Share a Signing Link

Publish one reusable link or QR code that anyone can use to fill and sign a template.

A shared link is the walk-up counterpart to emailed requests: one URL per template, usable by anyone who has it. Each person who opens it starts their own submission.

  1. Enable the link

    Open the template and select LINK in the toolbar. Turn on "Enable shared link" — the URL appears with a COPY button and a QR-code option for printing or posting on-site.

    Share link dialog with enable toggle, URL and copy button
  2. Tune the advanced settings

    Expand Advanced settings to control how the shared form behaves — for example whether signers must confirm their email before starting. Leave the defaults unless your front-desk workflow needs otherwise.

  3. Revoke any time

    Switch the toggle off to disable the URL immediately. Submissions already completed through the link keep their signed documents; the link itself simply stops accepting new signers.

Publish one reusable link or QR code that anyone can use to fill and sign a template.

Sign in with your Trinity Medical Management account to follow along.

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