User goal
Send the edited document for signature in 2-3 clicks without the full Board UI.
Signing setup · 1 page
Quick Send Studio
Focuses the sender on recipients, fields, protected access, and Send now.
/board/doc/[id]/quick-send
3
Actions
5
States
3
Related flows
2
Related pages
Actions on this screen
Add signer
Adds recipient identity and role.
Next: Signer list
Drag fields
Places signature/date/text/check fields onto the preview.
Next: Field preview
Send now
Creates the envelope and sends the invite.
Next: Status room
Important states
No signerPlan limit reachedFields missingProtected link readyEnvelope sent