Public Document Link for Sharing Documents and Contracts with Your Clients to Sign
- 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
- Navigate to Payments > Documents and Contracts > Templates
- Click the blue "+ New" button, and select "Create Public Document."
- Click the "Publish" button in the upper right hand corner. This will automatically generate a share link that you can link to a button on your funnel, your website, or share in an email, just to name a few options.
- 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 "Completed" section for download or review. This is under Payments > Documents and Contracts > All Documents and Contracts > Completed.
- Unpublish Documents: To stop receiving signatures, unpublish the existing public document.
- Workflow Integration: Existing templates will remain fully functional within workflows independently of public document usage.