Learn how to create a workflow that includes an e-signature step, upload and tag your document, and send the request to your clients.
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. To do this, you create a workflow that includes a "Request a signature" step, then send it to your client with the document attached.
Before you start
You need access to the Engage area of Legl
You need the document you want your client to sign, ready to upload
Only Administrators can edit workflows in Legl.
How to create a workflow with an e-signature step
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 clients to explain the required actions and provide context. This helps speed up response times and reduces the need for back-and-forth emails.
Click Add step to select the first step in your workflow.
Choose Request a signature.
Add a step name, description, and document name. This ensures your clients understand the purpose of the document and what actions are required.
Click Add to workflow to finalise.
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.
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.
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
You can add an e-signature step to an existing workflow by editing it, rather than creating a new one
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