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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.