Docue allows you to create legal documents quickly and easily by using our templates. In this article, we will walk you through the simple process of creating a legal document with Docue.
Creating a document
There are two ways to create a document:
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Click "Create document" in the left-hand column and then select the template you want to create.
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Search for the template you want and then click "Create document".
Once you have created your document, you can enter the desired name for the document and then select the folder where you want to save it. You can also assign it a tag. When you have selected the folder, click "Create" to continue.
You will then be prompted to design the sections you wish to include in your contract. You can create new sections or modify existing ones as needed. If you need to make changes later, no problem. You can return at any time.
The next step is to fill in all necessary information in the document.
You are also able to complete the following customisations to the document:
1. Customise & Reorder Sections
2. Change Font & Colour
When you have finished your document, please click "Finalise Document" - the blue icon on the top right.
**Note: It will not be possible to complete the document if you have missed filling in any information.
Completing the document
Once you have clicked "Finalise Document" and completed your contract, you can choose the signature method you want. This could be using Docue's electronic signature, skipping the signature process or downloading the document and using your own signature method.
In our Advanced Settings, you will be able to;
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Enter a Due Date if you want to cancel the signing of the document if it is not signed by a certain date.
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Set up automatic reminders that are sent automatically at desired intervals if the document is not signed.
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Edit the sender's name if you want to use something other than your own and your company's name in the invitation.
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Add a little message to the invite that is sent to the parties.
By clicking "Continue" you confirm that you are ready to finalise the document and can then choose whether to send the signature requests automatically or to send them yourself in the next step.
Signing and signature settings
You can still review the contents of your document in full. If you need to make changes, you can go back by clicking "Edit document" on the top right.
**Note: Returning to the editing mode will invalidate the signatures on the document and any sent signature requests, so we recommend that you carefully review the document before completing it and sending it out for signature. Signature charges already made will not be refunded and any signature fees will be charged again when you move from editing the document back to the signature stage.
In signing mode, you can also:
A. View folder
B. Download document
C. Copy as new draft
D. Send to E-mail
E. Move to folder
F. Copy to Another Workspace
G. Delete
If the signature requests have not been sent automatically, you can send them from the "Send signature invitations" button. You fill in the recipient's contact information for the signature request and set the signature settings.
Within "Details" you can see you can see Status, Created Date, Folder Information, Template Name, Contract Date, Parties, Document Type and Language. From this view, you can add parties, set reminders and edit tags which makes it easier to archive, filter, and search for documents in the archive.
Keywords: Creating a document, Signing, Editing a document