Send a form to a client

Pick a form, add the client’s name and email, and send their secure link.

Each signer gets their own secure link by email. They need no account and no password.

Steps

1. 1

   Open Send Form in the left menu.

2. 2

   Choose the form from the list, for example Buyer Information or Seller Information.

3. 3

   Choose the language: English or Español. The email and the form go out in that language, and your choice is remembered for next time.

4. 4

   Type the signer’s name and email. If a form has more than one signer (for example a buyer and a co-buyer), use the Add buttons to give each person their own link.

5. 5

   Press Send Magic Link. The client gets an email with a big button. Each signer uses one link from your plan.

6. 6

   If the email lands in spam, use Copy link, Send from my email or Text it (on a phone) under the confirmation to send the link yourself.

Good to know: Links expire after 7 days. You can give a link 7 more days or send a new one from Submissions.