A Template Link allows signers to sign a document by clicking a link and entering their name and email address. Use this option when you want to send the signing link directly to a specific person by email.
Steps to Send a Template Link
- Go to Templates in the left navigation menu.
- Find the Template Link you want to send.
- Click the Send Link button on the right side of the template row.
- Enter your signer's name and email address.
- Click Send. The signer will receive an email with a link to sign the document.
No "Send Link" Button?
If the button next to your Template Link says Sign Now instead of Send Link, In-Person Signing is currently enabled for that template. To send the link by email, you need to disable In-Person Signing first:
- Click the dropdown menu on the right side of the template row.
- Select Disable In-Person Signing.
- The Send Link button will now appear.
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