A ‘Share Link’ allows you to share the link of the signing document with your signers (for example, your clients) via any communication platform. While they can access the document from their Email or DottedSign account as usual, the ‘Share Link’ makes it even easier for them and saves your time too.
Generate a Share Link (Sender)
- Go to “Waiting for Others”.
- Find the document you need, click “...”, then click “Get Share Link”.
- Click “Get Link”, and you will see a URL which leads to the document waiting for signature.
- Click “Copy”. Now you can paste the link to your signers via any communication platform that you use in daily operations with your clients such as Slack or Microsoft teams.
- If you have set a signing order to the document, the Share Link is only available to the first signer in order. Once the first signer has completed signing the document, the Share Link for the next signer in order will then be available.
- On the other hand, if you did not set a signing order to the document, meaning any signer can access the document and sign it without being restricted to a sequence, you can generate and copy the Share Link for all signers.
- If the signer is not a DottedSign user, the Share Link will expire after two days. This is to prevent the document from unauthorized access. Please follow the previous steps and share the new Share Link to your signer.
- To add an extra layer of security for this signing process, the Sender may set up the OTP via SMS and/or Email to request the signer to verify one’s identity. This is particularly important in the situation where your signers do not have DottedSign accounts.
Sign with the Share Link (Signer)
Once you have received the Share Link from the Sender, here’s how you complete signing the document.
- Click on the Share Link (the URL).
- You will be directed to the document where you will find the assigned fields. Simply fill in the fields and you’re done.
- If you are not registered to DottedSign just yet, you will see a pop-up window that asks for your agreement to sign electronically. Once agreed, you can continue signing the document, following the same steps as the above.
On the Audit Trail
While the audit trail clearly records all activities in the document, the action of requesting the Share Link will also be recorded as part of the signing process. Both the Sender and the signers will receive the audit trail along with the completed document. Here’s the link to learn how to download the audit trail.
In the audit trail, under the Activity History, you will find the record where the Sender requested a Share Link for the first time, together with his/her relevant information such as time, action, role, IP address and device used.