How to use the LexSign Electronic Signature feature straight from Rocket Matter.
Send any PDF file you have stored in LexSign or Rocket Matter to your Clients for an electronic signature. This exchange is easy and secure with LexSign's multi-layered encryption technology.
Only PDF files may be sent for e-signature. This feature will not work with other file types. You must also have the LexShare integration enabled in order to use this feature.
1. Navigate to the desired matter and click on 'Matter Documents'.
2. Click on the LexShare source.
3. Upload the document you wish to use for e-signature. Click on the 'file' icon. You may skip this step if the document is already uploaded to the matter.
Only PDF documents may be sent for e-signature.
4. Click on the drop-down 'Actions' tab and select 'Request Signature'.
NOTE: This option will not appear in the drop-down if the file is not a PDF.
5. Select the access information, template, notifications and add instructions.
6. Enter the following information:
Link type (Direct or Question/Answer).
Choose a template. 'Custom Template' will allow you to use the document in the preview window as a template. You will need to drop and drag the signature and/or initial jot blocks into the document.
Select a Signer or Signer(s). You may add additional signers by clicking 'Add Signer'. You may add as many as you need. Click 'Finished' after adding all jot blocks.
Click 'Add New' under signer one to add signers information. Repeat for each signer on the document.
Choose a Staff. Decide who will receive the notification.
Enter custom instructions.
7. When you're finished, click 'Prepare Request'.
Once initiated you will get the following validation:
8. The Client will receive an email with the attachment.
9. Once the Client clicks on the link they will see the message requesting their signature. They will then enter their email address and click 'Done' to access the document.
10. Your Client/Contact will need to accept the terms and conditions and click 'Start Signing'.
11. Once all signatures and/or initials have been entered, they will click 'Finish'. This will send the documents forward to the next signer, or to you, if complete.
12. The signed documents will appear in LexShare in the designated Client workspace.
You will receive a notification in LexShare once the signed documents are ready!
You will also receive an email notification when signed documents have been delivered.
The signed document will also be found in Rocket Matter!
NOTE: Use the 'actions' drop-down button to move the file into another folder or bill for your Document!