Sending a Hellosign template link for someone to e-sign
For certain e-signature documents the information will be filled out by the person who has been sent the document. In such cases we need to send them the template link. An example of this is sending a sevice provider a W-9.
Step 1: Click on "Templates".
Step 2: Click on "Use an existing link".
Step 3: Click on template title to select it.
Step 4: Copy the link from template.
You can send the copied link via email.