Getting started with Console
Console is where you send documents for signing, track their progress, and manage your templates. This page walks you through the basics.
tip
If you just want to send something right now, try Quick Send — you can upload and send a document in seconds without any setup.
What you'll learn
- How to upload a document or pick an existing template
- How to add the people who need to sign
- How to send the document and track its progress
Sending your first document
- Choose your document — upload a file from your device, or pick an existing template from the Library.
- Add participants — tell Legalesign who needs to sign, witness, or approve the document.
- Place fields — drag signature boxes and any other fields onto the document for each participant. Every signer needs at least one signature field.
- Fill in the details — go to Details & Set-Up to name the document and complete any fields that you (the sender) need to fill in.
- Add recipient details — go to Recipients and enter each person's name and email address.
- Check the To Do List — this confirms everything is ready. If anything is missing, it will tell you what to fix.
- Hit Send — your recipients will receive an email inviting them to sign.
- Track progress — go to the Dashboard to see who has signed and who hasn't.
Learn more
- Standard Send — detailed guide to the full send flow
- Roles and how to add participants — signers, witnesses, and approvers
- Fields — the different field types you can add
- Understanding the Dashboard — tracking and managing sent documents
- Participant roles and workflow types — how signing order and roles work