How to Create a Public Template Link

Before you start

Make sure you can edit the template and save changes.

• add a value to Subject

• configure recipients for all required roles in Flow

• share each dictionary publicly or mark it as official if the template uses dictionaries

Create a public template link

Use a public template link to let other users create envelopes from this template.

1. Open the template in edit mode, then go to the Template tab.

2. On the Template tab, enter a value in Subject.

1. Change Template access from My mailbox to Everyone.

1. Open the Flow tab and add recipients for the required roles.

1. Click the button to save the template.

2. Return to the Template tab.

3. Click Template menu , then click Get link.

4. In the modal, choose one option:

   • Shareable link — open the public send form in a browser tab

   • Embed code — open the same form inside your website in an iframe

5. Copy the link or embed code.

Add a redirect URL

Add the redirectUrl parameter to the public link or to the iframe source. URL-encode the value.

Open the redirect URL in a new tab after the envelope is sent successfully.

Regenerate or revoke the link

1. Click Template menu , then click Get link.

2. Do one of the following:

   • Click Generate a new one to replace the current public link

   • Click the button to disable the current link and embed code

3. If you revoke the link, click Get link again to create a new one.

Related topics

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

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