Generate a share link for templates
The following instructions provide the steps necessary to create a link to a document for signing.
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From the RightSignature dashboard, select Templates in the left menu bar, then select the template that you want to use from Reusable Templates.
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Select Details.
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From the Templates Details screen, select Generate Share Link.
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On the Generate Sharing Link screen, review and edit the following fields as needed:
- Name this sharing link.: Use this to make managing links easier.
- Limit number of uses?: Use the toggle to limit the number of times the link can be signed.
- Expire after number of days?: Use the toggle to set a number of days for the link to be valid.
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Identity Method: Select the method to identify the signer. The available options are Email, SMS, and None.
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Email: After the signer submits the document, an email containing a verification link is sent to the signer. The document is executed once the signer clicks the verification link.
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SMS: After the signer submits the document, a one-time verification code is sent to the signer via SMS. The document is executed after the signer enters the verification code.
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None: The signer is not required to verify their identity. The document is executed immediately after the signer submits it.
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Select Generate Link. Use the Copy to Clipboard option to paste the link into messages.
