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How to Send an eSignature Request?

Understand the steps to initiate an eSign request within a matter.

Written by Devanshi Kackar

With Lawcus’s direct integration with Dropbox Sign (formerly Hellosign), you can prepare legal documents and send them to a client or, on behalf of your client, anyone, requesting and collecting the latter’s signature.

Steps to Send an eSign Request

Follow the easy steps outlined below to send an eSign Request:

  1. Click on the Leads or Matters tab from the left side menu and select the lead or matter for which you want to send an eSign request.

  2. Navigate to the Quick Actions interface and click Send eSignature request. The eSign creation pop-up will appear.

  3. Choose a source for the document needing an eSignature (eSign Template, Lead/Matter Document, Document Template, or Upload from your computer).

  4. Edit the email contents if required.

  5. Click the Add signer button until the required number of signers is met.

  6. Fill in the signers' details, especially their email addresses, and click Prepare.

  7. Adjust the placement of fields like Signature, Full Name, Date of Signature, and Initials as necessary.

  8. Click Send for Signature to initiate the eSign request.

Note:
1. There is no cap on how many signers you can send the e-sign request to. Just click on Add signer to add as many signers as the document requires.
2. The team gets access to number of esigns based on the subscritpion plan selected. For more details on this refer to the Lawcus Pricing page.
3. You do not need a Dropbox Sign account to access the document or complete a signature request. (See Signing a Dropbox Sign Document for more details on how the e-signing is done.)

Steps to send a reminder to complete the Signature Request

You can manage existing signature requests, view their history, and re-send them directly from the Matter or Lead view in Lawcus via the Requests Sent section on the left. Based on the document's signing status, choose the appropriate method below to re-send or remind:
​

Option A: Manual Reminder directly from Lawcus

Use this method for active requests if the request has not yet been signed by anyone, or if sent to multiple people and none of them have signed.

  1. Open the specific Matter or Lead.

  2. Navigate to the Requests Sent section on the far left. This section shows the full history of requests shared.

  3. Find the specific request you wish to remind about and click on the three dots icon (vertical ellipsis ⁝) next to it.

  4. Click the Send email reminder option from the context menu to send a manual reminder email.


Option B: Reminder from your Dropbox Sign Account (for partially signed documents)

Use this method if the request was sent to multiple recipients and at least one person has already signed, changing the request status to downloadable for the pending parties. In this case, you cannot resend the reminder from Lawcus and must use Dropbox Sign:

  1. Ensure that your Dropbox Sign account (formerly HelloSign) uses the same email address as your Lawcus account.

  2. Sign in to your Dropbox Sign account by clicking here.

  3. Click on Documents in the left sidebar.

  4. Find the specific document and click on the ⁝ (vertical ellipsis) next to it.

  5. Select the Email Reminder option or button and follow the next steps to send the reminder to the remaining signers.

Note that automated reminders are sent from Dropbox sign after 3 days and again after 7 days. You can also update this setting.

Steps to Cancel Signature Request after sending it out

Similar to re-sending, you can often cancel directly from Lawcus unless the document is past a 7-day window (in which case it may have automatically closed).
​

Primary Option: Canceling via Lawcus

You can try to cancel an active request directly inside Lawcus before it is signed.

  1. Open the specific Matter or Lead.

  2. Navigate to the Requests Sent section.

  3. Find the active request and click on the three dots icon (vertical ellipsis ⁝).

  4. Click Cancel from the context menu to revoke the request.

Secondary Option: Canceling via Dropbox Sign (if needed)

If the cancel option is not visible in Lawcus, or for partially signed documents, you can use Dropbox Sign:

  1. Sign in to your Dropbox Sign account using the same email address as your Lawcus account.

  2. Click on Documents in the left sidebar.

  3. Find the document and click on the ⁝ (vertical ellipsis).

  4. Select Delete Pending (sometimes labeled as 'Delete') and confirm. This action will delete the document and ensure no one will be able to sign it.

Please note that your ability to cancel the signature request is available until the document signed by the other party. Once signed, you can't cancel the request.

FAQ Section

FAQ1: Will signature requests sent out of Lawcus be available in my email sent folder?

Answer: The documents are not sent directly to your email inbox. Instead, they are sent through HelloSign (noreply@mail.hellosign.com), and you will receive a notification in your email inbox.

FAQ2: What is the platform Lawcus uses for eSigns?

Answer: We integrate directly with Dropbox Sign (previously HelloSign) for e-signatures. This integration allows you to send and manage your signature requests directly from Lawcus.

FAQ3: How do I remind a party to respond to an e-sign request?

Answer: As mentioned above, Dropbox Sign has automatic reminder features. You can also update those settings. Please use the re-send option to remind as and when required.

FAQ4: Why is there an additional charge for more eSignature requests on Lawcus?

Answer: Due to third-party service costs, Lawcus charges extra for additional eSign requests beyond the plan limit.

FAQ5: Where can I locate the e-signed documents to access or download?

Answer: You can locate all your e-signed documents in 4 places:

  1. Open the desired matter from the Matter section. Locate the Request Sent section under Info. You will see a list of docs sent for e-sign. Click on the ellipsis button and download.

  2. You can locate the signed documents under the Files tab as well.

  3. Dropbox sign also sends you signed docs as an attachment via an email. You can access your inbox to retrieve data.

  4. Sign in to your Dropbox account using your Lawcus credentials, click on the Documents tab on the left, and access the desired document.

FAQ6: What should I do if some recipients do not receive my e-signature request?

Answer: First, log into Dropbox Sign using your Lawcus account details. From there, you can resend the e-signature request to the recipient(s) who didn't receive it initially. Also, tell the recipients to check their spam or junk email folders. Sometimes, e-sign requests end up there by mistake. If the problem continues, it might be helpful to double-check the email addresses and ask the recipients if they accidentally blocked emails from your domain.

FAQ7: Why the interface never pops up to add the signature blocks?

Answer: Please recheck if the email entered is correct or not; this happens if the email is incorrect. If you're still experiencing problems with the interface not popping up in Lawcus to add signature blocks, follow these simple steps to resolve the issue:

  1. Check your browser: Please use a supported browser like Google Chrome or Mozilla Firefox.

  2. Pop-Up Blockers: Adjust your browser's pop-up blocker settings to allow pop-ups from Lawcus.

  3. Clear Cache and Cookies: Clear your browser's cache and cookies to start with a clean slate. Please have a look at the following links for instructions on how to clear the cache in your browser.
    ​Clear Cache in Google Chrome
    ​Clear Cache in Safari

FAQ8: Do all parties to an eSign automatically receive a copy of the signed document?

Answer: Yes, copies will be sent to all involved parties once the document is duly signed.

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