Routes
/board/doc/[id]/quick-sendFlow 3
Quick Send Studio
Add recipients, drag fields onto the PDF, protect the signer link, and send in a few clicks.
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ELI10
Add recipients, drag fields onto the PDF, protect the signer link, and send in a few clicks.
W5
Who: the document owner/sender.
What: recipients, role limits, drag-and-drop fields, protected link, and send now.
When: after a PDF is ready to share.
Where: lightweight Quick Send Studio.
Why: signing setup should feel like a focused task, not a complex dashboard.
Important buttons
Watch-outs
Free Starter and Solo allow 1 signer; Professional allows 5; Business allows 10.
Fields must remain visible in the preview and in the saved PDF.
The full Board UI stays quarantined until it is ready.