Direct Links

Direct links are open web addresses that anyone can visit to sign a document. Direct Links are ideal when you don't know who your signer will be. For example: event registration, sales forms, timesheets, etc.

To create a Direct Link:

1. Upload a new Template or use an existing Template

2. Create at least one Signature field for each signer

3. Click the dropdown on the top left of the page, select “Direct Link” and on the pop-up select: “Create New Link”

4. Insert a Reference Name (This will be the title of the document)

5. Click "Create New Link" to generate the Document URL

The Template may have other fields but only for a maximum of two signers, and no sender fields can be included in the Template.

The 2^nd signer can be nominated by the first signer after filling in the document, or it can be the same recipient each time.

 There are also optional settings:

• Redirect Link: This will redirect the signer after signing the document to a different webpage. For example, your website’s homepage.

• Email CC: This will send a copy of each completed document to an email address of your choosing.
  

• Consistent Second Signer: Toggle this feature to allow you to forward the document onto a second signer, provided the second signer is the same for each new document created.