There are two times you can send out your document manually. Either initially after preparing the document or after you have sent out the branded document through GetAccept, but want to resend the link to the recipient.
Share document link after preparing the document
If you would like to initially send the document by sharing a link, finish preparing it by working through the tabs in the top right.
Click on Prepare for sending
Click on Share document link
Copy the doc URL for each recipient and paste it into a separate email to the recipient(s).
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 Presentation
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.
Note! Personal links to recipients should only be shared with the specific individual.
Share document link on a sent-out document
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.
Go to the active document.
Click on the three dots to the right of the signer status.
Select Share document link
Copy the document link.
Paste the link in a separate email as a URL and send it to your recipient.
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 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.