EnvelopesManaging envelopes
How do I share a completed envelope with someone outside my company?
Send a copy-only link of a finished envelope to an external contact.
When an envelope is Completed, you can send a copy to someone outside your company — such as a client's accountant or a third party who needs a record. They receive a secure download link and nothing more; they can't edit or act on the envelope.
Share externally
- Find the Completed envelope in your list. This option only appears once signing is finished.
- Open the row ⋮ menu and choose Share the Envelope.
- Fill in the recipient's details:
- Full Name (required)
- Email Address (required)
- Role (optional)
- Confirm. They'll receive an email with a secure download link to a copy of the envelope.
This sends a copy only. The external recipient can download the signed document but cannot sign, edit, or otherwise change the envelope.
Sharing with a colleague instead?
To let someone in your own company work on an envelope, use Share with team instead — that grants full access rather than a download-only copy.