[Classic Editor] Share document link with your recipients
Note:
PandaDoc's Classic editor is being retired and will be unavailable starting December 1st, 2021. If you are currently using this as your main editor, our team is working to migrate you over to our enhanced Editor 2.0. Please visit our FAQ or contact upgrade@pandadoc.com to get upgraded.In addition to sending documents via PandaDoc, you can now share documents via unique recipient links.
Plan availability: all plans
Important:
Make sure that the intended recipients/signers are the only ones accessing the document through their link. Recipients are identified through their unique links.Share a document link in a desktop/mobile browser
To share a document via link:
- Open a document and click the “Share” button on the right-hand panel;
- Click “Generate links”;
- PandaDoc will generate individual links for recipients. Click “Copy” to copy the link to your clipboard;
- Close the popup. You can re-visit the links by clicking “Share”
Note:
generating document link(s) transfers the document into the Sent status. If you have auto reminders set up on this document, they will be activated after the document becomes "sent", i.e. an auto reminder will be sent to the recipient # of days (that you have set) after the document becomes sent.
Note:
Once you click “Generate links” the document will automatically move to “Sent” status so you will not be able to send the document via PandaDoc. If you’d like to send via PandaDoc and share via link, click “Send” in PandaDoc first. Once the document has been sent, you can click “Share” to generate links.If you edit a document after sharing it, the document will move back to “draft” status and your recipients will no longer be able to access it. To move the document back to “sent” status (so your recipients can access it again), go to “Share” and click “Generate links” again. No need to resend the links (the links will remain the same).
Share a document link in the mobile app
- Open a document and click the “Select Delivery Method” button;
- Choose "Share document";
- Click "Continue" if you are ready to share or "Edit content" if you need to tweak the document;
- Then review the document name, recipients and click "Share document";
- Next step: click “Generate links”;
- PandaDoc will generate individual links for recipients. Click “Copy” to copy the link to your clipboard;
- Close the mobile app and share the document link. You can re-visit the links by clicking “Share”.
Track link sharing events in Audit Trail and Actions.
Now, you can see whether the document was shared via link in Audit Trail and Actions:
