How to Create a Public Template Link

This document explains, how to generate a shareable template link or embed code, set required access and flow settings, and revoke or regenerate the link when needed.

Generate a link

If the template uses dictionaries, each dictionary must also be shared publicly (or marked as official).

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

2. On the Template tab, enter a subject.

3. Change the template access level from My mailbox to Everyone.

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

5. Click the button to update the template.

6. Back on the Template tab, click the Template menu icon, then click Get link.

7. In the pop-up, choose what to copy:

   • Shareable link

   • Embed code

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

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

Embed code and redirect URL

The same window provides an embed code. Use it to start creating the envelope within an iframe. You can also add a redirect URL. This link will open in a new tab after the envelope is sent.

To do so, add the redirectUrl parameter to your link or embed code:

?redirectUrl=https%3A%2F%2Fexample.com%2Fthank-you

Revoke the link

1. Click the button to disable the current link and embed code.

2. Click Get link to create a new one.

Revoked links cannot be restored.