Webinar Show Notes: Find Contracts in Seconds with BoldSign AI Search

TL;DR: This webinar shows how BoldSign AI Search helps you quickly find documents and templates using simple conversational queries. You can combine details like status, date, signer, owner, or role in one search and refine results easily to locate contracts in seconds.

In this webinar, Gayathri Annamalai, Software Developer at BoldSign, demonstrates how BoldSign AI Search helps you find what you need in seconds using conversational search. Instead of relying on multiple manual filters, you can type a request that includes details such as status, signer, owner, or date, and AI Search returns relevant results quickly.

If you missed the webinar or would like to watch it again, the recording is available on our YouTube channel and is embedded.

Webinar recap

The webinar opened with a look at common challenges users face when searching with traditional filter-based methods, especially when multiple conditions are needed or when users do not remember where a document is stored.

Gayathri then introduced BoldSign AI Search and shared practical examples showing how it interprets intent, combines conditions automatically, and returns accurate results across your BoldSign account. The session also covered how you can refine or broaden results by adjusting your query without resetting filters and starting over.

Highlights

• Search using simple, conversational queries
• Combine conditions such as status, date, signer, owner, and type in a single search
• Quickly locate pending, viewed, stalled, or recently updated items
• Search both documents and templates from one place
• Refine results naturally by adding or removing words in your query
• Get more accurate results by including clear details such as status or signer

Find any contract in seconds with BoldSign AI Search [Webinar]

Timestamps

[00:00] Welcome and session overview

[00:12] The challenge of searching across many documents

[00:46] What will be covered in the webinar

[01:07] How teams currently search for documents (poll)

[02:05] What is AI Search in BoldSign

[02:51] Manual search vs AI-powered search

[03:42] Does AI Search replace filters?

[03:59] How AI Search understands user intent

[04:52] Real-world document search examples

[05:53] Live demo: manual search with filters

[07:02] Using AI Search with natural language

[08:00] Searching documents with time and status conditions

[08:32] Refining searches with signer names

[09:07] Searching based on document activity status

[09:52] Searching by recipients and CC participants

[10:52] Searching across team documents

[11:07] Template search with AI Search

[11:36] Searching templates by time range

[12:04] Searching templates by role

[12:28] Combining role and time filters in templates

[13:04] Key takeaway: natural language search vs filters

[13:49] Tips for getting the best search results

[14:31] Final poll: where AI Search will be used

[15:01] Closing remarks and next steps

Key takeaways

• Use conversational search to find documents faster
• Combine multiple conditions in a single query
• Quickly identify items by status, date, signer, or owner
• Refine results without manual filtering

Q&A

Related links

• Learn more about BoldSign
• Learn more about AI Search
• Contact support
• Get started for free