# Leegality Knowledge Base

> Leegality is a document execution platform for eSigning, stamps, workflows, and API integration.
> Covers everything from no-code dashboard features to full REST API integration.
> Base URL: https://knowledge.leegality.com
> API Specification (OpenAPI 3.0): https://knowledge.leegality.com/openapi.json

## Overview

- [A Guide for LLMs and AI](https://knowledge.leegality.com/ai-readable.txt): Leegality's knowledge base is fully accessible to AI tools, LLMs, and automated crawlers — no browser or JavaScript required.
- [Changelog](https://knowledge.leegality.com/whats-new.txt)

## Template

- [Template Engine](https://knowledge.leegality.com/document-execution/template/template.txt): Welcome to Leegality's Template Engine! Save time and streamline your document sending processes by creating reusable templates. Whether you're dealing with con
- [Create a PDF Template](https://knowledge.leegality.com/document-execution/template/pdf-editor/create-a-pdf-template.txt): This guide shows you how to create a PDF template in three steps.
- [Field Properties and Options](https://knowledge.leegality.com/document-execution/template/pdf-editor/fields.txt): The PDF Template Engine allows you to add dynamic fields on the PDF templates. Each field has properties that determine its appearance and behaviour. This artic
- [Replace Base PDF](https://knowledge.leegality.com/document-execution/template/pdf-editor/replace-base-pdf.txt): The Replace Base PDF template feature allows you to replace the existing PDF of the template with a new one while keeping the fields and their properties saved.
- [Download and Reuse](https://knowledge.leegality.com/document-execution/template/pdf-editor/download-and-reuse.txt): You can download a PDF template with all its fields intact and use it to create a new template. This is useful when you want to reuse an existing template — for
- [HTML Template](https://knowledge.leegality.com/document-execution/template/html-template/html-template.txt): HTML Templates allow you to create documents from scratch using an HTML-based editor. This provides flexibility and customization, letting you design documents 
- [Create a New HTML Template](https://knowledge.leegality.com/document-execution/template/html-template/create-a-new-pdf.txt): HTML Templates allow you to create documents from scratch using an HTML-based editor. This   provides flexibility and customization, letting you design document
- [Formatting and Editing](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing.txt): The HTML Template editor provides a comprehensive set of tools to help you create professional documents.
- [Checkbox](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/checkbox.txt): Checkboxes allow signers to select one or more options from a list. Use checkboxes when you need "select all that apply" responses, such as consent forms, servi
- [Radio Button](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/radio-button.txt): Radio buttons allow signers to select exactly one option from a group of choices. Use radio buttons when you need mutually exclusive selections, such as payment
- [Small Textbox](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/small-textbox.txt): Small textboxes allow signers to enter short, single-line text input in your templates. Use small textboxes to collect information like names, email addresses, 
- [Large Textbox](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/large-textbox.txt): Large textboxes allow signers to enter longer, multi-line text input in your templates. Use large textboxes to collect information like full addresses, comments
- [Dropdown](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/dropdown.txt): Dropdowns (also called select menus) allow signers to choose one or more options from a list. Use dropdowns to collect selections like country, payment method, 
- [Fonts and Text Formatting](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/fonts.txt): This guide provides a comprehensive overview of how to manage the appearance of text in your document by changing fonts, sizes, colors, and applying formatting 
- [Lists](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/lists.txt): Lists help organise information in a clear, easy-to-read format. You can create numbered lists for sequential items or bulleted lists for non-sequential items.
- [Insert Image](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/images-static.txt): The Insert Image feature allows you to embed static images directly into your HTML template. In the HTML Template editor, you can add images from a URL or by up
- [Upload Image](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/images-upload.txt): The Upload Image field allows signers to upload image files to your document. In the HTML Template editor, you can configure image dimensions, alignment, file s
- [Margins and Borders](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/margins-and-borders.txt): Margins and borders help you control the spacing and visual boundaries of your HTML template. Use margins to add space around your document content, and borders
- [Hyperlinks](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/hyperlinks.txt): Hyperlinks allow you to add clickable links to your HTML template that direct users to web pages or other online resources. Use this feature when drafting contr
- [Horizontal Lines](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/horizontal-lines.txt): Horizontal lines are visual separators that help organise content and improve readability in your document. They span the full width of the page wherever you in
- [Special Characters](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/special-characters.txt): Special characters are symbols that aren't available on a standard keyboard, such as currency symbols (₹, €, $), mathematical symbols (×, ÷, ±), punctuation mar
- [Tables](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/tables.txt): Tables help you organise and present structured data in rows and columns in your HTML templates. Use tables to display information like pricing plans, schedules
- [Cell Operations](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/tables/cell-operations.txt): Access cell-specific operations by right-clicking on any cell and hovering over **Cell** in the menu.
- [Row Operations](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/tables/row-operations.txt): Access row operations by right-clicking on any cell and hovering over **Row** in the menu.
- [Column Operations](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/tables/column-operations.txt): Access column operations by right-clicking on any cell and hovering over **Column** in the menu.
- [Table Properties](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/tables/table-properties.txt): Modify the overall table settings after insertion.
- [Delete Table](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/tables/delete-table.txt): Remove the entire table from your template.
- [Copy, Cut, and Paste](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/tables/copy-cut-paste.txt): Move or duplicate table content using standard clipboard operations.
- [Page Breaks](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/page-breaks.txt): Page breaks control where one page ends and the next begins in your document. They ensure content appears on separate pages when your document is converted to P
- [Header and Footer](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/header-and-footer.txt): Headers and footers appear at the top and bottom of every page in your document. Use them to display consistent information like company names, page numbers, or
- [Source HTML](https://knowledge.leegality.com/document-execution/template/html-template/formatting-and-editing/source-html.txt): Source HTML gives you access to the backend code view of your template. The primary use of this feature is to duplicate templates with exact properties—includin
- [Preview and Download](https://knowledge.leegality.com/document-execution/template/html-template/preview-and-download.txt): After creating your HTML template, preview it to ensure everything looks correct before using it. You can also download form fields, generate PDFs, and save you

## Esign Type

- [Aadhaar eSign](https://knowledge.leegality.com/document-execution/esign-type/aadhaar/aadhaar.txt): Aadhaar eSign is a type of electronic signature in India that uses a person's Aadhaar number to verify their identity and sign documents digitally. It is consid
- [Maximum Aadhaar Signing Attempts](https://knowledge.leegality.com/document-execution/esign-type/aadhaar/maximum-signing-attempts.txt): Maximum Aadhaar Signing Attempts is a invitee-level feature that allows senders to limit how many times a signer can attempt to complete the Aadhaar eSign proce
- [Prioritise Aadhaar for Invitee](https://knowledge.leegality.com/document-execution/esign-type/aadhaar/prioritise-aadhaar-for-invitee.txt): This section provides instructions for prioritizing the Aadhaar eSign option over other eSign methods for an invitee during the document signing process. By pri
- [ESP Auto Switch](https://knowledge.leegality.com/document-execution/esign-type/aadhaar/esp-auto-switch.txt): ESP Auto Switch is an intelligent backend feature that automatically switches between Aadhaar eSign Service Providers (ESPs) based on real-time performance moni
- [Doc Signer](https://knowledge.leegality.com/document-execution/esign-type/doc-signer-certificate.txt): Organizational Document Signer Certificate or Doc Signer is a Digital Certificate which is procured in the name of the organization, and is used to indicate org
- [DSC Token](https://knowledge.leegality.com/document-execution/esign-type/dsc-token.txt): A USB token-based DSC (containing the Digital Signature Certificate), can be for eSigning the document. In Leegality, you can use DSC Token to sign multiple doc
- [Virtual Signature](https://knowledge.leegality.com/document-execution/esign-type/virtual-sign/virtual-signature.txt): A Virtual Signature is a secure, valid and legally binding method of entering into agreements in India., By setting up a Virtual Signature in the Account you ca
- [Fingerprint Capture - Virtual Sign](https://knowledge.leegality.com/document-execution/esign-type/virtual-sign/fingerprint-capture.txt): Affix fingerprint type is the third subtype of Leegality’s Virtual Signature type that allows for users to sign using their fingerprint via a registered biometr
- [Quick Sign](https://knowledge.leegality.com/document-execution/esign-type/quick-sign.txt): 'Quick Sign' is a fast eSigning method with a three-click process, no OTP verification, and no third-party integrations. It prioritizes speed and simplicity, id
- [Visual Sign Impression](https://knowledge.leegality.com/document-execution/esign-type/visual-sign.txt): Visual Sign Impression is a new eSign type that offers a non-digital signature without timestamps. Unlike traditional digital signatures, Visual Sign Impression
- [Automated eSign](https://knowledge.leegality.com/document-execution/esign-type/automated-esign.txt): This feature allows you to automatically sign the documents using Virtual Sign, Quick Sign and Doc Signer Certificate without manual intervention.
- [Signature Certificate Verifier](https://knowledge.leegality.com/document-execution/esign-type/aadhaar/signature-certificate-verifier.txt): The Signature Certificate Verifier feature allows the sender (Leegality Customer) to configure certain details of the intended signer and compares the details f

## Leegality Features

- [Set expiry of signing link](https://knowledge.leegality.com/document-execution/leegality-features/document-level/document-expiry.txt): Set expiry of signing link allows you to set the expiry timeline of the document.
- [Reference Attachments for Invitees](https://knowledge.leegality.com/document-execution/leegality-features/document-level/reference-attachments.txt): The **Upload Reference Attachments for Invitees** feature allows senders to include additional attachments with the document being sent to invitees. These refer
- [Transfer Completed Document using SFTP](https://knowledge.leegality.com/document-execution/leegality-features/document-level/sftp.txt): SFTP, or Secure File Transfer Protocol, is a file transfer mechanism that uses secure shell encryption to provide a high level of security for sending and recei
- [Custom Message](https://knowledge.leegality.com/document-execution/leegality-features/document-level/custom-message.txt): The **Custom Message** feature allows senders to personalise the signing invitation by including a tailored message.
- [Reviewer](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/types-of-invitee/reviewer.txt): A **Reviewer** is a non-signing invitee who is responsible for approving or rejecting a document. This feature ensures that documents undergo a review process, 
- [CC Invitee](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/types-of-invitee/cc.txt): A CC (Carbon Copy) Invitee is someone added to a document to stay updated on its progress. They receive notifications to ensure they are informed about the invi
- [Group Invitee](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/types-of-invitee/group-invitee.txt): Group Invitee allows the sender to send signing invitations to a group of authorized signatories.
- [One Factor Authentication](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/security/one-factor-authentication.txt): **One Factor Authentication** adds an essential layer of security to the signing process by requiring invitees to authenticate their identity via OTP sent to th
- [Two Factor Authentication](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/security/two-factor-authentication.txt): **Two Factor Authentication** enhances document security by requiring invitees to authenticate using OTPs sent to both their Email ID and Phone Number before ac
- [Capture GPS Location](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/security/capture-gps-location.txt): If the security feature "Capture GPS location" is enabled, the signers will need to allow access to their location coordinates before being permitted to sign th
- [Capture Photo](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/security/capture-photo.txt): If the security feature "Capture photo" is enabled, the signer will need to grant access to their camera for live photo capture. The signer will not be allowed 
- [Face Match](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/security/face-match.txt): The **Face Match** feature enhances document security by leveraging facial recognition technology to verify the signer's identity. It matches the signer's face 
- [Manual User Liveliness](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/security/manual-liveliness.txt): This feature prompts the signer to do a face capture along with an OTP verification (the OTP will appear on the screen) in order to proceed with the signing pro
- [Smart User Liveliness](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/security/smart-user-liveliness.txt): Smart User Liveliness ensures that the signatory is actively present during the eSigning process using AI-based facial recognition. It detects and rejects spoof
- [Email Notifications](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/notifications/email-notifications.txt): Email notifications keep invitees informed about key events in the document signing journey, including status updates and required actions, ensuring timely and 
- [SMS Notifications](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/notifications/sms-notifications.txt): SMS notifications keep invitees informed about key events in the document signing journey via their phone number.
- [WhatsApp Notifications](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/notifications/whatspp-notifications.txt): In addition to SMS and Emails, communications can be sent to the invitees via WhatsApp messages as well. WhatsApp provides a better experience and robust delive
- [Invitee Name in Signature](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/esignature-appearance/invitee-name-in-signature.txt): By default, the signer’s name configured during the invitee setup or entered by them during the signing journey appears inside the signature box.
- [Company Seal from Invitee](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/esignature-appearance/company-seal.txt): An eSignature seal is a digital version of the traditional rubber stamp. It is used to authenticate signatures.
- [Invitee Name Editing](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/esignature-appearance/invitee-name-editing.txt): Enabling the option “Don't allow invitee from editing name in signing journey” restricts the invitee (signer/reviewer) from editing their name while signing the
- [Add custom URLs and webhooks](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/custom-url-and-webhook/webhook-and-url.txt): Custom URLs and webhooks provide a flexible way to manage signer journeys and receive document-related updates based on specific events during the eSign process
- [Webhook Authentication](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/custom-url-and-webhook/webhook-authentication.txt): Webhooks enable the communication of invitation status and signed documents to your application.  Previously, a standard webhook structure was available for suc
- [Supporting Documents](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/other-features/supporting-documents.txt): By enabling the option “Require invitee to upload supporting documents” you can request the signer/reviewer to upload documents while signing/reviewing the docu
- [Additional consent terms](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/other-features/additional-consent.txt): Enabling the feature “ Set additional consent terms” will help in adding custom consent which will be added in the signing journey along with the default Leegal
- [Reject to Sign](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/other-features/reject-to-sign.txt): This feature allows the signer to reject the document while viewing the document for signing.
- [Mask Contact Details](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/other-features/mask-contact-details.txt): Mask Contact Details is a feature designed to protect the contact details of invitees (signers and reviewers). When enabled, this feature ensures that an invite
- [Payment Collect](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/payment-collect.txt): Leegality Payment Collect is a feature that will allow Leegality users to collect payments within the signing journey from their invitees. This happens through 
- [Local Language](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/local-language.txt): Local Language support allows invitee to complete the signing or reviewing process in their native language.
- [Signature Coordinate](https://knowledge.leegality.com/document-execution/leegality-features/signature-coordinate/signature-coordinate.txt): The **Signature Coordinates** functionality allows you to configure the exact placement of signatures on the document being sent for signing.
- [Coordinate Picker](https://knowledge.leegality.com/document-execution/leegality-features/signature-coordinate/coordinate-picker.txt): Coordinate Picker is an API-only functionality that is supported only through the 2.1 API., This functionality allows you to configure signature coordinates (pl
- [_delete-on-complete](https://knowledge.leegality.com/document-execution/leegality-features/document-level/_delete-on-complete.txt)
- [Invitee Notifications](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/notifications.txt): Overview of all notification types sent to invitees during the document signing journey, including optional, mandatory, and reminder notifications.
- [Send document download link with all OTP email and messages](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/security/send-raw-document-link.txt): Enabling this security feature, a link to the raw pdf document will be sent in all the OTP verification email’s/messages.

## Manage Documents

- [Overview](https://knowledge.leegality.com/document-execution/manage-documents/overview.txt): The **Documents** page serves as the central repository for all your documents and related activities. This includes invitations you have sent, received, or tho
- [Overview](https://knowledge.leegality.com/document-execution/manage-documents/document-details/view-document-details.txt): There are two ways to view document information:
- [Notification Logs](https://knowledge.leegality.com/document-execution/manage-documents/document-details/notification-logs.txt): The Notification Logs feature offers a detailed record of all notifications sent to invitees. It helps you confirm whether a notification was successfully deliv
- [Audit Trail](https://knowledge.leegality.com/document-execution/manage-documents/document-details/audit-trail.txt): An audit trail is a step-by-step summary of each activity performed by the sender and invitees in the document, from start to completion. This provides a comple
- [Signature Certificate Details](https://knowledge.leegality.com/document-execution/manage-documents/document-details/signature-certificate-details.txt): The **Document Details** page provides a comprehensive overview of the document's verification, signature certificate data, and invitee information.
- [Complete Document Manually](https://knowledge.leegality.com/document-execution/manage-documents/document-details/complete-document-manually.txt): You can manually complete a document that has been partially signed by at least one person. This action finalises the document and generates the audit trail, ev
- [Document Storage](https://knowledge.leegality.com/document-execution/manage-documents/document-storage.txt): Leegality stores and categorises documents in your dashboard based on their current stage in the eSigning journey. Each category helps you track the document’s 
- [Find Documents](https://knowledge.leegality.com/document-execution/manage-documents/find-documents.txt): You can find documents using search, filters, and Quick Access. This guide explains how to effectively use these methods to locate documents within your account
- [Edit Invitations](https://knowledge.leegality.com/document-execution/manage-documents/how-to-edit-a-document.txt): You can edit the details of invitations you have sent but have not completed yet. You can modify the invitee's name, eSign type, invitee level and signing journ
- [Resending an Invitation](https://knowledge.leegality.com/document-execution/manage-documents/resend-a-document.txt): Resending a notification sends another alert to the invitee. The invitee receives the same signing URL that was sent in the original notification. The resend no
- [Sign Documents in your Account](https://knowledge.leegality.com/document-execution/manage-documents/sign-documents-in-your-account.txt): The Leegality dashboard allows you to sign the documents you received and is awaiting your signature. You can sign one document at a time or select multiple doc
- [Share documents](https://knowledge.leegality.com/document-execution/manage-documents/share-documents.txt): You can share documents with internal team members and external users through multiple methods. Each method serves different purposes depending on who needs acc
- [Deleting a Document](https://knowledge.leegality.com/document-execution/manage-documents/delete-a-document.txt): You can delete drafts and documents you have sent (under-progress, rejected, failed, expired, and completed). Deleting a document revokes all outstanding signer
- [Folders](https://knowledge.leegality.com/document-execution/manage-documents/folders.txt): Folders provide a way to organise your documents. Leegality dashboard has some pre-built sections including Sent, Received, Draft, Completed, and Expired.
- [Re-activate Expired Documents](https://knowledge.leegality.com/document-execution/manage-documents/document-details/_reactivate-document.txt): A sender needs to re-activate a document when one or more invitees fail to sign the document before it expires. Once a document has expired, the unsigned invite

## Workflows

- [Workflow Overview](https://knowledge.leegality.com/document-execution/workflows/overview.txt): Workflows allow you to create, save, and reuse the document sending journey configurations, eliminating repetitive setup. They store all invitee-level and docum
- [Create a Workflow](https://knowledge.leegality.com/document-execution/workflows/create-workflow.txt): Step-by-step guide to creating a workflow in Leegality for document signing and review automation.
- [Run a Workflow](https://knowledge.leegality.com/document-execution/workflows/run-workflow.txt): 1. Click on the **Workflows** in the left panel.
- [Run Workflow via Excel Upload](https://knowledge.leegality.com/document-execution/workflows/excel-upload/run-workflow.txt): The Excel Upload is a way to send out documents for eSignature in bulk by uploading an Excel file with invitee specific information.
- [Fill Excel Template](https://knowledge.leegality.com/document-execution/workflows/excel-upload/fill-excel-file.txt): The Excel template is designed to streamline document sending process. Each row in the template represents a single document, ensuring that multiple documents c
- [Custom Mapping](https://knowledge.leegality.com/document-execution/workflows/excel-upload/custom-mapping.txt): The custom mapping allows you to map your internal spreadsheet to the fields available in the Leegality-generated spreadsheet, streamlining the process of uploa
- [Edit a workflow](https://knowledge.leegality.com/document-execution/workflows/edit-workflow.txt): Editing a workflow allows you to make changes to specific stages of your workflow configuration even after it has been created and published. You can modify doc
- [v4 Workflow](https://knowledge.leegality.com/document-execution/workflows/v4/overview.txt): v4 is an advanced workflow system that provides more flexibility and control when sending documents for eSignature. It enables multi-document packs, selective d
- [Packs and documents](https://knowledge.leegality.com/document-execution/workflows/v4/understanding-v4/packs-and-documents.txt): v4 workflows organize documents in a three-level hierarchy. This guide explains the structure.
- [Document assignment](https://knowledge.leegality.com/document-execution/workflows/v4/understanding-v4/document-assignment.txt): v4 allows you to assign specific primary documents to each invitee. This guide explains selective document assignment.
- [Distributed stamping](https://knowledge.leegality.com/document-execution/workflows/v4/understanding-v4/distributed-stamping.txt): v4 allows you to attach stamps to each sub-document within a primary document. This guide explains distributed stamping.
- [Run a v4 workflow](https://knowledge.leegality.com/document-execution/workflows/v4/run-workflow/run-a-pack.txt): This guide explains how to run a v4 workflow to send documents for eSignature.
- [v4 Signing Journey](https://knowledge.leegality.com/document-execution/workflows/v4/signing-experience/multi-document-signing.txt): When you send a v4 document pack, invitees sign multiple primary documents in a single unified session. This guide explains what invitees experience.
- [Document pack details page](https://knowledge.leegality.com/document-execution/workflows/v4/details-page/pack-details.txt): After sending a v4 document, the details page helps you track progress, manage invitees, and access documents. Understanding the page structure is key to effect

## Stamps

- [Overview](https://knowledge.leegality.com/document-execution/stamps/stamps.txt): The Stamps section gives you complete access to Stamp Series and Stamp Groups. Here, you can efficiently manage all stamp-related activities, including:
- [Stamp Series](https://knowledge.leegality.com/document-execution/stamps/stamp-series/stamp-series.txt): Stamp Series is a system that helps you order and track stamp papers easily. Here's how it works:
- [Create a Stamp Series](https://knowledge.leegality.com/document-execution/stamps/stamp-series/create-a-stamp-series.txt): You need to create a **Stamp Series** in order to purchase the stamp papers of a specific state and denomination via Leegality. The series can be reused for pur
- [Purchase Stamp Papers](https://knowledge.leegality.com/document-execution/stamps/stamp-series/purchase-stamp-series.txt): You can purchase the stamp papers of a series directly from the Stamps section.
- [Edit a Stamp Series](https://knowledge.leegality.com/document-execution/stamps/stamp-series/edit-stamp-series.txt): You have the option to edit a stamp series that you have already created.
- [Extend Expiry of Stamps](https://knowledge.leegality.com/document-execution/stamps/stamp-series/extend-expiry-of-stamps.txt): When using stamp papers procured via Leegality, <u>each stamp has a default expiry date of 6 months from the date of purchase.</u>
- [Block Stamp Papers](https://knowledge.leegality.com/document-execution/stamps/stamp-series/block-stamp-papers.txt): The block stamp feature in Leegality enables users to remove specific stamp papers from the Unused category, thereby preventing them from being affixed to the d
- [Download stamps](https://knowledge.leegality.com/document-execution/stamps/stamp-series/download-stamp.txt): You can download your purchased stamps as PDF files. This is useful when you need to physically print and use stamp papers.
- [Consumption History](https://knowledge.leegality.com/document-execution/stamps/stamp-series/consumption-history-of-stamps.txt): The Consumption History section provides detailed records of how each stamp has been used, including:
- [Stamp Series Report](https://knowledge.leegality.com/document-execution/stamps/stamp-series/stamp-report.txt): You can download an inventory report of a series from the Stamps listing page
- [Stamp Group](https://knowledge.leegality.com/document-execution/stamps/stamp-group/stamp-groups.txt): Stamp Groups allow paying variable stamp duty on documents by letting you choose stamps of various denominations to meet the required amount.
- [Stamp Procurement Panel](https://knowledge.leegality.com/document-execution/stamps/stamp-procurement-panel/stamp-procurement-panel.txt): The **Stamp Procurement Panel** is a lightweight, self-serve dashboard that enables you to manage stamp series and generate proforma invoices independently, wit
- [Create a Stamp Series](https://knowledge.leegality.com/document-execution/stamps/stamp-procurement-panel/create-a-stamp-series.txt): You need to create a **Stamp Series** in order to purchase the stamp papers of a specific state and denomination via Leegality. The series can be reused for pur
- [Edit Stamp Series](https://knowledge.leegality.com/document-execution/stamps/stamp-procurement-panel/edit-stamp-series.txt): Once you have created a stamp series in the **Stamp Procurement Panel**, you may need to update certain details such as shipping information, party names, or le
- [Purchase Stamp Papers](https://knowledge.leegality.com/document-execution/stamps/stamp-procurement-panel/purchase-and-download-proforma.txt): You can purchase stamp papers for multiple stamp series in one transaction and optionally add eSign credits. You can also generate and download a proforma invoi
- [Billing Profile](https://knowledge.leegality.com/document-execution/stamps/stamp-procurement-panel/billing-profile.txt): The Stamp Procurement Panel supports multiple billing profiles, allowing you to manage different billing addresses for your purchases.
- [Use Stamps](https://knowledge.leegality.com/document-execution/stamps/use-stamps.txt): Enable the **Use Stamps** toggle switch.
- [Multiple Stamp Series](https://knowledge.leegality.com/document-execution/stamps/multiple-stamp-series-vs-stamp-group.txt): Multiple Stamp Series lets you explicitly select up to **15 stamp series** and specify how many stamps to attach from each. This is different from a Stamp Group

## Contact Book

- [Contact Book](https://knowledge.leegality.com/document-execution/contact-book.txt): The Contact Book stores invitee contact information so you can quickly add signers and reviewers during document execution without re-entering their details eac

## Settings

- [Change your name](https://knowledge.leegality.com/document-execution/settings/account-level/Profile/change-your-name.txt): Your name is an essential part of your identity in Leegality. It appears in email notifications sent to invitees.
- [Change your password](https://knowledge.leegality.com/document-execution/settings/account-level/Profile/change-your-password.txt): You can change your password at any time.
- [Multi Factor Authentication](https://knowledge.leegality.com/document-execution/settings/account-level/Profile/multi-factor-authentication.txt): Multi-Factor Authentication (MFA) adds an **extra layer of security** on top of your existing login method (OTP or password) in Leegality.
- [Invitation Expiry for Sent Documents](https://knowledge.leegality.com/document-execution/settings/account-level/document-setting/Invitation-expiry-for-sent-documents-account-defaults.txt): You can configure a default expiry period for eSign and review invitations sent from your account. After this period, invitees will no longer be able to access 
- [Auto-Save Signed Documents](https://knowledge.leegality.com/document-execution/settings/account-level/document-setting/auto-save-signed-documents.txt): The auto-save signed document toggle allows you to automatically save documents received for eSigning or review from other Leegality users to your Leegality acc
- [Invitee Notifications and Reminders](https://knowledge.leegality.com/document-execution/settings/account-level/document-setting/invitee-notifications-and-reminders-account-default.txt): This setting allows you to control email, SMS, and WhatsApp notifications sent to invitees for all documents from your Leegality account.
- [Leegality API](https://knowledge.leegality.com/document-execution/settings/account-level/API/how-to-enable-api.txt): By default, APIs are deactivated for every account and must be manually activated. You need to enable API in order to generate Auth Token and Private Salt.
- [How to Whitelist IP Addresses](https://knowledge.leegality.com/document-execution/settings/account-level/API/how-to-whitelist-ip.txt): You can the Whitelist IP feature to restrict IP addresses that can make API calls to Leegality. You can add up to 10 IP addresses to this list.
- [Overview](https://knowledge.leegality.com/document-execution/settings/Wallet/overview.txt): The Wallet section offers management of your account's financial activities, including purchasing, tracking usage, and managing billing information. Here’s what
- [Manage Billing Profiles](https://knowledge.leegality.com/document-execution/settings/Wallet/manage-billing-profiles.txt): 1. Click on the Setting icon ⚙️.
- [Purchase eSign and Stamps](https://knowledge.leegality.com/document-execution/settings/Wallet/purchase.txt): 1. Click on the **Setting** ⚙️ icon on the top right corner.
- [Invoices](https://knowledge.leegality.com/document-execution/settings/Wallet/download-invoice.txt): The Invoice section allows you to access, view, create, and download all invoices for your purchases.
- [eSign and Stamps Low Balance Reminder](https://knowledge.leegality.com/document-execution/settings/Wallet/notifications-for-low-balance-of-esign-and-stamp.txt): This feature allows you to set a low balance threshold for eSign credits and stamp papers in your account. When the threshold is reached, a notification is trig
- [Purchase History](https://knowledge.leegality.com/document-execution/settings/Wallet/purchase-history.txt): The Purchase History shows you the record of all purchases made for your Leegality organization.
- [Consumption History](https://knowledge.leegality.com/document-execution/settings/Wallet/consumption-history.txt): To access your consumption history;
- [User Roles](https://knowledge.leegality.com/document-execution/settings/Admin/user-roles.txt): A user role determines the set of permissions and actions available to a user. The admin assigns roles to users when they are added to an account. There are thr
- [User Management](https://knowledge.leegality.com/document-execution/settings/Admin/user-management.txt): You can add users to your account in accordance with your subscription plan.
- [Impersonator mode](https://knowledge.leegality.com/document-execution/settings/Admin/impersonator-mode.txt): Impersonator mode allows you to access other users' accounts to view their documents and perform actions on their behalf. This is useful for managing documents 
- [Branding](https://knowledge.leegality.com/document-execution/settings/Department/branding.txt): Branding in Leegality allows you to personalize the eSigning experience for invitees. You can use branding controls to reinforce your organization's identity an
- [Document Configuration](https://knowledge.leegality.com/document-execution/settings/Department/document-config.txt): **What is PDF Flattening?**
- [Document Security Settings](https://knowledge.leegality.com/document-execution/settings/Department/document-security-settings.txt): This feature adds an extra layer of security to protect your documents from unauthorized access.
- [eSignature Settings](https://knowledge.leegality.com/document-execution/settings/Department/esignature-settings.txt): When senders create a document for signature, they need to select a signature type for each invitee. The signature types available to a sender depend on the acc
- [Invitee Configurations](https://knowledge.leegality.com/document-execution/settings/Department/invitee-configurations.txt): Invitee configurations allow admins to determine which invitee-level options are accessible to senders during the document sending process.
- [Payment Collect](https://knowledge.leegality.com/document-execution/settings/Department/payment-collect.txt): The Payment Collect feature allows Leegality users to collect payments from signers during the signing journey. Payment will be collected via a payment gateway 
- [SFTP](https://knowledge.leegality.com/document-execution/settings/Department/sftp.txt): If you want to store the documents on your server then you need to add an SFTP profile to ensure the secure transfer of documents from the Leegality server to y
- [Stamp Settings](https://knowledge.leegality.com/document-execution/settings/Department/stamp-settings.txt): In Stamp Setting, admins can set user permissions to create stamp series and stamp groups. Also, allow the user to use stamp series, stamp group, upload stamps,
- [Notifications](https://knowledge.leegality.com/document-execution/settings/Notifications/notification.txt): The notifications tab lets you control the various notifications that are sent by Leegality. You can configure the user-level and organization-level notificatio
- [eSignature and Seal settings](https://knowledge.leegality.com/document-execution/settings/account-level/eSignature-and-seal/overview.txt): This section allows you to save the eSignature seal and signature appearance for specific eSign types, including:
- [Setting Up Automated Sign](https://knowledge.leegality.com/document-execution/settings/account-level/eSignature-and-seal/set-automated-sign.txt): Before proceeding, ensure that your eSign for which you want to automated sign is already set up in your account.
- [Setting up Document Signer Certificate (DSC)](https://knowledge.leegality.com/document-execution/settings/account-level/eSignature-and-seal/set-document-signer-certificate-dsc-for-your-account.txt): The DSC configured here will also be used for bulk-signing the document.
- [Setting up eSignature Seal](https://knowledge.leegality.com/document-execution/settings/account-level/eSignature-and-seal/set-esignature-seal-for-your-account.txt): An eSignature seal is a digital version of the traditional rubber stamp. It is used to authenticate signatures.
- [Setting up Quick Sign](https://knowledge.leegality.com/document-execution/settings/account-level/eSignature-and-seal/set-quick-sign-for-your-account.txt): Quick Sign is a fast eSigning method that simplifies the signing process by eliminating OTP verification. It's ideal for situations where speed is prioritized o
- [Setting up Virtual Sign](https://knowledge.leegality.com/document-execution/settings/account-level/eSignature-and-seal/set-virtual-sign-for-your-account.txt): Virtual Sign is an electronic authentication that requires OTP verification of the Email or Phone Number.

## Nesl

- [Overview](https://knowledge.leegality.com/document-execution/nesl/Overview.txt): Leegality is an official **TSP (Technology Service Provider)** partner of **NeSL (National E-Governance Services Ltd.)**, enabling clients to use NeSL’s eSign a
- [Details Page](https://knowledge.leegality.com/document-execution/nesl/details-page.txt): The **Details Page** in Leegality provides essential tools to track and manage a document after it has been sent. When a document includes **NeSL invitees**, ce
- [Enable NeSL eSign](https://knowledge.leegality.com/document-execution/nesl/enable-nesl-esign.txt): To use NeSL eSign and eStamping features via Leegality, clients must first share their NeSL configuration details via secure email. Once Leegality sets up the p
- [Error Troubleshooting](https://knowledge.leegality.com/document-execution/nesl/error-troubleshooting.txt): Re-initiate the signing with corrected details. |
- [NeSL - Leegality Certificate Verification](https://knowledge.leegality.com/document-execution/nesl/nesl-features/_leegality-certificate-verification.txt): * Name
- [eBG Event Reviewers](https://knowledge.leegality.com/document-execution/nesl/nesl-features/ebg-event-reviewer.txt): The **eBG Event Reviewer feature** allows users to:
- [NeSL Aadhaar Validation](https://knowledge.leegality.com/document-execution/nesl/nesl-features/nesl-aadhaar-validation.txt): NeSL Aadhaar validation enables the sender to verify a NeSL invitee's details before they eSign a document. The details provided by the sender in the NeSL form 
- [NeSL Form](https://knowledge.leegality.com/document-execution/nesl/nesl-features/nesl-form.txt): When sending a document for NeSL eSign, you are also required to upload key data to the NeSL Information Utility (IU). This includes details related to the docu
- [Invitation Expiry](https://knowledge.leegality.com/document-execution/nesl/nesl-features/nesl-invitation-expiry.txt): The expiry duration for NeSL eSign invitations is fixed. By default, this duration is fixed to 240 hours (10 days).
- [Multi Stamping](https://knowledge.leegality.com/document-execution/nesl/nesl-features/nesl-multi-stamping.txt): The **Multi Stamping** feature in NeSL DDE allows you to affix **multiple e-stamp papers** to a **single composite document** during the digital signing process
- [Parties](https://knowledge.leegality.com/document-execution/nesl/nesl-features/nesl-parties.txt): **NeSL Parties** refer to additional individuals or entities, **apart from the NeSL signers**, who are involved in the agreement and whose details must be submi
- [NeSL Sending Journey](https://knowledge.leegality.com/document-execution/nesl/nesl-sending-journey.txt): This article explains how to send documents for NeSL eSign across different use cases supported in Leegality:
- [NeSL Signing Journey](https://knowledge.leegality.com/document-execution/nesl/nesl-signing-journey.txt): This section explains how signers (invitees) can complete their NeSL eSigning process after receiving an invitation.

## Api

- [Document Execution API](https://knowledge.leegality.com/document-execution/api/document-execution-api.txt): Welcome to the Leegality Document Execution API documentation. This API lets you integrate Document Execution into your application. Use it to create signing requests, track document status, and retrieve signed documents and audit trails.
- [Authentication](https://knowledge.leegality.com/document-execution/api/authentication.txt): The Auth Token authenticates all API requests to Leegality. This section explains how to generate the token from your dashboard.
- [Quick Start](https://knowledge.leegality.com/document-execution/api/quick-start.txt): Get up and running with the Leegality API in four steps.
- [IP Whitelisting](https://knowledge.leegality.com/document-execution/api/security/ip-whitelisting.txt): IP whitelisting ensures secure communication between your infrastructure and Leegality by restricting network access to specific IP addresses.
- [Domain Whitelisting](https://knowledge.leegality.com/document-execution/api/security/domain-whitelisting.txt): Domain whitelisting ensures your infrastructure can access Leegality services and third-party eSign providers.
- [Payload Encryption](https://knowledge.leegality.com/document-execution/api/security/payload-encryption.txt): Payload encryption adds an additional security layer to API requests, responses, and webhook notifications beyond standard HTTPS/TLS/SSL protocols.
- [Custom Webhook Headers](https://knowledge.leegality.com/document-execution/api/security/custom-webhook-headers.txt): When Leegality sends a webhook to your endpoint, your server needs a way to verify the request is genuinely coming from Leegality. Custom webhook headers let yo
- [Create eSigning request](https://knowledge.leegality.com/document-execution/api/create-an-e-signing-request.txt): Creates a new eSigning request based on a published Workflow. Use this endpoint to run a workflow and send a document with pre-configured settings.
- [Delete document](https://knowledge.leegality.com/document-execution/api/delete-document.txt): Permanently deletes a document and all associated data.
- [Check transaction status](https://knowledge.leegality.com/document-execution/api/check-transaction-status.txt): Returns a lightweight summary of a document's transaction status, including signing state, download URLs, and signer certificate data.
- [Reactivate document](https://knowledge.leegality.com/document-execution/api/reactivate-document.txt): Reactivates an expired document by resetting the expiry period, allowing invitees to sign again.
- [List documents](https://knowledge.leegality.com/document-execution/api/list-documents.txt): Search and list documents from your Leegality account with optional filters.
- [Check document details](https://knowledge.leegality.com/document-execution/api/check-document-details.txt): Returns in-depth details about a document.
- [List completed documents](https://knowledge.leegality.com/document-execution/api/list-completed-documents.txt): Retrieves a paginated list of all completed documents from your Leegality account. Documents are returned in **ascending order** by completion date (oldest first).
- [Fetch document](https://knowledge.leegality.com/document-execution/api/fetch-document.txt): Downloads the signed document, audit trail, sender attachments, or invitee supporting documents associated with a completed document.
- [Fetch document (binary)](https://knowledge.leegality.com/document-execution/api/fetch-document-binary.txt): Downloads the signed document, audit trail, sender attachments, or invitee supporting documents in **raw binary format**.
- [Mark document as complete](https://knowledge.leegality.com/document-execution/api/mark-document-complete.txt): Marks an incomplete (SENT) document as complete, even if not all invitees have signed.
- [Resend notifications](https://knowledge.leegality.com/document-execution/api/resend-notifications.txt): Resends signing invitation notifications (email/SMS) to invitees who have not yet signed.
- [Activate invitation](https://knowledge.leegality.com/document-execution/api/activate-invitation.txt): Activates an invitation that is not yet active due to a pre-defined signing order. Use this API to enable invitations out of turn — for example, when an earlier signer is unable to sign and you want subsequent signers to proceed.
- [eSign DocSigner invitation](https://knowledge.leegality.com/document-execution/api/esign-docsigner-invitation.txt): Signs an invitation configured with the **Document Signer Certificate** (DocSigner) sign type via API.
- [Delete invitation](https://knowledge.leegality.com/document-execution/api/delete-invitation.txt): Deletes an unsigned invitation from a document, permanently removing the invitee's access.
- [List stamp series](https://knowledge.leegality.com/document-execution/api/list-stamp-series.txt): Returns details of all stamp paper series in your account.
- [List expiring stamp series](https://knowledge.leegality.com/document-execution/api/list-expiring-stamps.txt): Returns stamp series that are expiring soon or have already expired.
- [List stamp groups](https://knowledge.leegality.com/document-execution/api/list-stamp-groups.txt): Returns details of all stamp groups in your account.
- [Get wallet balance](https://knowledge.leegality.com/document-execution/api/get-wallet-balance.txt): Returns the eSign wallet balance for your account.
- [List eSign purchases](https://knowledge.leegality.com/document-execution/api/list-wallet-purchases.txt): Returns consumption and expiry details of eSign purchases made from your account.
- [Retry NeSL transaction](https://knowledge.leegality.com/document-execution/api/retry-nesl-transaction.txt): Retries a failed NeSL transaction.
- [List eBG notifications](https://knowledge.leegality.com/document-execution/api/list-nesl-notifications.txt): Returns a list of NeSL eBG (Electronic Bank Guarantee) event notifications.
- [Get eBG notification detail](https://knowledge.leegality.com/document-execution/api/get-nesl-notification-detail.txt): Returns the complete details of a specific eBG notification.
- [Review eBG notification](https://knowledge.leegality.com/document-execution/api/review-nesl-notification.txt): Approves or rejects an eBG event notification.
- [Webhook Introduction](https://knowledge.leegality.com/document-execution/api/webhooks/webhook-configuration.txt): When you send a document for eSigning using Leegality, webhooks can notify you the moment each invitee goes through a signing action — they sign, approve, rejec
- [Webhook Event Types](https://knowledge.leegality.com/document-execution/api/webhooks/webhook-event-types.txt): Delivered to the **Webhook URL** configured on the invitee.
- [Verify Webhook Request](https://knowledge.leegality.com/document-execution/api/webhooks/verify-webhook-request.txt): Every webhook payload Leegality sends includes a `mac` field. This is an HMAC-SHA1 signature that lets you confirm the request genuinely came from Leegality and
- [Invitee Signed](https://knowledge.leegality.com/document-execution/api/signer-signs-document.txt): Fires when a signer successfully completes a signing action. Delivered to the **Webhook URL** configured on the invitee in the workflow.
- [Reviewer Approved](https://knowledge.leegality.com/document-execution/api/reviewer-approves-document.txt): Fires when a reviewer successfully approves a document. Delivered to the **Webhook URL** configured on the invitee in the workflow.
- [Signer Rejected](https://knowledge.leegality.com/document-execution/api/signer-rejects-document.txt): Fires when a signer explicitly rejects a document. Delivered to the **Error Webhook URL** configured on the invitee in the workflow.
- [Reviewer Rejected](https://knowledge.leegality.com/document-execution/api/reviewer-rejects-document.txt): Fires when a reviewer rejects a document. Delivered to the **Webhook URL** configured on the invitee in the workflow.
- [Certificate Verification Failed](https://knowledge.leegality.com/document-execution/api/certificate-verification-failed.txt): Fires when a signer's signature certificate does not match the verification criteria configured on the invitee (name, pincode, state, title, year of birth, or gender). The signing attempt is blocked and the invitation is terminated. Delivered to the **Error Webhook URL**.
- [Document Expired](https://knowledge.leegality.com/document-execution/api/document-expired.txt): Fires when an invitation passes its configured expiry date without the invitee completing the signing action. Delivered to the **Error Webhook URL**.
- [Coordinate Picker](https://knowledge.leegality.com/document-execution/api/coordinate-picker-webhook.txt): Leegality sends this payload to the **Coordinate Picker Webhook URL** configured in the invitee-level options when eSign coordinates are successfully placed on the document.
- [Error Reference](https://knowledge.leegality.com/document-execution/api/error-reference.txt): Error code reference for the Document Execution APIs
- [SDKs and Utilities](https://knowledge.leegality.com/document-execution/api/resources.txt): Resources for the Document Execution APIs

## 

- [Introduction to Document Execution](https://knowledge.leegality.com.txt): The Leegality Knowledge Base is your comprehensive resource for mastering the Leegality platform. Whether you're a new or a seasoned user, our Knowledge Base provides detailed guides, step-by-step tutorials, and helpful tips to streamline your document execution process.

## Activity Log

- [Activity Logs](https://knowledge.leegality.com/document-execution/activity-log.txt): The Activity Logs page provides a comprehensive record of all user actions within your Leegality account. Use these logs to audit account activity, track docume

## Activity Logs

- [Activity Logs](https://knowledge.leegality.com/deal-collaboration/activity-logs.txt): The Activity Logs page gives you a complete record of every action taken across your deals — who did what, when, and on which document. Use it to stay on top of

## Api Credentials

- [API Credentials](https://knowledge.leegality.com/sign-station/api-credentials.txt): API Credentials are essential for integrating with SignStation's API services. Before calling any API, you need to have a secret key that authenticates your app

## Audit Logs

- [Audit Logs](https://knowledge.leegality.com/sign-station/audit-logs.txt): The Audit Logs page provides a centralized record of all system events and user actions within the SignStation application. To access the section,

## Certificate Management

- [Adding a Digital Certificate](https://knowledge.leegality.com/sign-station/certificate-management/adding-certificates.txt): You can easily upload and link new digital certificates to your departments through the Certificates tab. This process makes the certificate available for use w
- [Review and Manage Certificates](https://knowledge.leegality.com/sign-station/certificate-management/managing-certificate.txt): The Certificate Manager provides a comprehensive view and control interface for all linked digital certificates. You can review certificate details, update cred

## Collaboration

- [Comparing Document Versions](https://knowledge.leegality.com/deal-collaboration/Collaboration/comparing-document-versions.txt): Comparing document versions ensures all changes can be identified and reviewed accurately. When you compare the two documents, all the changes are visible in tr
- [Remarks](https://knowledge.leegality.com/deal-collaboration/Collaboration/remarks.txt): Remarks allow you to add notes or comments to a contract for internal purposes. Unlike [Comments](add-comments.mdx), Remarks are not linked to a specific part o
- [Add Comments](https://knowledge.leegality.com/deal-collaboration/Collaboration/add-comments.txt): Comments are a collaborative tool designed to enhance communication within the software, enabling users to collaborate effectively.
- [Manage And Reassign Collaborators](https://knowledge.leegality.com/deal-collaboration/Collaboration/manage-collaborators-and-reassignment.txt): The Manage Collaborators feature allows you to replace, add, or remove team members with specific roles at any stage of the deal negotiation process without dis
- [Offline Review](https://knowledge.leegality.com/deal-collaboration/Collaboration/offline-review.txt): The Offline Review option allows you to download a document, make changes offline, and then upload the edited document back into the software.
- [Unlock Document](https://knowledge.leegality.com/deal-collaboration/Collaboration/unlock-document.txt): The Unlock Document option allows you to make changes to the document even after the document status is marked as Ready for Signing.

## Contracts

- [AI Smart Extraction](https://knowledge.leegality.com/deal-collaboration/Contracts/ai-smart-extraction.txt): AI Smart Extraction automatically detects and extracts key data points from your contracts using artificial intelligence. This feature reduces manual data entry
- [Initiate a Contract](https://knowledge.leegality.com/deal-collaboration/Contracts/initiate-contract.txt): This article guides you through the step-by-step process for initiating a new contract within the ***Deal Collaboration*** by Leegality.
- [Uploading Contracts](https://knowledge.leegality.com/deal-collaboration/Contracts/upload-contracts.txt): The **Upload Contract** feature lets you upload completed agreements into the Deal Collaboration platform for centralized management and efficient processing.
- [Contracts Processing Hub](https://knowledge.leegality.com/deal-collaboration/Contracts/Contracts Processing Hub/contracts-processing-hub.txt): On the **Processing Hub** page, monitor your bulk upload with the following details:
- [Filter Contracts](https://knowledge.leegality.com/deal-collaboration/Contracts/find-contracts.txt): The Filters functionality in the **Contracts** section allows you to refine search results, helping you easily find specific contracts based on various criteria
- [Contract Renewals](https://knowledge.leegality.com/deal-collaboration/Contracts/contract-renewal.txt): Contract Renewal option allows you to configure renewal tasks and reminders for contracts in the *Executed* status.
- [Manage Folders](https://knowledge.leegality.com/deal-collaboration/Contracts/folders.txt): The **Folders** feature lets you organise contracts into a structured hierarchy within Deal Collaboration. You can create folders, nest subfolders, and move con
- [Configurable Columns and Saved Views](https://knowledge.leegality.com/deal-collaboration/Contracts/configurable-columns-and-saved-views.txt): The **Configurable Columns and Saved Views** feature gives you two key capabilities:

## Deal Negotiation

- [Overview](https://knowledge.leegality.com/deal-collaboration/deal-negotiation/introduction.txt): This article will give you an overview of the deal negotiation process, explaining the key stages and actions involved.
- [Deal Negotiation Flow Diagram](https://knowledge.leegality.com/deal-collaboration/deal-negotiation/deal-negotiation-flow-diagram.txt): This article summarises the negotiation workflow in Leegality Deal Collaboration software. Understanding the overall flow helps you navigate the process smoothl
- [AI Review](https://knowledge.leegality.com/deal-collaboration/deal-negotiation/ai-review.txt): The AI Review feature enables collaborators to efficiently assess documents for potential risks and compliance issues at any stage of negotiation. This feature 
- [Deal Negotiation Process](https://knowledge.leegality.com/deal-collaboration/deal-negotiation/deal-negotiation-process.txt): Internal Review is the first stage in the contract status workflow where your internal team reviews the contract to ensure all terms and conditions are correct 
- [Upload Signed Document](https://knowledge.leegality.com/deal-collaboration/deal-negotiation/upload-signed-document.txt): The Upload Signed Document option allows you to upload a signed contract when negotiations are completed. This is useful if the document was signed physically o

## Delete An Invitation

- [Deleting an Invitation](https://knowledge.leegality.com/manage-documents/delete-an-invitation.txt): You can delete an invitee's invitation at any stage of the signing journey, except after they have already signed the document. Once an invitee has signed, thei

## Getting Started

- [Create an account](https://knowledge.leegality.com/document-execution/getting-started/create-an-account.txt): 1. Go to [dashboard.leegality.com/sign-up](https://dashboard.leegality.com/sign-up)
- [Get to Know Leegality](https://knowledge.leegality.com/document-execution/getting-started/dashboard-overview.txt): This guide will introduce you to Leegality’s main interface and its key features, helping you navigate through the platform with ease.
- [Buying eSign Credits](https://knowledge.leegality.com/document-execution/getting-started/buy-eSign-credits.txt): The article guides you through the step-by-step instructions for setting up a billing profile and purchasing eSign credits and stamps.
- [Sending a Document](https://knowledge.leegality.com/document-execution/getting-started/sending-journey.txt): 1. Click **+ Create** > **New Document**. This will direct you to the *Create* page.
- [Signing a Document](https://knowledge.leegality.com/document-execution/getting-started/signing-journey.txt): This guide will walk you through every step—from receiving your document notification to completing your secure signature.
- [Introduction](https://knowledge.leegality.com/deal-collaboration/getting-started.txt): This article provides an overview of the capabilities of Leegality’s Contract Lifecycle Management tool—**Deal Collaboration**.
- [Logging In](https://knowledge.leegality.com/sign-station/getting-started/logging-in.txt): Learn how to access your SignStation account and get started with document signing.
- [Dashboard Overview](https://knowledge.leegality.com/sign-station/getting-started/dashboard-overview.txt): The Dashboard functions as the application's control center, providing key statistics on signing activity, certificate status, and centralized navigation to all
- [Initial Setup Guide](https://knowledge.leegality.com/sign-station/getting-started/initial-setup.txt): This guide outlines the essential steps to set up SignStation for the first time. Follow these steps in order to ensure your organization is ready to start sign

## Glossary

- [Glossary](https://knowledge.leegality.com/document-execution/Glossary/glossary.txt): This list explains terms you might see while using Leegality. It helps you understand the specific terminology and jargon with easy-to-follow definitions.

## Introduction

- [Introduction](https://knowledge.leegality.com/sign-station/introduction.txt): SignStation is a **self-hosted DocSigner utility** that lets your organisation apply its own eSign on large volumes of documents, such as invoices, policies and

## Leegality Word Add In

- [Leegality Word Add-in](https://knowledge.leegality.com/deal-collaboration/Leegality Word Add-in/word-plugin.txt): The **Leegality Word Add-in** is your essential extension, integrating Deal Collaboration (DC) directly into Microsoft Word. It streamlines your entire contract
- [Review Contract Using Word Add-in](https://knowledge.leegality.com/deal-collaboration/Leegality Word Add-in/Review a Contract Using the Word Add-in.txt): This guide walks you through the simple steps to review (edit, comment, and then approve or reject) a contract directly within Microsoft Word using the Leegalit

## License Manager

- [Create a New License](https://knowledge.leegality.com/sign-station/license-manager/create-license.txt): Before you can start using SignStation, you need to acquire a valid license from Leegality and upload it to your system.
- [Managing License Status](https://knowledge.leegality.com/sign-station/license-manager/viewing-managing-license-status.txt): The License Management page provides a comprehensive overview of all active and historical licenses applied to your SignStation instance, along with detailed us

## Notifications

- [Notification Settings](https://knowledge.leegality.com/sign-station/notifications.txt): The Notification Settings module configures the global email notification system, including the email service provider details, the specific events that trigger

## Profile Management

- [Profile Settings](https://knowledge.leegality.com/sign-station/profile-management.txt): The Profile section allows individual users to view their personal account information and manage their password.

## Settings

- [Global Variables](https://knowledge.leegality.com/deal-collaboration/Settings/global-variables.txt): Global variables are accessible to all users, allowing them to add these pre-built variables when [creating a template](https://knowledge.leegality.com/deal-col
- [Rule Set](https://knowledge.leegality.com/deal-collaboration/Settings/rules-set.txt): Rule Sets are collections of rules that guide AI in reviewing your contracts. Think of a Rule Set as a checklist and each Rule as an item on that checklist.

## Signing Journey

- [Sending a contract for eSign](https://knowledge.leegality.com/deal-collaboration/signing-journey.txt): The contract status must be in the **Ready for Signing** in order to send it for eSigning.
- [Uploading Documents](https://knowledge.leegality.com/sign-station/signing-journey/signing-a-document/uploading-documents.txt): The first step in the signing journey is to upload the document you want to sign. This guide walks you through the complete document signing workflow.
- [Sign the Documents](https://knowledge.leegality.com/sign-station/signing-journey/signing-a-document/sign-the-documents.txt): After uploading your document, you'll configure the signature coordinates and certificate details before applying your digital signature.
- [Download Signed Documents](https://knowledge.leegality.com/sign-station/signing-journey/signing-a-document/download-signed-documents.txt): After successfully signing your document, you can review the signed document, download it along with the audit trail, and choose your next action.
- [Reviewing Documents](https://knowledge.leegality.com/sign-station/signing-journey/reviewing-documents.txt): The Documents module provides a centralized list of all documents managed by the user, offering search, filtering, and status tracking for all signing transacti

## System Settings

- [System Settings](https://knowledge.leegality.com/sign-station/system-settings.txt): The System Settings module allows administrators to configure policies governing user security, data retention, and audit trail generation for the SignStation a

## Tasks

- [Tasks](https://knowledge.leegality.com/deal-collaboration/tasks.txt): The Tasks section in the DC software is a centralised place where users can manage and track their assigned tasks.

## Templates

- [Creating a Template](https://knowledge.leegality.com/deal-collaboration/Templates/create-template.txt): To create a template in Deal Collaboration’s software, follow these steps:
- [Templates](https://knowledge.leegality.com/deal-collaboration/Templates/Templates.txt): A template is a pre-designed contract format used to create standardized agreements efficiently. Instead of building a new contract from scratch each time, temp

## User Management

- [User Management](https://knowledge.leegality.com/sign-station/user-management/user-management.txt): User management controls access to the SignStation application, defining user credentials, permissions, Roles, and scope (Departments).
- [Department Management](https://knowledge.leegality.com/sign-station/user-management/department-management.txt): Department management allows administrators to create the organizational units used to scope user access and categorize documents.
- [Role Management](https://knowledge.leegality.com/sign-station/user-management/role-management.txt): Role management defines permission sets (Entitlements) that dictate the specific actions users can perform within SignStation.

## Workflows

- [Create a Workflow](https://knowledge.leegality.com/deal-collaboration/Workflows/create-workflow.txt): Workflows are useful for contracts you use often. You can create a standard process for review and negotiation once and then use it again and again. With Workfl