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## Description <!--- Describe the changes introduced by this pull request. --> <!--- Explain what problem it solves or what feature/fix it adds. --> ## Related Issue <!--- If this pull request is related to a specific issue, reference it here using #issue_number. --> <!--- For example, "Fixes #123" or "Addresses #456". --> ## Changes Made <!--- Provide a summary of the changes made in this pull request. --> <!--- Include any relevant technical details or architecture changes. --> - Change 1 - Change 2 - ... ## Testing Performed <!--- Describe the testing that you have performed to validate these changes. --> <!--- Include information about test cases, testing environments, and results. --> - Tested feature X in scenario Y. - Ran unit tests for component Z. - Tested on browsers A, B, and C. - ... ## Checklist <!--- Please check the boxes that apply to this pull request. --> <!--- You can add or remove items as needed. --> - [ ] I have tested these changes locally and they work as expected. - [ ] I have added/updated tests that prove the effectiveness of these changes. - [ ] I have updated the documentation to reflect these changes, if applicable. - [ ] I have followed the project's coding style guidelines. - [ ] I have addressed the code review feedback from the previous submission, if applicable. ## Additional Notes <!--- Provide any additional context or notes for the reviewers. --> <!--- This might include details about design decisions, potential concerns, or anything else relevant. --> <!-- This is an auto-generated comment: release notes by coderabbit.ai --> ## Summary by CodeRabbit - **Documentation** - Enhanced project README for clarity and improved environment variables section. - Added comprehensive developer and user documentation, including guides on local development, public API, self-hosting, and compliance standards. - Introduced specific guides for contributing, creating API keys, using webhooks, and setting up security measures. - Detailed documentation on various fields available for document signing to improve user understanding. - Added metadata structuring to improve navigation within the documentation site. - **Chores** - Updated `.gitignore` to better handle project files. - **New Features** - Introduced detailed metadata and documentation for various Documenso functionalities, including signing documents, user profiles, and compliance levels. - Added functionality for Direct Link Signing, enabling easy sharing for document signing. <!-- end of auto-generated comment: release notes by coderabbit.ai --> --------- Co-authored-by: Timur Ercan <timur.ercan31@gmail.com> Co-authored-by: Lucas Smith <me@lucasjamessmith.me> Co-authored-by: David Nguyen <davidngu28@gmail.com>
49 lines
1.9 KiB
Plaintext
49 lines
1.9 KiB
Plaintext
---
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title: Direct Link Signing
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description: Create a shareable link for document signing.
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---
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import { Callout, Steps } from 'nextra/components';
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# Direct Link Signing
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Direct Link Signing allows you to create a shareable link for document signing, where recipients can fill in their information and sign directly. Once the recipients sign the document, they will get it in their email. Also, if they have an account, the document gets saved in their account.
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<Steps>
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### Select a Document
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Identify the template you want to share and make signable with a direct link. Then click on the 3 dots on the right side of the template and select "Direct link".
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### Enable Direct Links
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Once you click on "Direct link", you will be greeted with a modal where you can learn how direct links work. After reading the information, click "Enable direct link" to proceed.
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### Select the Recipient
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The next step is to select the recipient for the direct link. You can select an existing recipient or click the "Create one automatically" button to create a new direct link recipient.
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### Send the Link
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After selecting the recipient, you will get a direct link to share with the recipient. The format of the link is as follows:
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```bash
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https://app.documenso.com/d/<random-generated-string>
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```
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### Optional: Add Templates to Your Profile
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You can add templates with direct links to your public [Documenso profile](/users/profile) to make them signable anytime.
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The image above shows a template with a direct link added to the user's profile.
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</Steps>
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