Public Documents are documents or contracts you can share with anyone using a link. The person you share it with doesn’t need to log in or have an account. They just click the link, fill in their details, and they can view the document.
Public Documents are perfect for sharing contracts, proposals, or agreements.
Here’s how to create one:
Step 1: Go to the Templates Tab
Navigate to the Payments section on your FEA Create dashboard
Click on Documents & Contracts.
Select the Templates tab.
Step 2: Start Creating a Public Document
Click New.
Select Create Public Document from the dropdown options.
Step 3: Customise Your Template
Design your document or contract just as you would normally.
Add any required fields, text, or formatting.
Once your document is ready, click Publish.
Step 4: Generate a Shareable Link
Click the Generate a Link button.
Copy the link provided.
Share the link with anyone you’d like. They can access the document by simply clicking the link.
Why Use Public Documents?
Easy Sharing: No need for the recipient to log in or create an account.
Flexibility: Share contracts, proposals, or agreements effortlessly.
Lead Capture: Collect details from interested people while they view your document.
Efficiency: Simplify your contract processes and connect with more people.
By using Public Documents, you can capture prequalified leads, streamline your workflows, and make your contract sharing more efficient.