legaliza

Frequently Asked Questions

Backup

  • How can I back up my documents?

    To back up documents from Legale.io to an external repository, you can follow two main approaches:

    Integration based on custom scripts: This method is suitable for any external repository, such as S3, Google Drive, etc. The steps include listing all documents, retrieving detailed information about each document, confirming the signature status, downloading the signed document, and uploading it to the external repository[1].

    No-code integration using Power Automate and SharePoint: This method involves creating a flow in Power Automate, configuring an HTTP request to Legale.io, confirming the signature status, downloading and uploading to SharePoint, and recording metadata.  

Documents

  • Can I renew the expiration date of a signature link?

    Yes. When a link expires, administrators or owners can extend the signing period without restarting the workflow. 

  • What file types can I upload to Legale?

    Legale supports PDF, DOC, DOCX, XLS, XLSX, JPG, PNG, CSV, PPT and ZIP for processing, signing, or attaching to workflows. 

  • Can I define the signature order?

    Yes. You can configure by priority or simultaneously when setting up the signer list. 

  • How can I get the GUID from a document?

    GUID can be retrieved from a document—whether it has been signed, is still in progress, or has been rejected. Just click the “Verification” option.

  • How do I download all documents from a folder?

    If no specific file is selected, clicking the download button downloads all available files in the folder. 

  • Is it possible to download a subfolder?

    Yes. Navigate to the subfolder and use the download option for its contents. 

  • Can I attach external files to a document?

    Yes. Use the “Attached File” option and upload from your device.

  • Can I attach a link instead of a file?

    Yes. Select “Attached Link”, paste the URL, and it will be added to the document as a clickable reference. 

Settings

  • Can an admin user reset the password of other users?

    Yes. Admin users have the ability to reset passwords for any team member through the user management panel.

  • Can I switch the theme of the platform?

    Yes. In the header, choose between light and dark mode. 

  • How do I set the platform language?

    From the language options, select your preferred language and confirm the update. 

  • How do I configure my signature preferences?

    Navigate to signature settings, choose your default method (drawing, typing, uploading), and save. 

  • Can I view my history of contracted products or plans?

    Yes. In the Profile section under “Contracted products” -> “Purchase History,” you can review all contracted services.

Smart Documents

  • From where can I create a Smart Document?

    They can be created from Legale platform, Word online and uploading a DOCX document.

  • Can I add conditional fields in a Smart Document?

    Yes. The Smart Document builder allows setting up conditional logic.

Remote Advanced Signature

  • Why are some contacts not selectable in the signature flow?

    Contacts with incomplete information (missing full name or ID) appear greyed out and cannot be selected until fully completed. 

Access

  • How do I access Legale?

    Go to https://app.legale.io and log in with your email and password.

  • Can I access Legale from a mobile device?

    Yes. Legale is fully responsive and accessible from browsers on mobile phones and tablets. 

Workflow

  • What happens if I terminate a sign workflow before the signature is completed?

    If the signature process terminates, the quota is returned to your account. 

  • What happens if a signer doesn’t complete the process?

    The signing flow will remain incomplete until all required parties have signed or the document expires. You can send reminders or cancel the flow. 

  • Can I reassign a document and its workflow to another user?

    Yes. Use the “Reassign” option, choose the new owner, and confirm. The document will move to their My Drive. 

  • What happens after reassignment?

    The original owner no longer sees the workflow or file in their My Drive. Ownership is fully transferred. 

  • Can I pause a workflow in progress?

    Yes. Click “Pause” from the workflow options. You can resume it later. 

  • How do I terminate a workflow?

    Choose “Terminate” in the options. This ends the workflow immediately and notifies participants. 

  • Can I edit an existing workflow?

    Yes, you can update steps, participants, or documents by clicking “Edit” from the workflow options and saving the new configuration. 

Signatures

  • How can I check how many signatures I have available

    To view the signatures you have available, you must access the user menu by clicking on the profile icon in the upper right corner and selecting “Contracted Products”.  

  • How can I recover expired signatures?

    To recover expired signatures, when a document shows the status “SIGN LINK EXPIRED,” you can generate a new expiration date by selecting the file and clicking the “Renew expiration date” button in the top action bar. This restores the ability for the signer to access and complete the signing process. 

Users and Access

  • How can I add a user?

    To add a new user in Legale.io, go to the Users section in the sidebar and click the “New user” button. This will open a registration form where you can enter the user’s details, such as their name, email address, and phone number. Once all fields are completed and the necessary permissions are configured, finish the user creation process by clicking the green “Create” button. 

  • What is the difference between a user and a contact in Legale.io?

    In Legale.io, a “contact” refers to a person who is registered in the contact list and can be selected to sign documents or participate in workflows. Contacts may include information such as name, email, phone number, and they can be Legale users or simply viewers.

    On the other hand, a “user” is someone who has access to the Legale.io platform with a set of assigned permissions and roles. Users can be administrators, have permissions to manage documents, create workflows, and more. Users are part of the organization and have a more complete profile within the system. 

  • How can I add a contact?

    To add a new contact in Legale.io, go to the Contacts section from the sidebar and click the “New contact” button. This will open a form where you can enter the contact’s details, such as email, first name, last name, identification number, phone number, and optional fields like address or additional email. Once all required fields are completed, click the green “Submit” button to save the contact in your directory.  

  • How can I delete an existing contact?

    To delete an existing contact in Legale.io, follow these steps:

    Select the contact you want to delete by checking the box next to the contact’s name. This will activate the action buttons at the top.

    Click the “Delete” button located at the top of the screen.

    A confirmation message will appear asking if you are sure you want to delete the contact. To proceed, click the red “Delete” button.

    Once the contact has been successfully deleted, a confirmation message will appear on the screen stating “Contact successfully deleted.” This confirms that the operation was completed and that the contact has been removed from your list. 

  • How can I delete an existing user?

    Go to the Users section.

    Select the user you want to delete by checking the box next to their name.

    Click the “Delete” button in the top action bar.

    A confirmation dialog will appear asking you to re-enter the user’s email address to validate the deletion. After entering the email, click the red “Delete” button.

    Before permanently deleting the user, the system will ask if you want to transfer the user’s documents to another account. You can choose “Yes” to reassign the documents or “No” to leave the documents under the system administrator’s account.

    Once the deletion process is complete, a confirmation message will appear indicating that the user was successfully deleted. 

Reports and Certificates

  • Can I generate a compliance report?

    Go to the Compliance section, select the parameters and click “Create report”.

  • Can I customize certificate signatures?

    Yes. Upload or draw a signature in the certificate settings to reflect it on final signed documents. 

Verification

  • How do I verify a document’s authenticity?

    Select the document and click “Verification”. The system will display its status and metadata including signature chain. 

  • Can I verify documents already signed?

    Yes, signed documents also offer verification tools to check final integrity and ownership. 

Integration

  • What integration options are available?

    You can connect via SFTP, API key, and Callback URLs. 

Support

  • Can I create support tickets directly from the platform?

    Yes. You can open the help center and create a support ticket .