---
title: "How to send a Smartdoc"
description: "Once your Smartdoc is saved, you have several ways to get it to your client."
url: https://support.hubflo.com/en/articles/15255796-how-to-send-a-smartdoc
collection: "Smartdocs"
updated: 2026-10-22
language: en
alternates: [fr]
---

# How to send a Smartdoc

Once your Smartdoc is saved, you have several ways to get it to your client.

## Send via email

Click **Send** next to the Smartdoc. You can choose an existing contact from your Hubflo CRM, or select **Create and send** to add a new contact on the spot.

The client receives an email with a secure link to the Smartdoc.

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133149_5447.png)

When a smartdoc is assigned:

-   The client receives an initial **email notification**
    
-   **2 follow-up reminders** are sent **every 3 days** until the document is completed
    

> **Info:** If the Smartdoc has more than one signer, see **Sending to multiple parties** below for how notifications and reminders work.

## Sending to multiple parties

To require them to sign in sequence, go to **Smartdocs > My smartdocs** and select the **signing order** icon next to the Smartdoc.

![](https://staticfiles.gleap.io/ghelparticle/iBIea0V15YzouvGDBaNAKu6cfe6VQnjJRIKe8HYgVa2bD4meINgdgvmRcTyco2477fHZWSajf9i.png)

Once it's on, only the first party is notified. The send modal numbers each party so you can confirm the order before sending. Each next party is invited automatically as soon as the person before them signs.

![](https://files.gleap.io/pf/gattachments/bk9TjTZ7ItA6sXtTpkjYQKZtSQL8TjqVGgrGE4wx4isNspM68RwCCkOtkrvDUpgqUj2BStCJTi1.gif?v=1&k=a&s=api&e=1793836800&sig=wYOZQf6ksT3MIhaXz_hCM4HDvIwSE2ObFjhjHAX4WU4)

A few things to know once it's sent:

-   A copied link only works for whoever's turn it is so anyone else who opens it sees a waiting screen.
    
-   Reminders only go to whoever's turn it currently is.
    
-   The order is locked in for that send. **Editing the Smartdoc's parties afterward won't change the order for sends already in progress.**
    

## Auto-assign to new clients

Automatically send a Smartdoc to every new client who is invited to your portal. Ideal for standard onboarding documents like intake forms, NDAs, or service agreements.

From the Smartdocs list, toggle on **Auto-assign** next to the Smartdoc.

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133149_4717.png)

From that point on, every new client joining a workspace will automatically receive this Smartdoc.

## Request from a workspace

Send a Smartdoc directly from within a workspace without leaving the workspace view. The Smartdoc is automatically linked to that workspace.

1.  Go to **Workspaces**
    
2.  Open the workspace and go to the **Smartdocs** tab.
    
3.  Click **Request a Completion**.
    
4.  Select the Smartdoc and the contact(s) to send it to.
    
5.  Click **Send** to confirm.
    

## How clients access and complete a Smartdoc

When you send a Smartdoc, your client can access and complete it in two ways:

## Via email

Your client receives an email with a secure link to the Smartdoc. They can open it, fill in all required fields, and submit it directly from their browser.

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133149_3377.gif)

## Via the client portal

Clients who have [accepted a workspace invitation](https://support.hubflo.com/en/articles/11101205-create-a-workspace-and-invite-clients.md) can also access their Smartdocs from the portal. They'll see a **Completed documents** section in the sidebar, which shows:

-   Documents that are pending their signature or completion
    
-   Documents they have already completed
    

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133149_3093.gif)

> **Warning:** **Note:** The **Completed documents** section only appears if the client has at least one Smartdoc assigned to them.

When completing a Smartdoc, clients can add their signature in three ways:

-   **Type** their name and Hubflo generates a signature
    
-   **Draw** their signature using their mouse or touchscreen
    
-   **Upload** an image of their handwritten signature
    

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133149_2613.png)

Once submitted, the client can download the completed document from the same page.

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133149_7592.png)