eSignature features to send, sign and track every document
With BoldSign, you prepare documents, collect signatures, verify each signer and track every copy to completion.
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Trusted by 50,000+ businesses worldwide
What features does eSignature software need?
With BoldSign, you get the features a business needs to send, sign and track documents. You verify signers, reuse templates, send in bulk and keep a full audit trail of every document. Start with the group that matches your job, then open its page for the detail.
eSignature request features for sending and signing
With BoldSign, you send documents for signature by email, SMS or WhatsApp, or as a link you share. You set the signing order, add form fields and send reminders until every signer finishes.
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Self-sign
Sign a document yourself, then download it or send the signed copy.
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Sign as recipient
Sign documents that others send you, straight from the email link.
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Signer routing
Collect signatures in a set order, all at once, or a mix of both.
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Private messages
Give each signer their own instructions that other signers cannot see.
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Upload multiple documents
Add several files to one signature request so signers finish them together.
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Automatic reminders
Remind signers on a schedule until they sign, without chasing them yourself.
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Manual reminders
Send a reminder to any signer whenever a document stalls.
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Document expiration
Set a date when an unsigned request expires, and extend it if needed.
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Scheduled send
Choose the date and time a signature request goes out.
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Generate signing links
Create a signing link and share it in any messaging app.
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WhatsApp delivery
Send signature requests and alerts to signers over WhatsApp.
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Delivery options
Choose whether signers get completed documents as email attachments or secure links.
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In-person signing
Host a session where the signer signs in front of you on your device.
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Signing groups
Route a request to a group, and any member of that group can sign it.
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Collaborative field editing
Let several signers fill in the same shared fields without a resend.
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Print and sign
Let a signer print the document, sign on paper and upload the signed copy.
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Multiple form fields
Add signature, initials, text, date, checkbox and other fields to any document.
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Custom form fields
Create custom fields for your team and choose which standard fields they see.
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Customize form field appearance
Change the font, size and color of fields to match the document.
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Automatic field detection
Turn the blanks in a prefilled form into fillable fields automatically.
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Required form fields
Mark each field as required or optional for the signer.
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Replicate form fields
Copy a field onto every page of a document in one step.
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Allowed signature types
Choose whether signers can type, draw or upload their signature.
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Request attachments
Ask signers to upload files, such as an ID or a receipt, while they sign.
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Alert signers in advance
Notify each signer when their turn comes in a signing order.
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Save signing progress
Let signers save their progress and finish the document later.
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Sign everywhere
In the mobile app, place your saved signature in every signature field at once.
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Signer redirection on completion
Send signers to a web page of your choice after they finish signing.
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Preview document
Check the layout and field placement before you send.
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Prevent document reassignment
Stop signers from passing a request on to someone else.
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Revoke documents
Cancel a request at any time to stop signing and fix the document.
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Decline document
Let signers decline a document, and get notified as soon as they do.
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Download audit trail
Download a record of the document ID, signers and timestamps once everyone signs.
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Cloud storage import
Pick files from Google Drive, Dropbox or OneDrive when you create a request.
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File format support
Upload PDF, Word, Excel or image files for signing.
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Keyboard shortcuts
Copy, paste and move between fields with shortcuts while you prepare a document.
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How do you confirm who is signing a document?
With BoldSign, you choose how each signer proves who they are before they open a document. Use a one-time code for routine forms and an ID check for high-value agreements.
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Email OTP
Send a one-time code to the signer's email before they can open the document.
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SMS OTP
Text the signer a one-time code on their phone.
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Access code
Protect a document with a code you share outside the signing email.
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ID verification
Ask for a government ID and a selfie before the signer opens the document.
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Knowledge-based authentication (KBA)
Ask questions built from public records that only the real signer should know.
Identity verification with a government ID
With BoldSign identity verification, signers prove who they are with a photo ID check before they sign. You set how strict the match is and how many attempts each signer gets.
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Biometric verification
Match the signer's selfie to the photo on their ID.
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Secure access
Keep the document locked until the signer passes verification.
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Template verification
Build ID checks into a template so every send uses the same check.
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Verification frequency
Choose how often a signer must verify again.
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Verification attempts
Set how many tries a signer gets before access is blocked.
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Match tolerance
Set the name match to strict, moderate or lenient.
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Selective verification
Require ID checks only for the signers who need them.
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API integration
Add ID verification to your own app through the BoldSign API.
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eSignature templates for documents you send often
With BoldSign templates, you save documents you send often with signers, fields and settings in place. Your team sends from the template and cannot change what you lock.
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Share
Share templates with your team so everyone sends the same version.
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Clone templates
Copy a template to build a similar one quickly.
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Configure document settings
Set the brand, expiry date and reassignment rules once in the template.
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Impose authentication
Lock signer verification into a template so senders cannot remove it.
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Restrict template changes
Stop senders from adding signers or editing the title and message.
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Sender field access control
Allow or block senders from editing or deleting fields in a template.
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Merging multiple templates
Combine two or more templates into one signature request.
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Template tags
Tag templates so your team can search and filter them.
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Download templates
Download the files attached to a template.
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Export templates
Export one or more templates as JSON files to back them up or move them.
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Import templates
Import JSON template files to set up templates in another account.
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AI-powered field detection
Let AI find the fields in a PDF or Word file and place them for you.
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Bulk send one document to many signers
With BoldSign bulk send, you send one document to many signers from a single CSV file. Each signer gets a separate copy, and you track every copy from one place.
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Prefill values
Fill fields from your CSV file, or leave them blank for signers.
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Bulk send management
Track every bulk send and the status of each copy.
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Document tagging
Tag bulk sends so you can search and organize them later.
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Reminders for pending documents
Remind signers who have not signed, and stop once they do.
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Revoke pending documents
Cancel the copies that are still pending when something needs to change.
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Export to Excel
Export signer responses to Excel for reporting.
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Multi-language support
Send each copy in the signer's preferred language.
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CC
Add CC recipients who need to see each completed document.
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Track team bulk sends
See the bulk sends your whole team has started.
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Bulk links to collect signatures from one link
With BoldSign bulk links, you share one signing link on a website or in a message. Each person who opens it fills in their details and signs their own copy.
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HTML embed script
Embed a bulk link on your website with a generated HTML script.
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Bulk links from templates
Create a bulk link from a template, with its files and roles ready.
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Welcome and acknowledgement messages
Show a welcome message before signing and a thank-you message after.
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Limit the number of responses
Cap how many people can sign through one link.
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Link expiration
Set a date when the link stops accepting signatures.
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Email validation
Accept signers only from email addresses that match your rules.
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Control link status
Turn a link on or off whenever you need.
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Edit bulk links
Change a link's settings after you create it.
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Clone bulk links
Duplicate a bulk link to reuse its setup.
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Responder details
See each responder's name and signing status.
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Bulk link tracking
Track bulk link activity across teams from one view.
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Excel export
Download responder names and statuses as an Excel file.
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How do you track and manage signed documents?
With BoldSign, you find, track and download every document your team sends. Each completed document comes with an audit trail of who did what and when.
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Document dashboard
See documents grouped by status, with monthly counts and pinned items.
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Team document view
Admins see and manage the documents their team members send.
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AI Search
Find documents by asking in plain words, using names, statuses or dates.
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Status-based quick filters
Filter all documents by status in one click.
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Advanced filters
Find documents by sender, recipient or date.
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Pin filters
Pin the filters you use most to your home page.
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Labels
Sort documents with your own labels, then filter by label.
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Document history
See every action on a document, with IP addresses and timestamps.
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Activity tracking
Export activity logs to CSV for audits and reviews.
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Combine signed and audit files
Download the signed document and its audit trail as one file.
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Download options
Download signed PDFs one by one, merged into one file, or zipped.
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Document storage
Keep completed documents in your account and open them at any time.
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Edit sent documents
Change signers or fields after you send, without starting over.
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Clone documents
Copy a sent document to send it again with new details.
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Drafts
Save a request you have not finished and pick it up later.
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Default settings
Set defaults for every document your organization sends.
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Hide document ID
Hide the document ID that is printed on each page by default.
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In-app notifications
See document updates as they happen, then mark them read or clear them.
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Email notification control
Choose which document events send you an email.
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Email notifications
Admins choose which emails signers and CC recipients get.
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Trash management
Deleted documents go to the trash first, so you can restore them.
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Auto deletion
Delete completed or expired documents automatically after a set time.
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User management and admin controls for eSignature teams
With BoldSign, you control who can send, view and manage documents across your account. You assign roles, group users into teams and connect your company sign-in.
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Manage user accounts
Invite, activate, deactivate or delete users from one page.
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Create and manage teams
Group users into teams and control what each team can access.
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User roles
Assign admin, team admin or member roles.
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Custom permissions
Give users exact permissions beyond their standard role.
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Single sign-on
Let users sign in through your company's OAuth 2.0 or OpenID Connect provider.
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Passkey authentication
Sign in with a fingerprint, face scan, device PIN or security key.
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Transfer documents
Move a departing user's documents to someone else before you delete the account.
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Edit and lock user profiles
Edit user profiles and stop users from changing them.
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Set default signature
Save your signature and initials so you sign faster each time.
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Manage contacts
Keep a contact list that autocompletes when you add signers.
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Branding for signing pages and emails
With BoldSign, you put your logo, colors and email domain on signing pages and emails. Signers see your company name on every request you send.
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Logo and colors
Add your logo and colors to signing pages and emails.
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Multiple brands
Keep several brands in one account for different teams or companies.
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Dynamic selection
Pick a brand for each document, or set a default.
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Brand customization preview
Preview signing pages and emails before you save a brand.
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Custom email domain
Send emails from your own verified domain and sender name.
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Email content customization
Write your own subject lines and email text, with placeholders for each recipient.
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Custom legal terms
Show your own legal terms to signers before they sign.
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Audit trail with your branding
Your brand carries over to the audit trail document.
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Can signers sign in their own language?
With BoldSign, signers see signing pages and emails in their own language. Dates and times follow the time zone and format you set for your organization.
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Translation
Show signing pages and emails in English, French, German or Spanish.
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Time zone
Set the time zone for your organization and for each user profile.
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Date and time formats
Set default date and time formats so records stay consistent.
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eSignature integrations
With BoldSign, you connect eSignatures to the CRM, storage and automation tools your team uses. Developers add signing to their own apps through the BoldSign API.
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HubSpot
Fill documents from HubSpot properties and save signed PDFs back to the record.
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Salesforce
Send from Salesforce and keep signed documents synced with your CRM records.
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Power Automate
Build no-code eSignature workflows in Power Automate.
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Zapier
Connect BoldSign to other apps through Zapier, with no code.
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Xero
Import Xero contacts to pick recipients faster.
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Microsoft 365
Let your team sign in to BoldSign with their Microsoft 365 accounts.
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OneDrive
Save signed documents and audit logs to OneDrive.
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Google Drive
Store completed documents and their audit trails in Google Drive.
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Dropbox
Keep signed copies and audit logs in your Dropbox folders.
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Is eSignature software secure and legally binding?
BoldSign complies with the ESIGN Act, UETA, and eIDAS, so its signatures are secure and legally binding. The panel below is the compliance screen inside the BoldSign app.
Compliance
BoldSign meets global security and compliance standards to protect your documents and data. Manage the settings below to align with your organization’s requirements.
Data Residency
Active (US - Global)Your documents and signer data are securely stored in your selected region to meet data sovereignty and local regulatory requirements.
HIPAA Compliance
EnabledEnable HIPAA mode to protect PHI using administrative, technical, and physical safeguards aligned with HIPAA regulations.
PCI DSS
CompliantPayments are securely processed through Stripe, a PCI DSS Level 1-certified provider, ensuring the safe handling and encryption of all payment data.
CCPA & CPRA
CompliantEnsures compliance with California privacy laws, giving residents transparency and control over their personal data, including rights to access, delete, and opt out.
SOC 2 Type II
CompliantBoldSign has successfully completed a SOC 2 Type II audit, validating our controls for security, availability, confidentiality, and data integrity.
UETA & ESIGN
CompliantBoldSign ensures that all e-signatures are legally binding and compliant with the U.S. ESIGN Act and the Uniform Electronic Transactions Act (UETA).
eIDAS (SES)
CompliantBoldSign complies with the EU eIDAS Regulation (910/2014) and supports Simple Electronic Signatures (SES) by default.
eIDAS (QES)
EnabledEnable Qualified Electronic Signatures (QES) for contracts requiring the highest legal assurance under eIDAS.
Frequently asked questions about eSignature features
What features should I look for in eSignature software?
BoldSign covers the features most buyers check first: signing order, reminders, templates, bulk sending and an audit trail. Also compare how each tool proves who signed. BoldSign signer authentication offers one-time codes, KBA and ID checks.
Does BoldSign send documents out for electronic signature?
Yes. BoldSign sends documents for signature by email, SMS or WhatsApp, or as a link you share. Signers open the request and sign without a BoldSign account. See multi-channel delivery for each option.
What is BoldSign?
BoldSign is electronic signature software built by Syncfusion. You use it to send, sign and track documents on the web, on mobile or through an API.
Can several people sign the same document?
Yes. BoldSign lets several signers sign one document, in a set order or all at once. A signing group lets any one member sign for the team.
Can I schedule a document to send later?
Yes. BoldSign scheduled send holds a signature request until the date and time you choose. The scheduled send guide shows the steps.
Can I brand the signing page with my logo?
Yes. BoldSign puts your logo and colors on signing pages, emails and the audit trail. You can also pick a different brand for each document. See branding features for the details.
Where can I learn how to use a BoldSign feature?
The BoldSign help center has step-by-step guides for every feature. Most features also have a short video you can watch.
Last updated: October 16, 2026