Public Document Links allow you to quickly share and collect signatures on standard agreements without needing to create or add a contact. With a simple…
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Public Document Links allow you to quickly share and collect signatures on standard agreements without needing to create or add a contact. With a simple link, anyone can access, review, and sign your document—making this feature ideal for on-the-go agreements and one-time signers.
What’s New?
•Public Document Creation – Build public documents for signing directly in Documents & Contracts > Templates.
•Shareable Links – Each published document generates a unique link for easy sharing.
•Response Management – View and download all signatures and responses in one place.
•Workflow Compatibility – Continue using templates in workflows; Public Document Links work independently.
How to Use
1. Create a Public Document
•Navigate to Documents & Contracts > Templates.
•Click New Template > Publish, or select New > Create Public Document.
How to Use (image 1 of 6)What this shows •Click New Template > Publish, or select New > Create Public Document.What this showsIllustrates the "How to Use" section of "Public Document Links for E-Signing".This screenshot appears in the "How to Use" section of "Public Document Links for E-Signing". The text alongside this image reads: •Click New Template > Publish, or select New > Create Public Document. The navigation path used here is Click New Template > Publish. Immediately after, the guide continues: •Once published, copy the generated public link.Path: Click New Template > PublishImage 1 of 6What to choose•Click New Template > Publish, or select New > Create Public Document.Next step•Once published, copy the generated public link.How to Use (image 2 of 6)What this shows •Click New Template > Publish, or select New > Create Public Document.What this showsIllustrates the "How to Use" section of "Public Document Links for E-Signing".This screenshot appears in the "How to Use" section of "Public Document Links for E-Signing". The text alongside this image reads: •Click New Template > Publish, or select New > Create Public Document. The navigation path used here is Click New Template > Publish. Immediately after, the guide continues: •Once published, copy the generated public link.Path: Click New Template > PublishImage 2 of 6What to choose•Click New Template > Publish, or select New > Create Public Document.Next step•Once published, copy the generated public link.
2. Share the Document
•Once published, copy the generated public link.
•Share it with recipients through email, chat, or any communication channel.
How to Use (image 3 of 6)What this shows •Share it with recipients through email, chat, or any communication channel.What this showsIllustrates the "How to Use" section of "Public Document Links for E-Signing".This screenshot appears in the "How to Use" section of "Public Document Links for E-Signing". The text alongside this image reads: •Share it with recipients through email, chat, or any communication channel. Immediately after, the guide continues: 3. Signing Process for Recipients.Image 3 of 6What this covers•Share it with recipients through email, chat, or any communication channel.Next step3. Signing Process for RecipientsHow to Use (image 4 of 6)What this shows •Share it with recipients through email, chat, or any communication channel.What this showsIllustrates the "How to Use" section of "Public Document Links for E-Signing".This screenshot appears in the "How to Use" section of "Public Document Links for E-Signing". The text alongside this image reads: •Share it with recipients through email, chat, or any communication channel. Immediately after, the guide continues: 3. Signing Process for Recipients.Image 4 of 6What this covers•Share it with recipients through email, chat, or any communication channel.Next step3. Signing Process for Recipients
3. Signing Process for Recipients
•Recipients open the link, enter their first name, last name, and email, then sign.
•A signed copy is automatically emailed to the recipient.
4. Manage Responses
•Go to the Responses section to view or download signed documents.
How to Use (image 5 of 6)What this shows •Go to the Responses section to view or download signed documents.What this showsIllustrates the "How to Use" section of "Public Document Links for E-Signing".This screenshot appears in the "How to Use" section of "Public Document Links for E-Signing". The text alongside this image reads: •Go to the Responses section to view or download signed documents. Immediately after, the guide continues: •To stop accepting new signatures, unpublish the document at any time.Image 5 of 6What this covers•Go to the Responses section to view or download signed documents.Next step•To stop accepting new signatures, unpublish the document at any time.
5. Unpublish a Document
•To stop accepting new signatures, unpublish the document at any time.
How to Use (image 6 of 6)What this shows •To stop accepting new signatures, unpublish the document at any time.What this showsIllustrates the "How to Use" section of "Public Document Links for E-Signing".This screenshot appears in the "How to Use" section of "Public Document Links for E-Signing". The text alongside this image reads: •To stop accepting new signatures, unpublish the document at any time. Immediately after, the guide continues: Public Document Links provide a fast and flexible signing option when.Image 6 of 6What this covers•To stop accepting new signatures, unpublish the document at any time.Next stepPublic Document Links provide a fast and flexible signing option when:
Why This Matters
Public Document Links provide a fast and flexible signing option when:
•You don’t need to store a new contact.
•You want an agreement signed quickly outside of a workflow.
•You need a repeatable template that anyone can access via link.
Frequently Asked Questions (FAQs)
Q: Can I still use my existing document templates in workflows?
Yes. Public Document Links are optional. All existing templates remain fully functional in workflows.
Q: Do recipients need an account to sign?
No. They only need to provide their name and email.
Q: Where do I find signed documents?
Signed copies and responses are stored in the Responses section.
Q: Do recipients get a copy of what they signed?
Yes. A signed copy is automatically emailed to them.
Q: Can I turn off a link after sharing it?
Yes. Unpublishing the document disables the link immediately.
Q: How many people can sign through one Public Document link?
There’s no limit—multiple people can sign until you unpublish the link.
Frequently asked questions
What’s New?
• Public Document Creation – Build public documents for signing directly in Documents & Contracts > Templates. • Shareable Links – Each published document generates a unique link for easy sharing. • Response Management – View and download all signatures and responses in one place. • Workflow Compatibility – Continue using templates in workflows; Public Document Links work independently.
