your docs listing getting cluttered: ","type":"text"}]},{"type":"paragraph","content":[{"text":"Understand the auto archive tickbox","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/using-the-auto-archive-when-sent-tickbox/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"To tidy up your live board and archive all signed/rejected documents, see this article: ","type":"text"}]},{"type":"paragraph","content":[{"text":"Declutter the dashboard","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/documents-sent-for-esignature/how-can-i-remove-all-completed-documents-from-the-/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]}]}]},"component":"rich_text"}],"title":"How to remove PDFs from your document list","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-to-archiveremove-pdfs-from-your-document-list","full_slug":"articles/app1/pdf-documents/how-to-archiveremove-pdfs-from-your-document-list","sort_by_date":null,"position":-200,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"89e936f6-2ab3-4989-a90a-3ee73bd8f309","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"API quickstart with the PHP SDK","created_at":"2023-06-13T10:15:03.158Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:02:03.412Z","i
1d":323575742,"uuid":"376a5f4f-de0b-4898-8946-d7413cc98872","content":{"seo":{"title":"Legalesign Esignature API quickstart with the PHP SDK","plugin":"seo_metatags","description":"Follow these steps to easily access the Legalesign API with PHP, using the open api generated PHP SDK."},"_uid":"b5726e70-483e-474e-bc5e-ee1f97578b97","body":[{"_uid":"d770fff3-88aa-4df2-ac49-8bcd5c823372","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"A PHP SDK can be generated using the ","type":"text"},{"text":"OpenAPI3 specification","type":"text","marks":[{"type":"link","attrs":{"href":"https://github.com/legalesign/Legalesign-V1-OpenAPI3","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" of our API and ","type":"text"},{"text":"openapi generator","type":"text","marks":[{"type":"link","attrs":{"href":"https://github.com/OpenAPITools/openapi-generator","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"The package contains its own documentation (in docs/), but the examples below will show you how to get started. ","type":"text"}]},{"type":"paragraph","content":[{"text":"##### Get your API Key ","type":"text"}]},{"type":"paragraph","content":[{"text":"1. Sign up for ","type":"text"},{"text":"a trial account","type":"text","marks":[{"type":"link","attrs":{"href":"https://app1.legalesign.com/auth/intro/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". Configure for API when prompted and [email support](mailto:[email protected]?subject=API key request) to get an API Key. You need to show a level of understanding about using REST API. Include a summary of your programming/REST experience. ","type":"text"}]},{"type":"paragraph","content":[{"text":"2. Once issued, your API key will be available in the ","type":"text"},{"text":"web app","type":"text","marks":[{"type":"link","attrs":{"href":"https://app1.legalesign.com/acc/settings/#api","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". You'll be in sandbox mode - use the form to enter emails for sending test documents. ","type":"text"}]},{"type":"paragraph","content":[{"text":"3. Your api key goes in the \"Authorization\" header, and takes the form: Apikey username:secret. Your username and secret will be clearly indicated in the web app. ","type":"text"}]},{"type":"paragraph","content":[{"text":"##### Install ","type":"text"}]},{"type":"paragraph","content":[{"text":"1. Install Composer and ensure 'composer' exec is on your command line - ","type":"text"},{"text":"visit Composer","type":"text","marks":[{"type":"link","attrs":{"href":"https://getcomposer.org/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"2. Clone the ","type":"text"},{"text":"PHP package","type":"text","marks":[{"type":"link","attrs":{"href":"https://github.com/legalesign/legalesign-v1-php","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"3. cd into the package, type: composer install. ","type":"text"}]},{"type":"paragraph","content":[{"text":"##### Test a GET request ","type":"text"}]},{"type":"paragraph","content":[{"text":"Start with a basic GET request to make sure your Auth is correct.","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":"'\u003c?php\n \nrequire_once('path-to-package/vendor/autoload.php');\n\n$config = OpenAPI\\\\Client\\\\Configuration::getDefaultConfiguration()-\u003esetApiKey\n ('Authorization', 'ApiKey username:secret');\n\n$apiInstance = new OpenAPI\\Client\\Api\\GroupApi(new GuzzleHttp\\Client(), $config);\n\ntry {\n $groups = $apiInstance-\u003egetGroups();\n echo $groups;\n} catch (Exception $e) {\n echo 'Exception when calling: ', $e-\u003egetMessage(), PHP_EOL;\n}\n\n'?\u003e","type":"text"}]},{"type":"paragraph","content":[{"text":"All being well, JSON text just appeared with your group information. If you have any issues, double and triple check your Auth. ","type":"text"}]},{"type":"paragraph","content":[{"text":"It's common to need your latest signing document, use getDocuments, or getStatuses from the DocumentApi","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":"$docsapi = new OpenAPI\\Client\\Api\\DocumentApi(new GuzzleHttp\\Client(), $config);\n$status = $docsapi-\u003egetStatuses();
1\n$docs = $docsapi-\u003egetDocuments();","type":"text"}]},{"type":"paragraph","content":[{"text":"##### Test a POST request ","type":"text"}]},{"type":"paragraph","content":[{"text":"With Auth credentials confirmed we'll test some POST requests. We'll start by sending a text/html document directly through the DocumentApi, then upload a PDF and send that.","type":"text"}]},{"type":"paragraph","content":[{"text":"How to get response headers in the OpenAPI generator PHP library:","type":"text","marks":[{"type":"bold"}]},{"text":" In openapi php, the documented POST requests do not return response headers. But we want the Location header since it contains our new object resource URI. The solution is to use the 'WithHttpInfo' methods, just append \"WithHttpInfo\" to the documented POST request. Inspect the source PHP to find these 'WithHttpInfo' calls alongside the documented post requests, for example postDocument() becomes postDocumentWithHttpInfo(). See the examples below.","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":"$text = \"\u003ch1\u003eTest doc\u003c/h1\u003e\u003cp\u003eTest doc for testing, \u003cspan class=\\\"field\\\" \ndata-optional=\\\"false\\\" data-name=\\\"Please add your ...\\\" data-signee=\\\"1\\\" \ndata-type=\\\"signature\\\" data-options=\\\"\\\"\u003e ....... \u003c/span\u003e\";\n\n$signer = array(\n \"order\" =\u003e \"0\",\n \"email\" =\u003e \"[email protected]\",\n \"firstname\" =\u003e \"firstname-here\",\n \"lastname\" =\u003e \"lastname-here\"\n);\n\n$postdata = array(\n \"group\" =\u003e \"/api/v1/group/my-group/\",\n \"name\" =\u003e \"test document working\",\n \"text\" =\u003e $text,\n \"signers\" =\u003e [$signer],\n \"do_email\" =\u003e true\n);\n$post = new \\OpenAPI\\Client\\Model\\DocumentPost($postdata);\n\n[$resp, $status, $headers] = $docsapi-\u003epostDocumentWithHttpInfo($post);\n\n//the new resource uri is in the headers. \n//N.B. When you create any new object, the ID will be in the Location header of the response.\n\n$doc_ref = $headers['Location'][0];","type":"text"}]},{"type":"paragraph","content":[{"text":"If you prefer to use PDFs there are a couple of more tasks. First, you need to tell us where your signers should sign. Second, you need to upload the PDF in an initial API request. ","type":"text"}]},{"type":"paragraph","content":[{"text":"For telling us about signatures and form fields Legalesign offers text tags. Put some specially formatted text into your PDF and we convert them into fields we understand. You can also use a pre-saved PDF (using drag and drop in the web app), or X/Y coordinates (use the /fields/ endpoint).","type":"text"}]},{"type":"paragraph","content":[{"text":"Learn more about text tags.","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/text-tags-on-legalesign/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]}]},{"type":"paragraph","content":[{"text":"For the upload there's an API endpoint for that. Lets see how it's all done below.","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":"//get our PDF as base64 data\n\n$pdffile = file_get_contents('testtag.pdf');\n$pdfdata = base64_encode($pdffile);\n\n//prep the upload POST data, setting process tags to true.\n\n$pdfupload = array(\n \"group\" =\u003e \"/api/v1/group/my-group/\",\n \"title\" =\u003e \"Test tagged pdf file\",\n \"pdf_file\" =\u003e $pdfdata,\n \"process_tags\" =\u003e True\n);\n\n//upload the PDF\n\n$pdfapi = new OpenAPI\\Client\\Api\\TemplatepdfApi(\n new GuzzleHttp\\Client(), $config);\n\n[$pdfresponse, $pdfstatus, $pdfheaders] = $pdfapi-\u003epostPdfTemplateWithHttpInfo($pdfupload);\n\n//extract the new PDF resource uri, so we can send use it when we create the signing document.\n\n$pdf_resource_uri = $pdfheaders['Location'][0];\n\n//prep signing data. Note we have now replaced the html/text attribute 'text' with \n//the attribute 'templatepdf' together with the new PDF resource uri.\n\n$postdata = array(\n \"group\" =\u003e \"/api/v1/group/my-group/\",\n \"name\" =\u003e \"test document new\",\n \"templatepdf\" =\u003e $pdf_resource_uri,\n \"signers\" =\u003e [$signer],\n \"do_email\" =\u003e True\n);\n\n[$docresponse, $docstatus, $docheaders] = $docsapi-\u003epostDocumentWithHttpInfo($postdata);\n\n$doc_id = $docheaders['Location'][0];","type":"text"}]},{"type":"paragraph","content":[{"text":"That's it. In this article you have gathered your API key, queried for your documents, sent a HTML based doc in one call, then uploaded a PDF with text-tags and sent that to be signed. ","type":"text"}]},{"type":"paragraph","content":[{"text":"We found the PHP docs from OpenApi generator a little hard to follow, and had to dig around in the source code. Be prepared to do that for more complex situations. But the PHP itself is well laid out and you should have no trouble tracking down the code you need.","type":"text"}]}]},"component":"rich_text"}],"title":"API quickstart with the PHP SDK","category":"491b52f3-fcfc-4be7-882b-b45671ba1459","subtitle":"","component":"docs_post"},"slug":"php-sdk-quickstart","full_slug":"articles/app1/esignature-api/php-sdk-quickstart","sort_by_date":null,"position":-190,"tag_list":[],"is_startpage":false,"parent_id":321390980,"meta_data":null,"group_id":"8a889660-4dd8-4970-b8cb-fc0c459ee0bc","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Instant identity verification using Lexis Nexis IDU","created_at":"2023-06-13T10:15:00.382Z","published_at":"2025-11-22T03:59:07.472Z","updated_at":"2025-11-22T03:59:07.492Z","id":323575737,"uuid":"54a53733-0b12-4caa-be02-3bb754cdb7e7","content":{"seo":{"title":"LexisNexis IDU Identity Verification Integration | Legalesign","plugin":"seo_metatags","de
1scription":"Instantly verify identities with LexisNexis IDU in Legalesign. Screen signers, reduce fraud and meet AML checks while keeping a seamless eSignature journey."},"_uid":"b4d45566-37e3-4cb6-99e7-312d81cdcb8c","body":[{"_uid":"24d585a2-2c53-4012-ab8c-852f8b0f48c6","text":{"type":"doc","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Instantly screen and verify a person's information using Legalesign's integration with LexisNexis IDU identity verification platform. Use the integration to verify a person's information, comply with anti-money laundering, reduce your risk of fraud and create a seamless customer journey for identity verification and document signing. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Click here to learn more about LexisNexis IDU.","type":"text","marks":[{"type":"link","attrs":{"href":"https://risk.lexisnexis.co.uk/products/idu","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"You get the information you want to verify by using form fields on the document. Once the form is complete the data is sent to Lexis Nexis for analysis. The IDU results are returned, linked to the signer, and can be reviewed from the web app. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"From the signer's point of view there is no delay or new step, ensuring there is no attrition from identity verification. The customer journey is completely seamless and uninterrupted. Once you are content with the validation data back from the IDU, you can counter-signer or approve the document to finish. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Lexis Nexis IDU offers scorecards to instantly screen results, so you can quickly see whether the person passes validation, or needs to be referred. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"The integration pushes the IDU analysis straight back to the dashboard alongside each signer and updates you in real-time. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"If you are interested in using this integration please ","type":"text"},{"text":"contact us","type":"text","marks":[{"type":"link","attrs":{"href":"/contact","uuid":"a1edbae2-530b-49a0-90ef-9de46afc13e6","anchor":null,"target":"_self","linktype":"story"}}]},{"text":".","type":"text"}]}]},"component":"rich_text"}],"title":"Instant identity verification using Lexis Nexis IDU","category":"c5315316-bd65-4a8d-852c-b0698cebbf02","subtitle":"","component":"docs_post","seo_index":"true","structured_data_raw":""},"slug":"lexis-nexis-IDU-identity-verification-integration","full_slug":"articles/app1/videos/lexis-nexis-IDU-identity-verification-integration","sort_by_date":null,"position":-190,"tag_list":[],"is_startpage":false,"parent_id":321391408,"meta_data":null,"group_id":"fdefd2d1-4682-41f1-8cbd-f60764270365","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Embed a document in a website","created_at":"2023-06-13T10:14:44.999Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:01:13.421Z","id":323575704,"uuid":"7e144b89-5055-43aa-81dd-24cca869788c","content":{"seo":{"title":"Embed a document in a website - Legalesign Esignature","plugin":"seo_metatags","description":"You can either use 'direct links' to embed a document, or the API. Use direct links where you don't know who your signer is, for example, event registration. A direct link reverses the usual signing process: the person fills out your form or signs your document, and then affirms their email. Use the API for more control and for customisation for the individual person. "},"_uid":"b7fce776-8389-4969-b6a1-dfb284460e8c","body":[{"_uid":"d1048dbe-391e-47b5-90c7-621af5b1b2bd","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"You can either use 'direct links' to embed a document, or the API. Use direct links where you don't know
1who your signer is, for example, event registration. A direct link reverses the usual signing process: the person fills out your form or signs your document, and then affirms their email. Use the API for more control and for customisation for the individual person. ","type":"text"}]},{"type":"paragraph","content":[{"text":"1.Direct Link","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"You can embed an 'open document' for 1 signer in your website.  In this scenario each time a person arrives at the embed link a fresh document is created and ready to be completed. ","type":"text"}]},{"type":"paragraph","content":[{"text":"The person needs to fill in any form fields you have set up (including, at least, their first name, last name and email). ","type":"text"}]},{"type":"paragraph","content":[{"text":"After completing that he or she will receive an email asking them to confirm.  Once they confirm the document is available for the signer to download (if there is only 1 signer set up, if there are more they will need to wait) and you are notified of a signed document. ","type":"text"}]},{"type":"paragraph","content":[{"text":"You can optionally turn off the email confirmation required from a signer. To do this upload your PDF document and below it, on the edit page, you will see a link 'Embed'. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Add signer fields with labels (first name, last name and email are required, make sure email has email validation applied).  When those are in place you can generate a link that you can use by itself, or embed in your website.  Contact us when setting up this feature.","type":"text"}]},{"type":"paragraph","content":[{"text":"Read this article on direct links for all the information on this feature.","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/direct-links-how-to/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]}]},{"type":"paragraph","content":[{"text":"2.Esignature API","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"You can use the ","type":"text"},{"text":"API","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/esignature-api/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".  With the API you can create a document and get back an embed link to put in your website.  For more information about the API, check out ","type":"text"},{"text":"the documentation","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/esignature-api/api-documentation/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" and to set up this feature contact us.","type":"text"}]}]},"component":"rich_text"}],"title":"Embed a document in a website","category":"bd1380dc-637e-440d-aad2-7f9300f0799f","subtitle":"","component":"docs_post"},"slug":"embed-a-document-in-a-website","full_slug":"articles/app1/esign/embed-a-document-in-a-website","sort_by_date":null,"position":-190,"tag_list":[],"is_startpage":false,"parent_id":323426867,"meta_data":null,"group_id":"64031d89-016d-469d-983f-241a0aab7a7c","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Manage billing information and download invoices","created_at":"2023-06-13T10:14:40.759Z","published_at":"2024-08-16T12:03:51.892Z","updated_at":"2024-08-16T12:03:51.920Z","id":323575695,"uuid":"f081e855-99f4-40c6-b59a-0ed836e30108","content":{"seo":{"title":"Manage billing information and download invoices - Legalesign","plugin":"seo_metatags","description":"This article shows you where to see and update your billing information on Legalesign."},"_uid":"74dd19d3-e321-4689-a153-a7eb4c1eb347","body":[{"_uid":"4a6a9dd8-9c8d-4c50-97aa-2b318aa892a2","text":{"type":"doc","content":[{"type":"heading","attrs":{"level":5},"content":[{"text":"To update or view your billing information:","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Go to the top right of the screen, and click ","type":"text"},{"text":"Your Name","type":"text","marks":[{"type":"bold"},{"type":"italic"}]}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Select ","type":"text"},{"text":"Billing","type":"text","marks":[{"type":"bold"}]}]}]}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17021464,"alt":"","src":"https://a.storyblok.com/f/228585/1244x616/b08accd421/billing.png","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"On the billing page, you can:","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"View subscription details","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Amend your company details","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Purchase document credits (top up credit)","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Update card information (if using credit/debit card payment)","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Download invoices","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Nominate another person to be cc'ed into invoices (add their email to '","type":"text"},{"text":"Billing email cc","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":"')","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Set a document credit alert threshold","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Downgrade or cancel the subscription","type":"text"}]}]}]}]},"component":"rich_text"}],"title":"Manage Billing Information and Download Invoices","category":"a897796a-71ec-4332-8790-2ef0f1702f4a","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"manage-billing","full_slug":"articles/app1/account-information/manage-billing","sort_by_date":null,"position":-190,"tag_list":[],"is_startpage":false,"parent_id":310686659,"meta_data":null,"group_id":"8cb51bd0-97ff-401a-b8b3-1b13f2a3ecc6","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Send a Reminder (or New Link) To a Participant","created_at":"2023-06-13T10:14:34.033Z","published_at":"2025-03-10T15:01:03.223Z","updated_at":"2025-03-10T15:01:03.256Z","id":323575684,"uuid":"17ead99d-edc1-4aa8-affb-0f8b0de2902c","content":{"seo":{"title":"Send a reminder and new link to a signer - Legalesign eSignature","plugin":"seo_metatags","de
1scription":"A Legalesign eSignature help article about: Send a reminder/new link to a signer."},"_uid":"2a88c85d-30f9-41e3-b221-3f62c806d0b2","body":[{"_uid":"5316a818-5916-4225-b7fb-dca12e360623","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Reminders can be sent to any Participant who hasn't yet actioned the document. To do this: ","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Go to the ","type":"text"},{"text":"Dashboard","type":"text","marks":[{"type":"bold"}]}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Click on the name/email address of the individual","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Click the green **'","type":"text"},{"text":"Send Reminder","type":"text","marks":[{"type":"italic"}]},{"text":"'** button (see below), optionally add a personal message.","type":"text"}]}]}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":21293248,"alt":"","src":"https://a.storyblok.com/f/228585/794x383/0d9d26bcbe/app1reminder.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"Automate reminders","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/teams-and-team-settings/how-to-create-reminder-schedules/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":" to save time and stay on top of your document's progress.","type":"text"}]}]},"component":"rich_text"}],"title":"Send a Reminder (or New Link) To a Participant","category":"cca4237a-b157-4879-85b2-7fa43069b1bb","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"send-a-reminder-to-a-signer","full_slug":"articles/app1/emails/send-a-reminder-to-a-signer","sort_by_date":null,"position":-190,"tag_list":[],"is_startpage":false,"parent_id":321390447,"meta_data":null,"group_id":"1efdbf1b-e67c-4151-a75a-b4694e845b3b","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Agreement Statements","created_at":"2023-06-13T10:14:06.628Z","published_at":"2025-03-12T16:42:58.690Z","updated_at":"2025-03-12T16:42:58.710Z","id":323575628,"uuid":"44799e07-1890-430f-b935-08b54ed57a40","content":{"seo":{"title":"How to add, edit or remove agreement statments - Legalesign","plugin":"seo_metatags","description":"Agreement statements are for signers. They are lines of text with a checkbox beside them that a signer needs to ticked to finalise their document. You can have as many as you like, or none. Agreement statement text goes into the audit log."},"_uid":"a9dd838c-ba89-4c25-ae48-5f6717f8c34f","body":[{"_uid":"e256879d-3095-4481-9280-4a66932f25cb","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Agreement statements are non-contractual terms a signatory must accept before accessing the document. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Agreement statements do not apply to ","type":"text"},{"text":"approvers","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/documents-sent-for-esignature/approver/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"They appear only on the singing page and are not part of the sent document. They are, however, recorded in the Audit Log. ","type":"text"}]},{"type":"paragraph","content":[{"text":"The default agreement statements are:","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"I confirm I am authorised to accept the terms of this document. ","type":"text"},{"type":"hard_break"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"I understand that accepting the terms of this document creates a legally binding obligation.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"To change, add, or remove an agreement statement:","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Go to ","type":"text"},{"text":"Admin","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"},{"text":"\u003e","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"},{"text":"Signer Experience","type":"text","marks":[{"type":"bold"}]},{"text":".","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Scroll down to ","type":"text"},{"text":"Agreement Statements","type":"text","marks":[{"type":"bold"}]},{"text":".","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Edit the existing text by clicking in the box.","type":"text"},{"type":"hard_break"},{"text":"Add a statement with the plus symbol just above 'Save'.","type":"text"},{"type":"hard_break"},{"text":"Remove the statement by clicking the minus symbol to the right of the text.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Click Save when finished.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Use different ","type":"text"},{"text":"signing experiences","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/videos/create-a-custom-signing-experience/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" for different sets of agreement statements to use as appropriate.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17136476,"alt":"","src":"https://a.storyblok.com/f/228585/800x367/c13eed59fc/agreement-statements.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"}],"title":"Agreement Statements","category":"dafcda74-156f-4e0d-b733-50939a7880bc","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-to-change-agreement-statements","full_slug":"articles/app1/documents-sent-for-esignature/how-to-change-agreement-statements","sort_by_date":null,"position":-190,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"96b113ac-fb7c-4b9d-9884-f5abc065b6ee","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Pin documents to your dashboard for fast access","created_at":"2023-06-13T10:13:58.545Z","published_at":"2024-09-10T12:17:12.767Z","updated_at":"2024-09-10T12:17:12.794Z","id":323575613,"uuid":"a9635d44-aaf4-444f-9ec3-ffa47a7e4a3c","content":{"seo":{"title":"Pin documents to your dashboard - Legalesign eSignature","plugin":"seo_metatags","de
1scription":"Pinning a PDF document to your dashboard gives you a link in the left hand column to edit or send the document to be signed. The pin document feature is a Legalesign staff favourite for the fast access it provides to either edit or get a document esigned. "},"_uid":"bbf20596-c240-46e8-a703-86b8935d57d0","body":[{"_uid":"e374a47e-9945-4b68-bfa9-aa567292dc60","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Pinning a PDF document to your dashboard gives you a link in the left hand column to edit or send the document to be signed.","type":"text"}]},{"type":"paragraph","content":[{"text":"The pin document feature is a Legalesign staff favourite for the fast access it provides to either edit or get a document esigned. This feature is ideal if you are repeatedly sending or editing the same document.","type":"text"}]},{"type":"paragraph","content":[{"text":"If you are sending out the same document(s) to be signed a lot with some of the same details each time, check out the ","type":"text"},{"text":"esignature workflows feature","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/documents-sent-for-esignature/how-to-save-your-contract-workflow/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"To pin a document: ","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Go to your Document library.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Then, click the pin symbol. ","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"The documents you pin are personal to your account only, they are not shared across the team. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Here is a short demo video showing where you can pin and unpin your PDFs, and where they appear on the dashboard.","type":"text"}]}]},"component":"rich_text"},{"_uid":"e494c446-a858-49e6-b210-1d212faa4a61","video":"https://www.youtube.com/watch?v=w4UURtnmy1U","component":"video_section"}],"title":"Pin documents to your dashboard for fast access","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"pin-documents-to-your-dashboard-for-fast-access","full_slug":"articles/app1/pdf-documents/pin-documents-to-your-dashboard-for-fast-access","sort_by_date":null,"position":-180,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"0abec4c7-3705-4d7e-bbd9-f6afedc24f06","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Articles about organisations and GDRP","created_at":"2023-06-13T07:11:43.552Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:01:16.489Z","id":323414280,"uuid":"6d08c3bf-fc0b-46a8-b920-d15a3343566b","content":{"_uid":"1152c111-3e5e-489b-aa50-0f80ccf4b4bb","icon":{"id":10525
1700,"alt":"","name":"","focus":"","title":"","source":"","filename":"https://a.storyblok.com/f/228585/49x49/47845978c9/largeshield.png","copyright":"","fieldtype":"asset","meta_data":{},"is_external_url":false},"title":"Organisation and GDPR","subtitle":"Manage Your Data and Security Across Your Legalesign Organisation and Account","component":"docs_category"},"slug":"organisation-and-gdpr","full_slug":"articles/app1/organisation-and-gdpr/","sort_by_date":null,"position":-180,"tag_list":[],"is_startpage":true,"parent_id":321391552,"meta_data":null,"group_id":"f647dbce-e8b6-4c42-8d40-e8608191f1b8","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"API quickstart with the Python SDK","created_at":"2023-06-13T10:15:02.639Z","published_at":"2025-03-12T15:32:19.875Z","updated_at":"2025-03-12T15:32:19.897Z","id":323575741,"uuid":"65590506-13a9-4307-b1b7-1513a5d96945","content":{"seo":{"title":"Legalesign Esignature API Python SDK","plugin":"seo_metatags","description":"Access the Legalesign Esignature API with the Python SDK"},"_uid":"d38dff97-c5c9-41e2-a7ce-deb67d5c350a","body":[{"_uid":"7b0526b4-c8f7-418f-b92f-814558c654dc","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"A Python SDK can be generated using the ","type":"text"},{"text":"OpenAPI3 specification","type":"text","marks":[{"type":"link","attrs":{"href":"https://github.com/legalesign/Legalesign-V1-OpenAPI3","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" of our API and ","type":"text"},{"text":"openapi generator","type":"text","marks":[{"type":"link","attrs":{"href":"https://github.com/OpenAPITools/openapi-generator","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". The package contains its own documentation (in docs/), but the examples below will show you how to get started. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Get your API Key ","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"1. Sign up for ","type":"text"},{"text":"a trial account","type":"text","marks":[{"type":"link","attrs":{"href":"https://app1.legalesign.com/auth/intro/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". Configure for API when prompted, and email support to get an API Key. You need to show a level of understanding about using REST API, include a brief summary of your programming/REST experience. ","type":"text"}]},{"type":"paragraph","content":[{"text":"2. Once issued, your API key will be available in the ","type":"text"},{"text":"web app","type":"text","marks":[{"type":"link","attrs":{"href":"https://app1.legalesign.com/acc/settings/#api","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". You will see you are in sandbox - add any emails where you will send your test documents. ","type":"text"}]},{"type":"paragraph","content":[{"text":"3. Your api key goes in the \"Authorization\" header, and takes the form: Apikey username:secret. Your username and secret will be clearly indicated in the web app. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Install","type":"text","marks":[{"type":"bold"}]}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":"pip install git+https://github.com/legalesign/Legalesign-V1-Python.git","type":"text"}]},{"type":"paragraph","content":[{"text":"Configure ","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"Replace username and secret with your API key details.","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":"import openapi_client\nconfiguration = openapi_client.Configuration(\n host = \"https://eu-api.legalesign.com/api/v1\",\n api_key = {\n 'Authorization': 'ApiKey username:secret'\n }\n)","type":"text"}]},{"type":"paragraph","content":[{"text":"Test a GET request ","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"Begin by making sure you can make a plain GET request, to ensure your Auth is configured properly.","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":"groups = openapi_client.GroupApi(api_client)\ngroups.get_groups()","type":"text"}]},{"type":"paragraph","content":[{"text":"If successful you'll get JSON print of your group information. If not double check you have your Authorization value correct. ","type":"text"}]},{"type":"paragraph","content":[{"text":"This following code gets any documents w
1aiting to be signed, a common use-case.","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":"docs = openapi_client.DocumentApi(api_client)\ndocs.get_documents()","type":"text"}]},{"type":"paragraph","content":[{"text":"The 'get_statuses()' and 'get_status()' calls are a faster ways to query for basic doc information.","type":"text"}]},{"type":"paragraph","content":[{"text":"You should be starting to understand how openapi works. Go back to the package Readme file, and you will see all the API objects to try, and all their methods. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Test a POST request ","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"Next we will send some custom HTML for signing in one API call. Then we'll upload a PDF and send that. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Send an HTML document to get signed","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"Here's a small amount of HTML for demo purposes, containing one signature element. Replace the group, name and email values.","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":"text = \"\u003ch1\u003eTest doc\u003c/h1\u003e\u003cp\u003eTest doc for testing, \u003cspan class=\\\"field\\\" data-optional=\\\"false\\\" data-name=\\\"Please add your ...\\\" data-signee=\\\"1\\\" data-type=\\\"signature\\\" data-options=\\\"\\\"\u003e ....... \u003c/span\u003e\"\n\npostdata = {'group': '/api/v1/group/my-group/', 'name': 'test document', 'text': text, 'signers': [{'order': 0, 'email': '[email protected]', 'f
1irstname': 'Joe', 'lastname': 'Blogs'}],'do_email': True}\n\ndocs.post_document(postdata)","type":"text"}]},{"type":"paragraph","content":[{"text":"How do we know it went through? OpenAPI throws an exception for non 2XX responses. You will want to put all your requests into a try/catch block. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Every time you POST, you will probably want the new object ID. It's in the Location header of the response. The documented methods from openapi, however, do not return any objects. You can find the Location header through the api client, like so:","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":"new_doc_resource_uri = docs.api_client.last_response.getheader('Location')","type":"text"}]},{"type":"paragraph","content":[{"text":"There are non-documented POST methods which do return the response directly. Just add '_with_http_info' to the end of the POST method. For example:","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":"response = doc.post_document_with_http_info(postdata)\nstatus_code = response[1]\nheaders = response[2]\ndoc_resource_uri = headers.get('Location')","type":"text"}]},{"type":"paragraph","content":[{"text":"How to get response headers from python openapi_generator SDK","type":"text","marks":[{"type":"bold"}]},{"text":": append 'with_http_info' to the method name of your POST request. The response is a 3 item list comprising the response body, the status code, and the headers.","type":"text"}]},{"type":"paragraph","content":[{"text":"Upload and send a PDF","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"You will most likely use text-tags within your PDFs, to define where people will sign or fill out any forms.","type":"text"}]},{"type":"paragraph","content":[{"text":"Learn more about text tags.","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/text-tags-on-legalesign/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]}]},{"type":"paragraph","content":[{"text":"Lets upload a PDF using the 'with_http_info' version of the POST request to get the ID:","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":"import base64\n\npdf = openapi_client.TemplatepdfApi(api_client)\n\npdfdata = base64.b64encode(open('myfile.pdf','rb').read()).decode()\n\npdfresponse = pdf.post_pdf_template_with_http_info(\n {'title': 'test of tagged doc', 'group': '/api/v1/group/my-group/',\n 'pdf_file': pdfdata, 'process_tags': True}\n)","type":"text"}]},{"type":"paragraph","content":[{"text":"Because we set process_tags to true, all the tags have been processed so your PDF is ready to go. ","type":"text"}]},{"type":"paragraph","content":[{"text":"As before, we need the ID for the PDF so we can send it.","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":"# 1. get ID of templatepdf object you just uploaded:\n\ntemplatepdf_id = pdfresponse[2].get('Location')\n\n# 2. get the Document API if you haven't already:\n\ndocs = openapi_client.DocumentApi(api_client)\n\n# 3. construct post data and send, replace the group name and email (don't forget to use a sandbox email):\n\npostdata = {\n 'group': '/api/v1/group/my-group/',\n 'name': 'test2', 'templatepdf':templatepdf_id,\n 'signers': [{'order': 0, 'email': '[email protected]', 'f
1irstname': 'my', 'lastname': 'name'}],\n 'do_email': True\n}\n\ndocs.post_document(postdata)\n\nOR\n\ndocresponse = docs.post_document_with_http_info(postdata)\nstatus = docresponse[1]\ndoc_id = docresponse[2].get('Location')","type":"text"}]},{"type":"paragraph","content":[{"text":"Get coding ","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","content":[{"text":"Be sure to read the documentation. We had to dig around in the python source code a little but it is well laid out and consistent. Some common gotchas are: ","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"When you create a document, ensure your signers information is a dictionary WITHIN a list (there may be more than 1 signer). ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"404 may come back if your object references are wrong. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"401 will come back if you are in sandbox and try and send a document to someone not in your sandbox email list. ","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Happy coding!","type":"text"}]}]},"component":"rich_text"}],"title":"API quickstart with the Python SDK","category":"491b52f3-fcfc-4be7-882b-b45671ba1459","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"esignature-api-python-sdk-quickstart","full_slug":"articles/app1/esignature-api/esignature-api-python-sdk-quickstart","sort_by_date":null,"position":-170,"tag_list":[],"is_startpage":false,"parent_id":321390980,"meta_data":null,"group_id":"9c9bc422-cd63-4169-87fc-46ac688e7bb2","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Single Sign On (SSO) with Okta","created_at":"2023-06-13T10:14:56.964Z","published_at":"2024-11-12T08:02:51.641Z","updated_at":"2024-11-12T08:02:51.668Z","id":323575729,"uuid":"eed489e2-535c-44dd-899e-36314d7caafe","content":{"seo":{"title":"SSO with OKTA for your electronic signature software - Legalesign","plugin":"seo_metatags","description":"Access Legalesign using OpenId authentication from Okta"},"_uid":"21864dab-8373-4819-9a7d-26eb311335db","body":[{"_uid":"bf5a6dee-9cc4-4e05-bc4d-9b3889eb26a5","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Okta is an authentication service. It's easy to add an Okta Legalesign App to let your people use their Okta credentials to access Legalesign.","type":"text"}]},{"type":"paragraph","content":[{"text":"Once Okta is set up, simply invite colleagues to your team (and select the option to suppress invitation emails). When they login with Okta they'll go direct to your workspace.","type":"text"}]},{"type":"paragraph","content":[{"text":"To set up Okta, first contact ","type":"text"},{"text":"support","type":"text","marks":[{"type":"link","attrs":{"href":"mailto:[email protected]","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" and let us know you require an Okta SSO, to make sure you are on right plan.","type":"text"}]},{"type":"paragraph","content":[{"text":"When you are ready, set up the Okta Legalesign App. This should take about five minutes, or less. ","type":"text"}]},{"type":"paragraph","content":[{"text":"On Okta go to Admin and click on 'Add App'.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":18366210,"alt":"","src":"https://a.storyblok.com/f/228585/1306x768/f6dd2bf3f6/sso-with-okta.png","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"Then \"Create New App\".","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":18366266,"alt":"","src":"https://a.storyblok.com/f/228585/1090x754/ef82da571e/sso-with-okta-2.png","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"Select \"OIDC - OpenId Connect\" and, from the further menu, \"Web Application\".","type":"text"}]},{"type":"paragraph","content":[{"text":"For integration name, add 'Legalesign'. Right click on the image below and press 'save as', then upload it to the Logo setting. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Leave 'Grant Type' as it is - only 'Authorization Code' should be ticked for that section.","type":"text"}]},{"type":"paragraph","content":[{"text":"For 'Sign in Redirect URIs' add:","type":"text"}]},{"type":"code_block","attrs":{"class":"language-plaintext"},"content":[{"text":"https://app1-legalesign.auth.eu-west-2.amazoncognito.com/oauth2/idpresponse","type":"text"}]},{"type":"paragraph","content":[{"text":"For Sign-out Redirect URIs' add:","type":"text"}]},{"type":"code_block","attrs":{"class":"language-plaintext"},"content":[{"text":"https://app1.legalesign.com/auth/logged-out?t=1","type":"text"}]},{"type":"paragraph","content":[{"text":"Ignore 'Trusted Origin', and set the last section 'Assignments' according to your preferences.","type":"text"}]},{"type":"paragraph","content":[{"text":"Click 'Save' and your application is created.","type":"text"}]},{"type":"paragraph","content":[{"text":"The system will redirect you to your Legalesign App admin. Note 'Client ID' and 'Client Secret', we'll need them shortly.","type":"text"}]},{"type":"paragraph","content":[{"text":"Click to the 'Sign On' section - just below where it says 'Legalesign' at the top. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Scroll to 'OpenId Connect Token'. Press the edit icon, and change the 'Issuer URL' from 'Dynamic' to the second option, which will be a web address. Save it and copy that Issuer URL.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":18366697,"alt":"","src":"https://a.storyblok.com/f/228585/1060x758/0ac8fb7038/sso-with-okta-3.png","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"Finally, think of a short name for the integration. This is potentially public and goes into a URL you will use to login, so you may want to slightly obfuscate it but leave it memorable to you.","type":"text"}]},{"type":"paragraph","content":[{"text":"e.g. if your organisation is Global Exports, your integration name might be 'GE'. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Now send your chosen name and Okta's Issuer URL, Client Id and Client Secret to supp
1[email protected].","type":"text"}]},{"type":"paragraph","content":[{"text":"That's it. We'll come back to you when your SSO is ready.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":18366652,"alt":"","src":"https://a.storyblok.com/f/228585/1462x676/3353eac898/sso-with-okta.png","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"}],"title":"Single Sign On (SSO) with Okta","category":"6d08c3bf-fc0b-46a8-b920-d15a3343566b","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"sso-with-okta","full_slug":"articles/app1/organisation-and-gdpr/sso-with-okta","sort_by_date":null,"position":-170,"tag_list":[],"is_startpage":false,"parent_id":321391552,"meta_data":null,"group_id":"ac291f38-1c5a-458b-8077-914dc34532f7","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to change personal settings","created_at":"2023-06-13T10:14:49.524Z","published_at":"2025-01-27T16:12:27.814Z","updated_at":"2025-01-27T16:12:27.843Z","id":323575714,"uuid":"2f033c12-4351-4d46-bde6-8b409bd34722","content":{"seo":{"title":"How to change personal settings - Legalesign Esignature","plugin":"seo_metatags","description":"This short video shows you how to change your personal settings on Legalesign. "},"_uid":"833785b2-526a-49c7-9c0b-0ef1a959a2f4","body":[{"_uid":"d707cfa7-963f-43df-bc35-8476b7c1a29d","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"This short video shows you how to change your preferences on Legalesign.","type":"text"}]},{"type":"paragraph","content":[{"text":"You can set preferences on how you prefer your document listings to appear - whether to show icons only or to show the time since events occurred, for example. In this section, you can also turn off notifications for whenever signers visit documents.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":20196933,"alt":"","src":"https://a.storyblok.com/f/228585/800x468/bbc8cb0763/change-name.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"},{"_uid":"b264ab8a-1e76-41a3-a4d2-91c8a5eac1f0","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"You can now set a group theme using your own corporate colours. ","type":"text"},{"text":"Read more.","type":"text","marks":[{"type":"link","attrs":{"href":"/articles/app1/teams-and-team-settings/brand-your-team-admin-site","uuid":"4f252a3e-e8ae-47f0-86a3-1c5b0bc8c5ba","anchor":null,"target":"_blank","linktype":"story"}}]}]}]},"component":"rich_text"}],"title":"How to change personal settings","category":"c5315316-bd65-4a8d-852c-b0698cebbf02","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-to-change-personal-settings","full_slug":"articles/app1/videos/how-to-change-personal-settings","sort_by_date":null,"position":-170,"tag_list":[],"is_startpage":false,"parent_id":321391408,"meta_data":null,"group_id":"73050648-18f8-4d2b-be5b-dfc689cd0305","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How can I remove the QR code and audit log","created_at":"2023-06-13T10:14:42.367Z","published_at":"2025-02-26T15:00:05.221Z","updated_at":"2025-02-26T15:00:05.252Z","id":323575698,"uuid":"68fad37b-c503-4268-a8ba-947cbf58ad49","content":{"seo":{"title":"How to remove the QR code \u0026 audit log - Legalesign Esignature","plugin":"seo_metatags","description":"The QR code appears on a page appended to your signed document. It embeds a link you can use to navigate back to Legalesign to affirm the document later. PDF Certification largely obviates this feature, but it can be a secondary or back up means for authentication. "},"_uid":"005df2ef-fe83-4324-b522-f575c21dce4d","body":[{"_uid":"59a6a9bc-6659-42a0-84d3-d0ffd29cb7c0","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"The QR code appears on a page appended to your signed document. It embeds a link you can use to navigate back to Legalesign to affirm the document later. ","type":"text"},{"text":"PDF Certification","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/electronic-signature/features/pdf-certification-with-ltv/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":" now largely obviates this feature, but it can be a secondary or back up means of document authentication. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Admins can change the team default to remove it: ","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Go to ","type":"text"},{"text":"Admin","type":"text","marks":[{"type":"bold"}]},{"text":" \u003e ","type":"text"},{"text":"PDF Security","type":"text","marks":[{"type":"bold"}]},{"text":". ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Find the entry for ","type":"text"},{"text":"Append Legalesign validation and signer info","type":"text","marks":[{"type":"bold"}]},{"text":".","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Untick the checkbox and save.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"You can access and export an audit log of a signed document anytime: ","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Go to a document details page (click on document title in the dashboard or archive.) ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Scroll to Audit Log.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Click the option Audit Log only PDF download.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"You can stop the audit log from being appended to the document too. Just untick ","type":"text"},{"text":"Append audit log","type":"text","marks":[{"type":"bold"}]},{"text":" on the same page. See the example below to remove the QR code and Audit log: ","type":"text"},{"type":"image","attrs":{"id":21127356,"alt":"","src":"https://a.storyblok.com/f/228585/1100x710/4ac41e1ff7/qr-code.webp","title":"","source":"","copyright":"","meta_data":{}},"marks":[{"type":"link","attrs":{"href":"https://cl.ly/c45223be0aee","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"type":"image","attrs":{"id":17238406,"alt":"","src":"https://a.storyblok.com/f/228585/600x299/ef9778aaca/appendauditlog.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"}],"title":"How can I remove the QR code and audit log","category":"bd1380dc-637e-440d-aad2-7f9300f0799f","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"can-i-remove-the-qr-code-legalesign-validation-and","full_slug":"articles/app1/esign/can-i-remove-the-qr-code-legalesign-validation-and","sort_by_date":null,"position":-170,"tag_list":[],"is_startpage":false,"parent_id":323426867,"meta_data":null,"group_id":"d8d9163e-bc3d-4e57-b02f-96e43a471c48","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Where are documents sent to me or signed by me?","created_at":"2023-06-13T10:14:31.095Z","published_at":"2025-03-10T15:17:19.165Z","updated_at":"2025-03-10T15:17:19.190Z","id":323575677,"uuid":"c7d39630-53eb-4a4b-a007-3462b9af0e61","content":{"seo":{"title":"Where are the documents sent to me or signed by me? Legalesign","plugin":"seo_metatags","de
1scription":"An article about how to find documents sent to me or signed by you on Legalesign eSignature"},"_uid":"02d1fdc4-7fcd-4e8a-bfb0-dda04150c27a","body":[{"_uid":"26a1085f-785c-4736-8ceb-fc9bec7789f2","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"If you have a user account on Legalesign, the system will store documents sent to you or signed by you. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Click on the button displaying your name at the top right of the screen and in the drop-down list select ","type":"text"},{"text":"âDocuments sent to youâ","type":"text","marks":[{"type":"bold"}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"Here's an image that shows you where, colouring scheme optional: ","type":"text"},{"type":"image","attrs":{"id":21301595,"alt":"","src":"https://a.storyblok.com/f/228585/1178x778/be2a5be581/documents-sent-to-me.webp","title":"","source":"","copyright":"","meta_data":{}},"marks":[{"type":"link","attrs":{"href":"https://cl.ly/65436bd6a3ab","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]}]},{"type":"paragraph","content":[{"text":"With the advent of GDPR the document sender has the right to delete documents (or to do so at your request), subject to various circumstances. Your document may be removed if that has occurred. Always store your own copies of your signed documents.","type":"text"}]},{"type":"paragraph","content":[{"text":"Here is a picture of the three types of documents located in the ","type":"text"},{"text":"Documents sent to you","type":"text","marks":[{"type":"bold"}]},{"text":" section: ","type":"text"},{"type":"image","attrs":{"id":21301600,"alt":"","src":"https://a.storyblok.com/f/228585/1178x650/6e74afb42d/documents-sent-to-me2.webp","title":"","source":"","copyright":"","meta_data":{}},"marks":[{"type":"link","attrs":{"href":"https://cl.ly/d4f4083f8ed3","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" If you still donât see the document there, click on ","type":"text"},{"text":"âGo to my archiveâ","type":"text","marks":[{"type":"bold"}]},{"text":" at the lower right-hand side of that screen. ","type":"text"}]},{"type":"paragraph","content":[{"text":"If you cannot locate the document, contact us and a member of our team will help you find it. ","type":"text"}]},{"type":"paragraph","content":[{"text":"The direct web addresses are:","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"https://app1.legalesign.com/acc/docs/","type":"text","marks":[{"type":"link","attrs":{"href":"https://app1.legalesign.com/acc/docs/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"https://app1.legalesign.com/acc/archive/","type":"text","marks":[{"type":"link","attrs":{"href":"https://app1.legalesign.com/acc/archive/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]}]}]}]},{"type":"paragraph","content":[{"text":"If the document has not been accessed for a long time you may need to wait a short while for archive retrieval.","type":"text"}]}]},"component":"rich_text"}],"title":"Where Are Documents Sent to Me or Signed by Me?","category":"a897796a-71ec-4332-8790-2ef0f1702f4a","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-do-i-find-documents-sent-to-me-or-signed-by-me","full_slug":"articles/app1/account-information/how-do-i-find-documents-sent-to-me-or-signed-by-me","sort_by_date":null,"position":-170,"tag_list":[],"is_startpage":false,"parent_id":310686659,"meta_data":null,"group_id":"cd6fde0f-a1e4-464e-82cd-662513154378","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to tag your PDF templates and search by tags","created_at":"2023-06-13T10:13:56.340Z","published_at":"2026-04-17T13:25:30.202Z","updated_at":"2026-04-17T13:25:30.215Z","id":323575608,"uuid":"ad6caa7d-847e-4090-8fe8-66876e6b240b","content":{"seo":{"title":"How to tag your PDF templates and search by tags - Legalesign","plugin":"seo_metatags","de
1scription":"Tagging your PDF document has the same effect as putting it in a folder, but without having to define new folders."},"_uid":"597ad553-b9fb-41de-9383-9312dccbad80","body":[{"_uid":"2ebf0843-fdee-4649-b5e7-ae352a5808ee","text":{"type":"doc","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Tagging your PDF document has the same effect as putting it in a folder, but without having to define new folders. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Click on ","type":"text"},{"text":"Docs","type":"text","marks":[{"type":"bold"}]},{"text":" in the main navigation. To the right of each document in your library, you will see three dots (...). Â Click on those to automagically bring up an input box where you can add a tag.","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"type":"image","attrs":{"id":166879472670206,"alt":"","src":"https://a.storyblok.com/f/228585/800x412/2d4f0f1c59/app1usingdocumenttags.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"},{"_uid":"78f17b1a-7f6f-48aa-85ce-f7d45439a2f1","text":{"type":"doc","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Once you have added your first tag, refresh the docs listings. Your tag will now appear the top of the listings. You can search for it in the search box, or simply click the tag. The tag acts just like a folder, tag any other file with the same word and you can list all your documents by that tag.","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"type":"image","attrs":{"id":166880716252725,"alt":"","src":"https://a.storyblok.com/f/228585/1280x660/e48f8b5300/app1searchtag.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"},{"_uid":"578dd15b-d465-4922-b8e9-f925da001ac1","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Discover more about ","type":"text"},{"text":"searching your Docs","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/search-title-and-tags-in-docs/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]}]},"component":"rich_text"}],"title":"How to tag your PDF templates and search by tags","category":"2ac3a47b-f51e-492a-8045-64e4c1a464db","subtitle":"","component":"docs_post","seo_index":"true","structured_data_raw":""},"slug":"how-to-tag-your-pdf-templates-or-search-your-templ","full_slug":"articles/app1/pdf-documents/how-to-tag-your-pdf-templates-or-search-your-templ","sort_by_date":null,"position":-160,"tag_list":[],"is_startpage":false,"parent_id":321391081,"meta_data":null,"group_id":"0b25bfb6-7445-480a-8743-048c0b1cb614","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Articles about personal settings","created_at":"2023-06-13T07:12:03.320Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:01:20.425Z","id":323414430,"uuid":"2ff185ea-a0d4-44ea-b782-4128b78a3bd0","content":{"_uid":"96d37ae6-17a7-4178-a29a-ae88753c239d","icon":{"id":10525683,"alt":"","name":"","focus":"","title":"","source":"","filename":"https://a.storyblok.com/f/228585/49x49/50e52c76a8/largedetails.png","copyright":"","fieldtype":"asset","meta_data":{},"is_external_url":false},"title":"Personal Settings","subtitle":"Manage Your Personal Account Details and Settings","component":"docs_category"},"slug":"personal-settings","full_slug":"articles/app1/personal-settings/","sort_by_date":null,"position":-160,"tag_list":[],"is_startpage":true,"parent_id":321391532,"meta_data":null,"group_id":"049fdc21-b183-474d-8adb-8bda3ab63824","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to verify callback data","created_at":"2023-06-13T10:14:59.652Z","published_at":"2025-02-25T08:30:17.545Z","updated_at":"2025-02-25T08:30:17.570Z","id":323575736,"uuid":"11d0f01c-dbb4-41e3-819d-0d97a01110f1","content":{"seo":{"title":"How to verify a Legalesign callback","plugin":"seo_metatags","de
1scription":"You can verify a callback using this X509 certificate. "},"_uid":"7fa2acc8-e6ec-421d-ba2e-14d71adbef29","body":[{"_uid":"a2397f8e-0a30-495e-8352-bbc45a71504d","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Legalesign API callbacks","type":"text","marks":[{"type":"link","attrs":{"href":"https://apidocs.legalesign.com/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":", also known as webhooks or event notifications, include a signed string you can use to verify the integrity of the data. ","type":"text"}]},{"type":"paragraph","content":[{"text":"The procedure is the same as verifying AWS SNS broadcasts. ","type":"text"}]},{"type":"paragraph","content":[{"text":"You will need:","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"the data that was sent in JSON format - JSON_DATA_THAT_WE_SENT","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"the signing data - SIGNED_STRING_WE_SENT","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"the X509 certificate (below) - X509_CERT_TEXT","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"How to find the data: ","type":"text"}]},{"type":"paragraph","content":[{"text":"There are two types of callback, this is how to get the relevant data: ","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Callback every 6 minutes - the callback is POSTED in two parts, 'data' and 'signed'. The SIGNED_STRING is within the 'signed' part, and the JSON_DATA is within the 'data'. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Callback upon signing - the callback POST dictionary contains 'json_signed', this is the JSON_DATA you will need, and the request will include the custom header X-Signed (or HTTP-X-SIGNED), this is the SIGNED_STRING. ","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"This is the verification procedure in python 2/3, you will need the M2Crypto module:","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":"from M2Crypto import X509\nfrom base64 import b64decode\n\ncert = X509.load_cert_string(str(X509_CERT_TEXT))\npubkey = cert.get_pubkey()\npubkey.reset_context(md='sha1')\npubkey.verify_init()\npubkey.verify_update(JSON_DATA_THAT_WE_SENT) #python2\npubkey.verify_update(JSON_DATA_THAT_WE_SENT.encode()) #python3\nverified = pubkey.verify_final(b64decode(SIGNED_STRING_WE_SENT))\nif verified == 1:\n print 'success!'\nelse:\n print 'fail :('","type":"text"}]},{"type":"paragraph","content":[{"text":"X509 certificate:","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":"-----BEGIN CERTIFICATE-----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\nh6A3SPeR5GCnCRmPIvrv21Q7dm7Gg4lbPt
1EemH3QdNlCIY1BzADD/H1zDAU+0J5P\n+PUQCjWRM3JmFbuYTjs=\n-----END CERTIFICATE-----","type":"text"}]},{"type":"paragraph","content":[{"text":"You can force the system to send a test API notification to your callback URL if you are still in sandbox mode by using the /api/v1/sandbox/ endpoint .","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":"curl --dump-header - -H \"Authorization: ApiKey [x]:[y]\" \n-X GET \"https://eu-api.legalesign.com/api/v1/sandbox/?resource_uri=test\u0026value=1\"","type":"text"}]}]},"component":"rich_text"}],"title":"How to verify callback data","category":"491b52f3-fcfc-4be7-882b-b45671ba1459","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"verify-callback-data","full_slug":"articles/app1/esignature-api/verify-callback-data","sort_by_date":null,"position":-150,"tag_list":[],"is_startpage":false,"parent_id":321390980,"meta_data":null,"group_id":"fbc1f99d-ad9c-4aa0-84d6-065326185576","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Single Sign On (SSO) with Google","created_at":"2023-06-13T10:14:56.422Z","published_at":"2025-01-08T09:31:12.088Z","updated_at":"2025-01-08T09:31:12.109Z","id":323575728,"uuid":"9995aab4-fb23-470e-a27f-6da136c22af6","content":{"seo":{"title":"SSO with Google for your electronic signature software","plugin":"seo_metatags","description":"Access Legalesign using SAML authentication from Google"},"_uid":"2cb2da33-b273-4c0a-9078-a89f0e78137e","body":[{"_uid":"5c787159-c8c5-47bd-b4bd-cb5b2413e2f6","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"With SSO your users will be able to login into Legalesign from an external authentication system. This article is about how to login from Google for Business. ","type":"text"}]},{"type":"paragraph","content":[{"text":"You need to register your users within Legalesign first with the same email as their Google email login, and then they will be able to access Legalesign via the SSO you have set up. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Login to admin.google.com and go to Apps ","type":"text"},{"type":"image","attrs":{"id":null,"alt":"login to admin.google.com","src":"https://s3.amazonaws.com/legalesign-cloudapp/items/1S3v1P3c3T3Y322Q3j2V/%5Bf123edfb7a19a4898791f165d2094bb4%5D_Image+2019-05-15+at+12.53.38+pm.png","title":null,"source":null,"copyright":null,"meta_data":{}}},{"text":"Click on the SAML option ","type":"text"},{"type":"image","attrs":{"id":null,"alt":"click the saml option","src":"https://s3.amazonaws.com/legalesign-cloudapp/items/411M1A1k2a28331d371L/%5Bf99c096641b0d8073006be8b0da462d3%5D_Image+2019-05-15+at+12.57.49+pm.png","title":null,"source":null,"copyright":null,"meta_data":{}}},{"text":"Click the '+' symbol from the lower right hand corner, and then SETUP MY OWN CUSTOM APP. ","type":"text"},{"type":"image","attrs":{"id":null,"alt":"set up new saml app","src":"https://s3.amazonaws.com/legalesign-cloudapp/items/3n293Y110m2K2B1j401a/%5B65dc7849d3f77b1218b9783413ca8a1f%5D_Image+2019-05-15+at+12.59.49+pm.png","title":null,"source":null,"copyright":null,"meta_data":{}}},{"text":"Google will give you the option to download 'IDP metadata'. Do this and send it to ","type":"text"},{"text":"[email protected]","type":"text","marks":[{"type":"link","attrs":{"href":"mailto:[email protected]","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". ","type":"text"},{"type":"image","attrs":{"id":null,"alt":"download and send support the google IDP data","src":"https://s3.amazonaws.com/legalesign-cloudapp/items/1y2v393z050p1N0M0S3G/%5B0b05630a77ff64c7d3190c20856553d2%5D_Image+2019-05-15+at+1.01.17+pm.png","title":null,"source":null,"copyright":null,"meta_data":{}}},{"text":"Take a break. Make some tea. It's on us to come back to you now with more details... While you wait you can do step 3. Add a name, and a logo (it looks like this is your only chance to upload a logo). ","type":"text"},{"text":"Click here to get our logo","type":"text","marks":[{"type":"link","attrs":{"href":"https://s3.eu-west-2.amazonaws.com/static.legalesign.com/media/logos/png/LS+Iconic+Mark+3+Tone+Dark+128px.png","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":" - upload that.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":null,"alt":"add name and logo to app","src":"https://s3.amazonaws.com/legalesign-cloudapp/items/0X312N3i0B1z301j431J/Image%202
1019-05-15%20at%201.04.20%20pm.png","title":null,"source":null,"copyright":null,"meta_data":{}}}]},{"type":"paragraph","content":[{"text":"On the next stage, we will come back to you with 3 details. Your ACS URL, your Entity ID and your Start Url. Enter those and then select EMAIL from the Name ID Format option. ","type":"text"},{"type":"image","attrs":{"id":null,"alt":"add the url and id details for saml","src":"https://s3.amazonaws.com/legalesign-cloudapp/items/110b3p0U1R3K0l2s1d44/%5Bf73608ad6611e5fc2ee4979fa779c485%5D_Image+2019-05-15+at+1.06.57+pm.png","title":null,"source":null,"copyright":null,"meta_data":{}}},{"text":"Stage 5 is 'Attribute Mapping'. You don't need to use this, just click 'Finish'. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Finally you just need to turn the service ON for your users. The app is now listed in your SAML app and there are clearly marked options to do this. That's it. You can now login to Legalesign using your Google account(s). You can use the start URL as a bookmark shortcut link. Google has various options to configure your dashboard for quick access to your new authentication. ","type":"text"},{"type":"image","attrs":{"id":null,"alt":"turn on google auth to legalesign for your users","src":"https://s3.amazonaws.com/legalesign-cloudapp/items/2k2A2z1U322O0F1l061x/%5Bdd53c258893e28c4e80630bd8ced8365%5D_Image+2019-05-15+at+1.14.34+pm.png","title":null,"source":null,"copyright":null,"meta_data":{}}},{"text":"If you need any assistance contact ","type":"text"},{"text":"[email protected]","type":"text","marks":[{"type":"link","attrs":{"href":"mailto:[email protected]","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]}]},"component":"rich_text"}],"title":"Single Sign On (SSO) with Google","category":"6d08c3bf-fc0b-46a8-b920-d15a3343566b","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"sso-with-google","full_slug":"articles/app1/organisation-and-gdpr/sso-with-google","sort_by_date":null,"position":-150,"tag_list":[],"is_startpage":false,"parent_id":321391552,"meta_data":null,"group_id":"1ccd7c81-7285-4bac-9456-3b0c1bb90481","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to change your data consents","created_at":"2023-06-13T10:14:52.692Z","published_at":"2024-09-10T11:23:10.609Z","updated_at":"2024-09-10T11:23:10.638Z","id":323575720,"uuid":"2a7220e1-8542-4a0b-a60e-4a08041844e3","content":{"seo":{"title":"How to change GDPR consents on Legalesign","plugin":"seo_metatags","description":"Consent settings for users on Legalesign and how to alter them."},"_uid":"b3e197a6-6c6c-4a24-9b0b-0b2136ce05ca","body":[{"_uid":"da63b194-5207-423b-aa8e-e751ee9d30af","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"When you register for a Legalesign trial you are prompted to complete a data consent section. It's straightforward to change your consents once you are logged in. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Access the top right corner button (where your name is displayed) \u003e Consents, then tick ON/OFF as you please.","type":"text"}]},{"type":"paragraph","content":[{"text":"If you use additional services through Legalesign, you may be asked to add more consents. Note that revoking those consents may cause you to lose access to those services.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17285312,"alt":"","src":"https://a.storyblok.com/f/228585/968x862/5cb6c39114/screenshot-2024-09-10-at-12-11-12.png","title":"","source":"","copyright":"","meta_data":{}}},{"type":"image","attrs":{"id":17285486,"alt":"","src":"https://a.storyblok.com/f/228585/1710x686/ef9e2eabfe/screenshot-2024-09-10-at-12-18-39.png","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"},{"_uid":"20652a55-85bb-49da-b468-0997b6540c9d","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"We always take the greatest care with your data and won't share it without your consent. For details check out ","type":"text"},{"text":"the privacy statement","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/opn/privacy/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]}]},"component":"rich_text"}],"title":"How to change your data consents","category":"2ff185ea-a0d4-44ea-b782-4128b78a3bd0","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-to-change-your-consents","full_slug":"articles/app1/personal-settings/how-to-change-your-consents","sort_by_date":null,"position":-150,"tag_list":[],"is_startpage":false,"parent_id":321391532,"meta_data":null,"group_id":"328e4715-a008-4674-8e50-876adb56b36a","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to apply different languages for signers","created_at":"2023-06-13T10:14:39.067Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:01:15.418Z","id":323575693,"uuid":"f10357ef-e817-4748-89ea-d18d1aec58b2","content":{"seo":{"title":"How apply different languages for signers - Legalesign Esignature","plugin":"seo_metatags","de
1scription":"Legalesign handles many different languages for signers. You can even set different languages for signers or approvers individually. "},"_uid":"d7a9a928-22b3-4311-990b-fa5cc0c8c95c","body":[{"_uid":"e68ed476-5132-4cbe-9296-39f347d3d24c","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Legalesign handles many different languages for signers. You can even set different languages for signers or approvers individually. ","type":"text"}]},{"type":"paragraph","content":[{"text":"The default selection for your signer language can be selected within your ","type":"text"},{"text":"Signing Experience","type":"text","marks":[{"type":"bold"}]},{"text":" or on the ","type":"text"},{"text":"More experiences","type":"text","marks":[{"type":"bold"}]},{"text":" page. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Go to the ","type":"text"},{"text":"More Experiences","type":"text","marks":[{"type":"bold"}]},{"text":" in ","type":"text"},{"text":"Admin","type":"text","marks":[{"type":"bold"}]},{"text":" and create new signing experiences for each language you want to cover.","type":"text"}]},{"type":"paragraph","content":[{"text":"Name the Signing Experience after the language you want to make it (this will make it easier to apply the right experience later), or using a naming convention. For example, add the language at the end of the name, such as MyBrand [fr] to indicate the experience will be in French. ","type":"text"}]},{"type":"paragraph","content":[{"text":"When you send out a document you will see a dropdown list of signing experiences just to the right of the signer. Select the experience you want to use.","type":"text"}]},{"type":"paragraph","content":[{"text":"You can associate PDFs with signing experiences too; a different signing experience is selected automatically when you choose to send that document. See the video below.","type":"text"}]},{"type":"paragraph","content":[{"text":"When you create a new language experience, it's important to note that while much of the signing experience will translate, the custom text (such as email subject lines etc) will not. You will need to add the translations to cover those instances of text.","type":"text"}]},{"type":"paragraph","content":[{"text":"If you signer is abroad don't forget you can also set the timezone for the signer too, right below where you add their name and email. Important if you want to use the document expiry function.","type":"text"}]},{"type":"paragraph","content":[{"text":"Contact us for further language support, or if you need a language not yet installed. ","type":"text"}]},{"type":"paragraph","content":[{"text":"This video shows how to create a new signing experience and use a language. It shows you how some text is in the new language, but other text needs to be altered by you, and how to specify a signing experience for a particular document:","type":"text"}]}]},"component":"rich_text"},{"_uid":"a933a66a-dddf-4723-9be2-57204c5f9f2e","video":"https://s3.amazonaws.com/legalesign-cloudapp/items/1c2q2q2p2m1E153w1h3F/Screen%20Recording%202020-06-25%20at%2011.00%20am.mov","component":"video_section"}],"title":"How to apply different languages for signers","category":"bd1380dc-637e-440d-aad2-7f9300f0799f","subtitle":"","component":"docs_post"},"slug":"signer-language-information","full_slug":"articles/app1/esign/signer-language-information","sort_by_date":null,"position":-150,"tag_list":[],"is_startpage":false,"parent_id":323426867,"meta_data":null,"group_id":"fd98b3f0-2b63-4e31-8987-afdaa0c5c575","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How do I export signer and field information to excel?","created_at":"2023-06-13T10:14:24.749Z","published_at":"2026-04-17T10:31:01.123Z","updated_at":"2026-04-17T10:31:01.140Z","id":323575668,"uuid":"3aa0eddb-0a10-463f-b6d9-7c4223d4ca00","content":{"seo":{"title":"How do I export signer and field information to excel? - Legalesign","plugin":"seo_metatags","de
1scription":"All your signer status and form field values can be handily exported to excel. If you have a lot of the same forms and need to get at that data this feature is definitely for you."},"_uid":"7f6d26d6-d2e4-4777-8d55-bc08604cdf19","body":[{"_uid":"64ef7ab8-e121-455c-b554-512650abfcdd","text":{"type":"doc","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"All your signer status and form field values can be exported to excel.","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"To download your signers' statuses and field values:","type":"text"}]},{"type":"ordered_list","attrs":{"order":{"order":1}},"content":[{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Go to the Dashboard","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Click the magnifying glass icon just above your listings.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"The section expands to show all the search options.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Filter the data as you prefer","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Click 'Or export the data as XLS","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"The operation can take some time, download will start when ready","type":"text"}]}]}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Make the selection you want to filter down your documents, tick both boxes and select ","type":"text"},{"text":"'Search'","type":"text","marks":[{"type":"bold"}]},{"text":" to retrieve your filtered results and hit the ","type":"text"},{"text":"'Export to XLS'","type":"text","marks":[{"type":"bold"}]},{"text":" button.","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Since you could be producing a lot of data, your request goes off to a service, and you may
1need to wait a short while for it to work out the answer.","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"This gif shows you the search form and where the export buttons are:","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"type":"image","attrs":{"id":166573430689927,"alt":"","src":"https://a.storyblok.com/f/228585/1280x700/4200d36260/app1csvexport.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"},{"_uid":"b3c3edb0-ed4d-4d2a-bdd2-76ea5293aa44","text":{"type":"doc","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Voila! ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Archived documents ","type":"text","marks":[{"type":"bold"}]}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"To download signing status and field information from documents within the archive, go to ","type":"text"},{"text":"Archive","type":"text","marks":[{"type":"bold"}]},{"text":" \u003e ","type":"text"},{"text":"Signed","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"},{"text":"documents","type":"text","marks":[{"type":"bold"}]},{"text":" and click on ","type":"text"},{"text":"export","type":"text","marks":[{"type":"bold"}]},{"text":" (filter down your listings first).","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"type":"image","attrs":{"id":166575087579374,"alt":"","src":"https://a.storyblok.com/f/228585/1280x700/ba1c081634/app1csvarchive.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"}],"title":"How do I Export Signer and Field Information to Excel?","category":"a897796a-71ec-4332-8790-2ef0f1702f4a","subtitle":"","component":"docs_post","seo_index":"true","structured_data_raw":""},"slug":"how-do-i-export-signer-and-field-information-to-ex","full_slug":"articles/app1/account-information/how-do-i-export-signer-and-field-information-to-ex","sort_by_date":null,"position":-150,"tag_list":[],"is_startpage":false,"parent_id":310686659,"meta_data":null,"group_id":"dbc1b141-351f-4b26-a321-1f59cceb4072","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to change email subject lines","created_at":"2023-06-13T10:14:24.204Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:02:14.418Z","id":323575667,"uuid":"79eb971d-231f-408e-a70e-d06bf51b02c3","content":{"seo":{"title":"How to change email subject lines - Legalesign Esignature","plugin":"seo_metatags","description":"This article explains how to change the email subject line for a signer in Legalesign. "},"_uid":"0dc27fe4-daa1-4f9b-9354-b7f4c92d658f","body":[{"_uid":"2a4d0de6-2eda-45a8-b290-d074f6cc106a","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"This article explains how to change the email subject line for a signer in Legalesign. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Admin permissions within your team are required. ","type":"text"}]},{"type":"paragraph","content":[{"text":"To change the subject line of email notifications go to ","type":"text"},{"text":"Admin","type":"text","marks":[{"type":"bold"}]},{"text":" \u003e ","type":"text"},{"text":"Signer Experience","type":"text","marks":[{"type":"bold"}]},{"text":" \u003e ","type":"text"},{"text":"Email Text","type":"text","marks":[{"type":"bold"}]},{"text":". You will see that the third and fourth inputs relate to the subject lines of different email notifications.","type":"text"}]},{"type":"paragraph","content":[{"text":"This video shows you where to go to change a subject line and how to make the change:","type":"text"}]}]},"component":"rich_text"},{"_uid":"d97d4da1-bc44-453a-8131-131fa0ee6310","video":"https://s3.amazonaws.com/legalesign-cloudapp/items/0k0X2k2Q0s1H0s1X3Q0A/Screen%20Recording%202020-06-05%20at%2003.53%20pm.mov","component":"video_section"},{"_uid":"bd77dcb6-bd36-426b-89ca-caef02451c35","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Email subject lines are not the only elements of the notification that you can customise. The footer, subheader, reminder subject lines, etc. can also be edited following the same pathway as in the above video guide.","type":"text"}]},{"type":"paragraph","content":[{"text":"Don't forget you can use ","type":"text"},{"text":"signer experiences","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/videos/create-a-custom-signing-experience/","title":"using signing experiences to make customer subject lines"}}]},{"text":" to make custom subject lines for individual signers.","type":"text"}]}]},"component":"rich_text"}],"title":"How to change email subject lines","category":"cca4237a-b157-4879-85b2-7fa43069b1bb","subtitle":"","component":"docs_post"},"slug":"how-to-change-email-subject-lines","full_slug":"articles/app1/emails/how-to-change-email-subject-lines","sort_by_date":null,"position":-150,"tag_list":[],"is_startpage":false,"parent_id":321390447,"meta_data":null,"group_id":"cb9fc41a-e3a7-4dcd-9ae0-5612a45e89c7","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Create a custom signing experience","created_at":"2023-06-13T10:14:18.677Z","published_at":"2024-09-26T14:21:20.055Z","updated_at":"2024-09-26T14:21:20.083Z","id":323575657,"uuid":"8a9a04a1-74b1-4984-ae36-e01d63507bbe","content":{"seo":{"title":"How to make new signing experiences on
1Legalesign","plugin":"seo_metatags","description":"Signing experiences give you incredibly fine grained control, right down to a per-signer level, discover more about how to use them in this short video. "},"_uid":"67d70aa5-63a0-454c-afe8-fe8867d355ff","body":[{"_uid":"4009d526-2593-414d-89e0-c5ef77b59177","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Signing experiences give you incredibly fine-grained control, right down to a per-signer level, discover more about how to use them in this short video.","type":"text"}]},{"type":"paragraph","content":[{"text":"For example you can create an entirely new brand or ","type":"text"},{"text":"use signing experiences to provide different languages to different signers","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/esign/signer-language-information/","title":null}}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"This video shows how you use a signing experience to offer different email branding and another language to a signer.","type":"text"}]}]},"component":"rich_text"},{"_uid":"af31157b-ab74-4540-9ce0-1cfe503d1518","video":"https://youtu.be/RvtvtbgbtvQ","component":"video_section"},{"_uid":"3b135af4-a776-42cd-9181-cdca860b1700","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Expand video for HD.","type":"text"}]}]},"component":"rich_text"}],"title":"Create a custom signing experience","category":"c5315316-bd65-4a8d-852c-b0698cebbf02","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"create-a-custom-signing-experience","full_slug":"articles/app1/videos/create-a-custom-signing-experience","sort_by_date":null,"position":-150,"tag_list":[],"is_startpage":false,"parent_id":321391408,"meta_data":null,"group_id":"ec2d8c19-953c-48d1-b53c-466b02fb134e","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Where is my document? I have lost my document","created_at":"2023-06-13T10:13:56.925Z","published_at":"2025-07-17T09:36:54.869Z","updated_at":"2025-07-17T09:36:54.883Z","id":323575609,"uuid":"5b795bc2-2d68-40b3-bfb4-34f9e3650c74","content":{"seo":{"title":"I have lost my document - Legalesign Esignature","plugin":"seo_metatags","description":"If you appear to have lost your document from your main listings it will be in the archive. "},"_uid":"d09d33eb-a4d0-4867-b7d5-b3c3f6e3fcd0","body":[{"_uid":"4eaaf1f2-84e8-4521-b2d5-553e3961bd1a","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"If you appear to have lost your document from your main listings it will be in the archive.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17901432,"alt":"","src":"https://a.storyblok.com/f/228585/800x395/0e0258822e/sentdocsarchive.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"On the left-hand side of the main group navigation, access Docs and ","type":"text"},{"text":"Signed Documents archive","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"When you click that button you will see several archives. If the lost document was from the main sent-document listings, your document will be in the Signed Document Archive. Otherwise, it will be in the PDF or Text archive. If you are looking for a batch of documents there is a separate archive for those too. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Your document will probably be listed at the top of the Archive if it is recent, but otherwise, you can use the ","type":"text"},{"text":"search facility","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/documents-sent-for-esignature/searching-sent-documents/#archive","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" to find it. ","type":"text"}]},{"type":"paragraph","content":[{"text":"You document may have moved to the Archive without you realising it because your PDF is set to ","type":"text"},{"text":"auto-archive when sent","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/using-the-auto-archive-when-sent-tickbox/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":", or someone accidentally clicked to Archive it, or the system moved an old signed or rejected document to the archive after several weeks.","type":"text"}]}]},"component":"rich_text"}],"title":"Where is my document? I have lost my document","category":"dafcda74-156f-4e0d-b733-50939a7880bc","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"lost-document","full_slug":"articles/app1/documents-sent-for-esignature/lost-document","sort_by_date":null,"position":-150,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"0ad84f9d-cd7b-449f-bcfa-b5c1a4e365d6","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Single Single On (SSO) with Azure","created_at":"2023-06-13T10:14:55.904Z","published_at":"2026-08-26T19:55:24.684Z","updated_at":"2026-08-26T19:55:24.695Z","id":323575727,"uuid":"6610a5d6-0726-4491-8a16-053b9d639d51","content":{"seo":{"title":"Azure SSO for Legalesign","plugin":"seo_metatags","de
1scription":"Enable Azure SSO quickly and easily in Legalesign"},"_uid":"4d168837-0d58-4db2-92f9-dcb90feda6eb","body":[{"_uid":"e49c220d-edc9-4f66-9778-af03b25b3e04","text":{"type":"doc","attrs":{"backgroundColor":null},"content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"SSO enables your users to login into Legalesign from an external authentication system. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"This article is about how to login using Azure Active Directory. You will need to be subscribed to a plan in Legalesign that enables SSO (contact your account manager). ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"It's easy to set up Azure SSO. First, create a new application in your Azure Portal, then send us the application details. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"How to set up Azure SSO with Legalesign:","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Go to your Azure portal and click through to Azure Active Directory. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"In the left hand column click on App Registrations, then 'New registration'. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Provide a name - 'Legalesign' - and select the account types that you want to have access to the SSO, ignore 'Redirect URI' and click 'Register'.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"The Application will be created and you will be shown a page with your new application IDs.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"You should be on the 'Overview' tab. Click 'Add a Redirect URI' which is in the central upper pane.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Click 'Add a platform'. Select 'Web'. Add this value for the Redirect URI of the application: ","type":"text"},{"text":"https://a.legalesign.com/oauth2/idpresponse","type":"text","marks":[{"type":"link","attrs":{"href":"https://a.legalesign.com/oauth2/idpresponse","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}},{"type":"underline"}]}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Enter this value for the logged out uri: ","type":"text"},{"text":"https://app1.legalesign.com/auth/logged-out?t=1","type":"text","marks":[{"type":"link","attrs":{"href":"https://app1.legalesign.com/auth/logged-out?t=1","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Select both checkboxes for Access Tokens and ID tokens. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Press 'Configure'.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Click 'API permissions' in the left-hand menu. 'User.Read' should already be selected. Click to add a permission, select Microsoft graph, then 'Delegated permissions'. You should see a section called 'OpenId permissions' appear. Tick to select 'email', 'openid' and 'profile'. Then 'Add permissions'. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Finally, click 'Certificates \u0026 secrets' from the left-hand menu. Create a secret and save it.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Send ","type":"text"},{"text":"[email protected]","type":"text","marks":[{"type":"link","attrs":{"href":"mailto:[email protected]","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" these 3 details:","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":" the Application (client) ID, ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"the Directory (tenant) ID,","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"the secret value.","type":"text"}]}]}]}]},{"type":"list_item","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Click here to download logo","type":"text","marks":[{"type":"link","attrs":{"href":"https://s3.eu-west-2.amazonaws.com/static.legalesign.com/media/logos/png/LS+Iconic+Mark+3+Tone+Dark+128px.png","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":", then click on 'Branding \u0026 Properties'. Select the image in 'Upload new logo', press 'Save' in the footer. ","type":"text"}]}]}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"We will come back to you when the system is enabled and provide a login URL. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"To control access through your new application, and everything else, go to 'Enterprise Apps' in the Azure portal and search for 'Legalesign' (or the name you just gave the application). ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"For more information about setting up a login from Office ","type":"text"},{"text":"click here","type":"text","marks":[{"type":"link","attrs":{"href":"https://docs.microsoft.com/en-us
1/azure/active-directory/manage-apps/access-panel-manage-self-service-access","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]}]},"component":"rich_text"}],"title":"Single Single On (SSO) with Azure","category":"6d08c3bf-fc0b-46a8-b920-d15a3343566b","subtitle":"","component":"docs_post","seo_index":"true","structured_data_raw":""},"slug":"sso-with-azure","full_slug":"articles/app1/organisation-and-gdpr/sso-with-azure","sort_by_date":null,"position":-130,"tag_list":[],"is_startpage":false,"parent_id":321391552,"meta_data":null,"group_id":"788a211f-6ed9-4a71-8c47-7b661eead93d","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Esignature API Documentation","created_at":"2023-06-13T10:14:43.895Z","published_at":"2024-09-13T15:40:35.651Z","updated_at":"2024-09-13T15:40:35.675Z","id":323575702,"uuid":"4725559b-acd6-4dbd-99c2-f2ec90a363be","content":{"seo":{"title":"eSignature API Documentation - Legalesign","plugin":"seo_metatags","description":"Legalesign Esignature API Documentation can be found on the main website. But a personalised version, with your own code to cut and paste, is linked from your account. "},"_uid":"e7735290-d720-4369-9434-bca64884cf27","body":[{"_uid":"6ee3f96b-262
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To do this, go to the login page and click the ","type":"text"},{"text":"Reset Password","type":"text","marks":[{"type":"bold"}]},{"text":" link.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17461962,"alt":"","src":"https://a.storyblok.com/f/228585/1100x812/a6e4db0fc4/screenshot-2024-09-27-at-11-08-14.png","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"}],"title":"How to change your password","category":"2ff185ea-a0d4-44ea-b782-4128b78a3bd0","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"change-your-password","full_slug":"articles/app1/personal-settings/change-your-password","sort_by_date":null,"position":-130,"tag_list":[],"is_startpage":false,"parent_id":321391532,"meta_data":null,"group_id":"2b802b6d-0748-470b-9df7-f2c3747a15ac","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Where to download a signed document","created_at":"2023-06-13T10:14:35.734Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-10-11T09:38:14.390Z","id":323575688,"uuid":"7390a34f-3561-46cf-b55d-30026d87c1e4","content":{"seo":{"title":"Where to download a signed document - Legalesign Esignature","plugin":"seo_metatags","description":"A Legalesign Esignature help article about: Where to download a signed document"},"_uid":"040fc6f6-e765-427a-99c0-263310678dc3","body":[{"_uid":"55d3f330-7516-4788-8d71-47cf955855b3","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"On your Dashboard, you have a list of all your sent and signed documents. All the signed documents will have a tick beside the document titles. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Find your document","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/documents-sent-for-esignature/searching-sent-documents/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":" and click on the title. In the drop-down menu that appears you have the option to ","type":"text"},{"text":"Download","type":"text","marks":[{"type":"bold"}]},{"text":" the document.  If you click on ","type":"text"},{"text":"Audit log/details","type":"text","marks":[{"type":"bold"}]},{"text":" in that drop-down list you can also download the final PDF on that page. ","type":"text"}]},{"type":"paragraph","content":[{"text":"If you would like ","type":"text"},{"text":"final signed PDFs emailed to you","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/emails/turn-onoff-notification-emails-to-signerssender-wh/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":", then this is a setting that can be switched on in ","type":"text"},{"text":"Admin","type":"text","marks":[{"type":"bold"}]},{"text":" \u003e ","type":"text"},{"text":"Signer Experience","type":"text","marks":[{"type":"bold"}]},{"text":" \u003e ","type":"text"},{"text":"Email Options","type":"text","marks":[{"type":"bold"}]},{"text":" (you must have administrator permissions). ","type":"text"}]},{"type":"paragraph","content":[{"text":"If you do not see your signed document in your listings then it may be in the archive.  Click on ","type":"text"},{"text":"Signed documents archive","type":"text","marks":[{"type":"bold"}]},{"text":" in the ","type":"text"},{"text":"Docs","type":"text","marks":[{"type":"bold"}]},{"text":" section. ","type":"text"},{"type":"image","attrs":{"id":null,"alt":null,"src":"https://s3.amazonaws.com/legalesign-cloudapp/items/2n0u3C3v3h2f2g0B2Z3R/%5B5f38f927a1a99b3b60815a1571195450%5D_Image+2020-07-01+at+3.31.14+pm.png","title":null,"source":null,"copyright":null,"meta_data":{}},"marks":[{"type":"link","attrs":{"href":"https://cl.ly/64563ac3bcc1","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" If the document has been in the archive for a while then the PDF document may have gone into deep storage and requires a few hours for retrieval.  If this is the case then when you click to download your document you will get a small pop up message to tell you the document is being retrieved.  When it is available for download you will be emailed (this may take up to a few hours later).","type":"text"}]}]},"component":"rich_text"}],"title":"Where to download a signed document","category":"bd1380dc-637e-440d-aad2-7f9300f0799f","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"where-to-download-a-signed-document","full_slug":"articles/app1/esign/where-to-download-a-signed-document","sort_by_date":null,"position":-130,"tag_list":[],"is_startpage":false,"parent_id":323426867,"meta_data":null,"group_id":"6dd159e5-7e91-4b07-8e12-ceb8dde22061","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to cancel or terminate an account","created_at":"2023-06-13T10:14:14.381Z","published_at":"2024-10-15T14:58:08.317Z","updated_at":"2024-10-15T14:58:08.342Z","id":323575649,"uuid":"57a76f3b-c802-4815-b77f-d4fd77e18528","content":{"seo":{"title":"How to cancel or terminate an account - Legalesign Esignature","plugin":"seo_metatags","de
1scription":"A Legalesign Esignature help article about how to cancel or terminate an account"},"_uid":"57824178-32e3-463a-81e6-0297bbb0f883","body":[{"_uid":"bd3a5a6c-62af-4b5a-80c3-1ec8fe3c5f7f","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Only Account Owners can cancel a subscription.","type":"text"}]},{"type":"paragraph","content":[{"text":"To cancel or downgrade your subscription:","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Go to the top right of the screen, and click ","type":"text"},{"text":"Your Name","type":"text","marks":[{"type":"italic"}]}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Select ","type":"text"},{"text":"Billing","type":"text","marks":[{"type":"bold"}]}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Click on ","type":"text"},{"text":"Cancel my account and delete","type":"text","marks":[{"type":"bold"}]},{"text":" at the foot of that page (see below)","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Or, let us know at ","type":"text"},{"text":"[email protected]","type":"text","marks":[{"type":"link","attrs":{"href":"mailto:[email protected]","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Unless you have agreed otherwise, standard terms are on a per month basis. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Before you go, let us know what happened. Was it something we did? Or didn't do? ","type":"text"},{"text":"Check-in with us","type":"text","marks":[{"type":"link","attrs":{"href":"/contact/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" before you leave, in case you need a feature that is already in beta testing. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Cancelling will immediately deactivate your Team(s) and all your data will be deleted. The deleted data is not recoverable. ","type":"text"}]},{"type":"paragraph","content":[{"text":"If you would like to keep your data you can use the downgrade button to remove all users but yourself (the Account Owner). All your templates and documents will still be available in the ","type":"text"},{"text":"Document Library","type":"text","marks":[{"type":"bold"}]},{"text":" and archives.","type":"text"}]},{"type":"paragraph","content":[{"text":"If you just want to check over your billing, review this page on ","type":"text"},{"text":"how to manage your billing","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/account-information/manage-billing/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]},{"type":"paragraph"}]},"component":"rich_text"}],"title":"How to cancel or terminate an account","category":"a897796a-71ec-4332-8790-2ef0f1702f4a","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-to-cancel","full_slug":"articles/app1/account-information/how-to-cancel","sort_by_date":null,"position":-130,"tag_list":[],"is_startpage":false,"parent_id":310686659,"meta_data":null,"group_id":"5f83d033-4226-42d5-be7b-ee02a733d078","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Receive signed documents by email","created_at":"2023-06-13T10:14:10.672Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:02:15.404Z","id":323575637,"uuid":"7b0a5fb0-8a8b-4df2-b13e-9e79910c70ed","content":{"seo":{"title":"Receive signed documents by email - Legalesign Esignature","plugin":"seo_metatags","description":"There are a lot of email notifications options on Legalesign. This article explains how to get signed documents copied to the sender and signer(s). "},"_uid":"fb5f5e43-a77d-4f40-b80d-81f7c6ccbcbf","body":[{"_uid":"b44b741d-f2f8-4938-9ae6-721e62e3fa27","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"There are a lot of email notification options on Legalesign. This article explains how to get signed documents copied to the sender and signer(s). ","type":"text"}]},{"type":"paragraph","content":[{"text":"Admin users go to ","type":"text"},{"text":"Admin","type":"text","marks":[{"type":"bold"}]},{"text":" \u003e ","type":"text"},{"text":"Signer Experience","type":"text","marks":[{"type":"bold"}]},{"text":". Scroll down to ","type":"text"},{"text":"'Email Options'","type":"text","marks":[{"type":"bold"}]},{"text":". Find the field called ","type":"text"},{"text":"'Email sender when a document is signed or rejected'","type":"text","marks":[{"type":"bold"}]},{"text":" and below it ","type":"text"},{"text":"'Email signer(s) when document is signed'","type":"text","marks":[{"type":"bold"}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"Each of these options includes two checkboxes to their right. The left checkbox turns the setting on and off, and the right-hand one is the option to ","type":"text"},{"text":"\"Append PDF\"","type":"text","marks":[{"type":"bold"}]},{"text":". Make sure both boxes are ticked and then press ","type":"text"},{"text":"'Save'","type":"text","marks":[{"type":"bold"}]},{"text":" at the foot of the page. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Here is a short video to show you how:","type":"text"}]}]},"component":"rich_text"},{"_uid":"533690c2-9780-4af2-ba31-5774f74620ac","video":"https://s3.amazonaws.com/legalesign-cloudapp/items/332e0r2d0c3k2w2N0u0e/Screen%20Recording%202
1020-06-08%20at%2011.00%20am.mov","component":"video_section"}],"title":"Receive signed documents by email","category":"cca4237a-b157-4879-85b2-7fa43069b1bb","subtitle":"","component":"docs_post"},"slug":"receive-signed-documents-by-email","full_slug":"articles/app1/emails/receive-signed-documents-by-email","sort_by_date":null,"position":-130,"tag_list":[],"is_startpage":false,"parent_id":321390447,"meta_data":null,"group_id":"a5eef345-b467-460f-869b-ee24296e1f8e","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to edit your PDF","created_at":"2023-06-13T10:14:08.780Z","published_at":"2024-04-12T08:41:26.015Z","updated_at":"2024-04-12T08:41:26.034Z","id":323575633,"uuid":"de583ada-85dc-47e6-83c7-4704e3c38ecf","content":{"seo":{"title":"How to edit your PDF - Legalesign Esignature","plugin":"seo_metatags","description":"A short video tour around the PDF edit page, how to add and amend form fields. "},"_uid":"f5974de0-0f15-4f31-970f-77f59f47f2bf","body":[{"_uid":"ceef319d-c54e-48c7-9bfb-87f4a92bf7f3","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"A short video tour around the PDF edit page, how to add and amend form fields.","type":"text"}]},{"type":"paragraph","content":[{"text":"Short videos on how to align your fields easily and quickly.","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/videos/how-to-position-form-fields-on-Legalesign/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]}]}]},"component":"rich_text"},{"_uid":"a4ed428b-6244-4cae-9de5-cb50b3304894","video":"https://youtu.be/ckRtJf3AlMU","component":"video_section"},{"_uid":"f562cf01-8468-448e-b487-16b384717d44","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Replace checkboxes with dropdown lists. Checkboxes work on paper, but dropdown lists are much better in a digital format.","type":"text"}]},{"type":"paragraph","content":[{"text":"If you have many forms to set up or new forms for every document review ","type":"text"},{"text":"text tagging","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/text-tags-on-legalesign/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":", an advanced function for rapid form creation.","type":"text"}]}]},"component":"rich_text"}],"title":"How to edit your PDF","category":"c5315316-bd65-4a8d-852c-b0698cebbf02","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-to-edit-your-pdf","full_slug":"articles/app1/videos/how-to-edit-your-pdf","sort_by_date":null,"position":-130,"tag_list":[],"is_startpage":false,"parent_id":321391408,"meta_data":null,"group_id":"23496354-e530-4493-9d8d-9a8a12802236","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Articles about teams and team settings","created_at":"2023-06-13T07:08:42.681Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:01:13.632Z","id":323414249,"uuid":"a5c76385-940f-46db-8c4e-a0cfda52ca1c","content":{"_uid":"e35df1a5-b3f0-47af-9915-4bdd67e0c960","icon":{"id":10525674,"alt":"","name":"","focus":"","title":"","source":"","filename":"https://a.storyblok.com/f/228585/48x49/204fb7dc72/largepagecog.png","copyright":"","fieldtype":"asset","meta_data":{},"is_external_url":false},"title":"Team Settings","subtitle":"Manage Multiple Teams in Your Business From one Legalesign Account","component":"docs_category"},"slug":"teams-and-team-settings","full_slug":"articles/app1/teams-and-team-settings/","sort_by_date":null,"position":-120,"tag_list":[],"is_startpage":true,"parent_id":321392624,"meta_data":null,"group_id":"4c968edd-8e6f-48a5-a04f-6b63f1d939ea","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Make a New Team","created_at":"2023-06-13T10:15:17.611Z","published_at":"2024-08-16T16:10:54.514Z","updated_at":"2024-08-16T16:10:54.539Z","id":323575778,"uuid":"950bcec8-c015-4695-a43e-ebfb84227e4c","content":{"seo":{"title":null,"plugin":"seo_metatags","de
1scription":null},"_uid":"8ec7fdaf-8598-412b-bc97-16cfa8f08c7b","body":[{"_uid":"dade8dc2-724a-474d-b63e-bc0dc9631e6e","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Teams are containers for document activity and users. Create one from your dashboard.","type":"text"}]},{"type":"paragraph","content":[{"text":"Teams are an effective way to silo data and roll out Legalesign across departments and offices.","type":"text"}]},{"type":"paragraph","content":[{"text":"To start, click on your Team name and then select '","type":"text"},{"text":"Create new team","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":"' from the dropdown menu (see below). ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17025479,"alt":"","src":"https://a.storyblok.com/f/228585/600x281/d199f5039b/createnewteam.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":" API users should have two teams; one for development, and another for production. Click here for more about ","type":"text"},{"text":"teams and API development","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/esignature-api/how-do-i-set-up-development-and-production-environ/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"You can ","type":"text"},{"text":"re-name Teams","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/teams-and-team-settings/how-can-i-change-the-team-business-name-aka-group-/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":". They cannot be deleted, but they can be deactivated. ","type":"text"},{"text":"Contact us","type":"text","marks":[{"type":"link","attrs":{"href":"/contact/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" if you need this done.","type":"text"}]},{"type":"paragraph","content":[{"text":"Copy documents across teams using ","type":"text"},{"text":"Distribute PDF","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/teams-and-team-settings/pdf-distribution-explained/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" in ","type":"text"},{"text":"Document Functions","type":"text","marks":[{"type":"bold"}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"The maximum number of teams you can have depends on your billing. ","type":"text"},{"text":"Contact us","type":"text","marks":[{"type":"link","attrs":{"href":"/contact/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" to confirm your limit.","type":"text"}]}]},"component":"rich_text"}],"title":"Make a New Team","category":"a5c76385-940f-46db-8c4e-a0cfda52ca1c","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"new-team","full_slug":"articles/app1/teams-and-team-settings/new-team","sort_by_date":null,"position":-110,"tag_list":[],"is_startpage":false,"parent_id":321392624,"meta_data":null,"group_id":"7bbab6a6-b433-4150-a108-17753b5163c9","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Using html/text in the API","created_at":"2023-06-13T10:14:41.256Z","published_at":"2025-03-12T15:38:55.057Z","updated_at":"2025-03-12T15:38:55.086Z","id":323575696,"uuid":"37aecb9f-7323-4594-bd21-af448b93ac97","content":{"seo":{"title":"Using html/text in the Esignature API","plugin":"seo_metatags","description":"Using html/text for your API is very powerful for developers because it gives full control over your document. You can create and send out a document quickly and easily with one API call. "},"_uid":"4cc51057-c496-4e41-a7f7-64deb83df902","body":[{"_uid":"d9eab659-e464-4aa2-b316-616c86aef8bb","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"This article is an overview on how to use HTML/Text in the ","type":"text"},{"text":"Legalesign Esignature API","type":"text","marks":[{"type":"link","attrs":{"href":"https://apidocs.legalesign.com/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"Using text for your API is very powerful for developers because it gives full control over your document. You can create and send out a document quickly and easily with one API call. The main challenge is creating a HTML document that renders well both on screen and when converted into PDF. ","type":"text"}]},{"type":"paragraph","content":[{"text":"A further advantage of HTML is that the API call is fast with the low kb of data being transferred, and
1your signer has a fast web native signing experience that renders well across all devices.","type":"text"}]},{"type":"paragraph","content":[{"text":"As developer your main challenge will be to produce HTML that renders well both on screen and in final PDF form. The solution is to use the HTML editor on Legalesign and build up your HTML with the PDF Preview button that is on the same page, iterating your design. Start with a simple table and layer up your HTML with this method. It is ","type":"text"},{"text":"STRONGLY","type":"text","marks":[{"type":"bold"}]},{"text":" recommended to use a tables-based HTML layout.","type":"text"}]},{"type":"paragraph","content":[{"text":"Information about using text templates. ","type":"text"}]},{"type":"paragraph","content":[{"text":"1. Fields in html/text templates ","type":"text"}]},{"type":"paragraph","content":[{"text":"2. Styles in html/text templates ","type":"text"}]},{"type":"paragraph","content":[{"text":"3. Images in html/text templates ","type":"text"}]},{"type":"paragraph","content":[{"text":"i) Fields in html/text templates","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"Fields are SPAN element written into the source of your document to define where you want to put signatures and form fields for the signer(s). ","type":"text"}]},{"type":"paragraph","content":[{"text":"The easiest way to familiarise yourself with fields is to create a template using different field types in the web interface and inspect the HTML.","type":"text"}]},{"type":"paragraph","content":[{"text":"Here are examples of SPAN elements for all the types of field. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Make sure each span has class=\"field\".","type":"text"}]},{"type":"paragraph","content":[{"text":"Add 'data-type' to define the type of field. This can be one of the following values:","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"signature","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"initials","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"text","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"yes/no","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"choice list","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Use data-signee to assign the signer (1-indexed), and set data-optional=\"true/false\" (all signatures are automatically required).","type":"text"}]},{"type":"paragraph","content":[{"text":"Here are some examples:","type":"text"}]},{"type":"paragraph","content":[{"text":"Signature field for signer 1","type":"text"}]},{"type":"code_block","attrs":{"class":"language-html"},"content":[{"text":"\u003cspan class=\"field\" data-idx=\"1\" data-optional=\"false\" data-name=\"Sign\" data-type=\"signature\" data-signee=\"1\"\u003eSign here\u003c/span\u003e","type":"text"}]},{"type":"paragraph","content":[{"text":"Initial field for signer 1","type":"text"}]},{"type":"code_block","attrs":{"class":"language-html"},"content":[{"text":"\u003cspan class=\"field\" data-idx=\"2\" data-optional=\"false\" data-name=\"Initial\" data-type=\"initials\" data-signee=\"1\"\u003eInitial here\u003c/span\u003e","type":"text"}]},{"type":"paragraph","content":[{"text":"Text field for signer 1","type":"text"}]},{"type":"code_block","attrs":{"class":"language-html"},"content":[{"text":"\u003cspan class=\"field\" data-idx=\"3\" data-optional=\"false\" data-name=\"Fill out your name\" data-type=\"text\" data-options=\"\" data-signee=\"1\"\u003eYour name\u003c/span\u003e ","type":"text"}]},{"type":"paragraph","content":[{"text":"Yes/no for second signer","type":"text"}]},{"type":"code_block","attrs":{"class":"language-html"},"content":[{"text":"\u003cspan class=\"field\" data-idx=\"4\" data-optional=\"true\" data-name=\"Select yes or no\" data-type=\"select\" data-options=\"yes^no^\" data-signee=\"2\"\u003eConsent\u003c/span\u003e","type":"text"}]},{"type":"paragraph","content":[{"text":"Choice list for second signer","type":"text"}]},{"type":"code_block","attrs":{"class":"language-html"},"content":[{"text":"\u003cspan class=\"field\" data-idx=\"5\" data-optional=\"false\" data-name=\"Make a choice\" data-type=\"select\" data-options=\"first^second^\" data-signee=\"2\"\u003eMake a choice\u003c/span\u003esignature","type":"text"}]},{"type":"paragraph","content":[{"text":"If you see other options in Legalesign source code you can ignore them, they are added by us for internal purposes when the document is rendered later.","type":"text"}]},{"type":"paragraph","content":[{"text":"data-type 'signatureâ note: add this where you want to place a signature. If you use this data-type make sure you have at least one for each signer. If you do not use this data-type check the 'signature_placementâ document option for adding signatures automatically. ","type":"text"}]},{"type":"paragraph","content":[{"text":"data-signee note: confusingly the signer order is zero-indexed when you PO
1ST to the document endpoint, but 1-indexed in these text fields. Thus text fields where you write 'data-signee=1â refer to the signer with order '0â in other parts of the API. Sorry about that. ","type":"text"}]},{"type":"paragraph","content":[{"text":"If you want to add/edit Legalesign text/html templates in a WYSIWYG you may find it helpful to use the tinymce fields plugin at https://bitbucket.org/legalesign/tinymce_field. Contact us if you this for more help. ","type":"text"}]},{"type":"paragraph","content":[{"text":"ii) Styles/CSS in html/text documents","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"Add styles in a \u003cstyle\u003e attribute at the start of the document. Use the API call '/pdf/preview/' to get PDFs rendered so you can iterate testing. Getting styles correct so that the document renders on screen and on PDF can be testing. Use tables over divs. Use discrete classes and ids. Do NOT refer to tags in your css (i.e. h1 or p or a etc). Use page-break-before/after css style to get the page breaks correct in the PDF. ","type":"text"}]},{"type":"paragraph","content":[{"text":"The page margin is set in 'Doc' in the main navigation in the website, and you will see headers and footer options there too. ","type":"text"}]},{"type":"paragraph","content":[{"text":"iii) Images in html/text documents","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"Images placed in a html/text document MUST (a) be linked from a secure HTTPS server, you should ","type":"text"},{"text":"not","type":"text","marks":[{"type":"italic"}]},{"text":" use HTTP, (b) and your images ","type":"text"},{"text":"must","type":"text","marks":[{"type":"italic"}]},{"text":" have width and height attributes.","type":"text"}]},{"type":"paragraph","content":[{"text":"For high volume, using HTML also merits a price discount over PDF based documents. Alert your account manager that you will use HTML based documents.","type":"text"}]}]},"component":"rich_text"}],"title":"Using html/text in the API","category":"491b52f3-fcfc-4be7-882b-b45671ba1459","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"using-htmltext-in-the-api","full_slug":"articles/app1/esignature-api/using-htmltext-in-the-api","sort_by_date":null,"position":-110,"tag_list":[],"is_startpage":false,"parent_id":321390980,"meta_data":null,"group_id":"4dbe72d6-f1f0-4757-8974-9c2c95e22bc3","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"GDPR - How to set data retention","created_at":"2023-06-13T10:14:32.085Z","published_at":"2024-11-20T17:02:19.076Z","updated_at":"2024-11-20T17:02:19.103Z","id":323575679,"uuid":"339fc2f2-1b4a-40df-bfe7-a16cc024cb8d","content":{"seo":{"title":"GDPR and how to set data retention - Legalesign Esignature","plugin":"seo_metatags","description":"An article about how to set data retention policies on Legalesign Esignature."},"_uid":"13104b27-b17f-460c-8d94-ed0964f91b79","body":[{"_uid":"8f67d06f-175f-4669-a41d-be76a7f5f397","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Every type of document you upload or create through Legalesign has a data retention policy assigned to it and you can set these either at a per team or a per document level.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":18601283,"alt":"","src":"https://a.storyblok.com/f/228585/800x396/2a1bd1dbc9/dataretentionapp1.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"Go to the Organisation mini-site and click on \"Data Retention\" in the left hand column. ","type":"text"}]},{"type":"paragraph","content":[{"text":"You will see a list of all your teams. Click on on one of the teams \"Edit\" and you will see the data retention settings for each document type: sent \u0026 signed documents, email attachments, your PDF/Word uploads, and text templates. ","type":"text"}]},{"type":"paragraph","content":[{"text":"For each type of document you can set your default data retention period within that team, for up to seven years. ","type":"text"}]}
1,{"type":"paragraph","content":[{"text":"All deletion events are logged within the \"Delete data\" section of the Organisation webpages. Files are removed permanently while database records have their data wiped (although a record that there was a record still exists).","type":"text"}]},{"type":"paragraph","content":[{"text":"Because data (and potentially personal data) is stored in the database record (for example, field data) as well as in the document file, everything is wiped.","type":"text"}]}]},"component":"rich_text"}],"title":"GDPR - How to set data retention","category":"6d08c3bf-fc0b-46a8-b920-d15a3343566b","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"gdpr-how-to-set-data-retention","full_slug":"articles/app1/organisation-and-gdpr/gdpr-how-to-set-data-retention","sort_by_date":null,"position":-110,"tag_list":[],"is_startpage":false,"parent_id":321391552,"meta_data":null,"group_id":"99762fed-7e2f-4892-8132-dd8e7b76a2c8","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Signer says they have signed, but the dashboard shows they have not","created_at":"2023-06-13T10:14:23.494Z","published_at":"2025-02-26T16:33:12.484Z","updated_at":"2025-02-26T16:33:12.509Z","id":323575666,"uuid":"8c1ef8f9-2a60-40dd-bff9-c8232ab2b099","content":{"seo":{"title":"Signer says they have signed, but the listings shows they have not - Legalesign","plugin":"seo_metatags","description":"Sometimes a signer reports back that they have e-signed the document, but the listings say they have not. This article explains the most likely scenario and what to do. "},"_uid":"21895208-b9b1-430f-963f-0ac04a107f58","body":[{"_uid":"44c640bf-8325-4c76-a8e5-3bde5c84df1a","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Sometimes a signer reports back that they have e-signed the document, but the listings say they have not. This article explains the most likely scenario and what to do. ","type":"text"}]},{"type":"paragraph","content":[{"text":"The most likely explanation is that the signer has not completed the final agreement statements..","type":"text"}]}]},"component":"rich_text"},{"_uid":"20db892f-7bbe-4691-9dd9-4f10072495fb","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"See this article if your signer says ","type":"text"},{"text":"they are unable to complete the document.","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/esign/signer-says-heshe-cant-complete-the-document-/","uuid":null,"anchor":null,"target":"_self","linktype":"url"}}]}]}]},"type":"info","component":"highlight_text"},{"_uid":"64803513-6e2b-4b9e-a3d8-addae6b53ebf","text":{"type":"doc","content":[{"type":"paragraph"},{"type":"paragraph","content":[{"text":"After a signer completes all fields and signs, these statements appear beside the documents and must be ticked for final completion. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Click on the signer name on your dashboard and re-send a link to their document and ask them to check for any incomplete fields and then complete the final process (","type":"text"},{"text":"click Continue","type":"text","marks":[{"type":"bold"}]},{"text":" \u003e ","type":"text"},{"text":"tick any agreement statements","type":"text","marks":[{"type":"bold"}]},{"text":" \u003e ","type":"text"},{"text":"press ACCEPT to execute the document","type":"text","marks":[{"type":"bold"}]},{"text":"). ","type":"text"}]},{"type":"paragraph","content":[{"text":"This image shows where the signer should expect to see the agreement statements on a desktop. On a mobile they will be directly above the document page: ","type":"text"},{"type":"image","attrs":{"id":21128396,"alt":"","src":"https://a.storyblok.com/f/228585/993x716/5ea6f894d8/signersigned.webp","title":"","source":"","copyright":"","meta_data":{}},"marks":[{"type":"link","attrs":{"href":"https://cl.ly/42f07096a412","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]}]},{"type":"paragraph","content":[{"text":"See also ","type":"text"},{"text":"walking a signer through the e-sign process","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/esign/the-signing-process-talking-a-signer-through-it/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]}]},"component":"rich_text"}],"title":"Signer says they have signed, but the dashboard shows they have not","category":"bd1380dc-637e-440d-aad2-7f9300f0799f","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"signer-says-heshe-has-signed-but-the-dashboard-sho","full_slug":"articles/app1/esign/signer-says-heshe-has-signed-but-the-dashboard-sho","sort_by_date":null,"position":-110,"tag_list":[],"is_startpage":false,"parent_id":323426867,"meta_data":null,"group_id":"cd5d3f4b-0416-432d-8b23-6ca42af82e08","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Change a user email","created_at":"2023-06-13T10:14:21.124Z","published_at":"2025-09-05T14:19:15.464Z","updated_at":"2025-09-05T14:19:15.481Z","id":323575662,"uuid":"b41c5583-632b-41d3-a4ed-03b72b15f13c","content":{"seo":{"title":"How to change your email on Legalesign","plugin":"seo_metatags","de
1scription":"Changing your email can be done in a few seconds on Legalesign."},"_uid":"d0c0d75d-ff2d-42c7-b142-92dbf7da00bd","body":[{"_uid":"ac4ad441-db63-466c-bba3-d44f2d8fda3e","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"This article details how you can swap your existing email for another address. ","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Access the Admin section in the main navigator and select 'Users' from the dropdown. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Click \"Add new user\", enter the new email and assign Admin permissions. See this ","type":"text"},{"text":"video of how to add a user.","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/videos/how-to-add-new-users/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" If you do not see the Admin button or cannot add new members, you will need to upgrade your account or permissions; please contact [email protected] for advice. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Access the invite email and follow the on-screen instructions to create an account. Login with the latest credentials, navigate to Admin and remove your old email. To remove a user, click on the button to the right of a users email, 'Remove from team'. Or see this ","type":"text"},{"text":"video on how to remove a user","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/videos/remove-a-user-and-re-assign-their-documents/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"On the following page, choose to re-assign any live documents to another user, tick the box, 'I am sure' and click on the button 'Remove this person' to confirm.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Set up ","type":"text"},{"text":"two-factor authentication","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/personal-settings/use-two-factor-authentication/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" using either a mobile app or SMS text message to improve the security on your account.","type":"text"}]},{"type":"paragraph","content":[{"text":"Check out this article for more information on ","type":"text"},{"text":"user permissions","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/users-and-user-permissions/user-permissions-explained/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"Contact our support team if you want Billing and Organisation management transferred to the new email.","type":"text"}]}]},"component":"rich_text"}],"title":"Change a user email","category":"2ff185ea-a0d4-44ea-b782-4128b78a3bd0","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"change-a-user-email","full_slug":"articles/app1/personal-settings/change-a-user-email","sort_by_date":null,"position":-110,"tag_list":[],"is_startpage":false,"parent_id":321391532,"meta_data":null,"group_id":"55f682a4-793d-4099-a0f2-2500149d64ea","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Overview - get started with Legalesign","created_at":"2023-06-13T10:14:08.194Z","published_at":"2024-09-19T07:53:52.382Z","updated_at":"2024-09-19T07:53:52.403Z","id":323575632,"uuid":"7109736a-bfd2-44da-b074-eb48757655cd","content":{"seo":{"title":"Overview - Get Started with Legalesign eSignature","plugin":"seo_metatags","description":"This video gives a general overview of the Legalesign app, watch this video to learn how the app is structured. "},"_uid":"d4f36336-d3b2-46ba-9ddb-95a41c4dd7fa","body":[{"_uid":"4b400b81-d0db-420f-8887-0e7c8e158fee","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"To send a document for eSignature using Legalesign:","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Upload a file","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/esignature/send-documents-esignature/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":" to create a template, or select one you've already prepared from ","type":"text"},{"text":"the Document Library","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/Document-Library/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Use the ","type":"text"},{"text":"Edit page","type":"text","marks":[{"type":"bold"}]},{"text":", ","type":"text"},{"text":"prepare the template","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/videos/how-to-edit-your-pdf/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" by dragging and dropping a signature field, and any others, for your recipient(s) to complete.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Click the green banner at the top of the page to go to the ","type":"text"},{"text":"Send page","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/esignature/send-documents-esignature/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}},{"type":"bold"}]},{"text":".","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Add the recipient(s) details (First and Last names, along with their Email)","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Click  ","type":"text"},{"text":"Final Step - Create \u0026 Send","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":" , and again to confirm, to send the document.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"If you are new to eSignature software, you will have no problem understanding the easy-to-use structure. But if you're already using a solution, give it an extra couple of minutes - your mind needs to re-orient itself to how we work.","type":"text"}]}]},"component":"rich_text"},{"_uid":"c3b9194e-8e7e-413d-ba28-61f0a5c4f7d2","video":"https://www.youtube.com/watch?v=qn7oEcLXeGs\u0026t=4s","component":"video_section"}],"title":"Overview - Get Started with Legalesign","category":"c5315316-bd65-4a8d-852c-b0698cebbf02","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"overview-get-started-with-legalesign","full_slug":"articles/app1/videos/overview-get-started-with-legalesign","sort_by_date":null,"position":-110,"tag_list":[],"is_startpage":false,"parent_id":321391408,"meta_data":null,"group_id":"40ad61f8-8b09-4777-8004-c06c5233aed3","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to sign up for a plan, or change a plan","created_at":"2023-06-13T10:14:06.068Z","published_at":"2025-12-02T16:45:18.776Z","updated_at":"2025-12-02T16:45:18.798Z","i
1d":323575627,"uuid":"c1d90a53-7fa5-48d2-a6d5-e223ebe70355","content":{"seo":{"title":"How to sign up for a plan, or change a plan - Legalesign","plugin":"seo_metatags","description":"A Legalesign Esignature help article about how to sign up for a plan, or change a plan"},"_uid":"8a2039ca-db68-46b7-9171-1668cb232355","body":[{"_uid":"22fd3b8e-1786-42fe-aae3-848b02e5a114","text":{"type":"doc","content":[{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"To sign up for a plan, upgrade or downgrade your subscription ","type":"text"},{"text":"Login","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/auth/login/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" and go to ","type":"text"},{"text":"https://app1.legalesign.com/pl/plans/","type":"text","marks":[{"type":"link","attrs":{"href":"https://app1.legalesign.com/pl/plans/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"If you have been quoted a custom plan, for example for upfront document bundles or bulk-send, go ahead with the process through any option and the Legalesign support team will apply the correct plan to your account. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"The system will take you through the GoCardless setup process. You will not be charged immediately until the support team has set up and confirmed with you your account details. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"To make an amendment to your plan, contact us at ","type":"text"},{"text":"[email protected] ","type":"text","marks":[{"type":"link","attrs":{"href":"mailto:[email protected]","uuid":null,"anchor":null,"target":"_self","linktype":"url"}}]},{"text":"or call us at 01223 628 950. ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"The plans page on Legalesign: ","type":"text"}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"type":"image","attrs":{"id":118801660581659,"alt":"","src":"https://a.storyblok.com/f/228585/2530x1510/0faa780527/pricingplanlegalesign.png","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","attrs":{"textAlign":null},"content":[{"text":"Once signed up you ","type":"text"},{"text":"can manage your billing","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/account-information/manage-billing/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]}]},"component":"rich_text"}],"title":"How to sign up for a plan, or change a plan","category":"a897796a-71ec-4332-8790-2ef0f1702f4a","subtitle":"","component":"docs_post","seo_index":"true","structured_data_raw":""},"slug":"sign-up-for-a-plan-or-change-a-plan","full_slug":"articles/app1/account-information/sign-up-for-a-plan-or-change-a-plan","sort_by_date":null,"position":-110,"tag_list":[],"is_startpage":false,"parent_id":310686659,"meta_data":null,"group_id":"6dddecfe-4dd3-4464-867e-a0263ce46937","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Email placeholders","created_at":"2023-06-13T10:13:55.155Z","published_at":"2025-04-01T10:12:18.018Z","updated_at":"2025-04-01T10:12:18.073Z","id":323575605,"uuid":"e08db947-52c8-4591-843c-0b70a0750f7e","content":{"seo":{"title":"Mail merge with placeholders in emails on Legalesign","plugin":"seo_metatags","description":"Use the following placeholders in emails to signers. They will be replaced with the correct value when the email is sent out."},"_uid":"7845f179-e597-45f6-8e50-32044bd9a325","body":[{"_uid":"498537a0-aa13-4828-bc55-c8db13045310","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Placeholders are like mail merge fields that define where you want a value that will be defined later. You will want to use placeholders for signer names for example. ","type":"text"}]},{"type":"paragraph","content":[{"text":"You can use these placeholders in any email-related text field. Tick \"**Use everytime**\" if you'd like to set a message as default. In particular, review how to make ","type":"text"},{"text":"ready-made personal messages","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/emails/set-a-default-personal-message-when-sending-docume/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"Use the following placeholders in emails to signers. They will be replaced with the correct value when the email is sent out. ","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"{{group_name}} - the public name of the group you are sending from ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"{{doc_name}} - the name you give the sent document ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"{{sender_fullname}} ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"{{sender_firstname}} ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"{{sender_lastname}} ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"{{sender_email}} ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"{{signer_fullname}} ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"{{signer_firstname}} ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"{{signer_lastname}} ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"{{signer_email}} ","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Go to ","type":"text"},{"text":"Admin","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":" \u003e Saved emails","type":"text","marks":[{"type":"bold"}]},{"text":" to set one up and watch this video on using email placeholders:","type":"text"}]}]},"component":"rich_text"},{"_uid":"33cadee5-b293-404b-b0a1-4b179effb0fe","video":"https://s3.amazonaws.com/legalesign-cloudapp/items/2T0B2K2K1v2H1m2F002N/%5B32135fde3e65b95bf621f6fae50c4935%5D_Screen+Recording+2
1020-06-05+at+02.40+pm.mov","component":"video_section"},{"_uid":"4de71d1a-aab6-484c-b6e6-385a9385c228","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"You can also use your own SMTP, although we recommend using the standard Legalesign one for fast and reliability throughout.","type":"text"}]},{"type":"paragraph","content":[{"text":"We highly recommend using a ","type":"text"},{"text":"default personal message","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/emails/set-a-default-personal-message-when-sending-docume/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" commencing Dear {{signer_firstname}} to improve email deliverability and avoid warnings (gmail).","type":"text"}]}]},"component":"rich_text"}],"title":"Email Placeholders","category":"cca4237a-b157-4879-85b2-7fa43069b1bb","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"email-placeholders","full_slug":"articles/app1/emails/email-placeholders","sort_by_date":null,"position":-110,"tag_list":[],"is_startpage":false,"parent_id":321390447,"meta_data":null,"group_id":"9fe569c7-3970-4233-a17b-22c632f80188","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to distribute a PDF across teams","created_at":"2023-06-13T10:15:08.534Z","published_at":"2024-10-21T14:39:21.249Z","updated_at":"2024-10-21T14:39:21.273Z","id":323575755,"uuid":"f6a252d4-37a6-408d-8296-63ce337ae213","content":{"seo":{"title":"How to distribute a document between two teams","plugin":"seo_metatags","description":"how to distribute a document between two teams."}
1,"_uid":"c96c591a-2fc6-442d-93f4-365204242813","body":[{"_uid":"04c04178-0575-461e-9827-21a3f504d161","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"You can have one team in control of your documents and then use Document Functions to distribute those documents across teams with a few clicks.","type":"text"}]},{"type":"paragraph","content":[{"text":"The user in charge of the distribution needs to have Admin permissions in the source and destination group.","type":"text"}]},{"type":"paragraph","content":[{"text":"To distribute a document from a team to another, go to ","type":"text"},{"text":"Documents \u003e Document functions \u003e Distribute PDF Document","type":"text","marks":[{"type":"bold"}]},{"text":" and select the document you want to distribute, select the team to receive the document and enter a document name. Finally, click ","type":"text"},{"text":"Distribute","type":"text","marks":[{"type":"bold"}]},{"text":" to send the document.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17352647,"alt":"","src":"https://a.storyblok.com/f/228585/600x299/7c0be02a3f/distribute.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"},{"_uid":"d14b1e90-8429-4fe7-ae84-201ef15ae6dd","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"For information on how to merge two PDF documents together, see ","type":"text"},{"text":"here","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/how-to-merge-pdfs-into-a-single-document/","title":null}}]},{"text":".","type":"text"}]}]},"component":"rich_text"}],"title":"How to distribute a PDF across teams","category":"a5c76385-940f-46db-8c4e-a0cfda52ca1c","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"distribute-PDF-across-teams","full_slug":"articles/app1/teams-and-team-settings/distribute-PDF-across-teams","sort_by_date":null,"position":-90,"tag_list":[],"is_startpage":false,"parent_id":321392624,"meta_data":null,"group_id":"4b6d3eb5-
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Once live, email and throttle restrictions are lifted, you can send documents to any valid email.","type":"text"}]},{"type":"paragraph","content":[{"text":"Don't forget to use your personalised Esignature API documentation.","type":"text"}]}]},"component":"rich_text"}],"title":"How to obtain your API Key","category":"491b52f3-fcfc-4be7-882b-b45671ba1459","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-to-obtain-your-api-key","full_slug":"articles/app1/esignature-api/how-to-obtain-your-api-key","sort_by_date":null,"position":-90,"tag_list":[],"is_startpage":false,"parent_id":321390980,"meta_data":null,"group_id":"6ee02253-4d19-41fa-916b-b29d7637e5a0","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Turn off email when signer visits a document","created_at":"2023-06-13T10:14:13.392Z","published_at":"2024-09-10T12:22:13.112Z","updated_at":"2024-09-10T12:22:13.131Z","id":323575644,"uuid":"fa8ab9ad-ddc0-442d-ae87-f6f959a0abde","content":{"seo":{"title":"How to stop the signer visit email on Legaleign","plugin":"seo_metatags","description":"Emails that notify you when a signatory visits your document are switched on by default. 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","type":"text"}]},{"type":"paragraph","content":[{"text":"This video shows you how:","type":"text"}]}]},"component":"rich_text"},{"_uid":"6547b9bb-b351-4286-a8ed-afd1dc1e7f07","video":"https://www.youtube.com/watch?v=etCbMKH4Vmk","component":"video_section"}],"title":"Turn off email when signer visits a document","category":"2ff185ea-a0d4-44ea-b782-4128b78a3bd0","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"get-notified-when-a-signers-visits-a-document","full_slug":"articles/app1/personal-settings/get-notified-when-a-signers-visits-a-document","sort_by_date":null,"position":-90,"tag_list":[],"is_startpage":false,"parent_id":321391532,"meta_data":null,"group_id":"7a65e280-71f2-4f6b-b4cb-a7f0bf7659be","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How to add new users","created_at":"2023-06-13T10:14:07.747Z","published_at":"2025-03-10T12:40:41.308Z","updated_at":"2025-03-10T12:40:41.332Z","id":323575631,"uuid":"3d01c394-96bb-43ae-8a96-5a04c0c7b76e","content":{"seo":{"title":"How to add new users - Legalesign Esignature","plugin":"seo_metatags","description":"Adding new users is usually one of the first tasks to do, watch the short video to show how. "},"_uid":"5baf81f2-a402-4b34-b3c3-0cc01d006494","body":[{"_uid":"2fa2c8d3-0800-4b4e-afc8-8306af5cc180","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Adding new team users is usually one of the first tasks to do, this short video shows you how.","type":"text"}]}]},"component":"rich_text"},{"_uid":"213356de-86da-4ff9-ac40-e4024ca490c8","video":"https://youtu.be/lYmm6BYdGiA","component":"video_section"},{"_uid":"023e09dc-bdce-4779-8b25-977a138672f1","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Read more about ","type":"text"},{"text":"user management.","type":"text","marks":[{"type":"link","attrs":{"href":"/articles/app1/users-and-user-permissions/manage-users","uuid":"49b1c98b-68ec-4bf2-b250-e7c75c85024b","anchor":null,"target":"_self","linktype":"story"}}]}]}]},"type":"info","component":"highlight_text"}],"title":"How to add new users","category":"c5315316-bd65-4a8d-852c-b0698cebbf02","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-to-add-new-users","full_slug":"articles/app1/videos/how-to-add-new-users","sort_by_date":null,"position":-90,"tag_list":[],"is_startpage":false,"parent_id":321391408,"meta_data":null,"group_id":"893b5da4-33a0-4509-aa82-218f26786df0","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"What are the terms and conditions?","created_at":"2023-06-13T10:12:12.004Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:02:13.414Z","id":323575575,"uuid":"7d07d98e-ab1e-4fba-b450-be24f4961fe1","content":{"seo":{"title":"What are the terms and conditions? - Legalesign Esignature","plugin":"seo_metatags","de
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1Blocks. ","type":"text"}]},{"type":"paragraph","content":[{"text":"While the âOrganisationâ page is currently dominated by GDPR features, allowing users to efficiently and effectively carry out their GDPR obligations. In time, more top-down functionalities will be made available.","type":"text"}]}]},"component":"rich_text"}],"title":"What is my 'Organisation'","category":"6d08c3bf-fc0b-46a8-b920-d15a3343566b","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"what-is-my-organisation","full_slug":"articles/app1/organisation-and-gdpr/what-is-my-organisation","sort_by_date":null,"position":-70,"tag_list":[],"is_startpage":false,"parent_id":321391552,"meta_data":null,"group_id":"b09700f1-6cf1-4a34-8f8b-2fb0c09c8792","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Change the length of time a document link is accessible","created_at":"2023-06-13T10:14:14.858Z","published_at":"2025-03-11T15:38:16.952Z","updated_at":"2025-03-11T15:38:16.975Z","id":323575650,"uuid":"f0a12292-cce3-4e1d-8436-f1661b29534d","content":{"seo":{"title":"Change the how long a document link is accessible - Legalesign","plugin":"seo_metatags","description":"The document link within a notification email is a one-time link. If a signatory attempts to reuse it they will be redirected to send themselves a new link. You can extend the length of time the link will work to alleviate this effort for signers. "},"_uid":"bb206b68-736a-4946-b040-a4c78ebd64c5","body":[{"_uid":"3622cfe0-68bb-42b8-af44-20f0ee4a1e36","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"The document link within a notification email is a one-time link. If a signatory attempts to reuse it they will be redirected to send themselves a new link. You can extend the length of time the link will work to alleviate this effort for signers. ","type":"text"}]},{"type":"paragraph","content":[{"text":"We recommend you use the one-use link and alter this setting only if required. The most likely scenarios that require a change to this setting are in connection with an API integration, or where a style of documents and/or demographic are more likely to incur revisits. ","type":"text"}]},{"type":"paragraph","content":[{"text":"The number of hours the link is re-usable can be set in ","type":"text"},{"text":"Admin","type":"text","marks":[{"type":"bold"}]},{"text":" \u003e ","type":"text"},{"text":"Signer Experience","type":"text","marks":[{"type":"bold"}]},{"text":" \u003e ","type":"text"},{"text":"Experience Options","type":"text","marks":[{"type":"bold"}]},{"text":". Look for the label ","type":"text"},{"text":"Signer access time before re-authentication (hours)","type":"text","marks":[{"type":"bold"}]},{"text":". Enter the number of hours you want the link to be valid for (from the time the link is first accessed). For example, enter 48 for 48 hours. Use 0 for one-time use only. ","type":"text"}]},{"type":"paragraph","content":[{"text":"This image shows you where the option is in the Signing experience settings: ","type":"text"},{"type":"image","attrs":{"id":21327517,"alt":"","src":"https://a.storyblok.com/f/228585/1081x786/3b2097a038/change-length.webp","title":"","source":"","copyright":"","meta_data":{}},"marks":[{"type":"link","attrs":{"href":"https://cl.ly/1d8d3e3f6431","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" Here's a video changing this setting from a one-use link to where the link is valid 2 hours from first use:","type":"text"}]}]},"component":"rich_text"},{"_uid":"ef195491-73ab-42f4-97a1-96af9a14f920","video":"https://s3.amazonaws.com/legalesign-cloudapp/items/08040U0c2K0C3M283H00/Screen%20Recording%202020-06-25%20at%2010.08%20am.mov","component":"video_section"}],"title":"Change the length of time a document link is accessible","category":"bd1380dc-637e-440d-aad2-7f9300f0799f","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"change-the-length-of-time-a-document-link-is-acces","full_slug":"articles/app1/esign/change-the-length-of-time-a-document-link-is-acces","sort_by_date":null,"position":-70,"tag_list":[],"is_startpage":false,"parent_id":323426867,"meta_data":null,"group_id":"2b0de763-7025-4472-8443-b1a06697497b","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Use two-factor authentication","created_at":"2023-06-13T10:14:11.716Z","published_at":"2025-03-05T11:23:12.368Z","updated_at":"2025-03-05T11:23:12.392Z","id":323575639,"uuid":"9d559963-406c-4abd-9ff1-672cd221e680","content":{"seo":{"title":"Use two-factor authentication - Legalesign Esignature","plugin":"seo_metatags","de
1scription":"We strongly recommend two-factor authentication. Your login is one of the main routes a malicious actor can gain access to your account and by using two factor authentication you will reduce this risk significantly."},"_uid":"8adb7c57-ce9d-48c1-b0f8-af6368bbfdb7","body":[{"_uid":"546c98df-8ccf-49d0-9e85-c1b0abc489bf","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"We strongly recommend two-factor authentication. Your login is one of the main routes a malicious actor can gain access to your account and by using two-factor authentication you will reduce this risk significantly. ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17545614,"alt":"","src":"https://a.storyblok.com/f/228585/800x395/e72ccb8df3/2fa.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"With this login procedure, you will use your normal username/password and then be presented with a requirement to enter your two-factor passcode.","type":"text"}]},{"type":"paragraph","content":[{"text":"You can require users in your group to have two-factor authentication enabled - click on the column marked 'two-factor' in the ","type":"text"},{"text":"user management page","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/users-and-user-permissions/manage-users/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"There are two ways to receive your two-factor passcode, either by using an app on your mobile that rotates a new passcode every minute or by receiving an SMS text passcode every time you log in. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Click on the button in the top right corner where your name is displayed and select ","type":"text"},{"text":"Two-factor auth","type":"text","marks":[{"type":"bold"}]},{"text":" from the list. You can select either an ","type":"text"},{"text":"APP","type":"text","marks":[{"type":"bold"}]},{"text":" or ","type":"text"},{"text":"SMS","type":"text","marks":[{"type":"bold"}]},{"text":" option. ","type":"text"}]},{"type":"paragraph","content":[{"text":"If you select 'App' follow the instructions provided. Download the Google Authenticator app on your mobile, then scan the barcode that is shown in the app. It will present you with numbers that change every minute. Enter the current number into the input marked 'CODE', then press 'Verify \u0026 Enable'. ","type":"text"}]},{"type":"paragraph","content":[{"text":"For SMS, enter your phone number. It's important to use the international format, start with one '+' symbol, then your number, omitting any leading 0. Click 'Send code' and in a few seconds, Legalesign will send you a new PIN code. Enter that in the new input box marked 'CODE:', then press 'Verify \u0026 Enable'. That's it, your account is now protected by two-factor authentication using SMS Text. ","type":"text"}]},{"type":"paragraph"}]},"component":"rich_text"},{"_uid":"87ffab64-9f2e-4257-9b73-7c64430d5e3e","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Single sign on (SS) with SAML","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/blog/legalesign-esignature-and-sso-with-saml/","title":null}}]},{"text":" is also available. Contact support for access.","type":"text"}]}]},"component":"rich_text"}],"title":"Use two-factor authentication","category":"2ff185ea-a0d4-44ea-b782-4128b78a3bd0","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"use-two-factor-authentication","full_slug":"articles/app1/personal-settings/use-two-factor-authentication","sort_by_date":null,"position":-70,"tag_list":[],"is_startpage":false,"parent_id":321391532,"meta_data":null,"group_id":"16122bfa-64f4-4a43-a319-63fe70301761","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"The Dashboard","created_at":"2023-06-13T10:14:00.255Z","published_at":"2024-04-12T13:22:26.482Z","updated_at":"2024-11-05T14:10:15.786Z","id":323575617,"uuid":"9281b508-f
1606-4163-9b00-65a84f913e2e","content":{"seo":{"title":"The Dashboard - Legalesign Esignature","plugin":"seo_metatags","description":"A short video tour around the Legalesign dashboard, showing how to use the major features of the app."},"_uid":"7c60d550-2fa4-42c4-a595-aa676e22def4","body":[{"_uid":"9dbef464-7f68-41f4-ac99-7473ef63d72f","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"A short video tour around the dashboard, showing how to use the major features of the app.","type":"text"}]}]},"component":"rich_text"},{"_uid":"6b69fae9-bff2-4796-8865-4a0a9df1cd98","video":"https://youtu.be/ncmMAgswgso","component":"video_section"}],"title":"The Dashboard","category":"c5315316-bd65-4a8d-852c-b0698cebbf02","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"the-dashboard","full_slug":"articles/app1/videos/the-dashboard","sort_by_date":null,"position":-70,"tag_list":[],"is_startpage":false,"parent_id":321391408,"meta_data":null,"group_id":"1f06562e-8961-40ee-b6a6-544733f6e600","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How do I set up development and production environments?","created_at":"2023-06-13T10:13:59.801Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:02:09.436Z","id":323575616,"uuid":"c2569f74-0a0f-480c-83ae-a7da7046543d","content":{"seo":{"title":"How to set up development \u0026 production environments - Esignature API","plugin":"seo_metatags","description":"Legalesign supports prod and dev environment through its teams. Almost all the document, signing and sending features in Legalesign occur within teams You will be running everything through one team or another. You can assign one group as your 'dev' or 'API' group, and another as your production group."},"_uid":"7ff2cc1b-a975-4ae0-8dd1-74f1213887da","body":[{"_uid":"c22a10ec-ef38-4493-a211-710277dc4677","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Legalesign supports prod and dev environments through its teams. Almost all Legalesign's document, signing and sending features occur within teams You will be running everything through one team or another. You can assign one group as your 'dev' or 'API' group, and another as your production group. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Configure your first group as an 'API group' to set it as a development environment. This means, for example, you get a shortcut link to the API docs. Running document tests through your development group does not incur additional cost. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Select the API configuration for your new group: ","type":"text"},{"type":"image","attrs":{"id":null,"alt":"Image to show how to configure a group for API development","src":"https://s3.amazonaws.com/legalesign-cloudapp/items/0m2b2w2y3p1y2z2f2F1U/%5B354a43b0c583fc65f61bc4f5f7413e29%5D_Image+2019-04-22+at+3.15.38+pm.png","title":null,"source":null,"copyright":null,"meta_data":{}}},{"text":"Tell support which group is your development environment to make sure you dev testing does not go into your billing. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Whether a group is 'prod' or 'dev' is not the same as the sandbox. Sandbox is a limitation on your whole account while you prototype your app. You are removed from the sandbox when billing is set up. ","type":"text"}]},{"type":"paragraph","content":[{"text":"When you first create a group you can select to configure it for API development. This will create a group that is suited for development. Along the top of the page you will have a link to your own API documentation (which will be personal so you can cut \u0026 paste code) and you will also see an option to \"Create a production container\". ","type":"text"}]},{"type":"paragraph","content":[{"text":"This will create a new group with a normal configuration you can use for production. ","type":"text"}]},{"type":"paragraph","content":[{"text":"If you change your mind about which groups you want to use for development and for production just let support know and they will re-assign them. ","type":"text"}]},{"type":"paragraph","content":[{"text":"In your code you refer to a group using its resource uri, which follows the usual API format, '/api/v1/group/your-group-name/'. ","type":"text"}]},{"type":"paragraph","content":[{"text":"All of your groups and their resource uris are listed in your custom API docs (at the top of the right hand column; make sure you go to your custom API docs linked from within your development team).","type":"text"}]},{"type":"paragraph","content":[{"text":"Click here for ","type":"text"},{"text":"more information about the API documentation","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/esignature-api/api-documentation/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]}]},"component":"rich_text"}],"title":"How do I set up development and production environments?","category":"491b52f3-fcfc-4be7-882b-b45671ba1459","subtitle":"","component":"docs_post"},"slug":"how-do-i-set-up-development-and-production-environ","full_slug":"articles/app1/esignature-api/how-do-i-set-up-development-and-production-environ","sort_by_date":null,"position":-70,"tag_list":[],"is_startpage":false,"parent_id":321390980,"meta_data":null,"group_id":"491aaf20-b1bf-47de-846c-f741fef1f4a3","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"How can I change the team or business name? (aka group name, account name)","created_at":"2023-06-13T10:14:33.538Z","published_at":"2024-09-18T10:39:31.875Z","updated_at":"2024-09-18T10:39:31.898Z","id":323575683,"uuid":"7a6fd761-dee9-4c5c-a303-0e23a2046328","content":{"seo":{"title":"How can I change my team name? Legalesign eSignature","plugin":"seo_metatags","de
1scription":"You can change a team name anytime. In fact there are two potential names, one for internal view and one for external view. "},"_uid":"d2e4a6dd-7329-4d45-8460-be389b593cdd","body":[{"_uid":"7280d243-059b-40b3-9d8d-dea678a0f199","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"You can change a team name anytime. In fact there are two potential names, one for internal view and one for external view. ","type":"text"}]},{"type":"paragraph","content":[{"text":"You must have administrator permissions. ","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Click on 'Admin'.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":" 'Name \u0026 Theme'. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"You will see two inputs at the top of that page called 'Name' and 'Public name'.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"The name used within the web app cannot be edited anymore and groups will retain the name from when they are created. Public names can still be changed.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17363208,"alt":"","src":"https://a.storyblok.com/f/228585/1282x934/e0992a8627/screenshot-2024-09-18-at-11-30-48.png","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"4. Enter your new name.","type":"text"}]},{"type":"paragraph","content":[{"text":"5. Then press Save at the foot of the page. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Name is used within the web app itself, while the public name is used for customer-facing situations, such as emails and the signing pages.","type":"text"}]}]},"component":"rich_text"},{"_uid":"b843a88f-6a17-4b37-9e74-7c9ab99640c0","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"In the same page you will see 'theme'. Set the colours of the web app theme for your whole team. Click here for more about ","type":"text"},{"text":"themes","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/teams-and-team-settings/brand-your-team-admin-site/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]}]},"type":"info","component":"highlight_text"}],"title":"How can I change the team or business name? (aka group name, account name)","category":"a5c76385-940f-46db-8c4e-a0cfda52ca1c","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"how-can-i-change-the-team-business-name-aka-group-","full_slug":"articles/app1/teams-and-team-settings/how-can-i-change-the-team-business-name-aka-group-","sort_by_date":null,"position":-50,"tag_list":[],"is_startpage":false,"parent_id":321392624,"meta_data":null,"group_id":"5a6a0100-847b-4bbf-b119-41067aaef958","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"GDPR - Delete a signer/data subject","created_at":"2023-06-13T10:14:21.745Z","published_at":"2024-11-20T16:59:14.602Z","updated_at":"2024-11-20T16:59:14.625Z","id":323575663,"uuid":"99379d70-a493-4619-80f3-5f34d419fa02","content":{"seo":{"title":"GDPR - Delete a signer/data subject - Legalesign Esignature","plugin":"seo_metatags","description":"You may be obliged to delete personal data you hold under GDPR. Use this feature to delete signer and approver data. "},"_uid":"c99536da-67f6-4025-b681-08439475ac1d","body":[{"_uid":"3a8dd134-e12a-4dbb-8969-11e6d576fe98","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"You may be obliged to delete personal data you hold under GDPR. Use this feature to delete signer and approver data. Click the account button in the top-right navigation bar \u003e Organisation \u003e Data Deletion.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":18601324,"alt":"","src":"https://a.storyblok.com/f/228585/800x396/2f6a373ec7/datadeletionapp1.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"Filter by time period and then scroll down to find the document ID.","type":"text"}]},{"type":"paragraph","content":[{"text":"An example of an ID would be: b52c5f03-9bdb-4439-baec-dda942d856f7. Use the Delete button to effect changes. Or filter data using a date and time range. ","type":"text"}]},{"type":"paragraph","content":[{"text":"To delete a document, click the checkbox beside a document, press âDeleteâ and confirm your choice by typing âdeleteâ into the confirmation box. Data will then be deleted within 24hr. ","type":"text"}]}]},"component":"rich_text"}],"title":"GDPR - Permanently delete a document","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"gdpr-delete-a-signerdata-subject","full_slug":"articles/app1/organisation-and-gdpr/gdpr-delete-a-signerdata-subject","sort_by_date":null,"position":-50,"tag_list":[],"is_startpage":false,"parent_id":321391552,"meta_data":null,"group_id":"11a7eb41-363b-401c-8106-4e1f5bbc8177","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Personal email and login email conflict","created_at":"2023-06-13T10:14:02.941Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:01:20.406Z","id":323575623,"uuid":"d1c84920-e5ad-4a20-882d-abcc2e051fa3","content":{"seo":{"title":"Personal email and login email conflict - Legalesign Esignature","plugin":"seo_metatags","de
1scription":"When you test Legalesign you may find yourself being forcibly logged out. This article explains the cause of this issue and how to solve it. "},"_uid":"a5acc027-955d-414a-bf40-5e84ea060b50","body":[{"_uid":"c3879a13-f6c4-4395-8e73-1220fe6fe8c7","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"When testing Legalesign you may find yourself being forcibly logged out. This article explains the cause of this issue and how to solve it. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Your main user account in Legalesign is based on one email. If you are logged into the admin web site using that email, and then go to Sign a document based on a new email, in the same browser (in a new tab), then ","type":"text"},{"text":"all your logins will start failing","type":"text","marks":[{"type":"bold"}]},{"text":": you won't be able to access or sign the document and the web app will force you to logout. ","type":"text"}]},{"type":"paragraph","content":[{"text":"This is because live updates are happening on the Dashboard, and because you are authenticating on the signing page as a different user, in the same browser, those live updates mean the browser has a conflict about who the logged-in user is. That throws up a roadblock on your admin and logs you out. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Meanwhile, your first authentication onto the signing page was successful and so you may have got through to see it. But now you will be forcibly logged out from there too because the admin site logged out all the users in the same web browser. Use the solutions below to mitigate this from happening: ","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"The first solution is to use the SAME email for both logging into Legalesign and for your test signing. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"If you need to use another email either log out of the web app before clicking through to the sign the document OR to use a different web browser to sign the document. ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"When you get the email notifying you of a document to sign, right-click on the link and click 'Copy Link'. Then paste that link into the address bar of a different browser with no Legalesign Admin. You will now have no problem going through the signing process.","type":"text"}]}]}]}]},"component":"rich_text"}],"title":"Personal email and login email conflict","category":"bd1380dc-637e-440d-aad2-7f9300f0799f","subtitle":"","component":"docs_post"},"slug":"personal-email-and-login-email-conflict","full_slug":"articles/app1/esign/personal-email-and-login-email-conflict","sort_by_date":null,"position":-50,"tag_list":[],"is_startpage":false,"parent_id":323426867,"meta_data":null,"group_id":"4b757374-81b7-4e9b-9085-a05360baf8c5","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Change how the sent esign listings display","created_at":"2023-06-13T10:13:58.010Z","published_at":"2024-09-27T09:49:17.617Z","updated_at":"2024-09-27T09:49:17.721Z","id":323575612,"uuid":"95e8da04-740a-4a97-86bd-6ad5b761f1fe","content":{"seo":{"title":"Change how your esign listings display - Legalesign eSignature","plugin":"seo_metatags","description":"When you arrive for the first time your Sent document listings will show the first name, last name and email of signers, and an icon and name of each status in the tracking information. "},"_uid":"19ffa6a7-f299-4f53-aece-b7c5bdd546ad","body":[{"_uid":"adaddc8a-aa15-4af2-94ba-914c833ca1e3","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"When a document is sent it makes an entry on the listings section of the ","type":"text"},{"text":"Dashboard","type":"text","marks":[{"type":"bold"}]},{"text":", where its progress can be viewed at a glance. Users can change the look of status icons and which Patrty details appear. ","type":"text"}]},{"type":"paragraph","content":[{"text":"To change the view of your listings:","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Go to the ","type":"text"},{"text":"Account Settings","type":"text","marks":[{"type":"bold"}]},{"text":" menu (click your name).","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Click on ","type":"text"},{"text":"Prefrences.","type":"text","marks":[{"type":"bold"}]}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Select a viewing format using the drop menus (see below for examples).","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Click on 'Save prefrences'.","type":"text"}]}]}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17461540,"alt":"","src":"https://a.storyblok.com/f/228585/926x824/bc8da4ddd9/screenshot-2024-09-27-at-10-42-29.png","title":"","source":"","copyright":"","meta_data":{}}},{"text":" ","type":"text"},{"type":"image","attrs":{"id":17461566,"alt":"","src":"https://a.storyblok.com/f/228585/1684x636/2d980082ab/screenshot-2024-09-27-at-10-42-37.png","t
1itle":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"Change the notification email settings on this page too.","type":"text"}]},{"type":"paragraph","content":[{"text":"This short video shows you how:","type":"text"}]}]},"component":"rich_text"},{"_uid":"66f234ef-2331-45ea-a93f-23277bb6145e","video":"https://s3.amazonaws.com/legalesign-cloudapp/items/24363b1Z3D2A0W1M1V2C/Screen%20Recording%202019-05-08%20at%2011.42%20am.mov","component":"video_section"},{"_uid":"88fad732-75b3-4ab6-bce3-a758d66655b3","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Check out these links for more information about your ","type":"text"},{"text":"personal settings","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/videos/how-to-change-personal-settings/","title":null}}]},{"text":" and about ","type":"text"},{"text":"theming the team site","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/teams-and-team-settings/brand-your-team-admin-site/","title":null}}]},{"text":".","type":"text"}]}]},"component":"rich_text"}],"title":"Change how the sent esign listings display","category":"2ff185ea-a0d4-44ea-b782-4128b78a3bd0","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"change-listings-display","full_slug":"articles/app1/personal-settings/change-listings-display","sort_by_date":null,"position":-50,"tag_list":[],"is_startpage":false,"parent_id":321391532,"meta_data":null,"group_id":"d471bc88-641a-4dc4-8658-35c575d61183","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Remove a user and re-assign their documents","created_at":"2023-06-13T10:13:57.382Z","published_at":"2024-11-19T17:35:14.105Z","updated_at":"2024-11-19T17:35:14.129Z","id":323575611,"uuid":"870a17af-dc56-4c30-903d-9fa539d59db8","content":{"seo":{"title":"Remove a user and re-assign their documents - Legalesign","plugin":"seo_metatags","description":"Admin users can remove users at any time and re-assign their documents to somebody else. "},"_uid":"c553506e-f66d-48c2-94f7-cf3d20a41550","body":[{"_uid":"74be90ed-ceb2-4c83-bc3b-d3a57c2e732c","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Admin users can remove users at any time and re-assign their documents to somebody else. ","type":"text"}]},{"type":"paragraph","content":[{"text":"When you remove a user from a team they will immediately lose access to it. You can add that person back to your team at any time, but they will not be re-assigned their documents.","type":"text"}]},{"type":"paragraph","content":[{"text":"Check out this article for ","type":"text"},{"text":"more information about managing users","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/users-and-user-permissions/manage-users/","uuid":null,"anchor":null,"target":"_self","linktype":"url"}}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"This gif shows how you remove a user and re-assign their documents to another member of the team.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17176241,"alt":"","src":"https://a.storyblok.com/f/228585/600x277/a630ab3a68/removeuser.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"}],"title":"Remove a user and re-assign their documents","category":"c5315316-bd65-4a8d-852c-b0698cebbf02","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"remove-a-user-and-re-assign-their-documents","full_slug":"articles/app1/videos/remove-a-user-and-re-assign-their-documents","sort_by_date":null,"position":-50,"tag_list":[],"is_startpage":false,"parent_id":321391408,"meta_data":null,"group_id":"5c16ccc2-b700-443e-b61e-bea52ef7d380","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Callbacks on the API v.1","created_at":"2023-06-13T10:13:55.683Z","published_at":"2025-04-01T08:17:10.267Z","updated_at":"2025-04-01T08:17:10.476Z","id":323575606,"uuid":"bbc4fd40-82ed-46c5-b165-c74645799e63","content":{"seo":{"title":"Callbacks on the API v.1 - Legalesign Esignature","plugin":"seo_metatags","de
1scription":"The API offers two types of callback or 'webhooks': everything every six minutes or upon a document completion."},"_uid":"958398d4-0c31-4a47-a18b-0c9a50aba9dc","body":[{"_uid":"122d7a43-baa5-4315-b494-74c537dfda56","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"The API offers two types of callback, or 'webhooks'. We recommend you use these callbacks and not polling. ","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Option 1 ('all') - Everything every 6 minutes; or ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Option 2 ('signed') - a notification when a document is signed. ","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Option 1. Everything every 6 minutes.","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"Data is POSTED to you in two sections, 'dataâ and 'signedâ. The data section is a JSON object that is a list of dictionaries of the changes. The dictionaries are a record of each change to document and signer status in the order they occured. The second section is a signed string (base64 encoded) you can use to verify the data is genuine should you wish. Contact us for the X509 certificate. ","type":"text"}]},{"type":"paragraph","content":[{"text":"The data contains a list of dictionaries that contains the notification information.","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Example:","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":" {\n u'data':\n [\n u'[\n {\n \"timestamp\": \"2018-03-20T07:09:52\",\n \"name\": \"status\",\n \"value\": \"40\",\n \"resource_uri\": \"/api/v1/signer/[signer-id]/\"\n },\n {\n \"timestamp\": \"2018-03-20T07:09:52\",\n \"name\": \"status\", \"value\": \"30\",\n \"resource_uri\": \"/api/v1/document/[doc-id]/\"\n }\n ]'\n ],\n u'signed':\n [u'long_string_of_numbers_and_digits']\n }\n\nThis tells you that signer \"/api/v1/signer/[signer-id]/\" \nchanged to status 40 (signed) at 2018-03-20T07:09:52, and \nthat document '/api/v1/document/[doc-id]/' was fully signed (status 30) \nat 2018-03-20T07:09:52. (A signed document has status 30, while a signed \nsigner has status 40.) The dictionary will contain each status change \nin order they occured with the timestamp, so it is likely to contain multiple status changes \nfor a single signer.","type":"text"}]},{"type":"paragraph","content":[{"text":"This tells you that signer \"/api/v1/signer/[signer-id]/\" changed to status 40 (signed) at 2018-03-20T07:09:52, and that document '/api/v1/document/[doc-id]/' was fully signed (status 30) at 2018-03-20T07:09:52. (A signed document has status 30, while a signed signer has status 40.) The dictionary will contain each status change in order they occured with the timestamp, so it is likely to contain multiple status changes for a single signer.","type":"text"}]},{"type":"paragraph","content":[{"text":"Combine your callback with an overnight sync. For syncing use the /document/ endpoint and the special query parameter ?cache=1. This is a fast and efficient way to get back the status of all your outstanding documents. See ","type":"text"},{"text":"API /document/ endpoint","type":"text","marks":[{"type":"link","attrs":{"href":"https://apidocs.legalesign.com/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":" for more information.","type":"text"}]},{"type":"paragraph","content":[{"text":"Option 2. Realtime update when a document is signed","type":"text","marks":[{"type":"bold"}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"Example of the POST that will be sent to you:","type":"text"}]},{"type":"code_block","attrs":{"class":null},"content":[{"text":" {\n \"resource_uri\": \"/api/v1/document/[doc-id]/\",\n \"group\": \"/api/v1/group/your-group/\",\n \"name\": \"name of doc\",\n \"uuid\": \"[doc-id]\",\n \"tag\": \"your-tag-if-used\"\n }","type":"text"}]},{"type":"paragraph","content":[{"text":"Whenever a document is signed youâll get a POST containing the resource URI, group, name of document and its id. This is just a regular POST dictionary, it is not a JSON object.","type":"text"}]},{"type":"paragraph","content":[{"text":"More accurately, this callback is emitted when the final document is created, so you can reliably use it to trigger a document download.","type":"text"}]},{"type":"paragraph","content":[{"text":"(If you used the API to create the document in the first place, the status resource_uri of the document is included in the 'Locationâ header of the 201 'createdâ response.)","type":"text"}]}]},"component":"rich_text"}],"title":"Callbacks on the API v.1","category":"491b52f3-fcfc-4be7-882b-b45671ba1459","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"callbacks-on-the-api-v1","full_slug":"articles/app1/esignature-api/callbacks-on-the-api-v1","sort_by_date":null,"position":-50,"tag_list":[],"is_startpage":false,"parent_id":321390980,"meta_data":null,"group_id":"e33d81c1-9ab7-459c-83f7-cabadc72a332","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Articles about users and user permissions","created_at":"2023-06-13T07:10:08.123Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:01:10.781Z","id":323414258,"uuid":"9e034cec-28ec-4183-90c1-e0405bb4db56","content":{"_uid":"e27b12c0-97e3-4547-9483-e093fdc7cbb0","icon":{"id":10525
1733,"alt":"","name":"","focus":"","title":"","source":"","filename":"https://a.storyblok.com/f/228585/49x49/e56416d01c/largeindustrybuildingsv3.png","copyright":"","fieldtype":"asset","meta_data":{},"is_external_url":false},"title":"Users and User Permissions","subtitle":"Learn About Different User Permissions and How to Use Them in Your Teams","component":"docs_category"},"slug":"users-and-user-permissions","full_slug":"articles/app1/users-and-user-permissions/","sort_by_date":null,"position":-40,"tag_list":[],"is_startpage":true,"parent_id":321392789,"meta_data":null,"group_id":"b10ae00a-342f-4c66-8c94-1d8504b95e9e","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Adding \u0026 Removing Users","created_at":"2023-06-13T10:15:14.083Z","published_at":"2024-10-30T11:38:09.513Z","updated_at":"2024-10-30T11:38:09.541Z","id":323575770,"uuid":"49b1c98b-68ec-4bf2-b250-e7c75c85024b","content":{"seo":{"title":"Managing Users - Legalesign","plugin":"seo_metatags","description":"Add users, set access permissions, and remove users from a Team using Legalesign"},"_uid":"d5b6f881-6371-4e99-b2af-69a5915eb4d4","body":[{"_uid":"e3044453-e055-41e9-ba0b-94ddac548e5c","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Admin users can manage their Teams using the User Management page. ","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"To Add a User","type":"text"}]},{"type":"paragraph","content":[{"text":"To invite a new team user:","type":"text"}]},{"type":"ordered_list","attrs":{"order":1},"content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Click on ","type":"text"},{"text":"Admin","type":"text","marks":[{"type":"bold"}]},{"text":", then ","type":"text"},{"text":"Users","type":"text","marks":[{"type":"bold"}]},{"text":",","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Click the blue  ","type":"text"},{"text":"+Add User","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":"  button in the top-right corner (see below),","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Enter the new user's email (which will be their login),","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Optional: Limit a user's access to Team assets by setting their ","type":"text","marks":[{"type":"italic"}]},{"text":"permission level","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/users-and-user-permissions/user-permissions-explained/","uuid":null,"anchor":null,"target":null,"linktype":"url"}},{"type":"italic"}]},{"text":",","type":"text","marks":[{"type":"italic"}]}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Click on  ","type":"text"},{"text":"Add user to team","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":" to send the invitation.","type":"text"}]}]}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17897568,"alt":"","src":"https://a.storyblok.com/f/228585/800x396/7e78f9d752/adduser.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"For added security, use this page to:","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Enforce a password reset policy at a ","type":"text"},{"text":"Team","type":"text","marks":[{"type":"bold"}]},{"text":" level, and","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"Enforce 2FA at login on a ","type":"text"},{"text":"per user","type":"text","marks":[{"type":"bold"}]},{"text":" level.","type":"text"}]}]}]},{"type":"paragraph"},{"type":"heading","attrs":{"level":3},"content":[{"text":"To Remove a User","type":"text"}]},{"type":"paragraph","content":[{"text":"Listed under ","type":"text"},{"text":"Group users","type":"text","marks":[{"type":"bold"}]},{"text":" are all the Team's users (see above). ","type":"text"}]},{"type":"paragraph","content":[{"text":"The rightmost column of each user record has a ","type":"text"},{"text":"Remove from team","type":"text","marks":[{"type":"bold"},{"type":"italic"}]},{"text":" button. Click this to delete them from the Team. ","type":"text"}]},{"type":"paragraph","content":[{"text":"When removing a user, you will be required to reassign any active documents to another user.","type":"text"}]},{"type":"paragraph","content":[{"text":"If you cannot see all of the features, you may
1need to upgrade your subscription - ","type":"text"},{"text":"contact us","type":"text","marks":[{"type":"link","attrs":{"href":"/contact/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" for assistance.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17176241,"alt":"","src":"https://a.storyblok.com/f/228585/600x277/a630ab3a68/removeuser.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"}],"title":"Adding \u0026 Removing Users","category":"9e034cec-28ec-4183-90c1-e0405bb4db56","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"manage-users","full_slug":"articles/app1/users-and-user-permissions/manage-users","sort_by_date":null,"position":-30,"tag_list":[],"is_startpage":false,"parent_id":321392789,"meta_data":null,"group_id":"c13623fa-0792-4ff2-b12c-f56f77127212","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Brand your team admin site","created_at":"2023-06-13T10:14:19.615Z","published_at":"2024-10-21T09:24:32.923Z","updated_at":"2024-10-21T09:24:32.943Z","id":323575659,"uuid":"4f252a3e-e8ae-47f0-86a3-1c5b0bc8c5ba","content":{"seo":{"title":"Brand your team admin site - Legalesign eSignature","plugin":"seo_metatags","description":"Brand your admin site with your corporate colours. Everyone in the team will get the same theme when they access the team."},"_uid":"53446fa4-11d7-4e4d-8873-8c01eb287859","body":[{"_uid":"f1c6cc82-9f49-40f1-8870-e14e5a3b1942","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Brand your admin site with your corporate colours. Everyone in the team will get the same theme when they access the team. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Admin users only. Click Admin and then 'Name \u0026 Themes'. ","type":"text"}]},{"type":"paragraph","content":[{"text":"You can select three colours: ","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"For your top navigation background.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"For the secondary navigation background.","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"For the text colour as well as the background for the left-hand column. ","type":"text"}]}]}]}]},"component":"rich_text"},{"_uid":"7822c715-f17d-41c7-bbbc-3c00459e7daf","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"The best way to get an accurate colour is to get the HEX code for your corporate colours from your graphic designer and you can then enter that in the colour picker. ","type":"text"}]}]},"type":"info","component":"highlight_text"},{"_uid":"7af6b8ab-86fb-4993-8921-d400ef3b1602","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"You can preview and then press save. Once saved, it will apply that corporate colour theme for all your team users. ","type":"text"}]},{"type":"paragraph","content":[{"text":"If you want to remove all the colour themes, then select 'Clear Color Selection' - the top right-hand option in one of the colour pickers. And then press save.","type":"text"}]},{"type":"paragraph","content":[{"text":"Removing the theme: ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17760496,"alt":"","src":"https://a.storyblok.com/f/228585/548x483/895295c9bd/brand-your-team-admin-site.png","title":"","source":"","copyright":"","meta_data":{}}},{"text":"Here is a demo of picking a theme and changing the name and public name of your admin site:","type":"text"}]}]},"component":"rich_text"},{"_uid":"fbb12472-1186-4528-847e-829e0aba9c28","video":"https://www.youtube.com/watch?v=IdOCcK2FBB0","component":"video_section"}],"title":"Brand your team admin site","category":"a5c76385-940f-46db-8c4e-a0cfda52ca1c","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"brand-your-team-admin-site","full_slug":"articles/app1/teams-and-team-sett
1ings/brand-your-team-admin-site","sort_by_date":null,"position":-30,"tag_list":[],"is_startpage":false,"parent_id":321392624,"meta_data":null,"group_id":"233630d8-6388-4ed8-b179-0d10b371ddca","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Storage - export Signed documents to Sharepoint","created_at":"2023-06-13T10:14:10.198Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-12-14T08:54:36.927Z","id":323575636,"uuid":"aa12fbf7-a7af-48a0-9710-60ae5f004eee","content":{"seo":{"title":"Legalesign esignature integrates with Sharepoint.","plugin":"seo_metatags","description":"Automatically export your signed documents into a Sharepoint folder, and optionally delete the copy on our system too."},"_uid":"b9ba5f1e-fada-4491-b0d3-672f14de8b87","body":[{"_uid":"06ecc370-36f7-43ca-96d8-938b1430b3e8","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"This feature is deprecated. Use MS Power Automate to export your signed documents to Sharepoint. See the video on ","type":"text"},{"text":"how to save signed PDF documents in Sharepoint","type":"text","marks":[{"type":"link","attrs":{"href":"https://youtu.be/SOM5AL4Vc5Q?si=OX8ituhr_L512hDw","uuid":null,"anchor":null,"target":"_self","linktype":"url"}}]},{"text":".","type":"text"}]}]},"type":"warning","component":"highlight_text"},{"_uid":"4b97d701-ccb6-4887-a83e-5b0cd394c05c","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"Automatically export your signed documents into a Sharepoint folder, and optionally delete the copy on our system too. ","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"1. Access the organisation-level website ","type":"text"}]},{"type":"paragraph","content":[{"text":"First, go to the organisation-level website (marked ) along the top navigation. ","type":"text"},{"type":"image","attrs":{"id":null,"alt":null,"src":"https://s3.amazonaws.com/legalesign-cloudapp/items/2p0G1C233n3I1i2n0o0U/%5B94b3217b9619222aedc8b151239abc48%5D_Image+2018-10-30+at+10.26.03+am.png","title":null,"source":null,"copyright":null,"meta_data":{}}}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"2. Go to the Data export section ","type":"text"}]},{"type":"paragraph","content":[{"text":"In the organisation website click 'Data Export and Storage' in the left column, then \"Add New Sharepoint Storage\". ","type":"text"},{"type":"image","attrs":{"id":null,"alt":null,"src":"https://s3.amazonaws.com/legalesign-cloudapp/items/171j103i121E333Y0T1u/%5Ba4330b337e3d374396858870c6eecd64%5D_Image+2018-10-30+at+10.32.15+am.png","title":null,"source":null,"copyright":null,"meta_data":{}}},{"text":" Now you need to fill out your Sharepoint domain and access details, and how you want to name your files. Here is what the form looks like, we will go over each part in more detail below: ","type":"text"},{"type":"image","attrs":{"id":null,"alt":null,"src":"https://s3.amazonaws.com/legalesign-cloudapp/items/1X0I26161A2q020u0y3N/Image%202018-10-30%20at%2010.55.21%20am.png","title":null,"source":null,"copyright":null,"meta_data":{}}}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"3. Add Sharepoint Domain and Authentication","type":"text"}]},{"type":"paragraph","content":[{"text":"First click \"Live\" at the top of the form if you want to try and connect immediately. If the connection fails it will still store the details, and you can come back later. Don't forget to click \"Live\" to test the connection and ensure the transfers begin.","type":"text"}]},{"type":"paragraph","content":[{"text":"A 'quick and dirty' file export is to copy all your signed document to a dedicated email address - ","type":"text"},{"text":"CC copy all signed documents","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/emails/cc-copy-signed-documents/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":".","type":"text"}]},{"type":"paragraph","content":[{"text":"You need to add your sharepoint domain name, typically \"mybusiness.sharepoint.com\", then a user email and password who has access to the relevant sharepoint folder. You need to ensure two-factor auth is turned off for this user. ","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"4. File naming ","type":"text"}]},{"type":"paragraph","content":[{"text":"Use a naming convention for your sharepoint filename so you can find your documents in your sharepoint folder. By default the system will prepend the year,month,date and followed by the document name. But you can replace that by adding keywords to the input \"File naming: placeholders\". ","type":"text"}]},{"type":"paragraph","content":[{"text":"The keyword options are: ","type":"text"}]},{"type":"bullet_list","content":[{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"document_name ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"signer_lastnames ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"signer_emails ","type":"text"}]}]},{"type":"list_item","content":[{"type":"paragraph","content":[{"text":"AND, any label of ","type":"text"},{"text":"sender","type":"text","marks":[{"type":"bold"}]},{"text":" fields used in the document ","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"By using these keywords you customise the sharepoint file name to include signer names and/or emails, and value(s) you entered when sending out the document. If you use more than one keyword split the keywords with a comma. For example, you can add a required sender field labelled 'Reference' which is filled out when the document is sent. Add this to the File naming: placeholders input, and that value will go into the filename stored in your Sharepoint. ","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"5. Data retention option ","type":"text"}]},{"type":"paragraph","content":[{"text":"The last section of the form asks you whether your want to delete the file and/or record from our system. If you opt to remove the file and record, this erases almost all of the data, except you still have a record that something was signed at a point. ","type":"text"}]},{"type":"paragraph","content":[{"text":"By default the transfer to Sharepoint occurs 5 minutes after signing. If you opt to delete a file you may wish to extend this if you want users to download the file from the site, or to give signers more time to access the document. ","type":"text"}]},{"type":"heading","attrs":{"level":2}
1,"content":[{"text":"6. Connect and Finish ","type":"text"}]},{"type":"paragraph","content":[{"text":"When you press Save, Legalesign will attempt to connect to your Sharepoint. If if fails the system will tell you - your sharepoint details will still be saved but not 'Live'. If you cannot connect please contact support. If it does connect your Sharepoint folder will now include a text note that the connection occured. ","type":"text"}]},{"type":"paragraph","content":[{"text":"That's it, now all your signed files will be sent over to your own Sharepoint system soon after signing. ","type":"text"},{"type":"image","attrs":{"id":null,"alt":null,"src":"https://s3.amazonaws.com/legalesign-cloudapp/items/0m050q0C3u2r0x0c4715/%5B16ac199df56fa77a96f27e1d37eb724e%5D_Image+2018-10-30+at+11.15.03+am.png","title":null,"source":null,"copyright":null,"meta_data":{}}}]}]},"component":"rich_text"}],"title":"Storage - export Signed documents to Sharepoint","category":"6d08c3bf-fc0b-46a8-b920-d15a3343566b","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"storage-export-to-sharepoint","full_slug":"articles/app1/organisation-and-gdpr/storage-export-to-sharepoint","sort_by_date":null,"position":-30,"tag_list":[],"is_startpage":false,"parent_id":321391552,"meta_data":null,"group_id":"7e4dca8b-3fad-4550-a008-ac6acf509e34","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"I want to access a document I signed","created_at":"2023-06-13T10:14:02.286Z","published_at":"2024-02-21T15:27:45.000Z","updated_at":"2023-08-21T10:01:21.429Z","id":323575622,"uuid":"ee287d30-998a-4a87-ba1a-13d5c675307e","content":{"seo":{"title":"I want to access a document I e-signed - Legalesign","plugin":"seo_metatags","description":"If you e-signed a document and stored it with us you can access it again in future as follows. "},"_uid":"26a3a127-f169-4eee-9a68-9df04c456924","body":[{"_uid":"2ce0a876-e2ad-45d7-995b-dcc6f3bf4d0c","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"If you signed a document and stored it with us you can access it again in future as follows. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Login here: ","type":"text"}]},{"type":"paragraph","content":[{"text":"https://app1.legalesign.com/auth/login-sub/","type":"text","marks":[{"type":"link","attrs":{"href":"https://app1.legalesign.com/auth/login-sub/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"If you forget your password go here: ","type":"text"}]},{"type":"paragraph","content":[{"text":"https://app1.legalesign.com/auth/password-reset/","type":"text","marks":[{"type":"link","attrs":{"href":"https://app1.legalesign.com/auth/password-reset/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"After you login you will find your document either here: ","type":"text"}]},{"type":"paragraph","content":[{"text":"https://app1.legalesign.com/acc/docs/","type":"text","marks":[{"type":"link","attrs":{"href":"https://app1.legalesign.com/acc/docs/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"or here: ","type":"text"}]},{"type":"paragraph","content":[{"text":"https://app1.legalesign.com/acc/archive/","type":"text","marks":[{"type":"link","attrs":{"href":"https://app1.legalesign.com/acc/archive/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]}]}]},"component":"rich_text"}],"title":"I want to access a document I signed","category":"bd1380dc-637e-440d-aad2-7f9300f0799f","subtitle":"","component":"docs_post"},"slug":"i-want-to-access-a-document-i-signed","full_slug":"articles/app1/esign/i-want-to-access-a-document-i-signed","sort_by_date":null,"position":-30,"tag_list":[],"is_startpage":false,"parent_id":323426867,"meta_data":null,"group_id":"1d0fe797-2a1d-4a1d-8274-1d01077bf8a9","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"User Permissions Explained","created_at":"2023-06-13T10:14:34.602Z","published_at":"2024-12-03T10:59:54.209Z","updated_at":"2024-12-03T10:59:54.236Z","id":323575686,"uuid":"82be6a4b-f265-48ca-91f2-bfb78299d8f5","content":{"seo":{"title":"User Permissions on Legalesign Explained","plugin":"seo_metatags","de
1scription":"Set varying levels of permission for your users. There are 6 levels. Administrators can assign permissions to new users anytime; when they create a new user, and on the 'Settings' \u0026gt; 'Users' page wh"},"_uid":"e956c49a-b40f-4c14-a83b-46cba88090b1","body":[{"_uid":"f23f2edd-d877-47d6-ac27-9ccd87358c3a","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"When ","type":"text"},{"text":"adding users","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/users-and-user-permissions/manage-users/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":", set their permission level to restrict their access to wider Team assets (i.e. the Document Library and Archives). They can be changed retroactively.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":18885561,"alt":"","src":"https://a.storyblok.com/f/228585/800x406/3b830226e7/userpermissionsapp1.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"Only ","type":"text"},{"text":"Admin","type":"text","marks":[{"type":"bold"}]},{"text":" users can set permissions. There are 6 levels.","type":"text"}]},{"type":"paragraph","content":[{"text":"If you have a network of sales agents, for example, you might wish for each of them to be ","type":"text"},{"text":"Individual Users","type":"text","marks":[{"type":"bold"}]},{"text":", but your staff at HQ may be ","type":"text"},{"text":"Team Users","type":"text","marks":[{"type":"bold"}]},{"text":" so they can see all of those agents' activity.","type":"text"}]},{"type":"paragraph","content":[{"text":"Admin","type":"text","marks":[{"type":"bold"}]},{"text":" users have complete access to everything.","type":"text"}]},{"type":"paragraph","content":[{"text":"A ","type":"text"},{"text":"Team User","type":"text","marks":[{"type":"bold"}]},{"text":" is allowed to view all sent documents within the team. There are three types of Team User.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17276832,"alt":"","src":"https://a.storyblok.com/f/228585/1107x265/54ac3684e3/image-2.png","title":"","source":"","copyright":"","meta_data":{}}},{"text":"An ","type":"text"},{"text":"Individual User","type":"text","marks":[{"type":"bold"}]},{"text":" can only see their own sent documents. There are two types of Individual User.","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17276834,"alt":"","src":"https://a.storyblok.com/f/228585/1107x213/a6b869a478/image-3.png","title":"","source":"","copyright":"","meta_data":{}}},{"text":"This function is only available on Business+, Enterprise and API plans.","type":"text"},{"type":"hard_break"},{"type":"hard_break"},{"text":"View Plans \u0026 Pricing. ","type":"text","marks":[{"type":"link","attrs":{"href":"/pricing","uuid":"4dd09c14-5708-438b-a1d9-ccd7cfcc199a","anchor":null,"target":"_blank","linktype":"story"}}]},{"type":"hard_break"},{"type":"hard_break"}]}]},"component":"rich_text"}],"title":"User Permissions Explained","category":"9e034cec-28ec-4183-90c1-e0405bb4db56","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"user-permissions-explained","full_slug":"articles/app1/users-and-user-permissions/user-permissions-explained","sort_by_date":null,"position":-10,"tag_list":[],"is_startpage":false,"parent_id":321392789,"meta_data":null,"group_id":"9ec9af2f-d6e1-44d1-bbd9-5fa474a2a5a1","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"PDF distribution explained","created_at":"2023-06-13T10:14:17.605Z","published_at":"2024-10-01T15:37:19.211Z","updated_at":"2024-10-01T15:37:19.244Z","id":323575655,"uuid":"c9d3b377-b151-4dd8-a19b-44a0e3a9d2dc","content":{"seo":{"title":"Team networks \u0026 PDF distribution explained - Legalesign Esignature","plugin":"seo_metatags","description":"A Legalesign Esignature help article about: Team networks and PDF distribution explained "},"_uid":"856b7636-7d6d-4e43-a009-4504a3364132","body":[{"_uid":"f7d6b9c4-54a9-438b-ab8d-459ce6d2e6e7","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"To distribute a document from a team to another, ensure you have Admin permissions. This feature is particularly useful when you have a person in charge of creating documents that then need to be supplied in separate groups.","type":"text"}]},{"type":"paragraph","content":[{"text":"Please note an Admin user can distribute documents only in groups they are a member of.","type":"text"}]},{"type":"paragraph","content":[{"text":"Access ","type":"text"},{"text":"Docs \u003e Document functions \u003e Distribute PDF Document","type":"text","marks":[{"type":"bold"}]},{"text":" section of the sourcing team (the one feeding the documents). Select the document you want to distribute, followed by the team which will receive it, add a new name and press ","type":"text"},{"text":"Distribute","type":"text","marks":[{"type":"bold"}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"For information on how to merge two PDF documents together, see ","type":"text"},{"text":"here","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/pdf-documents/how-to-merge-pdfs-into-a-single-document/","uuid":null,"anchor":null,"target":null,"linktype":"url"}}]},{"text":". ","type":"text"}]},{"type":"paragraph","content":[{"text":"Here is a short gif that shows you how to use this functionality:","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17506039,"alt":"","src":"https://a.storyblok.com/f/228585/800x373/a403e0761d/distributedoc.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"}],"title":"PDF distribution explained","category":"a5c76385-940f-46db-8c4e-a0cfda52ca1c","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"pdf-distribution-explained","full_slug":"articles/app1/teams-and-team-sett
1ings/pdf-distribution-explained","sort_by_date":null,"position":-10,"tag_list":[],"is_startpage":false,"parent_id":321392624,"meta_data":null,"group_id":"2c96d8a3-16a5-4183-8d3c-c3e080b592e0","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"GDRP - Stop processing a data subject","created_at":"2023-06-13T10:14:00.859Z","published_at":"2025-04-23T08:52:27.023Z","updated_at":"2025-04-23T08:52:27.043Z","id":323575619,"uuid":"d881b129-5368-4659-93db-206b9e6d9ec9","content":{"seo":{"title":"GDRP - stop processing a data subject - Legalesign Esignature","plugin":"seo_metatags","description":"If someone asks you to stop processing their data then you can immediately enforce it using this method. If you add an email to your stop processing list then this will prevent any of your team users from being able to use that person as a signer or approver, through the standard send page, or through bulk-send. "},"_uid":"7ddb5ec0-e7f7-4ca9-8084-fd350bd3e092","body":[{"_uid":"0a52d12c-0475-4999-bde4-648f58af224c","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"If someone asks you to stop processing their data for esignature then you can immediately enforce it using this method. ","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":21949088,"alt":"","src":"https://a.storyblok.com/f/228585/800x383/f870f18c4b/app1stopprocessing.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"If you add an email to your stop processing list then this will stop any of your team users from being able to use that person as a signer or approver, through the standard esign send page, or through bulk-send. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Access the organisation website, through the link in the main navigation. Go to the section called \"Stop Processing\". There is a simple form where you can enter someone's email address. Once Saved to the list no one in your teams will be able to use that email.","type":"text"}]}]},"component":"rich_text"}],"title":"GDPR - Stop processing a data subject","category":"6d08c3bf-fc0b-46a8-b920-d15a3343566b","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"gdrp-stop-processing-a-data-subject","full_slug":"articles/app1/organisation-and-gdpr/gdrp-stop-processing-a-data-subject","sort_by_date":null,"position":-10,"tag_list":[],"is_startpage":false,"parent_id":321391552,"meta_data":null,"group_id":"444e0ea8-662c-44ee-9920-856d1a03f1a4","first_published_at":"2023-08-04T08:47:18.097Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null},{"name":"Change Signer","created_at":"2023-05-21T22:45:22.688Z","published_at":"2025-03-13T17:26:44.279Z","updated_at":"2025-03-13T17:26:44.307Z","id":310687072,"uuid":"75a7aa55-3c88-414d-9ebd-1f0db0752b4f","content":{"seo":{"_uid":"ef9b9e86-dadf-497d-95b2-6a6ac9011b77","title":"Change Signer","plugin":"seo_metatags","og_image":"","og_title":"","description":"An article on how to change the signer on Legalesign eSignature software.","twitter_image":"","twitter_title":"","og_description":"","twitter_description":""},"_uid":"6e3b5820-0284-4928-968c-b9c4ea87f704","body":[{"_uid":"020ef0ce-fffd-406e-b416-0cd7a112665c","text":{"type":"doc","content":[{"type":"paragraph","content":[{"text":"If a Party's contact details need amending, there's no need to re-send, just edit. From the ","type":"text"},{"text":"Dashboard","type":"text","marks":[{"type":"bold"}]},{"text":", click on the Party's name and from the drop-down menu that appears select '","type":"text"},{"text":"Change Signer Details","type":"text","marks":[{"type":"bold"}]},{"text":"'","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":17670938,"alt":"","src":"https://a.storyblok.com/f/228585/800x446/4296ea62b3/changesignerdetailsapp1.gif","title":"","source":"","copyright":"","meta_data":{}}}]},{"type":"paragraph","content":[{"text":"Use the ","type":"text"},{"text":"advanced search options","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/documents-sent-for-esignature/searching-sent-documents/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":" to find Parties quickly.","type":"text"}]},{"type":"paragraph","content":[{"text":"You'll be redirected to a page where you can enter the correct details for your signer (see below). If needed, include a personal message.","type":"text"}]},{"type":"paragraph","content":[{"text":"The recipient can also reassign the document using the '","type":"text"},{"text":"Change Signer","type":"text","marks":[{"type":"bold"}]},{"text":"' link in the top-right corner of the notification email","type":"text"}]},{"type":"paragraph","content":[{"text":"Enable, or disable, this ","type":"text"},{"text":"Email Option in the Signer Experience settings ","type":"text","marks":[{"type":"link","attrs":{"href":"https://legalesign.com/articles/app1/emails/can-a-signer-forward-the-document-to-someone-else-/","uuid":null,"anchor":null,"target":"_blank","linktype":"url"}}]},{"text":"(see below).","type":"text"}]},{"type":"paragraph","content":[{"type":"image","attrs":{"id":18234675,"alt":"","src":"https://a.storyblok.com/f/228585/800x396/060a9f8f8f/reassignsignerapp1.gif","title":"","source":"","copyright":"","meta_data":{}}}]}]},"component":"rich_text"}],"title":"Change Signer","category":"dafcda74-156f-4e0d-b733-50939a7880bc","subtitle":"","component":"docs_post","seo_index":"true"},"slug":"change-signer","full_slug":"articles/app1/documents-sent-for-esignature/change-signer","sort_by_date":null,"position":-10,"tag_list":[],"is_startpage":false,"parent_id":310687070,"meta_data":null,"group_id":"3a4fde75-eddc-42c1-b4f2-bdca6e48ec55","first_published_at":"2023-05-21T22:39:53.774Z","release_id":null,"lang":"default","path":null,"alternates":[],"default_full_slug":null,"translated_slugs":null}],"navigation":[{"title":"Account Information","href":"/articles/app1/account-information/","links":[{"title":"How to Generate Reports","href":"/articles/app1/account-information/how-to-generate-reports/"},{"title":"Payment FAQ","href":"/articles/app1/account-information/payment-faq/"},{"title":"Manage Billing Information and Download Invoices","href":"/articles/app1/account-information/manage-billing/"},{"title":"Where Are Documents Sent to Me or Signed by Me?","href":"/articles/app1/account-information/how-do-i-find-documents-sent-to-me-or-signed-by-me/"},{"title":"How do I Export Signer and Field Information to Excel?","href":"/articles/app1/account-information/how-do-i-export-signer-and-field-information-to-ex/"},{"title":"How to cancel or terminate an account","href":"/articles/app1/account-information/how-to-cancel/"},{"title":"How to sign up for a plan, or change a plan","href":"/articles/app1/account-information/sign-up-for-a-plan-or-change-a-plan/"},{"title":"What are the terms and conditions?","href":"/articles/app1/account-information/what-are-the-terms-and-conditions/"}]},{"title":"Documents Sent For eSignature","href":"/articles/app1/documents-sent-for-esignature/","links":[{"title":"How to select a signer after sending","href":"/articles/app1/documents-sent-for-esignature/how-to-select-a-signer-after-sending/"},{"title":"Reset a Party's Fields","href":"/articles/app1/documents-sent-for-esignature/reset-party/"},{"title":"Batch Documents Together","href":"/articles/app1/documents-sent-for-esignature/batching-documents/"},{"title":"Defining Party-Approvers","href":"/articles/app1/documents-sent-for-esignature/party-approver/"},{"title":"Approvers on Legalesign","href":"/articles/app1/documents-sent-for-esignature/approver/"},{"title":"Skipping a Party","href":"/articles/app1/documents-sent-for-esignature/skip-party/"},{"title":"Two-Factor Authentication Settings for eWitnessing","href":"/articles/app1/documents-sent-for-esignature/2FA-signing/"},{"title":"Get a deed signed and eWitnessed for HM Land Registry","href":"/articles/app1/documents-sent-for-esignature/eWitnessing-deed-HM-Land-Registry/"},{"title":"Default and custom timezones","href":"/articles/app1/documents-sent-for-esignature/default-and-custom-timezones-in-Legalesign/"},{"title":"How to add expiry dates for 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multiple documents to the same person","href":"/articles/app1/documents-sent-for-esignature/how-to-send-multiple-documents-to-the-same-person/"},{"title":"How to delete automated reminders without deleting the document","href":"/articles/app1/documents-sent-for-esignature/how-to-delete-pre-saved-reminders-without-deleting/"},{"title":"One-click bulk send PDF for mass signing","href":"/articles/app1/documents-sent-for-esignature/one-click-bulk-send-pdf-for-multiple-signers/"},{"title":"How to search sent documents","href":"/articles/app1/documents-sent-for-esignature/searching-sent-documents/"}
1,{"title":"How to set passwords for contracts","href":"/articles/app1/documents-sent-for-esignature/passwords-for-contracts/"},{"title":"Change email text","href":"/articles/app1/documents-sent-for-esignature/change-email-text/"},{"title":"How to archive all signed or rejected documents","href":"/articles/app1/documents-sent-for-esignature/how-can-i-remove-all-completed-documents-from-the-/"},{"title":"Agreement Statements","href":"/articles/app1/documents-sent-for-esignature/how-to-change-agreement-statements/"},{"title":"Where is my document? I have lost my document","href":"/articles/app1/documents-sent-for-esignature/lost-document/"},{"title":"Change Signer","href":"/articles/app1/documents-sent-for-esignature/change-signer/"}]},{"title":"Emails","href":"/articles/app1/emails/","links":[{"title":"Design Emails with Branding","href":"/articles/app1/emails/email-branding/"},{"title":"Device Lock","href":"/articles/app1/emails/device-lock/"},{"title":"How to exclude signers on the send page","href":"/articles/app1/emails/exclude-signers-on-send-page/"},{"title":"What to do if an email bounces with a spam warning","href":"/articles/app1/emails/what-do-spam-bounce/"},{"title":"CC email a copy of all signed documents","href":"/articles/app1/emails/cc-copy-signed-documents/"},{"title":"What to do if an email fails to reach a recipient","href":"/articles/app1/emails/what-to-do-if-an-email-fails-to-reach-a-recipient/"},{"title":"Can the signer be sent a draft copy of the document to review?","href":"/articles/app1/emails/can-the-signer-be-sent-a-draft-copy-of-the-documen/"},{"title":"Can a signer forward the document to someone else to sign","href":"/articles/app1/emails/can-a-signer-forward-the-document-to-someone-else-/"},{"title":"How to add static email attachments to notification emails","href":"/articles/app1/emails/how-to-add-static-email-attachments-to-notificatio/"},{"title":"Set emails to go to signers sequentially, or at the same time","href":"/articles/app1/emails/document-not-be-emailed-to-both-signers-set-signin/"},{"title":"Set a default personal message when sending documents","href":"/articles/app1/emails/set-a-default-personal-message-when-sending-docume/"},{"title":"Send a Reminder (or New Link) To a Participant","href":"/articles/app1/emails/send-a-reminder-to-a-signer/"},{"title":"How to change email subject lines","href":"/articles/app1/emails/how-to-change-email-subject-lines/"},{"title":"Receive signed documents by email","href":"/articles/app1/emails/receive-signed-documents-by-email/"},{"title":"Email Placeholders","href":"/articles/app1/emails/email-placeholders/"},{"title":"Set the notification emails when a document is signed (including attachments)","href":"/articles/app1/emails/turn-onoff-notification-emails-to-signerssender-wh/"}]},{"title":"eSigning","href":"/articles/app1/esign/","links":[{"title":"How to use Sign \u0026 Return","href":"/articles/app1/esign/how-to-use-sign-return/"},{"title":"Include Party Details with Signature","href":"/articles/app1/esign/signature-detail/"},{"title":"How to add custom text on the download page","href":"/articles/app1/esign/how-to-add-download-page-text/"},{"title":"Restrict the Signature Format","href":"/articles/app1/esign/restrict-sign-form/"},{"title":"The signing process - talking a signer through it","href":"/articles/app1/esign/the-signing-process-talking-a-signer-through-it/"},{"title":"Signer says they cannot access the signing page - Link Expired","href":"/articles/app1/esign/signer-says-they-cannot-access-the-signing-page-li/"},{"title":"What to do if a signer says they can't complete the document","href":"/articles/app1/esign/signer-says-heshe-cant-complete-the-document-/"},{"title":"Embed a document in a website","href":"/articles/app1/esign/embed-a-document-in-a-website/"},{"title":"How can I remove the QR code and audit log","href":"/articles/app1/esign/can-i-remove-the-qr-code-legalesign-validation-and/"},{"title":"How to apply different languages for signers","href":"/articles/app1/esign/signer-language-information/"},{"title":"Where to download a signed document","href":"/articles/app1/esign/where-to-download-a-signed-document/"},{"title":"Signer says they have signed, but the dashboard shows they have not","href":"/articles/app1/esign/signer-says-heshe-has-signed-but-the-dashboard-sho/"},{"title":"Is it possible to add hints or tips for the signer","href":"/articles/app1/esign/is-it-possible-to-add-hinttips-for-the-signer/"},{"title":"Change the length of time a document link is accessible","href":"/articles/app1/esign/change-the-length-of-time-a-document-link-is-acces/"},{"title":"Personal email and login email conflict","href":"/articles/app1/esign/personal-email-and-login-email-conflict/"},{"title":"I want to access a document I signed","href":"/articles/app1/esign/i-want-to-access-a-document-i-signed/"}]},{"title":"eSignature API","href":"/articles/app1/esignature-api/","links":[{"title":"Get Verified for API A
1ccess","href":"/articles/app1/esignature-api/API-verification/"},{"title":"API Quickstart with the C# SDK","href":"/articles/app1/esignature-api/SDK-quickstart/"},{"title":"API quickstart with the Ruby SDK","href":"/articles/app1/esignature-api/ruby-sdk-quickstart/"},{"title":"API quickstart with the PHP SDK","href":"/articles/app1/esignature-api/php-sdk-quickstart/"},{"title":"API quickstart with the Python SDK","href":"/articles/app1/esignature-api/esignature-api-python-sdk-quickstart/"},{"title":"How to verify callback data","href":"/articles/app1/esignature-api/verify-callback-data/"},{"title":"Esignature API Documentation","href":"/articles/app1/esignature-api/api-documentation/"},{"title":"Using html/text in the API","href":"/articles/app1/esignature-api/using-htmltext-in-the-api/"},{"title":"How to obtain your API Key","href":"/articles/app1/esignature-api/how-to-obtain-your-api-key/"},{"title":"How do I set up development and production environments?","href":"/articles/app1/esignature-api/how-do-i-set-up-development-and-production-environ/"},{"title":"Callbacks on the API v.1","href":"/articles/app1/esignature-api/callbacks-on-the-api-v1/"}]},{"title":"Organisation and GDPR","href":"/articles/app1/organisation-and-gdpr/","links":[{"title":"Single Sign On (SSO) with Okta","href":"/articles/app1/organisation-and-gdpr/sso-with-okta/"},{"title":"Single Sign On (SSO) with Google","href":"/articles/app1/organisation-and-gdpr/sso-with-google/"},{"title":"Single Single On (SSO) with Azure","href":"/articles/app1/organisation-and-gdpr/sso-with-azure/"},{"title":"GDPR - How to set data retention","href":"/articles/app1/organisation-and-gdpr/gdpr-how-to-set-data-retention/"},{"title":"What is my 'Organisation'","href":"/articles/app1/organisation-and-gdpr/what-is-my-organisation/"},{"title":"GDPR - Permanently delete a document","href":"/articles/app1/organisation-and-gdpr/gdpr-delete-a-signerdata-subject/"},{"title":"Storage - export Signed documents to Sharepoint","href":"/articles/app1/organisation-and-gdpr/storage-export-to-sharepoint/"},{"title":"GDPR - Stop processing a data subject","href":"/articles/app1/organisation-and-gdpr/gdrp-stop-processing-a-data-subject/"}]},{"title":"PDF Documents","href":"/articles/app1/pdf-documents/","links":[{"title":"How to prepare a Template","href":"/articles/app1/pdf-documents/how-to-prepare-a-template/"},{"title":"How to download a blank version of your Template","href":"/articles/app1/pdf-documents/how-to-download-a-blank-version-of-your-template/"},{"title":"Document Library \u0026 Template Storage","href":"/articles/app1/pdf-documents/Document-Library/"},{"title":"Duplicate Fields on the xEdit Page","href":"/articles/app1/pdf-documents/duplicate-field/"},{"title":"Combine PDFs by Appending them","href":"/articles/app1/pdf-documents/append-pdf/"},{"title":"Copy PDF Fields","href":"/articles/app1/pdf-documents/copy-pdf-fields/"},{"title":"How to 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