The user can send an envelope without authorisation by following a specific process. To utilise this feature, the user must either create a special link as an authorised user or receive a link from someone else.
Steps to Send an Envelope Without Authorisation
- Create a template with public access, ensuring that the subject line is filled in and all roles except the sender are assigned.
- Generate a special link that unauthorised users can use.
- Click the provided link.
- Fill in all required fields for the sender role.
- Send the envelope and follow the on-screen instructions.
- If the user is already registered on the platform, they should log in. If not, they will need to provide their email address to send the envelope.