Twala now allows the sending of document signature requests via an email link. This means that the signers are not required to create an account with Twala first before they can sign a document.
Follow these steps to send documents for signing without requiring signers to create a Twala account:
1. Start the Process
From your Twala dashboard, click “Prepare Document” (under the Documents tab).
2. Select Email Link Signing
Under “How should this document be signed?”, choose “Via email link”.
3. Set a Document Password (Optional but Recommended)
Add a password for extra security. Ensure it meets:
6–20 characters
At least 1 uppercase letter
At least 1 number
No spaces or special characters
- Share this password securely with signers (e.g., via SMS or another channel).
4. Prepare & Send the Document
- Upload the file, assign signers, and send. Signers receive an email with a direct link to sign.
5. Signer Experience
Non-Twala users: Click the link, enter the password (if set), and sign without creating an account.
Existing Twala users: Sign via the link or their dashboard.