This overview guide aims to introduce you to the concept of Smart Links and demonstrate how they can streamline your document signing process. Smart Links offers an efficient solution by providing clickable URL links that enable seamless access and signing of business documents.

A Smart Link is a clickable URL link that allows people to access and sign your business documents at any time. It eliminates the need for emailing documents back and forth or scheduling in-person meetings, streamlining the signing process.

1. Document Preparation: Navigate “Envelope Template” Section, create a new envelope template or click “edit” if you wish to use an existing one.

2. Enabling the Smart Link: Once the envelope is ready, go to the Smart Link section to enable it, and a unique Smart Link will be generated. This link can be shared with the intended signatories via email, messaging apps, or embedded within a website.

2.1 Inside the Smart Link Tab, you'll find an option to enable or disable the Smart Link feature. Turn it on.

3. Signing Process: You may copy the smart link and send it to the signer, when a signatory clicks on the Smart Link, they are directed to a secure signing platform where they can review the document, add electronic signatures, and provide any necessary information.

Remember to always ensure that the links you generate and share are sent to the correct recipients to maintain confidentiality and security.

4. Completion and Notification: After the signing process is completed, all signers involved will receive notifications confirming the successful signing of the document.

Smart Links revolutionize the document signing process by providing a convenient, time-saving, and secure method for businesses and individuals alike. By embracing this technology, you can eliminate the hassles of manual document exchanges and enable seamless signing experiences for your stakeholders.

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