Share links

Share links let you send a completed PDF or ask someone to sign a form without giving them access to your Tradie Forms account.

They are available on Solo and Team workspaces. Every link expires, and you can revoke it whenever you need.

Share a completed PDF

1. Download the finished form, then select Share link on the PDF-ready screen. You can also open the form in Completed and choose Share link from its actions.
2. Choose an expiry of 1, 3, 7, or 14 days. Links cannot last longer than 14 days.
3. Turn on Password if the recipient should need a password as well as the link.
4. Create the link, copy it, and send it through your usual channel.

The recipient can open the finished PDF in their browser. They cannot edit the PDF through the link.

Request a signature

Use this when you need someone else to sign an empty signature field on a cloud-saved draft.

1. Start the form while signed in on Solo or Team, then let it save as a cloud draft.
2. On the empty signature field, select Share link to sign.
3. Set the expiry and optional password, then copy the link.
4. The signer checks the form details, enters their name, adds a signature, and selects Submit signature.
5. Return to the draft, check the signer name and signature, then finish your normal review and PDF preview.

The recipient can draw, type, or upload their signature. They only sign the requested field. If you change the draft after sending the link, create a new request before relying on the signature.

Manage or revoke a link

Open Settings -> Share links to see active and past links for the current personal or team workspace. You can copy an active link, check its expiry and view count, or revoke it.

Revoking a link stops access straight away. A revoked or expired link cannot be reopened. Create a new one if you still need to share the form or request a signature.

Use links carefully

• Send links only to people who should see the form
• Use a password for sensitive paperwork and share it separately
• Set the shortest expiry that suits the job
• Revoke the link if it was sent to the wrong person or is no longer needed
• Check the completed PDF and any returned signature before you issue, lodge, or hand over the form