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 and templates in seconds.
Trusted by 50,000+ businesses worldwide
Why it matters
As your documents and templates grow, finding the right one can slow you down.
AI Search helps teams locate what they need faster, reduce manual checks, and stay on top of time-sensitive follow-ups.
Reduce time spent searching
Find the right contract or template without relying on exact titles, or perfect recall.
Improve follow-up speed
Find pending, expiring, and stalled items quickly so actions happen before deadlines are missed.
Skip multi-step filtering
Search for several details in one plain-language search and avoid clicking through multiple filter menus.
What you can do with AI search
Find, track, and act on documents and templates faster using simple, natural-language searches.
Search across your workspace
Use AI Search in My Documents, Team Documents, and Templates to find the items you need instantly.
Find results beyond basic filters
AI Search recognizes over 28 searchable signals, letting you query combinations that filters cannot represent.
Combine multiple conditions in one request
Search using people, timing, status, tags, template attributes, and delivery context together in a single query.
Search contracts the way you remember them
Skip filenames and filters. Type what you know such as people, status, dates, or partial details, and find the right documents and templates 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 templates tagged HR created this month
Show documents signed by Alex awaiting other signatures
Turn questions into instant results
Use one sentence to find what is done, what is pending, and what needs follow up, and 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.
Yes. You can search for templates by typing simple phrases that include names, tags, teams, dates, or other details.
Sign up for your free trial today!
30-day free trial- No credit card required
- 30-day free trial
- No credit card required
