Setting up Document Signer Certificate

Certificates are designed for the automatic signing and authentication of documents to authenticate documents/information attributed to the organization by using a server-based Digital Signature. Leegality enables the use of these to automate the document flow. 

Setting  up a document signer certificate in the Leegality Dashboard:

Step 1: Click on the “Account” option, go into the ‘Settings’ tab, and click on the ‘eSignature & Seal’.

Step 2: Click on “Setup” under “Document Signer”.

Note : DocSigner can be stored on a client-server or Leegality Server.

Setting up Document Signer on “My Server”

Enter the “Esign Name”, choose “My Server” and provide the “Profile Access URL”.

OR

Enable automated esigning by toggling on “Enable Automated Esigning” and set the password.

Setting up Document Signer on “Leegality Server”

Enter the “Esign Name”, choose “Leegality Server” and “Upload the .pfx file” by setting up the password.

OR

Enable automated esigning by toggling on “Enable Automated Esigning” and set the password after performing the steps above.

Note: The configured emails will receive reminder notifications as the certificate nears expiry and an expiry notification upon expiration.

Note: Leegality will be logging the Client Public IP from which the Document Request was created - for both Dashboard and API use cases in the Audit Trail for Doc Signer.

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