Generating Shareable Links

Overview: Learn how to generate a unique shareable link. This allows individuals who do not have a Spry account to complete a form or packet.

Shareable Link: Allows you to generate a URL to a form or packet that can be copied and shared with external constituents for completion. 

Generating a Shareable Link

Learn how to generate a unique link for external users to access a form.

  1. Start in your Admin Portal.
  2. Navigate to "SprySign".
  3. Create a new packet with the form(s) you wish to send to an external signer. This guide will teach you how to create a new packet.
  4. When configuring your Packet Settings, underneath the "Sender" section, select "External Signers" as the user role, then click "Next".
  5. Screenshot 2024-09-04 at 2.10.19 PM.png
  6. Finish editing the packet settings to your needs and click "Save".
  7. From the Packets tab on your SprySign home screen, hover over the packet you have just created and click "Get Shareable Link". Screenshot 2024-09-04 at 4.03.24 PM.png
  8. Click "Copy Link" and share it with any external constituents who need to complete the form or packet. Screenshot 2024-09-04 at 3.00.14 PM.png
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