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Link Block

How to add, edit, and remove a link block in your sendout

Updated over 2 years ago

Once you're on the drafting send-out page, you will see a number of blocks listed and available to use. The Link block allows you to add any link to your send-out with a call to action button.

This is great if you want to share online content with your recipients, such as your company's review page or support page. It can also serve as a call to action button if you want your recipient to book a meeting time or fill in an online form.

To add the block, simply click the Link block and enter the information in the prompt. You will need a URL, a Title for your block, a description of the link, and text to be displayed on the "open link" button.

Once you input a URL, a preview of the link image will appear. You can either keep the default or change the image. After inputting all the prompts, click on Add Link to add it to your send-out.

To edit, move, replace or delete your Link block, click on the three dots in the top right corner and choose one of the two options.

A little add or plus sign will appear when you hover your mouse before, after, or between other blocks. Use this button to add additional blocks to your send-out.

Once all your blocks are uploaded, you can add your recipients to the send-out, assigning them as either signers, viewers, or internal approvers.

Note, you will only be able to add a signer if you have a document file included in the send-out.

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