Part 1: Select the document
Choose a completed document from the Lawpath library or upload your own
Choose 'esign' and then 'Create a template' option
Part 2: Setting up the template
Drag and drop the required fields you need the signee to fill out themselves
Click on the corner to resize the field to fit the space
When markers are set, choose 'Create template' from top right hand corner
Preset Field Options
Optional Fields
Fields can be marked as Optional or Required, indicated by the red asterisks
Free Text
If you require other information, you can use the 'Free Text Field' for the signee to add other information.
eg
Checkboxes
If your form requires a yes/no or checkmarks, you can now add these to your document
Signature Options
Users will have the option to type signatures, draw signature or upload exisiting
Part 3: Using the template
In my Documents, find the ‘Templates’ folder
Select ‘Use template’
Copy the link, and send it to your recipients via email, SMS or can embed it directly into a website or digital platform
When a user completes the document, a copy will automatically save in your Documents with the status 'response completed'
Part 4: Completed templates
Competed templates will appear in My Documents with the Status ‘Response Completed’ for the Owner
An email & account notification will also be sent for the Owner.
The Recipient will receive an email notification and a PDF copy of the completed template.
Recipient Experience
Receive and open the template link from the channel you sent it.
Confirm their email their address
Complete fields as set up in the template, and choose ‘add to document’ for it to appear.
Resize to fit in the space provided
They will need to complete ALL required fields before being able to finalise the document
Once all fields are complete, select ‘Review and send’, and then preview and check document formatting.
Review details, then select ‘Send to owner’
If the user wanted to create a free Lawpath account, they will be prompted after this step.
DEFINITIONS:
“Owner”- the person sending/creating the document (aka ‘document owner’)
“Recipient” - the person receiving the document to complete (aka ‘signee’, ‘end user’)
Some real-life use cases:
“ I need all of my employees to sign the updated Harassment Policy, but I don’t want to have to set up eSign and add all of their names individually”
“ I have just taken on 5 new junior consultants, and need them to sign their Employment Agreements. Can I just create 1 and send to all of them to add their own name and address?”
“Hi, I have created a Gym Waiver policy. We have around 28 new clients and want each one to print their name and sign this. Can I have each one individually signs the doc and then i will place it on their employment file”
FAQ's
Will the Recipient need to have a Lawpath account?
No, they don't! The link is sent externally by the owner (via email/personal preference) and will receive
Can I use this for uploaded documents?
Yes, you can!
Can I have 2 people sign the same version of the Template?
Not exactly. Only 1 person can complete the fields on a template. If you need 1 person to complete details, and others to eSign, you will need to do this in two parts.
1. Send the template to the user to complete the missing fields & sign
2. Once you have the completed response, then set up eSign and choose ‘Self-sign or send document’. Add in the other signees who only need to add signature
I have a field or feature I want to see- how can I get this made?
We love to hear from Lawpath users about how we can improve the platform and build helpful new features. Add your suggestions to the form here: