Quick Send allows you to send a document for collaboration or signature without building a full project. It is designed for situations where you simply need to share a single document quickly, whether that is sending a contract for signature, gathering feedback from a colleague, or reviewing a one-off agreement. Quick Send gives you a fast, streamlined way to get a document ready and sent in just a few steps.

How to Use Quick Send

1. Start a New Session

On the Workspace page, click New Session.

A pop-up will appear asking you to choose a session type. You can either start a session from an existing project or choose Quick Send for a one-off document session.

For this example, select Quick Send to create a one-off Session.

Note: Quick Send sessions are not tied to any project.

2. Choose Your Quick Send Session Type

After selecting Quick Send, choose one of the following:

Collaboration

Review, redline, and finalize a document with collaborators.

Sign

Collect signatures from one or multiple signers.

Collaboration and Sign

A combined workflow where collaborators review and approve the document before it is routed for signature.

Note: Collaboration and Collaboration and Sign options are available only with the Streamline CLM add-on. If your organization does not have the CLM add-on, you will only be able to use the Sign option.

3. Upload Your Document

Upload the file you want to use for the session.

• Supported file type: DOCX
• Maximum file size: 2 GB

After selecting your document, click Upload to continue.

4. Configure Your Document

You will enter the document builder, where you can:

• Add multiple signers if needed from the left panel
• Add signature, collaboration, or information fields per signer

• Drag, position, and adjust fields as needed

   

When finished, click Add Delivery in the top right.

5. Configure Delivery Settings

Session Details

At the top of the Delivery screen, you will see the document name and an option to set a due date.

Collaboration Settings

If you selected Collaboration, add the collaborators who need to review and redline the document.

Note: Other collaborators can be added directly in the collaboration space if needed.

Signer Settings

If you selected Sign or Collaboration and Sign, configure:

• Choose Signing order:
  • Sequential Signing – Signers complete the document one after another
  • Simultaneous Signing – All signers receive the request at the same time
• Signer details
• Contact type (Email, SMS, or In-person)
• Optional setting: Allow signers to reassign requests if needed, this option is turned on by default. 

You can also customize the message that will be sent along with the request.

6. Send the Request

When you are ready, click Send Request in the top right to begin the session.

What Happens Next

• Collaboration sessions: collaborators receive the document for review
• Sign sessions: signers receive the document for signature

• Collaboration and Sign sessions:

  1. The document is reviewed first
  2. Once approved after redlining, it is automatically sent for signature

   

Summary

Quick Send offers a fast and simple way to send a document for collaboration, signature, or both without setting up a full project. It is ideal for one-off documents that need to be reviewed or signed quickly. After uploading your document, adding the necessary fields, and configuring delivery options, you can send the request in just a few clicks.

If your organization has the Streamline CLM add-on, you can also take advantage of collaboration workflows for review and redlining before signature. Whether you are sharing a simple agreement or coordinating a quick signature request, Quick Send helps you move work forward efficiently.