Obtaining a Signing Link for Specific Signers

Occasionally, you might find yourself needing to provide a direct signing link to a specific individual, especially when standard email access becomes problematic or a more instant messaging approach is required. Here's how you can swiftly generate and share a signing link via Pactima:

Here's how to do so:

1. Navigate to Your Documents
   • Start by accessing your list of documents or packages within Pactima.
   • Locate the relevant package or document. For context, we will refer to it as a 'sent document' in this guide.
   • Click on the document to view its details. This action may lead you to a new page or a more detailed view.
2. Locate the Signer's Contact Card
   • Once within the document details, identify the signer you wish to provide a signing link to.
   • Navigate to the signer's 'contact card' within this detail view.
3. Generate the Signing Link
   • Within the signer's contact card, you will notice an option labeled "pin signing link."
   • Selecting this option will prompt you to specify the duration for which the link should remain active. For instance, you can set it for 10, 30 minutes, or even longer based on your requirements.
   • After specifying the duration, click on "generate." This action will create the signing link and automatically copy it to your clipboard, ready for sharing.
4. Share the Generated Link
   • With the signing link copied, you can then paste and share it through any communication medium of your choice. Whether it's WhatsApp, iMessage, or any other platform, simply paste the link and send it to the signer.
   • Do note, if a new link is generated, the previous one becomes invalidated. This ensures security and restricts unauthorized access.

This feature offers a flexible way to ensure signers can access documents even when typical email delivery isn't an option. Whether it's to join a signing session or proceed with the signing process, the generated link serves the purpose effectively.