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.

Document Tracking and Management

Imagine you have a bunch of important documents you need to get signed, but you also need to keep track of them, collaborate with others on them, and make sure everything is secure and efficient while doing so. That’s where BoldSign’s document tracking and management feature comes in.

document tracking and management
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Effortless Tracking at Every Step

Effortlessly oversee document workflows in BoldSign with real-time status updates for signature requests and activity logs.

Know what’s happening with your documents in real-time. See if someone has opened or signed them.
Real-Time Status Updates
Keep an eye on what each signer does with your document, from opening it to signing it.
Recipient Tracking
Check detailed logs to see every interaction with your document. It’s like a history book for your files.
Activity Logs
Easily locate and retrieve documents with advanced search functionalities, improving efficiency in document retrieval.
Advanced Search and Retrieval
Navigate BoldSign’s intuitive interface with ease, making document management less of a hassle.
User-Friendly Interface
Access detailed audit trails for each document, providing a comprehensive history of all actions taken.
Audit Trails

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

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recipient-tracking
activity-logs
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User-Friendly Interface
Audit Trails

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.

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Contract Lifecycle Management

Smoothly handle contracts from creation to signing and storing.

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Regulatory Compliance Documents

Simplify the process of handling legal documents securely.

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Human Resources Processes

Keep HR workflows organized and efficient.

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Contract Lifecycle Management

Smoothly handle contracts from creation to signing and storing.

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Financial Agreements and Transactions

Manage financial documents like loans and investments efficiently.

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Project Documentation

Improve project management with streamlined document signing and storing.

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Vendor and Supplier Contracts

Collaborate with vendors and suppliers easily.

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Healthcare Records and Compliance

Manage healthcare forms efficiently while complying with privacy regulations.

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Educational Material Creation

Speed up the creation and management of educational materials.

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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.

Easily switch the person who should get the document to sign.
Change Recipient
Remove unnecessary documents securely.
Delete Document
Instantly revoke access to a document for specific users for added security.
Revoke Document
Download documents for offline access or safekeeping.
Download Document
Make a quick copy of a document to make slightly different versions.
Clone Document
Enable signers to pass a document to someone else for signing.
Reassign Document
Set reminders to signers to keep things on track.
Send Reminder
See a clear and detailed view of what’s in the document.
View Document
Enable digital signatures for secure and efficient processes.
Sign Document

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.

Change Recipient
Delete Document
Revoke Document
Download Document
Clone Document
Reassign Document

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.

Send Reminder
View Document
Sign Document

Explore BoldSign Document Management

Want to know more about BoldSign’s document tracking and management features? Take a moment to explore this brief video summary. It shows the essential features that simplify document management in BoldSign.

A Quick Dive into Elevating Your Document Presence

Curious to understand how it operates? Take a moment to explore BoldSign’s brief video summary. It shows the essential features that effortlessly simplify document management.