Online Signatures

• When sending an email a new ‘Online Signature’ option is available
• This option is only available if Online Signatures have been enabled on the database

• If any recipients do not have a forename or surname, the email address will be blanked, and a warning given to the user.

• To preview the document as a merged pdf document, click edit first, and select ‘Preview as PDF’

• The ‘Also Sign’ option has a ‘Preview’ button where you can see the ‘Also Sign’ attachment after it has been merged and converted to a pdf

When sending, the following is checked, and the user is prevented from continuing

• There is at least one merged recipient with an email address
• All attachments contain at least one signature merge field
• All merge fields are valid

The ‘Online Signature Preferences’ window appears, which allows users to select the Group (Groups are configured for your particularly legalesign account), and any personal message you wish to appear in the body of the email that legalesign sends. Additional people (candidates, contacts, or colleagues) can be added/removed in the Online Signature Preferences window at the time of sending -

• When candidates and contacts are added, the email used is the ‘send as default’ email address
• When colleagues are added the email used is from their User Administration- ‘Email’ field
• The ‘edit’ button can be used to edit the email address shown. Changes are not saved to the database and are only applied for this send
• The ‘advanced’ button can be used to view all email addresses available on the record and change accordingly by ticking the ‘to’ column, as per standard Comms Centre functionality

The people added must be assigned the required ‘Type’

When the document is sent to Legalesign the system will assume the ‘signer’ number as per the order of the grid. E.g. the first record in the grid set as a type ‘signer’ will be ‘signer 2’. It is imperative that ‘signers’ are in the correct order that corresponds to the numbered text tags in the Infinity Online Signature template

For further information including setting up multiple signers see Text Tags - Legalesign Esignature

Note: There is a known issue documented by Legalesign. If a ‘standard approver’ is added, the document must contain a signer tag for them (even though they do not need to sign). This will be removed from the document by Legalesign before it is sent

An event is logged when the document is sent to legalesign

Legalesign templates sent from Infinity pick up the default Legalesign automatic reminder schedules.

Legalesign limits documents to 100/hour, via a soft throttle. If you wish to send more than this, please contact legalesign.

When the status of a document is changed, it’s automatically logged

Every 4 hours the status of documents is checked, and the latest status is logged against the page the merge was sent from.

The name of the template is also logged in the event details as well as the status

If you require further assistance please contact Voyager on :

Visit our website for future events and clinics www.voyagersoftware.com

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