Share documents and collect signatures
Sharing is an explicit action on an order document. Creating, reserving, or checking out an order does not mean every PDF has been signed, finalized, or emailed.
Share a document
- Open the order and the intended document.
- Preview it and check customer billing identity, line items, dates, charges, and the document type.
- Use the document's sharing action and confirm the intended recipient.
- The customer receives a secure link to that document. Treat the link as private; anyone with a valid link may be able to access the shared document surface.
Customer emails normally contain secure links rather than PDF attachments. Sharing does not grant the recipient staff access or access to other customer records.
Sign and verify the result
Open the recipient link, review the document, give the required consent, and submit the signer details and signature. Rental agreements, delivery acceptance reports, and return reports can require a signature. The signed document is finalized with its issuance snapshot when required.
Staff should reopen the document and verify the signature/finalization state and actual PDF. A preview is not an issued PDF, and a shared document is not necessarily signed. Finalized documents preserve their issued content when catalog, address, or tax settings later change.
See document previews and finalization and customer document access.