Signature Trail

Signature Summary

As soon as the signature package is submitted, you will see a Summary which includes the status, unique signature package ID, email subject and body text, recipients and the signature package document. You have an option to download as a .pdf to save for your records.

Who is Signing?

Before you set up a signature package you should already know: (1) who is signing; and (2) their email addresses.

The Signing Experience and Automatic Email Notifications

Any other signatories will receive an email message from Lawyaw with the message and subject you provided with a link to the document. The signatory will have the option to electronically sign and must confirm that the electronic signature is a valid legal representation of their signature to continue.

The user who sent out the signature package will get email notifications once the signature package has been viewed, signed and once all signatures have been completed if there are multiple signatories.


Signature Trail

After the signature package has been completed, all signers will have receive an email with a link to the signature summary and signature trail. The signature trail includes time/date stamps for when the signature was viewed and completed. It also includes the IP address and email address of the signatories. This information can be used to verify an electronic signature if it is ever challenged.

Screen Shot 2020-11-07 at 3.23.47 PM.png

Rate this lesson
😠🙁😐😃😍
Thank you for providing feedback.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
SubmitCancel

Up next

Introduction to Lawyaw
Introduction to Lawyaw
Key Concepts and Terminology
Key Concepts and Terminology
Clio Users: Getting Started
Clio Users: Getting Started
The Platform
The Platform
The Template Builder
The Template Builder
Selecting Documents to Turn Into Templates
Selecting Documents to Turn Into Templates
Creating Model Templates
Creating Model Templates
How Information is Saved: Fields and Cards
How Information is Saved: Fields and Cards
Clio Users: Using Clio Information in Lawyaw
Clio Users: Using Clio Information in Lawyaw
Roles versus Other Cards
Roles versus Other Cards
Prepping Templates
Prepping Templates
Importing Cards and Fields
Importing Cards and Fields
Advanced Topic: Using Copy/Paste to Import Fields and Conditions
Advanced Topic: Using Copy/Paste to Import Fields and Conditions
Adding Cards
Adding Cards
Adding Fields to Cards and Hints
Adding Fields to Cards and Hints
Duplicating Cards
Duplicating Cards
Collapse and Collapse All Cards
Collapse and Collapse All Cards
Inserting Fields and Bulk Insert
Inserting Fields and Bulk Insert
Multiple Choice Fields
Multiple Choice Fields
Formatting Fields
Formatting Fields
Advanced Topic: Formatting your Data
Advanced Topic: Formatting your Data
Deleting Fields
Deleting Fields
Reordering Fields and Cards
Reordering Fields and Cards
Test your Skills #1
Test your Skills #1
Stepping Through Test Your Skills #1
Stepping Through Test Your Skills #1
Adding Rules to Your Templates (Conditions)
Adding Rules to Your Templates (Conditions)
Getting Started with Conditions
Getting Started with Conditions
Advanced Topic: Choosing the Right Design for your Rules
Advanced Topic: Choosing the Right Design for your Rules
Inserting Conditions
Inserting Conditions
Moving Conditions
Moving Conditions
Using Conditions for Multiples
Using Conditions for Multiples
Nested Conditions
Nested Conditions
Triggering Conditions from Multiple Choice Fields
Triggering Conditions from Multiple Choice Fields
Standalone Conditions
Standalone Conditions
Reviewing, Testing and Troubleshooting Conditions
Reviewing, Testing and Troubleshooting Conditions
Test Your Skills #2
Test Your Skills #2
Stepping Through Test Your Skills #2
Stepping Through Test Your Skills #2
More Practice #1
More Practice #1
Generating Documents
Generating Documents
The Journey
The Journey
Assigning Contacts to Roles
Assigning Contacts to Roles
Optional Highlighted Changes
Optional Highlighted Changes
Template Sets
Template Sets
Saving, Editing and Transferring Templates
Saving, Editing and Transferring Templates
Saving Templates
Saving Templates
Editing Templates
Editing Templates
Transferring Templates
Transferring Templates
Deleting Templates
Deleting Templates
Electronic Signatures
Electronic Signatures
Creating the Signature Package
Creating the Signature Package
Signature Trail
Signature Trail