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

This functionality allows configuring signature coordinates (placement) on a document that is being sent for signing.


Steps for setting custom coordinates


Step 1: Create a new document and configure the invitee(s).


Step 2: Once reach the “finalize” page after configuring the invitee(s), set the signature coordinates by clicking on “custom coordinates” which will change the cursor iinto the Leegality logo when hovered on the document.



Step 3: Click on the required place where the signature has to be taken on the document.



The sender has placed 3 custom coordinates by clicking on the desired location on the document

Step 4: Select which signature belongs to which signer by selecting the desired signer from the dropdown in the signature box



Step 5: If the signature has to be placed at the same position across all pages of the document, press “All” option as shown in the screenshot below.


Step 6: In case, custom coordinates have to be deleted that have been configured, simply click on the “Clear Coordinates” Button.



Step 7: Once signature coordinates are configured, click on the “Send” button to send the documents to the configured invitee(s).

Note: “In case any of the invitees do not have “Custom Coordinates” configured, Leegality will automatically place their signatures on the “Bottom-Left corner” (default placement) of every page.”

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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