How Registered Users Can Create an Envelope via a Template Link

This document explains how a registered user can send an envelope from a public template link or iframe and choose a mailbox if prompted.

Before you start

• open a valid public template link or iframe

• prepare to sign in if you are not already signed in

• make sure the template contains all required fields and signatures

Open the public template link

1. Open the public template link or iframe.

2. Fill in all required fields and signatures.

3. Click the button.

If you are already signed in and have a default mailbox, DocStudio sends the envelope automatically.

Sign in (if prompted)

1. Enter your email address.

2. Sign in to DocStudio.

3. Continue to the send form.

Choose a mailbox (if prompted)

1. Select the mailbox to send from.

2. Confirm sending.

Confirm sending

After the envelope is sent, you will see a confirmation page.

Use this result to confirm that DocStudio created the envelope successfully.

Related topics

• How to Create a Public Template Link

• How Unregistered Users Can Create an Envelope via a Template Link