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How to Send an eSignature Request?

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

Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

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.

Note that 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.

Steps to Send an eSign Request

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

  1. Click on Matters tab from the left side menu and select the matter for which you want to send an eSign request by Clicking on it.

  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 that needs an eSignature.

  4. Select the eSign Template, Matter Document, or Document Template or select a document from your computer based on the sources eSign Template, Matter Documents, Document Templates, or Upload, respectively.

  5. Edit the email contents if required.

  6. Continue clicking the Add signer button till the number of signers is met.

  7. Fill in the signers’ details, especially the email address, and then click Prepare.

  8. The pop-up will prompt you to adjust the placement of the Signature and other details, such as the Full Name, Date of Signature, Initials, etc., if necessary.

  9. Once details are completed, click on 'Send for Signature' to initiate the eSign request.

Note: 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 Re-send the Signature Request

In Lawcus, we don't have functionalities to resend a document for E-signature. To resend a document for signature, ensure that your Dropbox Sign account (formerly HelloSign) uses the same email address as your Lawcus account. You can then proceed to resend the document from your Dropbox Sign account. Here's how to resend a signature request:

  1. Sign in to your Dropbox Sign account by clicking here. Use the same email you have on Lawcus to sign in.

  2. Click on Documents in the left sidebar.

  3. Click on the "⁝" (vertical ellipsis) next to the document you want to resend.

  4. Click Email Reminder option or button and follow the next steps to send the reminder.

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 that out

  1. Sign in to your Dropbox Sign account by clicking here. Use the same email you have on Lawcus to sign in.

  2. Click on Documents in the left sidebar.

  3. Click on the "⁝" (vertical ellipsis) next to the document you want to cancel/delete.

  4. Click on the Delete Pending option and confirm once prompted to delete. This action will ensure that no one will be able to sign that document, and that document will be deleted.

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 Business plan limit of 40 per user per month.

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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