Introduction
Generating a global link in a PDF template allows you to share the document with multiple recipients seamlessly. This feature enables recipients to access, fill out, and sign the document without needing individual invitations. Follow these steps to create and share a global link in a PDF template using BoloSign.
Step-by-Step Guide to Generate a Global Link
1. Click Create -> PDF Template
2. Upload the required PDF from your system
3. add the relevant roles and click "Confirm"
4. Add the required fields and click on "Get Invite Link"
5. Click on "Copy Link" to send it to other people
6. The person whom you are sending this link will be redirected to this page
7. He/She must fill in their details first and click "Next"
8. Then, they have to fill the details of their team member and click "Start Signing"
9. The person who filled the details will be automatically redirected to the signing page
FAQs
What is a global link in BoloSign?
A global link is a shareable link that allows multiple recipients to access, fill out, and sign a document without needing individual invitations.Can multiple people sign the document using the global link?
Yes, multiple people can access and sign the document using the same global link.Can I track the status of the document shared via a global link?
Yes, BoloSign allows you to track the status of the document, including who has accessed and signed it.Do recipients need a BoloSign account to sign the document via the global link?
No, recipients do not need a BoloSign account to sign the document. They can access and sign the document directly through the link.
Conclusion
Generating a global link in a PDF template using BoloSign streamlines the process of sharing documents with multiple recipients. By following these steps, you can efficiently create and distribute a global link, enabling recipients to access, fill out, and sign your document with ease. This feature enhances the flexibility and efficiency of managing digital signatures in BoloSign.