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Leegality Knowledge Base

website·Indexed 33 days ago

https://knowledge.leegality.com

Documentation for managing user roles, permissions, and account configurations. Covers administrative tasks such as user management, impersonator mode, branding profiles, document security settings, eSignature configurations, SFTP secure file transfer, and payment collection via Razorpay or BillDesk.

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What's inside Leegality

  2. Overview of Smart User Liveliness

    Smart User Liveliness is a security feature that ensures a signatory is actively present during the eSigning process using AI-based facial recognition. The system analyzes facial cues and behavioral patterns to detect and reject spoofing attempts, such as the use of photos or recorded videos, thereby enhancing the integrity of electronic signatures.

  4. Overview of License Management API

    The License Management API allows administrators to install license files, view current status, and track usage statistics. To activate the system, a license file containing a cryptographically signed JSON Web Token (JWT) must be uploaded. The system reads the internal data of the file, so any file extension (e.g., .lic, .txt, .jwt) is acceptable.

  5. Overview of the Leegality Rule Engine

    v4
    The Rule Engine in v4 workflows allows developers and administrators to implement custom business logic and process-specific constraints. While the system uses over a hundred built-in integrity rules to maintain configuration consistency (such as automatically disabling incompatible eSign types or blocking progress when an IRN reference number is malformed), the Rule Engine exposes this machinery to allow for user-defined logic.

  6. Overview of Quick Sign eSigning

    'Quick Sign' is a streamlined eSigning method designed for speed and simplicity. It features a three-click process and does not require OTP verification or third-party integrations. It is intended for use cases where additional security features are not required.

  7. Overview of Deal Collaboration capabilities

    Deal Collaboration is Leegality's Contract Lifecycle Management (CLM) tool designed for reviewing, negotiating, and collaborating on contracts. Key features accessible from the home page include:

    • Tasks: View and manage tasks assigned to a collaborator, including document names and statuses.
    • Contracts: Initiate new deals and access a repository of all negotiating and closed contracts.
    • Templates: Create drafts using dynamic variables and sections to reuse fixed formats.
    • Workflows: Automate contract review processes by customizing negotiation journeys and assigning user roles.
    • Settings: Manage global variables for the platform.

  8. Overview of Leegality for Salesforce

    Leegality for Salesforce is an AppExchange managed package that integrates Leegality Document Execution into a Salesforce organization. It allows users to send documents for eSigning, track signing status, and download signed documents and audit trails directly from Salesforce records, eliminating the need to switch to the Leegality dashboard.

  9. Overview of Leegality Stamp Series

    Stamp Series is a system for ordering and tracking stamp papers. It allows users to save purchase details and delivery addresses to avoid repetitive data entry, monitor stamp usage and inventory, and track the delivery process of stamp papers.

  10. Overview of the Department Management API

    The Department Management API provides endpoints to create, retrieve, update, and delete departments within an organization on the SignStation platform. Departments are used to organize users, certificates, and documents. All operations are scoped to the authenticated user's organization.

  11. Understand the difference between Document Pack and Primary Document tabs

    The interface provides two levels of scope for managing documents: the Document Pack tab and the Primary Document tab. The Document Pack tab provides a high-level overview of the entire group, while the Primary Document tab focuses on a specific document within that pack.

    Key differences in scope include:

    • Information Header: The Pack tab shows the Pack name, ID, and overall status (In Progress or Completed). The Primary Document tab shows the specific Document name, ID, and status (In Progress, Completed, or Expired).
    • Invitee List: The Pack tab lists all invitees across all documents with tags indicating their assignments. The Primary Document tab lists only invitees assigned to that specific document.
    • Documents View: The Pack tab displays all primary documents as cards. The Primary Document tab provides a combined PDF of the document's sub-documents with options to preview or download.
    • Activity Logs: The Pack tab shows the complete timeline for the entire pack, whereas the Primary Document tab shows the timeline for that specific document only.

  12. Understand the Document Execution API Part 112 request body

    The Document Execution API Part 112 uses a JSON request body (Content-Type: application/json) to provide details about an eSigning request. It includes the document's unique ID, an internal reference number, a security hash for webhook verification, and a list of invitees with their respective signing URLs and statuses.
    {
  "documentId": "01KJ4SVYM95J35XVVJAXDPA7JW",
  "irn": "123456",
  "mac": "a9cb19205a780900d33acef52cbf86ae04b3023c",
  "invitations": [
    {
      "name": "John Doe",
      "email": "john@example.com",
      "phone": "9876543210",
      "signUrl": "https://app1.leegality.com/sign/uuid-here",
      "active": true,
      "expiryDate": "07-03-2026 23:59:59"
    }
  ]
}