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Creating a document: Document Delivery: Email, Link, and SMS
Creating a document: Document Delivery: Email, Link, and SMS

How to deliver your document via Email, Link and SMS

Updated over 6 months ago

How to deliver your document by email

  1. Click on the tab Sending up to the right

  2. Edit your email message and subject line (optional)

  3. Click on Prepare for sending

  4. Choose Send (if you as a
    sender also are to sign it will say Sign and Send).

It will then be delivered to the recipient via email just as you saw in the preview here above.

Send the document by Sharing a link

  1. Click Prepare for sending

  2. Click on Share document link

  3. Copy the doc URL for each recipient and paste it into a separate email to the recipient(s).

  4. Done!

Please note!

  • If you have multiple recipients of the document you'll have to share the document links with each individual recipient.

  • When you send out a document by sharing a link the automatic reminders will not be activated. This is because there is no send date to relate to, and we have no validation that it has been shared with the recipients. If you wish to send out reminders you will have to do this manually.

Universal link for non-signable document

  • When you send a presentation you will also have the option, when you choose to Share document link, to copy a Universal link to the document to send.

  • This is only optional when sending presentations and is not optional for a signable document. It is good to use when you want to share the document with multiple individuals.

Please note!

Personal links to recipients should only be shared with the specific individual.

How to share your recipient(s) unique document link on a sent document

  1. Go to the active document.

  2. Click on the three dots to the right of the signer status.

  3. Select Share document link

  4. Copy the document link.

  5. Paste the link in a separate email as a URL and send it to your recipient.

  6. Done!

Note: You can also click on the three dots up at the top and choose share document link to get all the individual links for the recipient(s)

  • If you have already sent the document out with the branded send-out, you can always send the document link to your recipient(s) so they can access it via hyperlink.

  • See the below guide on how to do this step by step.

    Important to make sure that you are copying the correct unique link for the recipient, when you have chosen Share document link, a window will appear showing for which recipient the link is for.

How does the signing order work when you share a document link?

  • If you have a signing order on the document you can only send the link to the signer whose turn it is to sign. If you send it to a recipient that is waiting for their turn they can only read the document.

  • They will have to wait for the signers before them to sign before they can do it.

Send the document via SMS

Add a mobile number to your recipient

  1. When you add or edit a contact, make sure that the mobile phone field has a mobile number added:

Toggle on "Also send document link by SMS" when preparing the document to be sent

  1. After clicking "Prepare for Sending" you will have a window pop up asking you about delivery options.

  2. Make sure to toggle ON "Also send document link by SMS"

How to send the document as an SMS on a sent document

If you have already sent the document, you can resend the document to a recipient via SMS.

  1. Open the document's summary page

  2. Click on the recipient's action menu (a small grey box with three dots)

  3. Click on Contact recipients

  4. Click on Send SMS

  5. If not entered, enter the phone number and the text message that the recipient shall receive

  6. Click on Send

  7. Done!

Please note!

  • Make sure to keep the {{document.url}} snippet in the message so they can click and open the document.

  • You can also click on Contact Recipients to send an SMS reminder to all recipient(s).

Good to know (Send by SMS)

There are two ways you can send out your document via SMS. Either initially after preparing the document or after you have already sent it but want to resend the document to the recipient.

  • If SMS is not available when sending documents, you need to make sure that SMS sendings are enabled under your entity Security settings.

  • This can only be done by an Admin on the entity

Related Articles
Opening a document sent to you
How to share a document link in the Mobile App
Creating a document: How to add recipients, set up roles and authorization method
Document view
Document delivery: Email and link (E-sign plan)
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