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ONBOARDING
DOCUMENT EDITOR
TEMPLATE AUTOMATION
- Select
- Table
- Text
- Image
- Link
- Text Input
- Money
- Date
- Button
- Clauses
- Header & Footer
- Calculation
- Title
- Question
- Switcher
- Page Number
- QR Code
- Footnotes and Endnotes
- Rich Text
- Template Sections
- Element Group
- Table of Contents
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- Conditions Overview
- Condition To Months-in-date
- Condition To Currency-in-money
- Condition To Question
- Condition To Button Elements
- Condition To Day-in-date
- Condition To Years-in-date
- Condition To Select
- Condition To Amount-in-money
- Condition To Text Input
- Condition To Clauses
- Condition To Calculation Elements
- Conditions To Switcher
- Condition To Document Language
- Condition To Date
- Condition To Any Content
- Condition To JSON Object
- Condition To Text
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PROCESS MANAGEMENT
AI ASSISTANT - KEDY AI
ELECTRONIC SIGNATURE
DASHBOARD
WORKSPACE ADMINISTRATION
INTEGRATIONS
Manage Signatures
After Legito Sign is activated, Workspace Admins and users with permission to “Manage Signings” will have a new item in the top Workspace menu – Manage Signing – where they can view and manage all Legito Sign processes.
Action users can take in this area are:
- Edit document – If a document is still in the draft stage, users can edit fields in the Legito Sign Editor.
- Void document – A document can be voided if it is in the “Sent” or “Signing in Process” stage.
- Delete document – Any document can be deleted. Deleting a document means that its status will be automatically changed to “Voided” if possible. Deleted documents can always be restored from Trash.
- Update Expiration date – It is possible to change the expiration date at any time before the signing process of a document expires.
- Search and filter documents – It is possible to filter documents according to several criteria or by searching the document.
- Download signed documents – Once a document is signed, it can be downloaded.
