Upload & eSignature

Send a document for signature in four steps: upload it, add signatories and place their fields, sign, and finish. This guide covers the full flow for a single signer, then how it works when more than one party needs to sign.

2. Step 1: Upload a Document

Before you start: you are on the Sign Document screen, with a PDF or Word file no larger than 10 MB.

1. Open My Work, where at the bottom of Core Workflows you choose Upload & Sign.

2. Add your document - browse, drag and drop, or pick from a cloud source. The file is added to the upload queue.

3. Legitt AI checks the file type and size. Unsupported or oversized files are rejected with a message explaining why.
4. Progress is shown until it is complete. After uploading successfully, click on Add Signatories button.

5. When clicking on Add Signatories, the Invite Signatories pop-up will open.

3. Step 2: Add Signatories & Place Fields

Before you start: your document is uploaded.

1. Click Add signatory, enter the signatory's name and email address, and click Add to signatory list.

2. You will see your right panel a new signatory will be added. Now click on continue.

3. Add a signatory - yourself or an external person. Each one is added to the signatory list.

4. Drag a field onto the page where it is needed - Sign, Initials, Stamp, or Date. The field is placed where you drop it.

5. Assign each field to a signatory, so Legitt AI knows who fills it.

4. Step 3: Create Workflow (Optional)

1. To add an Approver / Editor, click the Create Workflow tab.

2. Click on the Collaborator/ Approver Add button and search field will open, click on search field, add name press enter.

3. Enter Name, select role (Editor, Owner, Viewer) and check approver box then click on add button to add a collaborator.

4. Like a collaborator, you can add extra signatories or CC.

5. Step 4: Send Document for eSign

Before you start: fields are assigned, and the signatory clicks the signature box and clicks the pen icon.

1. The signature modal opens with four options: Draw, Type, Upload, or Saved.

2. Create a new signature or pick a saved one. A preview is shown.

3. Optionally, save the signature for future use so you can reuse it next time. Click on Save Signature for future use.
4. Click Sign. Your signature is applied to the assigned field.
5. Now click on Send for Sign button to send the document to other signatories.

6. Check the email and subject. Select the expiry date for the document and reminder, then click on the Accept & continue button.

7. A completion window appears with your next-step options: Review, Generate.

8. An audit trail is written, recording each event - uploaded, finished, and signed - with who did it and when.

9. Choose an action - for example, download the signed copy.