Public Document Links allow you to quickly share and collect signatures on standard agreements without needing to create or add a contact. With a simple link, anyone can access, review, and sign your documentāmaking this feature ideal for on-the-go agreements and one-time signers.
Whatās New?
ā¢ Public Document Creation ā Build public documents for signing directly in Documents & Contracts > Templates.
ā¢ Shareable Links ā Each published document generates a unique link for easy sharing.
ā¢ Response Management ā View and download all signatures and responses in one place.
ā¢ Workflow Compatibility ā Continue using templates in workflows; Public Document Links work independently.
How to Use
1. Create a Public Document
ā¢ Navigate to Documents & Contracts > Templates.
ā¢ Click New Template > Publish, or select New > Create Public Document.
2. Share the Document
ā¢ Once published, copy the generated public link.
ā¢ Share it with recipients through email, chat, or any communication channel.
3. Signing Process for Recipients
ā¢ Recipients open the link, enter their first name, last name, and email, then sign.
ā¢ A signed copy is automatically emailed to the recipient.
4. Manage Responses
ā¢ Go to the Responses section to view or download signed documents.
5. Unpublish a Document
ā¢ To stop accepting new signatures, unpublish the document at any time.
Why This Matters
Public Document Links provide a fast and flexible signing option when:
ā¢ You donāt need to store a new contact.
ā¢ You want an agreement signed quickly outside of a workflow.
ā¢ You need a repeatable template that anyone can access via link.
Frequently Asked Questions (FAQs)
Q: Can I still use my existing document templates in workflows?
Yes. Public Document Links are optional. All existing templates remain fully functional in workflows.
Q: Do recipients need an account to sign?
No. They only need to provide their name and email.
Q: Where do I find signed documents?
Signed copies and responses are stored in the Responses section.
Q: Do recipients get a copy of what they signed?
Yes. A signed copy is automatically emailed to them.
Q: Can I turn off a link after sharing it?
Yes. Unpublishing the document disables the link immediately.
Q: How many people can sign through one Public Document link?
Thereās no limitāmultiple people can sign until you unpublish the link.