new
Documents & Contracts
Public Document Link: Now live for e-signing on Documents & Contracts
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.
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- Click New Template and select Publish, or choose New and then Create Public Document.
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- Share the Document: After publishing, share the generated link with your recipients.
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- 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.
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- Unpublish Documents: To stop receiving signatures, unpublish the existing public document.
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- 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.