Public Document Creation:

Users can now create Public Documents for signing within the Documents and Contracts > Templates section.

Shareable Links:

Upon publishing, a unique link is generated for easy sharing with anyone.

Response Management:

All signatures and responses are captured and accessible for download or viewing.

Create a Public Document: Navigate to the Templates section.

Click New Template and select Publish, or choose New and then Create Public Document.

Share the Document: After publishing, share the generated link with your recipients.

Signing Process: Recipients enter their first name, last name, and email to sign the document. A copy of the signed document is automatically emailed to them.

Manage Responses: Access signed documents and responses in the Responses section for download or review.

Unpublish Documents: To stop receiving signatures, unpublish the existing public document.

Workflow Integration: Existing templates remain fully functional within workflows independently of public document usage.