Send a document for signature without opening the file

With Quick Send, skip the full process and send a document in just a few clicks—no need to open it.

To use this feature, you must have a saved document template.

1. Select a Template

To send a document with Quick Send, use a template:

1. Click New Document - at the file selection stage, the platform will automatically suggest saved templates. Select one with a single click.

2. Or, click the drop-down arrow in the top-right corner of New Document, then choose Use Template and select the template you need.

3. Or, go to the Templates page, click the three-dot menu next to the desired template, and select Use.

At this stage, Quick Send mode activates, and a pop-up window appears. Without opening the document, you can enter variable information and send it for signature.

Since the process is predefined in the template, the platform only asks for variable data.

If you need to edit the document, exit Quick Send, switch to Editing Mode, and make changes before sending.

2. Fill in or Edit Recipient Details

Recipient names, contact details, roles, and document delivery channels from the template will appear pre-filled in a pop-up window.

You can edit or fill them in as needed.

3. Fill in the Sender Fields

If the document template includes Sender Fields, you can complete them here - without opening the document. 👇

After filling in the fillable fields, click Send.

That’s it! The document is on its way. ✉️

4. Disabling Quick Send from a Template

If Quick Send doesn’t activate (the fill-in fields don’t appear in a pop-up) and the platform takes you straight to editing mode, it means Quick Send is disabled for that template.

By default, Quick Send is enabled for all templates, but you can toggle it on or off in the template settings.