Quick Send

Quick Send lets you upload, prepare, and send a document in just a few seconds. It's ideal for sending a one-off document without needing to create a reusable template.

How to Use Quick Send

1. Go to the Send section in the left-hand navigation.

2. Select Quick Send.

3. Upload your document by dragging and dropping it, or by browsing your device.

4. Add recipient details, including:

   • First name

   • Last name

   • Email address

   • Optional: phone number, role selection, and witness

5. On the editing page, drag and drop fields onto your document. You can:

   • Add labels

   • Change field types and formats

   • Assign fields to recipients

6. When you're finished, click Send Document.

After Sending

Once your document has been sent, you can:

• View and track it from your Dashboard, or

• Start a new send action by choosing to:

  • Send the same document to a different recipient

  • Send a different document to the same recipient

  • Start a brand new send

Click Continue to confirm your choice.

Your session-specific template is automatically archived once the send is complete.

Customise Available Fields

Team administrators can control which field types are available in Quick Send at the team level.

1. Go to Team Settings.
2. Find the Quick Send Fields section.
3. Enable or disable the field types your team needs.

This applies to all users in the team.

Related

• Standard Send
• Send Methods