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Forum Discussion
What's the point of the template link?
Our organization previously used Docusign which would allow you to create a link to your document so the signed can access the document directly without having to go through the emailing envelope process. Dropbox Sign implied we could do the same thing. All the dropbox link does is ask the recipient for their email address, then sends them the link to the actual document via email. Doesn't this defeat the whole point of the link and not sending the document via the template envelope? I am trying to make signing easier for people who may not have an email address, which applies to most of my clients. Please help!
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That is exactly what I'm referring to, however you cannot simply be accessed by anyone with the URL- they are still required to enter their email address and the template is then sent to their email where they then click to enter the document and sign. This completely defeats the point of sending the template link.
- Jay
Dropbox Community Moderator
So, just to confirm again, you are on one of the Dropbox Sign plans that offers template links as part of its features, is that correct?
- Jay
Hi RachealAnnLL, thanks for messaging the Community.
Are you referring to templates, which are sent to users via email, or a template link, which can be accessed by anyone with the URL?
This article helps to distinguish the difference between the two features.
This will help me to assist further!
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