Freeform invites allow you to send documents without preset fields, giving signers the ability to place their own signatures, initials, or text boxes wherever needed. This speeds up the process for simple agreements or when exact field placement isn’t critical.
Examples of when to use Freeform Invites:
Simple approvals: Collect a quick signature on a basic PDF or scanned document.
Client intake or quick contracts: Let clients fill in only what’s needed without heavy formatting.
One-off forms: Avoid spending time creating templates for documents used rarely or just once.
Freeform invites are perfect for fast, ad-hoc workflows where flexibility matters more than structure.
To send a freeform invite, follow the steps below:
1. Once you upload the document, it will open in editing mode. If there are no fillable fields, click Continue in the top-left corner and select the Freeform Invite option. if fillable fields are present, please delete them first.
If the document you need is listed in the folder, click the three-dot menu next to it and choose Freeform Invite from the dropdown.
📝 The option to send a freeform invite is only available for documents without fillable fields.
2. Enter your recipient's email address, customize a subject and message, and CC recipients if needed. Then, click Send Invite.
3. When signers open the document from the invite email, they can place text, signatures, or other elements anywhere using the drag-and-drop tools—similar to the Fill Out Myself fields.
