Introduction

Sending documents for signature is our bread and butter. 

Templates vs Single Documents

See our article on the differences between Templates, Executed Documents and Single Documents

How do I share them?

We offer two ways to send documents for signing

Share Links

One of the easiest ways to send  a template is to grab the share link URL in the More Options tab:

Clicking share will give you the URLs for the Manager Fields or the Recipient Fields. You will likely need the Recipient URL since you are sending it to someone outside of your organization. You'll need to choose one of the following options: Both Document and Form View, Document View (Only), Form View (Only) and Read Only. This gives you greater control over how the document is shared

Share Links are great for integrations with Airtable or Monday.com as well. Simply create an event, drop in the URL to the Template and now you can have people fill and sign your documents in your workflow.

Send Notifications

Click Send

You can also use the traditional flow of sending a document for signature. Simple click the pink send button

Set the Signing Order

By default we have the Manager sign first and then the Recipient. However you can easily click and drag to re-arrange the signing order. 

Enter Contact Information

Update the Manager or Recipient information in the appropriate fields

Select The Share Link

Select what view you want to share: Document View, Form View or Read Only. For more details see our article on Share Links.

Customize a Message (Optional)

We have some default copy text for you, but if you want to customize the Subject Line or add a message you are free to:

Finally click send!

You and your recipient will both receive an email that an action has occurred.