TL;DR: BoldSign rolled out new features that make sending and preparing documents faster and easier, like AI-detected fields, real-time editing, better email customization, WhatsApp notifications, and improved mobile signing. This webinar walks you through everything with clear demos so you can start using the updates right away.
BoldSign continues to expand beyond basic eSignature functionality by introducing features that address real operational challenges like legal compliance, signer delays, and manual setup work. In this webinar, Demo Engineer Sandhiya Vasudevan walkes attendees through the most impactful new BoldSign capabilities and shows how teams can immediately apply them to their workflows.
If you missed the webinar or would like to review part of it, the recording has been uploaded to our YouTube page and embedded below.
Timestamps
[00:00] Welcome and session overview
[00:52] Webinar goals and real-world use cases
[01:08] Feature overview and agenda
[02:20] Audience poll: eSignature challenges
[02:52] Qualified electronic signature (QES) explained
[06:21] Data centers and regional data residency
[08:23] AI-powered form field detection
[09:50] Collaborative document editing
[10:57] Schedule Send for timed delivery
[12:03] Customizable recipient email templates
[13:28] WhatsApp signing notifications
[14:20] Template export and import
[15:11] BoldSign mobile app
[16:12] QuickSend and flexible templates
[18:49] Feature recap and key takeaways
[19:33] What to try next in BoldSign
[20:07] Closing and support resources
Qualified electronic signatures
BoldSign supports qualified electronic signatures (QES) under EU eIDAS regulations, offering the highest level of legal assurance. QES is designed for high-value and regulated documents, providing identity verification, auditability, and compliance.
Regional data centers and data residency
BoldSign now has data centers in the U.S., EU, Canada, and Australia. Organizations can choose where their data is stored and processed, helping meet regulatory compliance and governance requirements.
AI form field detection
AI field detection automatically identifies and places common fields like signatures, dates, and initials when documents are uploaded. This reduces setup time and allows teams to review instead of manually configuring every field.
Collaborative editing within the workflow
Controlled collaborative editing allows recipients to make approved changes directly within the signing workflow. This maintains version control while providing flexibility when minor edits are required.
Scheduled send
Prepare documents in advance and have them automatically delivered at a specific date and time. This feature supports renewals, proposals, and other time-sensitive agreements.
Customizable recipient email templates
Teams can customize email subjects and content to improve clarity, trust, and brand consistency, reducing signer hesitation and delays.
WhatsApp notifications
WhatsApp notifications provide an additional, high-visibility channel for delivering signing links, helping documents stand out from crowded inboxes.
Template export and import
Templates can be exported and imported using structured JSON files, making it easier to scale workflows across teams, regions, or environments.
Mobile app for on-the-go management
The BoldSign mobile app allows users to track document status, send reminders, and manage workflows from anywhere.
QuickSend for repeatable workflows
QuickSend turns frequently used agreements into fast, role-based workflows, balancing flexibility with consistency.
Q&A
Is the AI field placement function exposed via API?
Currently, AI field detection is available only in the BoldSign Web App during template creation, as it requires manual review after placement.
Does the AI form field matching work for custom form fields – that is when we create form fields via Brand -> Advanced -> Configure Custom Form Fields?
At this time, AI field detection is supported only for template creation. Support for other document types is on the roadmap.
Is there a PWA or mobile experience for the signee? or would they need to install the mobile app?
No. Signers can complete the signing process using the signing link in any web browser.
How do you set up WhatsApp?
Follow the steps in this help article: https://support.boldsign.com/kb/article/19945/how-to-send-signature-requests-via-whatsapp
Can I use BoldSign to have HR documents signed by multiple employees and tracked?
Yes, BoldSign supports multiple recipients, and signing progress can be tracked through both the WebApp and API.
Is there any formal training available or would we need to keep an eye out for webinars?
You can find plenty of training resources and video on our BoldSign YouTube channel: https://www.youtube.com/@BoldSignApp
Will BoldSign send reminders automatically?
Yes. BoldSign supports both automatic and manual reminders to help ensure documents are signed on time.
If a signer did not receive the email, can the sender send the email invitation again (without editing the document or revoking it)?
Yes. You can send reminders or generate a signing link to share directly.
If the sender needs to extend the expiration date for signature, do the signers automatically receive a message that the date has been extended?
BoldSign updates the expiration date, but it doesn’t send a dedicated notification. You can send a reminder after extending the expiry. https://support.boldsign.com/kb/article/15251/alert-users-on-expiration
Final takeaways
BoldSign’s latest updates focus on speed, legal compliance, and scalability, helping teams create reliable and professional document workflows.
