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

Written by Анатолій
Updated 3 weeks ago

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

 

  1. Click on the shared link or iframe. The user will see a limited functionality interface for the envelope, which allows them to fill in fields and sign documents
  2. Fill in all required fields and provide signatures. The 'Next' button will change to 'Send'


  3. Click the 'Send' button
  4. Enter your email address (ensure that no user account is created with this address)


  5. Confirm that the envelope has been sent. A success page will be displayed once the envelope is processed and sent successfully


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