What's New?
  • Public Document Creation:
    Users can now create Public Documents for signing within the Documents and Contracts > Templates section.
  • Shareable Links:
    Upon publishing, a unique link is generated for easy sharing with anyone.
  • Response Management:
    All signatures and responses are captured and accessible for download or viewing.
How to Use
  • Create a Public Document: Navigate to the Templates section.
Screenshot 2024-12-12 at 23
  • Click New Template and select Publish, or choose New and then Create Public Document.
Screenshot 2024-12-12 at 23
  • Share the Document: After publishing, share the generated link with your recipients.
Screenshot 2024-12-12 at 23
Screenshot 2024-12-12 at 23
  • Signing Process: Recipients enter their first name, last name, and email to sign the document. A copy of the signed document is automatically emailed to them.
  • Manage Responses: Access signed documents and responses in the Responses section for download or review.
Screenshot 2024-12-12 at 23
  • Unpublish Documents: To stop receiving signatures, unpublish the existing public document.
image
  • Workflow Integration: Existing templates remain fully functional within workflows independently of public document usage.
Why We Built It
  • To solve for cases where there's no need to add a contact and a standard agreement has to be signed on the go.