A Template Link lets signers sign a document by clicking a link and entering their name and email. Use this when you want to send the signing link directly to a specific person by email.

How to send a Template Link

  1. Go to Templates in the left navigation.
  2. Find the Template Link you want to send.
  3. Click the Send Link button on the right side of the template row.
  4. Enter the signer's name and email address.
  5. Click Send. The signer will receive an email with a link to sign.

No "Send Link" button?

If the button says Sign Now instead of Send Link, In-Person Signing is currently enabled for this template. To send by email:

  1. Click the dropdown menu on the right side of the template row.
  2. Select Disable In-Person Signing.
  3. The Send Link button will now appear.