EMAIL AS ATTACHMENT VIA DOCHUB
- Click on the File menu button in the upper right corner while viewing your document.
- 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 (i.e. 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).
- Customize your message using the checkboxes and the customizable Subject & Body fields. To write your own email footer, you can do so in your Email Settings.
- If it's a PDF form with fields, you'll see a checkbox to Flatten the PDF below the Attachment info which turns it into a read-only, finalized PDF for the recipient. This is only available for
- Click on Send.
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 contents, 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 to customize your email footer, you can go to https://dochub.com/settings/email.
SHARE THE DOCUMENT URL
If you'd rather have the other person view or edit the document online in DocHub, you can click on the File menu button in the upper right corner while viewing it and choose Permissions and Sharing which will bring up a Privacy and Sharing window where you have these choices:
- 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)
- Get Share Link: This does the same as setting to Public, but the file won't appear on your Public Page so that it's a semi-private URL where only the people you give the specific document URL to will be able to find it. You can also get this link and email it using File menu > Send > Share Link.
At those Public and Share URL's, a person can download the file, Make a Copy / Duplicate it in their DocHub account, or Fill a Copy (only if it's a template). By default, all documents you upload are set to Private which means only you and the people you invite to it and give permission can view the document and/or make changes, and you must be logged in to do so.
For both Private and Public documents, you can invite people and assign each person as a Viewer, Contributor, or Admin in the window that comes up when you click on File menu > Permissions and Sharing. 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 Share Link Options for Visitors
When a document or template is set to Public and you've shared the URL or if you've just given out a Share Link, any of your contacts with the URL(s) can go to your published document 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 your PDF document and request their electronic signature or initials on a contract or any form, you can send your DocHub PDF as a Sign Request which will send an email notification to the signer(s) that contains a private link to the PDF document inside the email and the Subject starting with "ACTION NEEDED". You also have the option to customize the Subject, Body, and signature of the Sign Request notification email. Your signer(s) can click on the link in the email which opens DocHub.com where they can fill out and Finalize your PDF without even needing to signup for a DocHub account thanks to the document token that gets added to the end of the document URL. The document token is a long series of random characters that makes it essentially impossible for anyone to guess 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 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 will set the Subject after the name of your document. You'll see that option while viewing a document and clicking on the File menu > Send > Send via Gmail as well as in your Documents or Templates sections of your DocHub Dashboard using the Actions menu after you select at least one document in the list. If you have more than one document selected on your Dashboard, then you can click on the envelope icon at the top of your list of Documents or Templates to attach and send them all in a single Gmail message.
Once you click on Send via Gmail, 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" when it's essentially finished creating the Gmail draft for you.
Your web browser's pop-up blocker does need to be disabled in order for the compose window to automatically open in 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
over your cursor over Download and choose 'Save to G Drive' (formerly call Sync Revision) which will overwrite the original in the same folder location as it was when you opened it Drive. Or, to make a new copy, over your cursor over Download and choose 'Export to G Drive...' and choose a destination folder.
EXPORT TO Microsoft OneDrive
over your cursor over the Download submenu and choose 'Export to OneDrive...' 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 (includes international numbers)
DocHub Pro includes faxing up to 35 pages per month, and we also offer separate, independent fax payment choices. To fax a document up to 25 pages, it's a single charge of $1.99, or for a monthly fax subscription which includes provisioning an inbound number in the area code of your choice for receiving faxes too, it's $9.99 per month for up to 100 inbound and outbound fax pages.
To fax a document, 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 Action menu at the top.
For more information on sending and receiving faxes in DocHub, go to How do I fax my edited PDF in DocHub?.