Lexagle's native eSignature solution allows you to kickstart signing requests & prepare documents for signing while making it seamless for your organisation's workflows. In this article, we will show you how to:

Start a Signing Request
- Specifying your signatories and CC'ed users
Prepare your documents for signature
- Add signature fields and other relevant fields
Send a signing request

Starting a Signing Request

There are two ways to start a signing request on Lexagle.

Request Signature, after clicking the New button on the side navigation bar or from the homepage.
- Enter the Workspace Name.
  - This can be your project’s name or any relevant information it is identified by.
  - e.g. Tech Week Partnership
- Enter the Counterparty information.
  - This can be a single counterparty or multiple counterparties.
  - e.g. Google and Amazon
- Upload the agreement(s) for signing and enter the necessary information.
Sign, from a document tile from the Internal Room or External Room within a workspace.

Selecting the agreements for signing

Once you have started a Signing Request, it is saved as a draft.

This allows you to select multiple agreements to be signed in the same signing request.

To do so, simply go to a room and click on Request Signing for the other agreements.

Specifying the stakeholders and information

There are 5 steps to complete within the Signing Room before you proceed to prepare your documents for signature.

First, you will need to specify the signatories and witnesses needed for the document.
1. You can either opt to search for your signatories by name (if they are within your organisation) or enter their email.
2. To specify a witness, you can toggle to change the Signatory type. This is optional.
Second, you have the option of adding more signatories and witnesses or adding a new sequence to your signature request.
1. You can click 2A to add more signatories and repeat step 1.
2. You can click 2B to add a new Sequence Step to your signature request, before repeating step 1. Adding a new Sequence Step enables sequential signing, where you can toggle your signatories to sign sequentially.
3. This means that all signatories in the first sequence step will have to complete the signing before it will be sent to the second set of signatories in the second step.
4. You can also easily drag and drop your signatory cards between sequences, or delete them accordingly.
Third, you have the option of entering a due date for the signing request. In the event that the due date has lapsed, the signature request will automatically be cancelled.
Fourth, you can specify the message to your signatories, witnesses, and CC'ed users. This message will be sent as part of the Signing Request email that they receive.
Lastly, you can specify who you would like to be CC'ed as part of the signing request.
1. You can either opt to search for the CC’ed users by name (if they are within your organisation) or enter their email.
2. CC'ed users will receive a list of the signatories and witnesses, along with the sequence of signing (as necessary).
3. Additionally, you can specify whether CC'ed users should:
  1. Be able to access the signing room.
  2. Receive a copy of the fully signed agreement.
  Note: By default, all CC’ed users only receive email updates about the signing.

Once you have filled up all the necessary information, you can either click

Cancel to cancel the signing request,
or click Proceed to continue to prepare your documents for signature!

Preparing your documents for signature

Once you have successfully kickstarted the signing request & entered all the necessary information, you will be routed to the Signing Viewer.

Here, you will be able to prepare each of your documents for signature by specifying the fields needed for each signatory, before finally sending the document for signing.

There are 4 steps to complete before you can send your documents out for signing.

First, you will need to drag the fields that you would like your signatory to fill into the document.
1. 1A is a Signature field. All signature fields are mandatory by default.
  You can easily drag to rearrange the signature field or delete the field by clicking the trash icon.
  You also have the option of allowing your signatory to Sign All at Once, which is a one-click option to automatically place their signature on all signature fields within the document to save time.
2. 1B is the Date Signed field.
  You can easily drag to rearrange the date signed field or delete the field by clicking the trash icon.
  All date fields will default to the date that the signature is applied on the document, and cannot be changed by your signatory.
3. 1C is a Text field.
  You can easily drag to rearrange the text field or delete the field by clicking the trash icon.
  All text fields can be customised with a Field Label, which allows you to name the field according to your needs. You will also be able to specify if the respective field should be a mandatory one.
4. 1D is an Initial field.
  You can easily drag to rearrange the Initial field or delete the field by clicking the trash icon.
  Similar to the signature field, you have the option of allowing your signatory to Initial All at Once, which is a one-click option to automatically place their signature on all initial fields within the document to save time.
  In addition, you also have the option of Applying the Initial Field to All Pages, which will copy the initial field to all pages of the document in the exact same spot.
Second, you can select another signatory and repeat Step 1. You will have to place the blocks for each signatory individually.
Third, you can select another agreement and repeat Steps 1 and 2.
Lastly, you can either click Go Back to Assigning Signatories to include any signatories you might have missed, or click Finish to send your document for signature!
You also have the option of choosing to Skip & Send, where signatories will have to place their own blocks. You can consider choosing this option to save time.
Note: Skip & Send is not applicable for multiple agreements in a signing request.

Sending a Signing Request

You will get the following pop-up once your signature request has been sent!

The Signing Room will also be updated accordingly and will continue to be updated until all signatories have completed signing.