If you would like to add a clickable URL or hyperlink to a letter, these can be added to either your main letter template, a DocuSign template, or at the time of sending a letter.
First, you will need to create your letter template which the URL or hyperlink needs to be added to.
For more information on How do I create a letter, click here
This article includes:
Add the URL or hyperlink
The URL or hyperlink can be added in one of two ways.
- You can copy the URL/hyperlink
- Place your cursor where you wish to add the link
- Using your keyboard, hold down the Ctrl key and press V, to paste the URL or hyperlink in to your document
Alternatively, you can add the URL or hyperlink manually:
- Type the text of the web address into the document
- The link will show as text so you will need to add the underline. Highlight the link, and using your keyboard, hold down the Ctrl key and press U (or click U on the toolbar)
- Change the text to blue manually. Highlight the text and click Format
- Click Text Colour from the dropdown menu
Note
The hyperlink cannot be tested from the word processor but when the .pdf is received by the recipient, the link will be available
Add to a DocuSign letter
Follow the steps above on how to add a URL or hyperlink.
Warning
When you have added the link and send the letter via DocuSign, the link will be disabled if you try to access it via the DocuSign website. However, when the .pdf is received, the link is available to be clicked
You may wish to add a sentence to the document that informs signatories of the above, i.e. Please note that this link will be activated in the final stage of signing this document
Acrobat default settings
If the recipient uses Acrobat and the link doesn’t work, they can adjust their Acrobat settings.
- Click Edit
- Click Preferences
- Click General
- Ensure Create Links from URLs is ticked
- Click Edit
- Click Preferences
- Click Trust Manager
- Click Change Settings
- Ensure it is set to Allow PDF Files to access all web sites
