Generate a share link for templates

The following instructions provide the steps necessary to create a link to a document for signing.

  1. From the Citrix RightSignature dashbaord, select Templates in the left menu bar, then select the template that you want to use from Reusable Templates.

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  2. Select Details.

  3. From the Templates Details screen, select Generate Share Link.

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  4. 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.

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  5. Select Generate Link. Use the Copy to Clipboard option to paste the link into messages.

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Generate a share link for templates