Public documents make it easy to share files and collect signatures. You can publish documents, send them to recipients, and keep track of responses all in one place. Here's how to get started.
Creating a Public Document
To create a public document, navigate to the Documents and Contracts Templates section within your account.
From there, click New followed by Create Public Document to get started.
Use the Document Builder to add the elements you want to include, making sure a Contact signature field is added. Remember to rename the document so it reflects its purpose.
Once you're done, save and then publish your document.
Sharing the Document
After publishing, generate a unique link for your document.
Copy the link to share it directly with recipients so they can access the document for signing.
The Signing Process
When recipients open the link, they'll be prompted to enter their first name, last name, and email address to access the document.
Each recipient must then sign the document to confirm they agree to make the payment.
Once they complete the signing process, a signed copy is automatically emailed to them for their records and an invoice is created in the system. The client will be prompted to complete the payment straight away, though the transaction can be deferred to a mutually agreed date or time frame.
Managing Responses
All signed documents and recipient responses can be accessed through the Responses section. From here you can review and download signed documents at any time, giving you complete oversight of the process.
Unpublishing Documents
If you no longer want to receive signatures on a particular document, you can unpublish it within the template builder. This will immediately stop any further submissions and make the document inaccessible for signing.
📌Note: You will also need to unpublish templates to modify them.
Workflow Integration
Templates used as public documents remain fully functional within workflows. You can continue using the same templates for automation without any interruptions or extra configuration.
Public documents make sharing, signing, and managing important files straightforward. With seamless integration and easy response management, you can keep your signature collection process running smoothly while staying in full control of your templates and responses.