Find the right contract in seconds with AI
Stop spending time navigating filters and long document lists. Type what you remember,
such as a name, status, date, or tag, and BoldSign AI surfaces the most relevant
contracts in seconds.
Trusted by 50,000+ businesses worldwide
Why It Matters
As document volume grows, locating the right agreement becomes a source of delay.
AI Search helps teams find documents faster, reduce manual checks, and stay on
top of time-sensitive follow-ups.
Reduce time spent searching
Find the right contract without relying on exact titles or perfect recall.
Improve follow-up speed
Surface pending, expiring, and stalled items quickly so actions happen before deadlines are missed.
Skip multi-step filtering
Filters are great for simple queries. But when you need multiple conditions at once, AI Search gets you there faster—without clicking through several filter menus.
What You Can Do With AI Search
Find, track, and act on documents faster using simple, natural language searches.
Search across your workspace
Use AI Search in My Documents, Team Documents, and Templates.
Go beyond basic filters
Traditional filters cover a small set of fields. AI Search understands over 28 searchable signals so you can query combinations that filters cannot represent.
Combine multiple conditions in one request
Search using people, timing, status, tags, and delivery context together, all in a single query.
Search Contracts The Way You
Remember Them
Skip filenames and filters. Type what you know—people, status, dates, or partial details—and get the right documents fast.
How AI Search Works
AI Search is designed around how people recall documents, not how they are stored.
Type a request in plain language
Enter what you remember, such as a name, status, date, tag, or delivery detail.
AI maps it to the right search signals
BoldSign interprets your intent and applies the relevant signals automatically, including people, status, timing, and metadata.
Review results and take action
Open the document, check progress, or follow up, all from the results list.
Example Searches
Here are examples of natural language searches you can use in the BoldSign Dashboard.
Show documents sent to John Doe but not viewed
Find all completed contracts from last week
Show NDAs created in September
Find agreements sent by the Finance team not signed
Show documents expiring this week and waiting for others
Find contracts sent by me that are still not signed
Show documents received from Alex that need attention
Find proposals sent this month that are completed
Show documents signed by Alex awaiting other signatures
Turn Questions Into Instant Results
Use one sentence to find what’s done, what’s pending, and what needs follow-up—then take action right away.
Frequently Asked Questions
No. AI Search is available by default in the BoldSign Dashboard and works with your existing documents.
It means you can search documents by typing a simple sentence, such as combining dates, status, people, or tags, without building filter rules.
No. AI Search supports flexible phrases like “created last week” or “tagged HR” without exact keyword matching.
AI Search supports searching by document title, Document ID, status, signer, sender, team ID, tags, and dates.
Yes. You can search by an exact Document ID to quickly locate a specific document.
Relative dates like “today,” “last week,” or “this month” work well. You can also use exact dates in YYYY-MM-DD format.
Yes. You can combine details such as date, status, tag, and person in a single search query.
Example: “Created last week tagged HR in progress”
Yes. You can exclude results using phrases like “not tagged finance” or “without attachments.”
Yes. You can quickly locate documents that are pending, expiring soon, awaiting others, or need follow-up.
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- 30-day free trial
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