Public Document Links enable users to distribute documents for signature collection without creating new contacts. The feature generates unique shareable links that allow anyone to access, review, and electronically sign documents—ideal for one-time agreements and quick transactions.

Key Features:

The system offers several capabilities: users can build public documents directly in the Documents & Contracts Templates section, each published document generates a unique link for easy sharing, and administrators can View and download all signatures and responses in one place. The feature operates independently while maintaining compatibility with existing workflow templates.

How It Works:

Users navigate to Documents & Contracts > Templates to create new public documents. After publishing, they copy and distribute the generated link via email or messaging. Recipients enter their name and email, then sign the document. Signed copies are automatically emailed to signers, with all responses accessible in a dedicated Responses section.

Important Capabilities:

The feature supports unlimited signers per link until the document is unpublished. Recipients don't require accounts—only basic information. Users can disable links at any time, and existing workflow templates remain fully functional alongside this feature.