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With Legl Workflows, you can request an eSignature from your clients as a standalone step or as part of a complete onboarding process alongside KYC checks.
In this article, we will cover:
Watch the training video to see how you can add a document signing step to your workflows.
Creating a New Workflow for eSignatures
To include a document for signing in your workflows, you can either edit an existing
workflow or create a new one.
Steps to Create a Workflow:
Navigate to Engage > Workflows and click Create new Workflow.
Select Request Signature(s)
Label your workflow and add a description for internal reference.
Add a message for your client(s) to explain the required actions and provide context.
This helps speed up response times and reduces the need for back-and-forth emails.
Adding a "Request a Signature" Step
Click Add step to select the first step in your workflow.
Choose Request a signature.
Add:
Step name
Description
Document name
This ensures your clients understand the document’s purpose and what actions are required.
Click Add to workflow to finalise.
Once you’ve completed all the required information, click Add to workflow.
Sending a Workflow with an eSignature Request
To request an eSignature from your client(s):
Go to Engage > Individuals and click Send Engage Request.
Enter your client’s contact details.
(Optional) Add a matter reference and assign a team member to review results.
Select a workflow that includes a Request a signature step.
Upload and tag the document:
Drag & drop or upload from your computer.
Click Tag document to select where signatures are required.
Add multiple signers if needed.
Define required signature areas:
Choose Signature and/or Initials.
Add Auto-fill fields (e.g., date signed, signer’s name).
Mark fields as required if necessary.
Click Next to review, then Create.
To send the request, click Send email.
Select the area of your document where you need your client(s) to sign. For eSignatures, you can select either Signature and/or Initials. You can also add Auto-fill fields to capture information automatically, such as the date the document was signed, or the name of the person signing the document.
How eSignatures appears to your client(s)
Clients receive an email with a link to the workflow.
They review the document and sign from any device (smartphone, tablet, or desktop).
Clients are guided to the required signature fields.
After signing, they receive a PDF copy of the signed document via email.
Once they have read the document, your client(s) will be guided to where they are required to sign. Your client(s) can sign from their preferred device, including smartphones, tablets or desktop computers.
Once they have completed the requested actions and submitted all information, your client(s) will receive a signed PDF copy of the document via email.
Viewing Signed Documents in Legl Dashboard
Track the status of the Engage request in your Engage dashboard.
For workflows with a signature step, you can:
See if the document has been signed.
Download a copy of the signed document.
View a preview of the signed document.
The signed document includes:
Date and timestamp of signing.
A detailed audit trail on the final page, showing when it was signed and viewed.
You will be able to see the date and timestamp for when the document was signed within the workflow step.
The signed document also contains a comprehensive audit trail, including information on when the document was signed and viewed, on the final page of the PDF.