🥳 Celebrate Our Launch With a $200 LIFETIME Discount OFF The Premium Plan Use: BIRTHDAY2024
This offer expires 9/30/2024, at 11:59 PM EST
Public Document Links for E-Signing
Publish once, share one link anywhere, and collect signatures fast—no contact creation required. Track every submission inside Responses and unpublish whenever you’re done.
Collecting Signatures Without Creating Contacts First
In some cases, you need to collect signatures quickly without setting up contacts, workflows, or sending documents individually.
Public document links allow anyone with access to a single link to review and sign a document, without requiring pre-existing records.
Without this option, collecting signatures may involve extra steps, delays, or manual coordination for each signer.
This guide will walk you through how public document links work so you can collect signatures efficiently and track responses in one place.
To begin, review why public documents are used and when they make sense for collecting signatures.
Why Use Public Documents
Public Documents let you collect signatures from anyone with a link—perfect for intake forms, waivers, simple agreements, or “sign this before we start” documents.
- Frictionless signing: No contacts required before signing.
- Fast rollout: Publish and start collecting signatures immediately.
- Built-in tracking: Every submission is logged in Responses.
Follow along: Build the template first, then publish it only when you’re ready to accept signatures.
Step 1: Create a Public Document
- Go to Documents & Contracts → Templates.
- Click New → Create Public Document.
- Build your document (text, images, fields, and signature blocks).
- Click Publish to generate a shareable link.
Pro tip: Add a short “What happens next” line near the signature field so signers know they’ll receive a copy by email.
Step 2: Share the Link
- Copy the published shareable link.
- Send it via email, SMS, website buttons, or campaigns.
Best practice: If the link is public-facing, place it on a dedicated page (like a “Sign Here” page) so you can update messaging without changing the document.
Step 3: What the Signer Sees
- Signers enter their first name, last name, and email.
- They sign online from desktop or mobile.
- A signed copy is automatically emailed to the signer.
Step 4: Track and Download Responses
- Open the Responses section for the Public Document.
- Review signer details and activity.
- Download signed copies for your records or to share internally.
Follow along: Use Responses as your “single source of truth” for auditing what was signed, by whom, and when.
Step 5: Unpublish When You’re Done
When you no longer want to accept new signatures, Unpublish the document in Templates. This immediately disables the link from collecting new submissions.
Pro Tips
- Keep workflows intact: Public Documents don’t change your existing template-based sending workflows.
- Embed everywhere: Add the link to emails, SMS, landing pages, and your website navigation if appropriate.
- Version control: If you update terms, consider creating a new Public Document so old signers remain tied to the version they signed.
Need signatures without the extra steps?
Public Document links make it easy to collect signatures at scale—then keep every submission organized in one place.
Opens in a new tab.
Frequently Asked Questions
How do I create a Public Document?
Go to Documents & Contracts → Templates → New → Create Public Document, then publish to generate the link.
Who can sign a Public Document?
Anyone with the link. They enter their name and email, sign online, and receive a signed copy by email.
Where do I find signed responses?
Open the Responses section to view and download signed copies and review signature details.
Can I turn the link off?
Yes—Unpublish the document in Templates to stop accepting new signatures immediately.
Does this affect existing workflows?
No. Public Documents run independently. Your normal template-based workflows continue as usual.
Collect Signatures at Scale
Publish a single link, share it anywhere, and let Responses keep every signature organized and easy to audit.
Less friction. Faster approvals.
Disclaimer: This site is NOT endorsed by Google, Facebook or YouTube in ANY WAY. All trademarks & Logo / branding are the property of their respective owners. Please Note: This site was created in BizStackPro by Ken George II (An Affiliate of BizStackPro) and may contain affiliate links.
Copyrights 2024 | AllAboutBizStackPro.Com | Pricing | About | Features | All Rights Reserved.