mirror of
https://github.com/documenso/documenso.git
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Lucas Smith
227 lines
6.1 KiB
Plaintext
227 lines
6.1 KiB
Plaintext
---
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title: Direct Links
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description: Share a signing URL without knowing recipient emails in advance. Recipients can open the link, enter their information, and sign the document.
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---
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import { Callout } from 'fumadocs-ui/components/callout';
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import { Step, Steps } from 'fumadocs-ui/components/steps';
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## Overview
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Use direct links when you:
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- Need to collect signatures from people whose emails you don't have
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- Want to embed signing into your website or application
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- Are collecting signatures from a public audience (forms, petitions, agreements)
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## Limitations
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- Direct links only work with templates, not individual documents
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- You cannot specify recipient details in advance - they enter their own information
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- Each direct link is tied to a single recipient role in the template
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- The template owner receives a notification for each completed signature
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---
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## Create a Direct Link
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Direct links are created from templates. You'll need a template before you can generate a direct link.
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{/* prettier-ignore */}
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<Steps>
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<Step>
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### Go to your template
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Navigate to **Templates** in the sidebar and find the template you want to share.
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</Step>
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<Step>
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### Enable direct link
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Click the three-dot menu on the template row and select **Direct link**.
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In the modal that appears, click **Enable direct link** to proceed.
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</Step>
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<Step>
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### Select the recipient
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Choose which recipient in your template will use the direct link:
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- **Select an existing recipient**: Pick from recipients already defined in your template
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- **Create one automatically**: Documenso creates a new "Direct Link Recipient" for you
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The person who opens the direct link will fill in this recipient's fields.
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<Callout type="warn">
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The direct link recipient cannot be edited or deleted while the direct link is active. Disable the
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direct link first if you need to modify this recipient.
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</Callout>
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</Step>
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<Step>
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### Copy the link
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After selecting a recipient, you'll see your direct link:
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```
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https://app.documenso.com/d/<unique-token>
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```
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Copy this link and share it however you need - email, website, QR code, or social media.
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</Step>
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</Steps>
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---
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## What Recipients See
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When someone opens your direct link:
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1. They see the document with all fields assigned to the direct link recipient
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2. They enter their name and email address
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3. They complete any required fields (signature, text, checkboxes, etc.)
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4. After signing, they receive a copy of the completed document via email
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If the recipient has a Documenso account with the email they entered, the document also appears in their Documents dashboard.
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---
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## Manage Direct Links
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### Disable a direct link
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To temporarily stop accepting signatures:
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{/* prettier-ignore */}
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<Steps>
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<Step>
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Go to **Templates** and find your template.
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</Step>
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<Step>
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Click the three-dot menu and select **Direct link**.
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</Step>
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<Step>
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Toggle the direct link off.
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</Step>
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</Steps>
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The link URL remains the same. You can re-enable it later without generating a new link.
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### Delete a direct link
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To permanently remove a direct link:
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{/* prettier-ignore */}
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<Steps>
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<Step>
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Disable the direct link first (see above).
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</Step>
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<Step>
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Edit or delete the direct link recipient as needed.
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</Step>
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<Step>
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If you enable direct links again later, you'll get a new URL.
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</Step>
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</Steps>
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---
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## Add Direct Links to Your Profile
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You can showcase templates with direct links on your public Documenso profile:
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{/* prettier-ignore */}
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<Steps>
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<Step>
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Go to **Settings** > **Public Profile**.
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</Step>
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<Step>
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Enable your public profile if you haven't already.
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</Step>
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<Step>
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Add templates with active direct links to your profile.
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</Step>
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<Step>
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Visitors to your profile page can then sign those documents directly.
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</Step>
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</Steps>
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This is useful for freelancers, consultants, or businesses who want clients to easily access common agreements.
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---
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## Use Cases
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### Public forms and agreements
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Create a template for documents that anyone can sign:
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- Liability waivers
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- NDAs for event attendees
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- Consent forms
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- Petition signatures
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Share the direct link on your website, in emails, or via QR codes at physical locations.
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### Embedded signing
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Add signing capabilities to your website or app by embedding the direct link:
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```html
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<a href="https://app.documenso.com/d/your-token">Sign our agreement</a>
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```
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Or redirect users to the signing page after they complete another action in your application.
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### Self-service contracts
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Let customers or partners initiate contracts themselves:
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{/* prettier-ignore */}
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<Steps>
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<Step>
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Create a template with your standard terms.
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</Step>
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<Step>
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Share the direct link with customers or partners.
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</Step>
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<Step>
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Recipients sign and receive their copy automatically.
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</Step>
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<Step>
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You get notified and the signed document appears in your dashboard.
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</Step>
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</Steps>
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---
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## Direct Links vs Standard Document Flow
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| Feature | Standard Flow | Direct Links |
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| ---------------------------- | ---------------------- | ---------------------------------------- |
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| Know recipient email upfront | Required | Not required |
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| Send email invitation | Yes | No (you share the link) |
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| Multiple recipients | All specified | One recipient via link, others specified |
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| Recipient enters their info | No | Yes |
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| Works with | Documents or Templates | Templates only |
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---
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## See Also
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- [Create a Template](/docs/users/templates/create) - Set up a template to use with direct links
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- [API: Templates](/docs/developers/api/templates) - Generate documents from templates programmatically
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