Send Template Link

Created by Daryl Bridges, Modified on Mon, 10 Nov at 12:22 PM by Daryl Bridges

Standard Templates can be "used", and Template Links can be sent or signed in-person (see next section: Enable In-Person Signing). In order to send a Template Link, look it up in your Template list and click the righthand "Send Link" button. Once the Send Link has been clicked you will be redirected to a page where you can enter your signer's name and email address. Complete and submit the form in order to send a signing link to your signer.



No Send Link button?

If the button next to your Template Link does not says "Sign Now" instead, you currently have In-Person Signing enabled for this template. If you are looking to send this link, you will be required to disable In-Person Signing using the righthand button menu.

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