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The BoldSign mobile app is now available. Visitthis link for more details and give it a try!

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Features

Explore the BoldSign features that make eSigning easier.

How signers can add form fields before eSigning a document Feature Image

How signers can add form fields before eSigning a document?

BoldSign have an option to allow signers to add form-fields during the signing process. This added functionality makes the document signing process more interactive and adaptable to individual preferences.

In this blog post, we will explore how signers can add form fields before eSigning a document, the benefits of this feature, and practical tips for using it effectively.

Allowing signers to add form-fields while signing

BoldSign allows the senders to extend their authority to signers for adding form-fields in the document. For that the senders need to enable the Allow Field Configuration option during the document creation. The below are the step-by-step process on how to do this.
  1. Access the BoldSign Web App

    Log in to your BoldSign account and navigate to the web application.

  2. Create a document

    Initiate the document creation process by clicking on Create New and selecting the Create New Document option.

    Create a new document
    Create a document
  3. Add files and recipients.

    Navigate to the Prepare document for signing page. In the Add Files section, upload the relevant files and add recipients in the Add Recipients section.

  4. Enable the Allow field configuration option

    Then, click on the Settings dropdown below the recipient field and enable the Allow Field Configuration option.

    Allow Field Configuration
    Allow field configuration option
  5. Move to the configure fields page

    Fill in all other required fields on the Prepare document for signing page and proceed to the next step by clicking Next to go to the configure fields page.

  6. Add form fields

    On the Configure fields page, simply drag, and drop the necessary form fields onto the document and proceed to send it for signature. Alternatively, if you prefer, you can send the document without initially adding the fields, as the signer will have the ability to incorporate the required form fields during the document signing process.

    Add form fields
    Add form field option

Adding form fields during the signing process

So now you have allowed the signer to add new form-fields in the document. So how the process will be at the signer’s end. Here you can see in detail.

  1. Open the document

    Open the sent document directly within the BoldSign application or click the link provided in the email you received.

    Open the document
    Review and Sign option
  2. Accept terms and conditions

    Read the electronic signature disclosure terms and check the checkbox to acknowledge acceptance. Then click the Continue button to proceed with the signing process.

  3. Drag and drop form fields

    You will see form fields conveniently displayed on the left side of the signing page.

    When you drag and drop a form field onto the document, form field settings will appear on the right side of the page. You can customize the settings to align with your requirements and finalize the signing process by clicking the Complete signing button.

  4. Drag and drop form fields
    Add drag and drop field

Conclusion

We appreciate you taking the time to read through this blog post. BoldSign values your engagement and is committed to providing a seamless experience. Please take advantage of our extensive 30-day free trial, and as you explore the platform, your feedback becomes a crucial part of our continuous improvement process. Please share your thoughts and recommendations in the comment section below, your insights contribute significantly to shaping the future of BoldSign.
For those seeking additional assistance or a deeper understanding of how signers can incorporate form fields during the signing process, consider scheduling a personalized demo. Our dedicated support team, accessible through our support portal, is ready to assist with any queries. Thank you for choosing BoldSign, and we sincerely appreciate your valuable feedback!
Evans Omondi Otieno

Evans Omondi Otieno

Evans is a Technical Assistant at BoldSign. His passion lies in creating high-quality content for users through effective documentation. His multifaceted skills encompass technical expertise, creativity, and a keen understanding of user needs.

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Evans Omondi Otieno

Evans Omondi Otieno

Evans is a Technical Assistant at BoldSign. His passion lies in creating high-quality content for users through effective documentation. His multifaceted skills encompass technical expertise, creativity, and a keen understanding of user needs.

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