Working with shareable links
Shareable links enable you to start a signing process without knowing the identity of the signing party in advance. This flexibility allows you to share your signing workflow publicly, for example, by integrating the shareable link into your website.
Generic user
To get started, you need to create a generic user in your user group, which will be used to manage all your links. A generic user is a shared account that multiple team members can use for tasks related to link creation and management, ensuring a streamlined and professional approach. Adding a generic user is included in your license at no extra cost. With the generic user, you can collaborate within your team on building, editing and accessing links together while presenting a more professional appearance to your customers.
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Prepare shareable link: Prepare the parties
Party #1 (The Author): Set your Role to Viewer if you do not need to sign every document. Set Invitation method to Link only.
Party #2 (The Signatory): Change the Invitation method to Link only. This removes the need for specific contact details, as the link will collect them.
Prepare shareable link: Document and fields
Proceed to the "Document" tab and upload the PDF that you want to be signed via the shareable link.
To gather information from the signing party, add fields to the document and ensure that "Party" is set to Party #2 for the field.
After configuring the document and adjusting any optional settings such as delivery settings, attachments or signing page settings on the Settings tab, save your setup as a template.
Prepare shareable link: Accessing the Link
Go to Templates, locate your saved template, and click the plus icon (+) in the Link column.
Each time the link is clicked, a new process will begin based on your template, and all signed documents will automatically be stored in your E-archive. For the best experience for your customers, remember to only use shareable links from the generic user in your user group.