Auto-Share By Email From All Locations

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Email signed forms from all Locations with just one rule through the Auto-Share from All Locations feature.

• Set up rules that apply to all locations in your account (new locations are automatically included as they are created)
• Share to multiple email addresses
• Create multiple custom rules for various scenarios

Here's how to set it up: 

View interactive walkthrough

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1. Select Setup

2. Select Auto-Share from All Locations

3. Select Add Recipient

4. Enter the email address of the person(s) you would like to receive these signed documents

5. Select the Document(s) would would like automatically shared via email

6. Select Add

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✅ Now all of the Documents you selected will be automatically sent to the email address(es) you provided.

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Need to change the Document(s) you selected? Select Settings to see the list again and adjust your selection(s).

Want to stop the Auto-Share Emails? Select the Trash Can icon to remove the Auto-Share rule.

 

To learn how to set up Auto-Share by Email for an individual Location profile, click here.