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Paralegals are an essential part of every legal team. The volume of work that each legal professional produces each day would lead some to believe that we are secretly superheroes. As much as we would love to claim that status, our powers can largely be credited to the many tools we use to stay organized and up to date on all tasks. One of our legal team’s superpowers—I mean, tools—is our eSignature platform, BoldSign.
Every day, our team works with hundreds of contracts and clients to get agreements drafted, sent, and fully executed. To keep up with all the contracts and ensure the quick and accurate signing of each, I use BoldSign. This eSignature platform helps me monitor the 500+ contracts that I am currently working with. Not only am I able to stay organized by using BoldSign, but it also saves a lot of time. I can get a new contract sent for signatures to all parties in less than one minute. The less time it takes to send a contract, the more we can send out; the more contracts that are sent out and signed, the more revenue for our company.
Even though I work with the application personally, I am the type of person who believes what I can physically see. So, enough with my personal experience and on to the wonderful features that BoldSign offers.
When logging in to BoldSign, you will be brought directly to the home screen. This contains the dashboard, where you can track active documents and view recently completed documents. It displays contracts that are waiting for your signature, contracts that are waiting for others to sign, contracts that need attention, and contracts that have been revoked, declined, or completed. How great does that sound? There’s plenty more where that came from!
There are a lot of features that make a self-proclaimed superhero’s life a bit easier. Here are BoldSign’s key features, along with suggestions regarding how they can make a paralegal’s life easier.
This is your home base for seeing which documents are waiting for you, waiting for others, in need of attention, and which ones are revoked, declined, or completed.
The Dashboard also displays the total number of documents you have in BoldSign and the total number you are working with for the current month.
Simply put, the home menu directs you to the tools needed to complete various action items
The home menu displays the following toolbar to assist you in navigating through the many useful features. We will start from the top and work our way down
By clicking Create New, you can create a new document, template, or bulk link from scratch
When you click the Create New button, you will be given the following three options:
In the Documents section, you can see a list of all your documents, including drafts and documents you have moved to the trash.
If you click the arrow beside Documents, the tab will drop down to display four sections:
Using templates is one of the easiest ways to save time if your job requires you to send documents out for signature frequently. By using a template, you save yourself from typing the same information over and over, day in and day out. Just click New Template to get started!
The drop-down arrow gives you four separate sections where your templates are neatly organized, making adding, deleting, and sharing your templates a breeze. They are:
Bulk links are another great time-saver for busy paralegals. Instead of sending the same document to multiple contacts separately, you can send everyone a link to the same document with just one click.
Bulk links can be created when you want to send a link instead of the entire document for signature. You will create the link and be able to send it via email for recipients to review and sign the agreement. The links you create can be saved under My Bulk Links, saved as a Draft, or moved to Trash if you decide to delete them.
In Users & Teams, you can see all the individuals and departments that are using BoldSign within your company. (And by process of elimination, you can figure out who is not using BoldSign, and get them on board! Just kidding. Sort of.)
The Contacts section provides a list of all your personal contacts, as well as all the contacts your teammates have added. Basically, if you need to get in touch with someone, you will be able to find them here.
Under Settings, you can update your personal information and preferences, such as date and time, notifications, and more.
When you click the arrow for Settings, you will be given the option to edit your profile. You can update all your personal information, update date and time settings, and customize the long list of notification settings (sender notifications, recipient notifications, CC notifications, and template notifications).
BoldSign is so user-friendly we hope you won’t need much support—but if you ever run into an issue or question, we are happy to help.
The Contact Support button makes contacting our support team a breeze. Once you click it, BoldSign support will open in a separate tab where all your support tickets can be created and stored. This helps you monitor all pending issues and review the discussions between you and the BoldSign team at any time.
If my personal experience as a self-proclaimed superhero was enough to spark an interest in BoldSign, you can try it for free here: https://boldsign.com/
A NC Certified Paralegal at Syncfusion. In my personal life, I spend most of my time with my children, tending to my plants, and looking to grow in the legal field.
A NC Certified Paralegal at Syncfusion. In my personal life, I spend most of my time with my children, tending to my plants, and looking to grow in the legal field.
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