Public Document Link for Sharing Documents and Contracts with Your Clients to Sign
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 This Feature
- Navigate to Payments > Documents and Contracts \> Templates
- Click the blue "\+ New" button, and select "Create Public Document."
[](https://s3.amazonaws.com/helpscout.net/docs/assets/600702a61b772a796a458170/images/68941e039fd04d74888eaa72/file-yjloVlLrUo.png)
- 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.
[](https://s3.amazonaws.com/helpscout.net/docs/assets/600702a61b772a796a458170/images/689423227217d136bddb9b08/file-r3Mhc2IPct.png)
- 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.
[](https://s3.amazonaws.com/helpscout.net/docs/assets/600702a61b772a796a458170/images/689423707217d136bddb9b09/file-TDeEJPgP9F.png)
- 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.
[](https://s3.amazonaws.com/helpscout.net/docs/assets/600702a61b772a796a458170/images/6894247e99594e5bfffef77a/file-DQBFvTeYxP.png)
- 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.