Public Document Links for E-Signing

Public Document Links allow you to quickly share and collect signatures on standard agreements without needing to create or add a contact. With a simple link, anyone can access, review, and sign your document—making this feature ideal for on-the-go agreements and one-time signers. ## What’s New? • Public Document Creation – Build public documents for signing directly in Documents & Contracts > Templates. • Shareable Links – Each published document generates a unique link for easy sharing. • Response Management – View and download all signatures and responses in one place. • Workflow Compatibility – Continue using templates in workflows; Public Document Links work independently. ## How to Use 1. Create a Public Document • Navigate to Documents & Contracts > Templates. • Click New Template > Publish, or select New > Create Public Document.!(https://assets.patientcopilot.ai/352d4c781331d132.png)!(https://assets.patientcopilot.ai/762b4b92af38d46a.png) 2. Share the Document • Once published, copy the generated public link. • Share it with recipients through email, chat, or any communication channel.!(https://assets.patientcopilot.ai/784ecd9ef6b3563a.png)!(https://assets.patientcopilot.ai/4a9a21b854c7cc26.png) 3. Signing Process for Recipients • Recipients open the link, enter their first name, last name, and email, then sign. • A signed copy is automatically emailed to the recipient. 4. Manage Responses • Go to the Responses section to view or download signed documents.!(https://assets.patientcopilot.ai/9127adf692be9c39.png) 5. Unpublish a Document • To stop accepting new signatures, unpublish the document at any time.!(https://assets.patientcopilot.ai/6fb8303c923a4209.png) ## Why This Matters Public Document Links provide a fast and flexible signing option when: • You don’t need to store a new contact. • You want an agreement signed quickly outside of a workflow. • You need a repeatable template that anyone can access via link. ## Frequently Asked Questions (FAQs) Q: Can I still use my existing document templates in workflows? Yes. Public Document Links are optional. All existing templates remain fully functional in workflows. Q: Do recipients need an account to sign? No. They only need to provide their name and email. Q: Where do I find signed documents? Signed copies and responses are stored in the Responses section. Q: Do recipients get a copy of what they signed? Yes. A signed copy is automatically emailed to them. Q: Can I turn off a link after sharing it? Yes. Unpublishing the document disables the link immediately. Q: How many people can sign through one Public Document link? There’s no limit—multiple people can sign until you unpublish the link.