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.
To solve for cases where there's no need to add a contact and a standard agreement has to be signed on the go.
