Public Document Link: Now live for e-signing on Documents & Contracts

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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.