Who This Is For / When to Use
This feature is for users who need signatures quickly without adding contacts, configuring workflows, or managing recipients.
Use this when you want to collect signatures via a direct link or embed a document on a website.
What Are Public Documents
Public Documents are documents that:
Are published from the Documents & Contracts area.
Generate a public signing link.
Allow anyone with the link to sign.
Do not require the signer to have an account.
Public Documents are separate from workflow-driven document templates.
Where to Create a Public Document
Go to Payments → Documents & Contracts.
Open the Templates tab.
Click + New.
Select Create Public Document.
This opens the public document editor.
How to Build and Publish a Public Document
Add your document content using the editor.
Customize layout, text, and sections as needed.
Click Publish in the top-right corner.
Publishing makes the document available for public signing.
How to Generate and Share the Public Link
After publishing:
Click Get Public Document Link.
Select Generate Links.
Copy the generated URL.
You can share this link directly or embed it on your website.
What the Signer Experience Looks Like
When someone opens the public link:
They are prompted to enter:
First name
Last name
Email address
They can review and sign the document online.
A signed copy is automatically emailed to them.
No account or login is required.
How Signed Documents Are Stored
All signed public documents are:
Captured automatically.
Stored securely.
Available for review or download from the document record.
This ensures every response is tracked.
How to Unpublish a Public Document
If you no longer want to collect signatures:
Open the published public document.
Click Unpublish.
Unpublishing immediately disables the link without deleting the document.
Using Public Documents Alongside Templates and Workflows
Public Documents do not interfere with existing templates.
Workflow-based templates continue to function normally.
Public Documents are ideal for ad-hoc or external signing needs.
Important Behavior to Know
Anyone with the link can access the document while it is published.
Unpublishing stops new signatures instantly.
Editing a published document requires republishing to update the public version.
Public Documents do not require contacts or pipeline records.
FAQ
Do signers need an account to sign a public document?
No. Signers only need to provide their name and email.
Can I share the public document with anyone?
Yes. Anyone with the link can access and sign the document.
Can I stop collecting signatures without deleting the document?
Yes. Use Unpublish to disable the link.
Are signed documents saved?
Yes. All signed copies are stored and available for download or review.
Can I embed a public document on my website?
Yes. Use the embed link generated with the public document.
Do public documents work with workflows?
No. Public Documents operate independently from workflows and automations.