TL; DR: BoldSign’s new AI Search lets you find documents and templates using natural language instead of filters. You can search by status, date, signer, or multiple conditions in one step, helping teams locate contracts faster and manage high document volumes with ease.
Finding the right contract shouldn’t take minutes of filtering and scrolling. As document volumes increase, traditional search methods fall short.
That’s why BoldSign introduces AI Search, a powerful new feature designed to deliver fast, accurate AI document search using natural language. Simply describe what you’re looking for, and BoldSign returns the most relevant documents and templates.
What is AI Search in BoldSign?
Instead of applying multiple filters, users can simply type queries such as:
- “Documents waiting for my signature”
- “Contracts sent last month and not signed”
- “HR templates updated this week”
BoldSign’s AI understands intent, context, and conditions to deliver precise results instantly. Learn how BoldSign uses AI and protects your data.
How AI Search works
AI Search follows three simple steps:
- Understands your intent
It reads your query to understand what you’re looking for, such as document type, signer, company, or status. - Applies smart filters automatically
Based on your question, it applies the right filters (like status, date range, signer, or template) without you needing to set them manually. - Ranks the most relevant results first
Results are then ranked based on relevance, so you see what matters most at the top.
This reduces manual effort and delivers relevant results immediately.
What AI Search can find
AI Search is designed to understand typical contract and workflow queires, including:
- Document status (pending, completed, waiting for others)
- Date ranges (last week, this month, recent, last month)
- Who sent it / who needs to sign
- Document and template searches
- Multi-condition requests (status + date + type)
Key Features of AI Search
1. Natural Language AI Search
AI Search allows users to perform AI document search using everyday language, no exact keywords or advanced filters required.
Examples:
- “Find contracts created this week that are still pending”
- “Show Completed contracts from last month.”
- “Find Waiting for others agreements from last week.”
- “List In progress documents updated this month.”
- “Show Expired documents between Jan 1 and Jan 15.”
- “Find NDA PDFs sent by Jhon this month.”
- “Show MSA documents from Sarah updated in the last 7 days.”
2. Multi-Condition Search in one step
AI Search understands multiple criteria in a single sentence, such as:
- Status + date range
- Sender + document type
- Template + last updated
3. Faster contract discovery
AI Search dramatically reduces the time spent locating files, making AI document search ideal for teams managing high contract volumes.
4. Smart understanding of dates & status
AI Search understands terms like:
- Recent
- Last week
- This month
- Waiting for others
This makes the experience smooth, even for non-technical users.
Why we built AI Search
As contract volumes grow, traditional search methods don’t scale. Teams often:
- Spend too much time applying filters
- Repeat searches to refine results
- Miss documents due to incorrect filter selection
AI Search is built to match how people naturally search: describe what you want, get the most relevant answer quickly.
Who benefits most from AI Search?
AI Search is especially valuable for teams that work with many documents daily:
- Sales teams tracking deal contracts and pending signatures
- HR teams managing onboarding and policy acknowledgments
- Legal teams reviewing agreement status and turnaround times
- Finance teams monitoring signed vs pending contracts
- Operations teams handling high-volume document workflows
How to start using AI Search in BoldSign
Getting started is simple:
Step-by-step
- Open Documents or Templates in the BoldSign dashboard
- Enter a query in natural language
- Review the results instantly returned by AI Search
Try these:
- “Contracts that are still pending”
- “Completed documents from last week”
- “Documents waiting for others to sign”
No configuration required.
Conclusion
With the launch of AI Search, BoldSign takes a major step forward in simplifying document management. By enabling fast, accurate AI document search, BoldSign helps teams find what they need instantly, without relying on complex filters.
If your business handles contracts at scale, AI Search in BoldSign delivers a smarter way to search, manage, and move agreements forward.
Sign up for a free BoldSign trial to experience these capabilities firsthand. To explore more or get personalized guidance, you can also schedule a demo.
FAQ
What does “natural language search” mean in BoldSign?
It lets you search by typing simple sentences instead of using filters.
Do I need exact keywords to search?
No. AI Search understands partial or approximate details.
What can I search for with AI Search?
You can search by status, date ranges, document/template type, and signer/sender-related conditions, often in one query.
Can AI Search help me find documents that need attention?
Yes, it can highlight pending, expiring, or stalled documents.
Can I combine multiple conditions in one search?
Yes, you can search using several conditions in a single sentence.
