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.
- Start in your Admin Portal.
- Navigate to "SprySign".
- 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.
- When configuring your Packet Settings, underneath the "Sender" section, select "External Signers" as the user role, then click "Next".
- Finish editing the packet settings to your needs and click "Save".
- From the Packets tab on your SprySign home screen, hover over the packet you have just created and click "Get Shareable Link".
- Click "Copy Link" and share it with any external constituents who need to complete the form or packet.
Comments
Article is closed for comments.