Generate a share link for templates
The following instructions provide the steps necessary to create a link to a document for signing.
From the Citrix RightSignature dashbaord, select Templates in the left menu bar, then select the template that you want to use from Reusable Templates.
From the Templates Details screen, select Generate Share Link.
On the Generate Sharing Link screen, review and edit the following fields as needed:
- Name this sharing link.: Use this to make managing links easier.
- Limit number of uses?: Use the toggle to limit the number of times the link can be signed.
- Expire after number of days?: Use the toggle to set a number of days for the link to be valid.
- Identity Method: Select the method to identify the signer with email, SMS, and none as options.
Select Generate Link. Use the Copy to Clipboard option to paste the link into messages.