How to send an envelope without authorization (for registered users)

Written by Анатолій
Updated 1 month ago

To send an envelope without authorisation, the user must have either a link to a template or an embedded iframe.

 

  1. Follow the link to the template
  2. Fill in all required fields and signatures. The ‘Next’ button will change to ‘Send’ once completed


  3. Click the ‘Send’ button.

    If you are already logged in on another browser tab and have a default mailbox enabled, it will be used automatically, and the envelope will be sent after this step. If you do not have a default mailbox enabled, you will be prompted to select one of your mailboxes.
  4. Enter your email address (the user associated with this address must be registered on the platform)


  5. Enter valid credentials and log in



    If you do not have a default mailbox enabled, you will again be prompted to select one.
  6. A confirmation page will be displayed as soon as the envelope has been sent, according to the processing procedure


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