Track and Manage Every Document with BoldSign
Stay in control of your agreements. BoldSign’s tracking and management features give you real-time visibility into document status, secure storage, and audit-ready records—all in one place.
Trusted by 50,000+ businesses worldwide
Effortless Tracking at Every Step
Effortlessly oversee document workflows in BoldSign with real-time status updates for envelopes and activity logs.
Real-Time Status Updates
Know what’s happening with your documents in real-time. See if someone has opened or signed them.
Recipient Tracking
Keep an eye on what each signer does with your document, from opening it to signing it.
Activity Logs
Check detailed logs to see every interaction with your document. It’s like a history book for your files
Advanced Search and Retrieval
Easily locate and retrieve documents with advanced search functionalities, improving efficiency in document retrieval.
User-Friendly Interface
Navigate BoldSign’s intuitive interface with ease, making document management less of a hassle.
Audit Trails
Access detailed audit trails for each document, providing a comprehensive history of all actions taken.
Scenarios for Document Management: eSignature
Workflow Optimization
Unlock the full potential of BoldSign document management in various scenarios, streamlining your workflow and enhancing control over eSignature processes.
Contract Lifecycle Management
Smoothly handle contracts from creation to signing and storing.
Regulatory Compliance Documents
Simplify the process of handling legal documents securely.
Human Resources Processes
Keep HR workflows organized and efficient.
Financial Agreements and Transactions
Manage financial documents like loans and investments efficiently.
Project Documentation
Improve project management with streamlined document signing and storing.
Vendor and Supplier Contracts
Collaborate with vendors and suppliers easily.
Healthcare Records and Compliance
Manage healthcare forms efficiently while complying with privacy regulations.
Educational Material Creation
Speed up the creation and management of educational materials.
Quality Assurance Documents
Ensure quality control with streamlined document management.
BoldSign’s Document Management Feature Set
Elevate your document identity with personalized logos, branded colors, and customizable email communications, showcasing a professional and consistent brand image. Redefine how your brand communicates and leaves a lasting impression with BoldSign.
Change Recipient
Easily switch the person who should get the document to sign.
Delete Document
Remove unnecessary documents securely.
Revoke Document
Instantly revoke access to a document for specific users for added security.
Download Document
Download documents for offline access or safekeeping.
Clone Document
Make a quick copy of a document to make slightly different versions.
Reassign Document
Enable signers to pass a document to someone else for signing.
Send Reminder
Set reminders to signers to keep things on track.
View Document
See a clear and detailed view of what’s in the document.
Sign Document
Enable digital signatures for secure and efficient processes.
Frequently asked questions
BoldSign provides instant updates on who has viewed, signed, or completed your documents—helping you follow progress without manual follow-ups.
Yes. BoldSign’s tracking dashboard shows pending signers, letting you send timely reminders and avoid unnecessary delays.
Absolutely. Every document comes with a detailed audit trail showing signer identity, timestamps, IP address, and actions taken for compliance.
Yes. Documents are encrypted and stored securely, accessible only to authorized users, with options to download or archive anytime.
Yes. BoldSign supports bulk management, tagging, and search tools—making it easy to organize and retrieve documents at scale.
Documents remain securely stored as long as your account is active, with flexible retention policies to meet compliance needs.
Yes. BoldSign integrates with platforms like Power Automate and Zapier, allowing you to sync document status with your workflows.
Document tracking in BoldSign enables you to monitor and manage documents in real time. It includes features such as status updates, recipient tracking, and detailed audit trail, ensuring efficient and secure eSignature workflows.
Document management in BoldSign refers to organizing and controlling documents throughout their lifecycle. It lets you track, search, retrieve, audit, change or revoke recipients, download or clone documents, and send reminders to ensure secure and efficient eSignature workflows.
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