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Check out the variety of ways you can send SendNow link here!

 

After creating your SendNow site, you can generate the link and send it to anyone you need to collect documents from in a variety of ways. 

 

The simplest way is to copy and paste the SendNow link into an email, a tickler, or web template that you plan to send out. 

 

The link can be copied from the SendNow page that Site Administrators have access to.

 

• Right click on the link and select "Copy link Address"

 

 

• Paste the link into the email, tickler template or web template.

 

Regular Users can copy SendNow links from the SendNow document queue.

 

• Click the Generate Link button. A pop up will appear.

 

 

• The pop up contains two fields. In the field labeled SendNow Site, select the SendNow site you want the link for. The dropdown will contain a list of all active SendNow sites in your system.

 

 

When you make your selection a link to the site selected will appear. Use the copy icon to copy the link. You can then paste the link to send it out via a method of your choosing.
 

A recipient specific link can also be generated from the pop up. If you generate a recipient specific link, when the link is clicked, the Recipient field on the site will be filled in with the recipient you selected.   
 

• After selecting a site in the SendNow site field, the Recipient field will unlock. Select a recipient from the dropdown menu. The link will generate and appear under the recipient field.
• Click the copy icon in the field to copy the link. You can then paste the link into the method of your choosing for sending it out.