Learn how to send an e-signature request to your clients using a workflow that includes a Request a signature step.
Overview
You can request an e-signature from your clients as a standalone step or as part of a complete onboarding process alongside KYC checks. Once you have a workflow that includes a Request a signature step, you send it to your client with the document to be signed.
Before you start
You need access to the Engage area of Legl.
You need a workflow that includes a Request a signature step.
You need the document you want your client to sign, ready to upload, unless it is already stored on the workflow.
How to send an e-signature request to your client
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 the document by dragging and dropping it, or uploading from your computer.
Click Tag document to select where signatures are required.
Add multiple signers if needed. See How to add multiple signers below for the full steps.
Define the required signature areas. You can choose Signature and/or Initials, and add Auto-fill fields such as the date signed or the signer's name. Mark fields as required if necessary.
Click Next to review your request, then click Create.
Click Send email to send the request to your client.
How to add multiple signers
You can add more than one signer to a document, and each signer completes their fields in turn.
In the Document signers modal, click Add another signer.
Enter each signer's first name, last name, and email address, then click Continue.
When the document opens in the editor, drag and drop the first signer's fields, such as Signature, Initials, or Date signed.
Use the Signer selector in the top left to switch to the next signer, then add their fields. Each signer's fields are colour-coded so you can see at a glance who each field belongs to.
Repeat for as many signers as required, then click Agree and send.
If you need to reassign a field to a different signer, select the field and change the Assigned to option in the field settings panel.
How signing works with multiple signers
Signing happens in sequence. When the first signer completes their signature, Legl automatically sends an email to the next signer, and so on until every signer has completed the document.
What happens next
Your client receives an email with a link to complete the workflow. They will be guided to the signature fields you tagged and can sign from any device, including smartphones, tablets, and desktop computers. Once they have signed, they receive a PDF copy of the signed document via email.
You can track the status of the request in your Engage dashboard and download a copy of the signed document once it has been completed.
Important information
Auto-fill fields allow you to capture information automatically, such as the date signed or the signer's name
You can include multiple signers on a single document
You can include more than one document in a single signing step, up to a maximum of 40 documents
Each document can be up to 25MB, and a single signing step cannot exceed 500 pages or 40MB in total