How Registered Users Can Create an Envelope via a Template Link

Send an envelope from a public template link or iframe, then sign in and choose a mailbox if prompted.

Send an envelope

  1. Open the template link.

  2. Fill in all required fields and signatures.

  3. Click the button.

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If you are already logged in on another tab and have a default mailbox, the envelope is sent automatically. If you do not have a default mailbox, you will be prompted to select one.

Sign in (if prompted)

  1. Enter your email address.

  2. Enter your credentials and sign in.

  3. If prompted, select a mailbox to send from.

Confirm sending

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

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