EMAIL AS ATTACHMENT VIA DOCHUB
- Click on the Share or Send button in the upper right while viewing your document and choose 'Send as Attachment' in the window that opens. (or click on File menu button and hover your cursor over Send to bring up its submenu and click on 'Email Attachment').
- Fill out the To: field with any email addresses separated by commas (If you are authenticated with Google and want to enable auto-complete or type ahead, you can click on the Google Contacts button to link up your saved contacts and any emails you've corresponded with in Gmail for faster input).
- Click on Send via email@example.com at the bottom.
Before clicking on Send, you have a few different options for customizing the email and your PDF attachment. You can edit the default text in the Subject and Body of the email for a personal touch. If your PDF contains any form fields, you can check the box to 'Flatten the PDF' which locks the fields from any further edits and embeds the text or symbols in those fields on the PDF as permanent text. Another option is to 'Rasterize pages' which turns every page of your PDF into a flat image. These two flatten options are only available for
Your email address will be set as the reply-to address so that when the recipient responds, it'll come to you, and you'll be BCC'd on the email by default.
The size limit for emailing documents in DocHub is currently 10 MB which includes both the size of the attachment plus the email itself, and with DocHub Pro, you can send up to 250 documents in any rolling 24 hour period to up to 20 recipients per email, and free accounts can send up to 3 emails a day to up to 3 recipients per email.
To view a list of all of the documents you've emailed including the recipient's email address and customize your email footer that gets inserted at the bottom of all emails you send via DocHub, you can go to https://dochub.com/settings/email.
SHARE THE DOCUMENT URL
If you'd rather invite the other person to view or edit the document online at a secure DocHub URL, you can click on the Share or Send button in the upper right while viewing your document and choose from these options:
- Set to Public: This will publish the document for anyone to see at the URL shown in your web browser's URL address bar, and it also shows up on your Public Page so that anyone can view a read-only version at the URL displayed there (even without being logged in). To set your PDF to Public, click on the Edit button on the right side of the Who Has Access section and use the drop-down menu for Privacy.
- Get Sharable Link: This is similar to setting your document to Public, but the file won't appear on your Public Page and no one will be able to access the document URL with an authentication token added to the end of the URL. To generate this authenticated link, choose 'Get Shareable Link' in the Share window after clicking on and copy the URL that appears. If you want to stop sharing at the URL, click on Remove below the URL field in that window.
- Share to Facebook or Twitter: Once you've chosen to Get Shareable Link and see the URL displayed in the Share window, click on Share Link on Facebook or Twitter below the URL displayed in that window to the right.
At those Public and Share URL's, a person can download your PDF, Make a Copy / Duplicate it in their DocHub account, or Fill a Copy (if it's a template). By default, all documents you upload are initially set to Private which means only you and the people you invite to it and grant permission can view the document or make changes if you've given them annotation privileges and you must be logged in to do so. To learn more, you can view our article Who can see the documents I upload?.
Set Document Viewing and Editing Permissions
For both Private and Public documents, you can invite people to view your PDF in DocHub and designate them as a Viewer, Contributor, or Admin in the window that comes up when you click on the Share or Send button and use the Add field at the bottom of that window to invite people by entering their email address and choosing their level of access. By default, when you invite someone, they will be set as a Contributor which means they can make any edits to your actual, original document or template, but they won't be able to adjust the permissions, send as sign request, or delete it. When you invite someone to your document, any activity such as them viewing and modifying the file will show up in your Activity Feed and vice versa. This sharing method is perfect for collaboration and classroom use.
Public URL and Shareable Link Access
When a document or template is set to Public and you've shared the URL or if you've given out an authenticated Shareable Link for the PDF, any of your contacts with the URL can go to your document in DocHub to fill it out (if a template). simply view it, make a duplicate copy in their DocHub account, or they can save it to their computer or Google Drive (if authenticated with Google). At a template URL, the visitors will see a blue button to Fill a Copy at the top right which will give them a choice to Fill a Copy or Duplicate Template. Filling a Copy has the same workflow as a Sign Request where any required fields must be filled out, and once the document is completed, the person needs to Finalize it which will email the final copy as a PDF attachment to both parties. This template sharing method is ideal if you have a form that you want to share with several people to fill out and share with you or someone else. At a regular document URL that's public or shared, the visitors will only have the option to make a copy the file in their own DocHub account by clicking the File menu > Actions > Make a Copy.
SEND AS SIGN REQUEST (request an e-signature & completion of a document)
If you need someone to fill out a PDF document and electronically sign or initial a contract, application, or any type of PDF form, you can send your PDF as a Sign Request which emails a notification to the signer(s) that tells them to go to a private DocHub link to complete and sign your PDF. The Subject line begins with "ACTION NEEDED" by default, but you can customize the Subject, Body, and footer/signature of the Sign Request notification email if needed. When your signer(s) click on the link in the email, it takes them to the PDF at a DocHub URL where they can fill out and Finalize your PDF without even needing to signup for a DocHub account thanks to an authentication token that gets added to the end of the document URL. This authentication token is a long series of random characters that makes it essentially impossible for anyone to guess and find the web address.
Once a sign request is sent, you will no longer be able to make changes to that document, but if it's a template, sending it as a Sign Request will just make a copy of the template so that the original can be reused and edited further for later use. To find out how to both create and send a fillable PDF to anyone by adding and assigning fields to it first, please refer to the article below:
How do I send my PDF as a Sign Request?
SEND ATTACHMENT VIA GMAIL (supports sending multiple PDF attachments in a single email)
For Google authenticated DocHub accounts, you can also Send via Gmail where DocHub composes a new Gmail draft for you with your PDF(s) attached and sets the Subject of the email as the name of your document. To send a PDF through your Gmail, click on the Share or Send button while viewing your PDF > choose Send as Attachment > click on the button to Open as draft in Gmail at the bottom of the window, and you'll see a message and busy spinner appear in the lower right corner that will say "Loading"... and then "Preparing draft"... and then "Preparing documents".
To attach more than one PDF to an email, go to the Documents or Templates section of your DocHub Dashboard and select the PDFs you want to attach in the list by checking the box next to each of them and click on the envelope icon at the top, and DocHub will compose a Gmail draft and attach all PDFs you selected which you can then send to any email addresses from within your Gmail.
Your web browser's pop-up blocker would need to be disabled in order to be automatically taken to Gmail with it ready for you to add recipients and send. If you have your pop-up blocker turned on in that web browser, you can just navigate manually to your Gmail Drafts folder after choosing to Send via Gmail and then click on the new draft at the top of the list which will have your PDF(s) attached from DocHub.
DOWNLOAD TO COMPUTER
SAVE TO GOOGLE DRIVE
dochub.com/settings/account and choose Google Drive in the row of choices, and you'll see several different options with a button to Export to Drive at the bottom of the window. Before you initiate the export, you can 'Reveal Existing File in Drive' or 'Discard Association' by clicking either button in the 'Existing Version' section, and below it, you'll see an option to 'Rasterize pages' if you have DocHub Pro which will convert each page into a flat image. When a version of the file already exists in your Drive, you'll see a Save As section with 3 choices for how to handle the new copy of the file being added to your Google Drive:
- Update existing with new revision (default) - This will save a new revision of the file in the same location of your Drive. You can always access previous versions of the file by right-clicking on it in Google Drive and choose Manage Versions.
- Update and overwrite existing - Choose this if you don't care about reverting the file back to a previous version and want your edited or signed PDF in DocHub to be the final and only copy saved back to your Google Drive.
- Create new copy - Choosing this will expand more options fo
SAVE TO GOOGLE CLASSROOM
If you are a student or teacher and are part of a Google Classroom that's associated with the Google account you are using for DocHub, you can export directly to your Classroom by clicking on the Download / Export button > choose the Classroom option in the row of choices > Click on 'Create Share Link' (if you haven't created a Share Link for this PDF yet) > Upload to Google Classroom > follow the instructions in the window that opens up.
EXPORT TO DROPBOX
If you've linked your Dropbox to your DocHub account, you can export any of your edited or signed PDFs directly to your Dropbox. Just open your PDF and click on the Download / Export button and choose Dropbox from the options shown in the window that opens up. If you haven't authenticated your Dropbox account in DocHub yet, the window will ask you to log into it.
EXPORT TO Microsoft OneDrive
and choose OneDrive in the horizontal row of options and sign in and authorize DocHub if you haven't already and then choose a destination folder.
Note that any previous version of the file will get overwritten if you save it to the same folder where it currently resides, and if you don't have a OneDrive for Business account, then you would need to download the desktop version of OneDrive in order to access
previous versions of that document.
FAX TO A PHONE NUMBER (including international numbers)
DocHub Pro includes e-faxing of up to 35 outbound pages per month, and you can also pay per fax or sign up for our monthly fax subscription. To send a single, one-time fax, it costs $1.99 for a PDF up to 25 pages with a cover page. If you need to also receive faxes in DocHub or send more than 35 pages per month, you can subscribe to our DocHub Fax Line for $9.99 per month which provides you with an inbound fax number in the area code of your choice and allows you to send and receive 100 pages per month. If you go over 100 pages in any monthly billing period, you'll be invoiced for $9.99 more, and your fax limit will be increased by 100 pages. To view a counter of the number of pages you've sent and received via fax in your current billing period, you can go to your DocHub Fax Settings.
To fax one of your PDFs in DocHub, just open it and click on the File menu in the upper right corner, hover your cursor over Send and choose Fax... or you can do so from your DocHub Dashboard by selecting a document and use the Actions menu at the top. If you still need to upload your document, please refer to How do I upload a PDF to edit or sign?.
To view your received faxes after upgrading to the DocHub Fax Line, you can go to your Fax Inbox which can be accessed on the left side of your DocHub Dashboard.
For more information about how to send and receive faxes in DocHub, go to How do I fax my edited PDF in DocHub?.