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What are Share Links?

Patrick Waldo
Updated

Introduction

Share Links are one of the most popular features of UnicornForms. They allow you to send a URL (link) to an end user to fill and sign a document or form. This is helpful in a number of contexts:

  • Email your client directly with the link
  • Text or chat someone the link
  • Provide a link on your website
  • Add to a CRM event, such as Monday.com
  • Someone says they did not receive an email

Let's say you are a membership organization and you want your membership registration form to be available to your stakeholders on your website, simply add the link to a button and wait for submissions. It's easy.

Getting a Share Link

Share links are available in both Templates and Executed Documents. However, we recommend using these links particularly for Templates.

Under More Options > Share, you will see a pop up.

By default, the option Both will be selected or the previous Share Link display type selected. For more details on your display options, see our helpful article on Document vs Form View.

Then you will have a number of links: Manager links and Recipient links. You will typically want to grab the recipient link as these are the fields you assigned to a recipient outside of your UnicornForms account. 

Click copy and send it out.

What happens next?

In the case you are sending a Share Link to a Template, a new unique Executed Document is created. Your Template is not changed and remains blank. To learn more about Templates and Executed Documents, see our helpful article.