For instances where you do not wish the signee to edit or sign a document by mistake, but still want them to access the read-only copy, you may use the public URL for documents. Given below are the steps to set this up:

  1. Open the document in editor mode. 

  2. Click on the ellipsis beside the ‘Sign Document’ button at the upper right corner. 

  3. Click on the ‘Share via Link’ option. 

  4. Toggle on the button for ‘Generate Public Link’. 

  5. Copy the link and share with the client via a different email. 

Steps to send email:

  1. Navigate to the opportunity associated with the document. 

  2. Navigate to the Emails tab. 

  3. Click on the ‘Email’ dropdown and click on ‘Send Email’

  4. Add a subject line, check for the recipient in the To field, add the copied link in the email body and send the email. 

Note: If you try to send the link using the ‘Send Document’ button, it will automatically share the signable copy instead of the read-only copy since the ‘View Document’ embedded in the email is signee specific. Hence sending emails from the opportunity page is the recommended option.