Public documents offer a convenient solution for sharing and collecting signatures on important files. This feature simplifies the process by allowing you to publish documents, share them with recipients, and manage their responses efficiently. Below is a guide to help you get started with public documents.

Creating a Public Document #

To create a public document, navigate to the Documents & Contracts Templates section within your account. From there, click New followed by Create Public Document to initiate the process. Use the Document Builder to add the elements you wish to include, ensuring that a Contact signature field is added. Remember to rename the document to reflect its purpose. Once completed, save and then publish your document.

Sharing the Document #

After publishing, generate a unique link for your document. Copy the link to share it directly with recipients, allowing them to access the document for signing.

The Signing Process #

When recipients open the link, they are prompted to enter their first name, last name, and email address to access the document. Each recipient must then sign the document indicating that they agree to make the payment.

Once they complete the signing process, a signed copy is automatically emailed to them for their records, and an invoice is created in the system. The client is prompted to complete the payment promptly; however, the transaction can be deferred to a mutually agreed-upon date or time frame.

Managing Responses #

All signed documents and recipient responses can be accessed through the Responses section. This allows you to review and download the signed documents at any time, ensuring you have complete oversight of the process.

Unpublishing Documents #

If you no longer wish to receive signatures on a particular document, you can unpublish it within the template builder. This immediately stops any further submissions and ensures the document is no longer accessible for signing.

Note: You will also need to unpublish templates to modify them.

Workflow Integration #

Templates used as public documents remain fully functional within workflows. This means you can continue using the same templates for automation purposes without any interruptions or additional configurations.

Public documents make sharing, signing, and managing important files simple. With its seamless integration and efficient management tools, this feature allows you to streamline your signature collection process while maintaining full control over your templates and responses.

Frequently Asked Questions #

How do I create a public document? #

Go to the Documents & Contracts Templates section, click New then Create Public Document, build it in the Document Builder (including a Contact signature field), rename it, then save and publish.

How do recipients access a public document? #

After publishing, you generate a unique link and share it. Recipients open the link and enter their first name, last name, and email address to access and sign the document.

What happens after a recipient signs? #

A signed copy is automatically emailed to the recipient, an invoice is created in the system, and the client is prompted to complete payment, which can also be deferred to an agreed date.

Where can I review signed public documents? #

All signed documents and recipient responses are available in the Responses section, where you can review and download them at any time.

How do I stop collecting signatures on a public document? #

Unpublish the document within the template builder. This immediately stops further submissions and makes the document inaccessible for signing.

Can I still use a public document template in workflows? #

Yes. Templates used as public documents remain fully functional in workflows, so you can keep using them for automation without extra configuration.