Signing Link Feature

Modified on Sat, 26 Oct at 1:20 PM

How to create a signing link?

Navigate to the Templates page from the top nav bar.

Identify the template for which you want to create the signing link. Note that a signing link can be only created for a template with the first step as a placeholder and the remaining steps assigned to users.

There are two ways in which a signing link can be created;

Click on the more options button and select ‘Create link’ from the menu.

Click on the create link icon under the ‘Features’ column.

In the ‘Create Link’ pop up, two options are available;

Expire Link – This option can be used to add an expiry date to the link. If not, the template’s expiry date will be set as the default expiry date.

Verify Email – The email address of the user will be requested when submitting the document.

After the necessary changes are done, click on ‘Create Link’ button which will add the template to the signing link tab.

How to copy a signing link?

Navigate to the Templates page from the top nav bar.

In the ‘Work’ templates page, use the ‘Copy Link’ function under the Actions column in the signing link tab to copy the signing link to the clipboard.

The signing link can also be copied from the Work tab if a signing link has been created to the respective template;

Click on the copy signing link icon and click on the ‘Copy Link’ button in the pop up.

Select more options and click on ‘Copy Link’. In the pop up select the ‘Copy Link’ button to copy the signing link.

How to Edit/Delete a signing link?

Navigate to the Templates section from the top nav bar.

Navigate to the signing links page from the side bar in the left and select the more options on the respective signing link.

Select edit to change expiry link date or the verify email options.

Select delete to delete the signing link.