Completing an Invitation to eSign

Completing an Invitation to eSign

Finalize

Once you have configured the invitee settings, click on the blue “Next” button. This takes you to the final step of the invitation journey- “Finalize”.
In case a stamp paper was attached it will appear as the first page of the document.

Set Signature Coordinates

By default, the signatures are configured to appear on the bottom left of every page of your document.
You can set
custom coordinates for your signatures by clicking on the additional options button on the top right and clicking on the custom coordinates button in the dropdown.


    1. Click anywhere on the document to drop a placeholder for the signature. Each placeholder box will also contain a drop-down menu for you to specify the party to which that placeholder pertains.
    2. By clicking on the drop-down menu  , you can choose to replicate the position of the placeholder on the same position on each page by clicking on ‘All, or on “odd” or “even” pages After finalizing the placeholders click on the “Send” button.
      Note: Place holders can be deleted by clicking on the cross button either for all pages or a single page. This is only when the placeholders have been copied using the above dropdown
      Any of the copied placeholders can be moved without affecting others
    3. The placeholder size can be increased or decreased as per requirement by simply dragging from its edges 


A raw copy of the document (with stamp paper if attached) can be downloaded from the drop-down.

Send

After clicking the “Send” button your invitations to eSign will be sent to the parties at the relevant contact details configured by you. You, as the user will be taken to the “Sent” Screen.


            The sent screen, as shown above, is divided into 3 sections:
      1. The first section contains the sent document which can again be downloaded in its raw form.
      2. The second section contains information pertaining to the document in the Leegality dashboard i.e. Document ID, Document Name, Last activity performed on the document, Status of the document.
        This section also contains the invitee summary. Each box contains the configured information for each invitee and the status of the invite.
        1. The 'actions' drop-down allows you to:-
          1.  ‘edit’ the invitation at an invitee and document level
          2. view attachments sent along with the invitation.
          3. complete the document artificially. This is possible when pending invitations have
            1. expired
            2. been rejected by the invitee
            3. been deleted by the sender.
          4. delete the document, which deactivates the signing link for any pending signatures.
        2. In case there is a self-sign invite it can be signed form the sent page itself by clicking on the sign button and following the relevant signature flow.
        3. Resend Notification button is to resend a signing link notification to the configured contact parameter.
        4. Clicking on the detail button gives you invite specific information and also contains the signing link to the document which can be sent to the invitee artificially.

        5. Activate button allows you to bypass the signing order and activates the signing link for the party which is not in line to receive the signing order.
      3. The third section provides real-time updates with regard to the invitation containing events in invitation life-cycle with time stamps.
The above ‘Sent screen’ can also be accessed by double-clicking on the document in the ‘Sent’ folder by double-clicking on the document. 

Video on the completing an eSign invitation here
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