Consumption History for Esigns
This feature will help in fetching the detailed and comprehensive ledger of all Esign transactions. Further, there are several configurations that allow you to get filtered data for your requirements.
“Esign Consumption history” can be viewed or downloaded from the “wallet” section under “account”
Esigns consumption for the account can be viewed or downloaded on the basis of date range and transaction type ( credit, debit, reserve, release).
Credit: When Esign credits are purchased it reflects under “credit” with the date on which esign credits were added.
Reserve: When an invitation for eSign is created, the applicable amount is deducted from the account and kept on hold under “reserve”
Debit: When a document is signed, esign credits that are in reserve get released and debited from the account.
Release: If the invitation is signed, then the esign credits will be released and debited. Also if the document is not signed, within the expiry time set, the Esigns credit will be released and credited back to the account.
Click on the “download” icon to get an excel report of the consumption history of Esigns
Note: Remark in the excel report will have the details for Esign deduction or on hold or refunded
Consumption History of Stamps
This table helps you in fetching a comprehensive ledger of all stamps transactions. Further, there are several configurations options that allow specifying the data. “Stamps Consumption history” can be viewed or downloaded from the “wallet” section ...
The option “Purchase History” helps in viewing the record of all purchases made for your Leegality organization. In this tab, purchase history for Esigns credits and Stamps can be viewed respectively. Steps to reach the Purchase history tab Click on ...
Low Balance Notification Threshold
The option “Low Balance Notification Threshold” helps in setting up the low balance threshold percentage for Esign and Stamp paper in the account. Steps to reach Low Balance Notification Threshold Click on the “Account” option then go into the ...
Before you proceed with this Knowledge Base, an important point to note – several of the processes and steps here can be fully automated and integrated within your own application through our APIs (docs.leegality.com). Therefore, if you are ...
Deleting an active document
Leegality allows a user to delete an active document i.e. Active document(s) are those that have active sign/reviewer invitations from the dashboard. Deleting an active document (that has pending invitees) will revoke the invitee’s access to their ...