While email has traditionally been our primary channel for important information and document exchange, many people now prefer receiving crucial notifications through text messages. This is even more relevant when your recipient lacks email access or simply prefers SMS. BoldSign makes it easy to send documents via SMS without needing technical expertise. Moreover, requesting eSignature via SMS boosts completion rates, delivers faster turnaround times, and enhances convenience for recipients.
This guide will walk you through the steps of using BoldSign to achieve stress-free digital signatures.
Getting Started with BoldSign:
To begin, you’ll need to create a BoldSign account. It’s easy to set up – Start free trial to access the world of hassle-free electronic signatures.
Sending the document for eSignature via SMS:
Follow these steps to send the document for eSignature via SMS using BoldSign:
- Log in to your BoldSign account and navigate to the web application.
- Click the `Create New` button in the top-left corner, then choose the `Create New Document`
- In the delivery options dropdown, the default mode is Email delivery. Click on it and select the `SMS`
- After changing the delivery options as SMS, complete preparing your envelope by configuring fields and proceed to send it for signature.
- Upon sending, signers will receive an SMS with a link to the BoldSign app, where they can review and electronically sign the document.
- Then, the signer can click the link sent in the SMS and start signing on their mobile phone.
Please note that a paid plan is required to send the document via SMS.
SMS notifications sent for signers
Our system sends text message notifications to signers for various important events, ensuring signers stay informed. These include requests for signature, warnings about document expiration, alerts for document deletion, manual reminders, and notifications confirming the completion of a signature.
Watch this quick demo to see how BoldSign makes SMS eSignatures simple and fast.
Frequently Asked Questions (FAQs)
Can I send documents for eSignature via SMS using BoldSign?
Yes, BoldSign allows you to send documents for eSignature via SMS. This feature is especially useful when recipients prefer text messages or do not have access to email.
Is SMS delivery available on all BoldSign plans?
No, SMS delivery is available only on paid plans. You’ll need to upgrade from the free trial to access this feature.
How do recipients sign documents received via SMS?
Recipients receive a text message with a secure link. By clicking the link, they can open the document in their mobile browser and complete the signing process without needing to install any app.
Is it secure to send documents via SMS?
Yes, BoldSign ensures that all documents sent via SMS are encrypted and accessible only through secure links, maintaining the integrity and confidentiality of your data.
Can I track the status of documents sent via SMS?
Yes. BoldSign provides real-time tracking and audit trails for all documents, including those sent via SMS.
How do I get started with BoldSign?
You can start a free 30-day trial to explore all features, including SMS delivery for eSignatures.
Where can I get help or support?
You can contact BoldSign support or schedule a demo to learn more about the platform and its features.
Can I send bulk eSign via text message requests?
Yes, BoldSign allows you to send bulk eSignature requests via text message using CSV uploads, making it easy to reach multiple recipients quickly and efficiently.
Conclusion
In a world where time is money, BoldSign enables an easy, secure, and quick document signing. Say goodbye to the old ways and embrace the simplicity of BoldSign. Try it out by starting a 30-day free trial of BoldSign and request eSignature via SMS. We appreciate your thoughts, so feel free to share them below. If you need help or want to know more about our services, you can schedule a demo or contact our support team through our support portal.
