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How to Use Document Templates to Send an eSign Request in Lawcus

Combine document templates with eSign to quickly generate and send documents for electronic signatures.

Written by Sidra Karim
Updated today

Overview

Lawcus eSign simplifies document signing by letting you upload documents, add multiple signers, and send them for secure electronic signatures, while using matter tags to auto-fill client-specific details and reduce manual work.

Method 1: Use a Document Template with eSign from the Matter/Lead

  1. Go to Matters/Lead from the left-hand side panel.

  2. Locate the relevant matter/lead and click Edit.

  3. From the left-hand side Quick Actions menu, click Send eSignature request.

  4. Select the option. “Document from Template”.

  5. Click Select Template and choose the required document.

  6. Edit the subject and message of the eSignature as needed.

  7. Add another signer if needed, like the staff member or the attorney.

  8. Click Prepare.

  9. Drag and drop the Client Signature field from the left panel into the document.

  10. Click Agree and Send.

Note: You can add multiple signers—such as an attorney, staff member, or spouse—as needed when creating the document from the template.

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