Understand the experience your clients go through when they receive and complete an e-signature request sent via a Legl workflow.
Overview
When you send an e-signature request through Legl, your client receives an email guiding them through the signing process. They can complete it from any device, and both you and your client receive a copy of the signed document once it is done.
What triggers this
The process starts when you send an Engage workflow that includes a "Request a signature" step. Your client receives an email with a link to the workflow.
How this works
Your client receives an email with a link to the workflow you sent.
They open the link and are presented with the document that needs to be signed.
They are guided to the fields where their signature, initials, or other information is required.
They can sign using their preferred device, including smartphones, tablets, or desktop computers.
Once they complete all required fields and submit, the signed document is generated.
What you will see
Once your client has signed, both of you will see the following:
Your client receives a signed PDF copy of the document via email
The Engage request in your dashboard updates to reflect that the signature step is complete
You can view and download the signed document from the Engage dashboard
Important information
Clients can sign from any device, including smartphones, tablets, and desktop computers
Clients are guided directly to the fields that require their action, so they do not need to search through the document
The signed document includes a comprehensive audit trail on the final page, showing when the document was viewed and signed