---
title: "How to send a Smartdoc"
url: https://support.hubflo.com/fr/articles/15255796-how-to-send-a-smartdoc
collection: "Smartdocs"
updated: 2026-10-22
language: fr
alternates: [en]
---

# 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/20260709133150_1373.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
    

## 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/20260709133150_9799.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/20260709133150_1382.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/20260709133150_9188.gif)

**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/20260709133150_5420.png)

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

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133150_6777.png)