Steps to initiate sending an envelope without authorization

Written by Анатолій
Updated 5 days ago

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

  1. Create a template with public access, ensuring that the subject line is filled in and all roles except the sender are assigned.
  2. Generate a special link that unauthorised users can use.
  3. Click the provided link.
  4. Fill in all required fields for the sender role.
  5. Send the envelope and follow the on-screen instructions.
  6. 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.
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