New Invite to Sign flow
Assign the view only role to your recipients
Allow specific recipients to access documents with view only permissions. Assign viewers when they don't need to fill out and sign documents, but still need to see document contents.
Send documents and templates using the new streamlined UI
Set up your invitation in a few easy steps using the new Invite to Sign UI. Return to any previous steps in one click using the progress bar and make quick adjustments to your invitation. Reorder your recipients using drag and drop. Customize your invitation for each recipient individually or for all of them at once.
Send document and template freeform invites with the new UI
The new UI for the document and template freeform invites is based on the new Invite to Sign UI. Return to any previous steps in one click using the progress bar and make quick adjustments to your invitation.