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 document—making this feature ideal for on-the-go agreements and one-time signers.

What’s New?

    •    Public Document Creation – Build public documents for signing directly in Documents & Contracts > Templates.

    •    Shareable Links – Each published document generates a unique link for easy sharing.

    •    Response Management – View and download all signatures and responses in one place.

    •    Workflow Compatibility – Continue using templates in workflows; Public Document Links work independently.

How to Use

1. Create a Public Document

    •    Navigate to Documents & Contracts > Templates.

    •    Click New Template > Publish, or select New > Create Public Document.

2. Share the Document

    •    Once published, copy the generated public link.

    •    Share it with recipients through email, chat, or any communication channel.

3. Signing Process for Recipients

    •    Recipients open the link, enter their first name, last name, and email, then sign.

    •    A signed copy is automatically emailed to the recipient.

4. Manage Responses

    •    Go to the Responses section to view or download signed documents.

5. Unpublish a Document

    •    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:

    •    You don’t need to store a new contact.

    •    You want an agreement signed quickly outside of a workflow.

    •    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?

There’s no limit—multiple people can sign until you unpublish the link.