Is there an easy way to send the same document out many times?
Yes, there is.
You can either make the document:
- a template or
- a reusable form.
A Template
A 'template' allows you to reuse the same generic version of a document many times, for different signers, without having to set it up each time.
Each time you use a template to send documents to new signers, the newly generated document or document pack will appear on your document list under 'Documents'.
A Reusable form
A 'reusable form' allows you to circulate a reusable link for signers to initiate the signing process themselves as opposed to you having to login to send the document(s) to them.
Anyone with the link can complete the document(s) the link originates from.
