Template access

Set template access when you create or edit a template.

Access types

There are four access types:

• access to your mailbox only

• access for selected mailboxes (Selected mailboxes)

• access for all mailboxes in your account (My account)

• access for everyone on the platform (Everyone)

Public access via link

Templates with Everyone access can be used by users who are not registered on the platform.

Prerequisites

• only public dictionaries are used (or no dictionaries)

• the Subject field is filled

• all flow participants (except sender) have mailbox addresses set in the flow configuration

Generate a link

1. Open the template list.

2. Open the template menu (three-dot menu).

3. Click .

4. Copy the link, generate a new one, or revoke the current one.

An account is created automatically for anyone who creates an envelope using this link.