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

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.

Top Electronic Signature features for business growth

Top Electronic Signature Features for Business Growth

With BoldSign, there are lots of in-app features to help you to manage your eSigning tasks with ease. The platform offers a variety of capabilities that enable businesses to scale up their document processing. This article aims to highlight and give clear illustrations of the best of these features.

Dashboard Overview Details
Dashboard Overview Details

eSignature requests

With BoldSign, you can easily send signature requests and configure every part of it to suit your needs. The application makes it possible to send eSignature requests to more than one person and by just dragging the names of the signers, you can organize the sequence in which the requests are to be received and signed. This means that the signing order is something you can plan, sending eSignature requests to multiple signers in a sequential manner or in a parallel manner.

Prepare Document for eSignature request
Prepare Document for eSignature request

Private message to signers

When sending signing requests, you can also include a private message to your signers. You can give your signers extra or personal information to help them understand the document and the need for signing it.

Private message for the signer
Private message for the signer

Signer authentication

To ensure that your business documents are safe and that only the intended recipient reviews and signs the document, authentication is required using an access code that you share with your signer. Alternatively, an email OTP or an SMS to the signer’s mobile phone can also be used to convey the authentication code.

Add the authentication type
Add the authentication type

Document management features

BoldSign offers a wide range of document management features that enable users to streamline the document signing process. These features will also help in enhancing document security and compliance.

Team document view

BoldSign makes it simple for you and your business to manage and track the documents sent out for eSigning by you and your team members. Through a dedicated team document view, team and account admins can easily track and manage documents for the team.

Track and manage team documents
Track and manage team documents

Add or remove tags

BoldSign lets you categorize and find the documents easily from your BoldSign account. All you need to do is just to add tags when you create a document or later when sending it, and filter by those tags to quickly locate the relevant ones. Anyone involved with the document, including the author, approvers, and administrators, can add or remove tags to keep things organized throughout the signing process.

Add/remove tag option
Add/remove tag option

Search filters

There are two types of filters. First, you can filter your documents based on their status through a dedicated quick filter bar. Second, advanced filters let you search for documents based on the sender, the date range of when they were sent, the recipients, or other aspects. You can pin the advanced filters you find most useful on your home page to access them easily.

Search documents using filters
Search documents using filters

Templates

Some documents you need to send frequently for signatures. In BoldSign, you can turn these frequently used documents into templates to save time uploading them and configuring their form fields over and over. You can configure the default settings in these templates, like the brand and expiration date, as well as authentication for signers. You can also set templates to read-only mode to prevent signers from making modifications to the documents. You can then share these templates with your team.

Create a template
Create a template

Delegating signing responsibility

With BoldSign, you can allow signers to reassign a signature request document, transferring the signing responsibility to another person. This can be important for various reasons, such as delegating signing responsibility to a more appropriate person or when absenteeism issues arise.

Re-assign the document to the signer
Re-assign the document to the signer

Bulk links

In BoldSign, bulk links are used in instances where you would like to share an identical document with many people for signing. You can specify the actual number of signatures you intend to collect from these bulk links, so that when your set quota is reached, no one else can sign. BoldSign also allows you to set and make modifications to the expiration dates for shared links. Finally, you can export your signers’ data to an Excel file for sharing and for purposes of tracking your signing progress.

Create a Bulk link
Create a Bulk link

Contact management features

BoldSign helps you save time and saves you from sending documents to unintended recipients. The following are some of BoldSign’s contact management tools.

Auto-add signers to contacts

This feature ensures that every time you send a document to a new signer, the new signer is automatically added to your contacts. This saves you time the next time you need to send them a signature request. BoldSign’s autocompletion tool shows all the matching contacts from your contact list whenever you begin typing an email address into the To field. This helps you avoid the mistakes possible with manual entry.

CSV file for bulk adding of contacts

This feature allows its users to import contacts in bulk using a CSV file instead of adding contacts one by one, making the process simple.

Import contact from the CSV file
Import contact from the CSV file

Contact groups

This feature enables you to create contact groups for your organization. This saves time, since one group can be entered instead of each person individually.

Create contact group
Create contact group

Custom permissions

By default, team administrators or members don’t have access to other team documents. But with BoldSign’s Custom Permissions feature, account admins can grant any team admin or member to access other team documents. The account administrator can also track the permission history for each member using the Filter option, ensuring secure and controlled document access.

Custom permission option
Custom permission option

Team management

You can create teams in BoldSign and allow or restrict access to your users based on the teams they are in.

Team management
Team management

Branding features

BoldSign makes it simple to manage multiple brands from a single account. The application allows you to create multiple brands and select one before sending a document to a signer. You can also set a default brand to make the sending process easier.

Typically, you want to have your documents reflect a specific brand. You can set logos, your email domain, and brand colors to ensure your signers feel their experience is authentic.

Create a new brand
Create a new brand

Localization

BoldSign provides users with a variety of languages for sending signature requests, which include English, Spanish, German, French, Romanian, Norwegian, Bulgarian, Italian, Danish, Polish, Portuguese, Czech, Dutch, Russian, and Swedish. The user can choose a language that aligns with the signer’s preference.

Add localization
Add localization

Conclusion

In summary, BoldSign offers outstanding features to make your business’s eSignature process a breeze. Try it today by signing up for a free trial or scheduling a demo to see how it can improve your eSigning tasks.
Ben Jacob Ngoya Ouma

Ben Jacob Ngoya Ouma

Ben Jacob Ngoya is a technical writer at BoldSign with state-of-the-art prowess in elucidating technical intricacies into plain presentations for every software user. Apart from software applications, he has an expressive love for cars, photography, and automotive technology.

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Ben Jacob Ngoya Ouma

Ben Jacob Ngoya Ouma

Ben Jacob Ngoya is a technical writer at BoldSign with state-of-the-art prowess in elucidating technical intricacies into plain presentations for every software user. Apart from software applications, he has an expressive love for cars, photography, and automotive technology.

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