Unlock the power of seamless e-signature processes with our latest feature: Public Document Links. This intuitive update allows SMBcrm users to create, share, and manage public documents effortlessly, elevating your document management capabilities. Here's how you can make the most of this new addition.
Create a Public Document: Go to the Templates section.
Select New Template: Click 'New Template' and select 'Publish', or choose 'New' and then 'Create Public Document'.
Share the Document: Once your document is published, share the generated link with your intended recipients.
Signing Process: Recipients simply need to enter their first name, last name, and email to sign the document. A copy of the signed document will automatically be emailed to them.
Manage Responses: View and download signed documents and responses in the Responses section.
Unpublish Documents: If you choose to stop receiving signatures, you can unpublish the existing public document.
This capability was crafted to address situations where a direct contact link is unnecessary, yet a standard agreement needs signing quickly, enhancing both your flexibility and efficiency.
To explore more about our features and how they can optimize your operations, visit our Product Updates.
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