What’s New

BoldSign product updates and new releases.

Oct, 2025

Lock template fields with full control for creators

BoldSign now allows template creators to restrict senders from adding, editing, or deleting fields when sending a document using their templates.

Configuration options:

Allow the sender to edit or delete existing fields already defined in the template.
Allow the sender to update only the default values of existing fields. No structural changes are allowed.
Allow the sender to configure new fields during document creation.

If all three configuration options are disabled, the sender won’t be allowed to access the field configuration page and will proceed directly to sending the document from the preparation page.

Learn more: Lock template fields with full control for creators

Enhanced template download behavior via API

BoldSign now allows users to download template documents via the API either with or without form field values. By default, the document is downloaded without field data, offering a clean version that matches the original upload.

Learn more: Enhanced template download behavior via API

Move users between teams via API

Users can now be moved between teams using BoldSign’s API. During the transfer, documents can either be reassigned to another user or retained by the original user. This feature is currently in beta and may be adjusted.

Learn more: Move users between teams via API

AI-based form field detection for templates in mobile app

The BoldSign mobile app now supports AI-powered form field detection to accelerate template creation. The feature automatically places fields in uploaded PDF or Word files and supports signature, text box, date signed, checkbox, and radio button fields.

Learn more: AI-based form field detection for templates in mobile app

Download templates without form fields in mobile app

The BoldSign mobile app now allows users to download template documents without form fields. The downloaded file will accurately reflect the original uploaded document.

Sep, 2025

Schedule and send documents in the mobile app

The mobile app now lets users schedule documents to be sent at a specific date and time. You can pick a future date and time to ensure your documents are delivered when it’s most convenient for recipients. This feature helps you plan ahead and manage your document workflow more effectively.

Aug, 2025

Qualified Electronic Signatures (QES) for multiple signers

BoldSign supports Qualified Electronic Signatures for multiple signers. This feature offers the highest level of legal validity under EU eIDAS regulations. QES can be enabled for all signers or only for the final signer in a defined signing order.

Learn more about Qualified Electronic Signatures (QES).

Edit custom permission details

Users can edit existing custom permissions without needing to delete and re-create them. This includes the ability to update resources and permissions, as well as selected teams and users.

Learn more about custom permissions.

Hyperlink support for email and telephone

The hyperlink form field supports email addresses and phone numbers, in addition to standard URLs. While preparing a document for signing, senders can insert an email address or phone number into the hyperlink field. When a signer clicks the hyperlink, their device automatically opens the appropriate app—either the default email client or phone dialer—making it easy to initiate communication directly from the document.

Learn more about adding hyperlinks to a document.

Combine attachments with signed documents

Senders can choose whether to combine or separate signers’ signed documents and attachments. This setting is available on the Branding page.

Learn more about combining signed documents and attachments.

Templates in the BoldSign mobile app

The following template-related features have been added to the mobile app:

Create template: Users can easily create new templates within the mobile app.
Clone template: Users can easily duplicate existing templates within the mobile app. This is useful for creating variations of a template while keeping most of its original configuration.
Edit template: Users can modify existing templates in the mobile app. This includes adding new files, form fields, roles, and other settings, even after a template has been created.
Save draft templates: Templates can be saved as drafts in the mobile app. This allows users to pause template creation and resume it later, which is especially helpful when interrupted by other tasks.

Jul, 2025

AI-Based Form Field Detection for Templates

BoldSign now offers AI form field detection to speed up template creation. The feature auto-places fields in uploaded PDF or Word files. It supports signature, text box, date signed, checkbox, and radio button fields.

Learn more: AI-Based Form Field Detection

Edit Document API

Users can now edit both in-progress and draft documents using an API. This includes updating files, form fields, and signer details. The API also supports editing on-behalf-of documents by specifying the sender identity’s email address in the request.

Learn more: Edit Document API

Microsoft Entra ID Integration for User Provisioning

BoldSign now supports automatic user provisioning through Microsoft Entra ID (formerly Azure Active Directory) using the SCIM 2.0 protocol. This integration helps organizations streamline user management, enhance access control, and reduce manual administrative tasks.

Key Capabilities :

Automatically sends email invitations upon provisioning.
Automatically updates user profile details.
Automatically deactivates users in BoldSign when they are removed from Microsoft Entra ID.
Supports mapping of user profile attributes such as name, job title, and phone number.

Learn more: Installing and Configuring Microsoft Entra ID

Collaborative Field Editing for Shared Form Input

Collaborative field editing allows multiple signers to edit specific form fields during the signing process. Supported field types include text box, checkbox, radio button, editable date, and dropdown.

Options include:

Require Initials: Collaborators must provide their initials whenever they change the field value.
Require Approval: Any changes made by collaborators must be approved by signers who have already completed signing.
Required for Collaborators: The field must be completed by collaborators; it cannot be left empty before signing.

All changes are tracked in the audit trail and document history. Also, email notifications sent when resigning are required.

Learn more: What are collaborative field editing options and how do they work?

Expiration Filtering Support in Mobile App

The mobile app now includes enhanced filtering options based on document expiration dates. You can quickly view documents that are set to expire today, tomorrow, in the next 7 days, the next 30 days, or within a custom date range. Only documents that are currently in progress will be displayed, helping you focus on pending actions.

Auto detect PDF Form Fields in Mobile App

The mobile app now automatically detects fillable form fields in uploaded PDF documents. These fields are replaced with corresponding BoldSign form fields, reducing manual setup time.

Rename Uploaded Documents in the Mobile App

You can now rename uploaded documents during the creation process in the mobile app. The updated name will be used as the file name when downloading if the Download documents individually option is selected. This feature helps keep your files organized and easily identifiable.

Jun, 2025

Export and import templates

BoldSign now allows users to export and import templates in JSON file format. Users can export one or more templates to back them up or share them across multiple BoldSign organizations. They can also import JSON files to quickly reuse templates or transfer them between accounts, streamlining template management.

Learn more: Export and Import Templates

Authentication frequency settings

Users can now control how often signers must authenticate before accessing documents, providing more flexibility to align with the organization’s security policies.

Available frequency settings:

None (Default) : Signers must authenticate each time before signing. No authentication is required when viewing the document.
Every Access: Signers must authenticate each time they access the document via the signing link, even after signing. If using a BoldSign account, authentication is only required until the document is signed. After that, no authentication is needed in log mode.
Until signed: Authentication is required only until the document is signed. After signing, no further authentication is prompted.
Once per document: Signers need to authenticate once per document. After the initial authentication, no additional prompts will appear.

Learn more: Authentication Frequency Settings

Draft send document API

A new API endpoint allows users to send documents directly from draft status. Provide the draft document ID to convert it to in-progress and initiate the signing process. This endpoint performs the same validations as the standard send API.

Learn more: Send Document from Draft

May, 2025

Edit or delete template form fields

Senders can now edit or delete form fields in templates when sending documents or creating bulk links. Admins can enable the Allow Sender Actions option to control sender access to each field. This feature supports multiple send options: use template, merge and use template, bulk link, merge and bulk link, bulk send, and embedded send.

Learn more: Edit or Delete Template Form Fields

Qualified electronic signature (QES) support

BoldSign now offers qualified electronic signatures (QES), providing the highest level of legal validity under eIDAS regulations in the EU. Available for Business plans and higher, QES is billed at $3 per verification under a pay-as-you-go model.

Learn more: Qualified Electronic Signatures

Apr, 2025

Edit existing on-behalf documents

You can now edit on-behalf documents even after sending, as long as they’re still in progress. Add files, form fields, signers, and more. Both senders and sender identity accounts can make updates. Once changes are saved, signers are notified.

Learn more: Edit Existing On-Behalf Document

Manage team documents with clickable tags

Managing team documents is now faster with clickable tags. Instead of using the advanced filter manually, simply click a tag to view all related documents. You can also pin the filtered results to your dashboard for quick access.

Send signature requests via WhatsApp

You can now send signature requests and notifications directly through WhatsApp. A secure signing link is shared with recipients, allowing them to sign documents conveniently from their mobile device.

Learn more: Send Signature Requests via WhatsApp

Scan and upload documents in the mobile app

The BoldSign mobile app now lets you scan physical documents using your device’s camera and upload them directly to the app. This streamlines the process of sending signature requests from your mobile device.

Expiration filtering support

The advanced filter now supports expiration-based filters. View documents that expire today, tomorrow, in the next 7 days, in the next 30 days, or within a custom date range. Only documents in progress appear in these results, helping you focus on what’s still pending.

Control signer flow with field navigation settings

You can now configure how signers navigate through fields during the signing process using the new Field Navigation Settings. Choose to navigate through all blank required fields, all required fields, all blank fields, or all fields.

Learn more: Control Signer Flow with Field Navigation Settings

Customize email content for recipients

You can now customize the subject and body of emails sent to recipients based on recipient type and language. Modify templates for Signature Requests, Document Completion, Reminders, and more to match your brand or workflow needs.

Learn more: Customize Email Content for Recipients

Mar, 2025

Schedule and send documents

The latest BoldSign update lets you schedule documents to be sent at a specific time. Pick a future date and time, and ensure your documents reach recipients when it’s most convenient.

Learn more: Schedule and Send Documents

SDKs for simplified e-signature integration

Developers can now use SDKs in Python, PHP, Java, and Node.js to integrate e-signatures into their apps. Send, sign, and track requests effortlessly with these maintained tools.

Learn more: SDKs for Simplified E-Signature Integration

Get signed documents in your sender identity completion email

BoldSign lets you attach signed documents to the Sender Identity Completion Email – just enable it in your email settings. For files over 5 MB, a secure download link is provided instead.

Learn more: Signed Documents Emailed to Senders

Internet connectivity handling

The app now handles internet disruptions better. You’ll get real-time connectivity alerts, a restricted offline mode with an overlay to avoid mistakes during disconnections, and automatic recovery that lifts the overlay once the internet is back.

Text tag support for merge and send API

The `mergeAndSend` API now converts text tags into form fields automatically. Just enable the `useTextTags` property and the app does the rest.

Learn more: Text Tag Support for Merge and Send API

Support for file names in Base64 API input

You can now specify file names in Base64-encoded documents when submitting via API, an upgrade from the previous limitation.

Learn more: Support for File Names in Base64 API Input

Improved sandbox email identification

Sandbox emails triggered by API events now include “[TEST]:” in the subject line, helping you distinguish them from production emails during testing.

In-app purchases in the iOS app

BoldSign now offers in-app purchases on iOS. Subscribe to a plan, upgrade your account, or complete transactions directly from your iPhone or iPad.

Clone documents with form field values on mobile

When cloning a document in the BoldSign mobile app, default form field values now carry over automatically. These values stay in read-only mode in the cloned version, ensuring consistency and accuracy.

Learn more: Cloning Documents with Form Field Values on Mobile

Deep linking support on mobile

With deep linking, the BoldSign mobile app lets you jump to specific screens from emails, social posts, or other apps. App links work on Android and iOS—users go to the app if installed or the web app if not.

Jan, 2025

Formula fields

Introducing formula fields – a way to automate calculations in your documents. Dynamically compute sums, date differences, and conditional logic directly within form fields, eliminating manual work.

Learn more: Configure and use formula fields

Download to a specific folder

With this update, BoldSign now allows you to download signed documents and audit trail files directly to a folder of your choice on your mobile device instead of saving them to the default downloads folder.

Learn more: Download signed and audit trail documents to a specific folder on mobile

Dec, 2024

Clone Templates with Form Field Values

With the latest update in BoldSign, cloning templates has become more efficient. Default values set in form fields now carry over to the cloned version, ensuring consistency. These values are also fully editable, letting you adjust them as needed.

Learn more: Clone Templates with Form Field Values

Custom Permissions for Bulk Links and Bulk Sending

Previously, account admins could define and assign specific permissions to team members regarding documents and templates. This feature has been enhanced to allow admins to also manage permissions for bulk send and bulk link actions. This ensures that only authorized users can access and manage bulk send and bulk link tasks, keeping your workflow secure and organized.

Export Form Data to CSV

With this new export feature, you can easily download detailed form data into a CSV file. This includes signer names, form field values, document status, and more. The exported data will follow the date and time formats set in your My Profile section, ensuring consistency across your records.

Learn more: Export Form Data to CSV

Customize Signed Document Naming

With this update, you can set a preferred file name pattern for all document downloads. This feature allows you to create meaningful, consistent file names by combining predefined patterns with custom text, making it easier to organize and track your documents.

Predefined file name patterns:

{title}: Document title
{status}: Document status
{documentId}: Unique document ID
{signername}: First signer’s name
{signername_last}: Last signer’s name
{signername_order#1}: Signer’s name by order (e.g., signername_#2)
{sendername}: Document sender’s name
{completeddate}: Document’s completion time stamp

Learn more: Customize Signed Document Naming

Import Docusign Documents to BoldSign

BoldSign now supports importing Docusign documents, simplifying the migration of your existing documents to BoldSign. Please contact support if you want to migrate your documents to BoldSign.

Oct, 2024

Clone Document with Form Field Values

Previously, when cloning a document in BoldSign, default values set in form fields would not carry over to the cloned version. With this update, form fields will retain their default values in the cloned document, displaying them in a read-only mode.

Learn more: Clone Document with Form Field Value Support

Custom Domain Options in Branding API

With this update, you can now set a custom email domain for each brand, allowing you to personalize the sender’s name and subdomain.

Available Customization Option

Configure Custom Email Domains
Edit Custom Email Domains
Get Custom Email Domains

Learn more: Custom Domain Options in Branding API

Document Expiry Settings in Brand APIs

We’ve introduced document expiration settings in our Brand APIs. During brand creation or editing, you can configure options such as Expiration Date Type, Expiration Value, Auto Reminders, Reminder Days, and Reminder Count.

Learn more: Document Expiry Settings in Brand APIs

Common Properties for Multi-Selected Form Fields

Previously, when selecting multiple fields, only a few properties like “Required” and “Align” were available. With this update, you can view and modify a comprehensive range of properties based on the selected field type, including font size, line height, color, and text styles like bold, italics, and underline.

Create Bulk Links Using Templates

This update allows users to create bulk links directly from templates, streamlining the document preparation process. Users can also create them using one or more selected templates, saving time and boosting productivity.

Learn more: Create Bulk Link Using Template

Sep, 2024

Tab index support for form fields

By default, form fields are navigated from top-left to bottom-right. Users can now set a custom tab index for form fields when preparing a document. When signing, the fields will follow the specified tab order. Pressing the Tab key moves through fields in ascending order, while Shift + Tab navigates in reverse. Setting a tab index value of -1 will exclude a form field from the navigation flow.

Learn more about tab index support for form fields.

Localization support for audit trails

Previously, audit trail documents were only generated in English. Now, account administrators can enable the “Generate Multilingual Audit Trail” option, allowing them to be created in both English and the signer’s preferred language. When the preferred language is selected in the add recipients section, the audit trail is automatically translated into the signer’s preferred language and displayed below the English version.

Learn more about localization support for audit trail.

File support in Merge and Send API

When sending a document by merging multiple templates in the Merge and Send API, users can also add more files. These extra documents will be added after the template documents. This enhancement eliminates the need to create a new template each time.

Learn more about file support in Merge and Send API.

Apple sign-up integration

In addition to the Sign-up with Google and Microsoft options, the Sign-up with Apple feature has been introduced. Apple users can easily sign in to their BoldSign accounts using their Apple ID to access the BoldSign web application and APIs. Users can share or hide their email addresses during account creation. If the user prefers to share their email address, the original email will be used. If the user opts to hide it, a new private email will be generated for the Apple ID.

Learn more about Apple sign-in integration.

Aug, 2024

Customize the electronic signature disclosure consent for signers

Previously, we automatically collected disclosure consent from all signers by default. With our latest release, we’ve enhanced this feature, giving account administrators more flexibility and control over how consent is managed. Now, administrators can customize the Electronic Signature Disclosure Consent with the following options:

Do not display
Display to all signers
Display to external signers only

Additionally, we’ve improved the audit trail to reflect the signer’s consent status. If consent was requested, the audit trail will display an “Accepted” status along with the timestamp. If consent was not requested, it will show “Not requested by the sender”.

Learn more about managing electronic signature disclosure consent.

Bulk reminders for pending documents

Previously, users had to send individual reminders to each recipient with pending documents. Now, reminders can be sent in bulk for all pending documents within a specific bulk send at once, simplifying the process of reminding recipients who have not yet signed.

Learn more about sending bulk reminders for all pending documents in a bulk send.

Document quality improvement

The document quality when a file is uploaded has been improved, resulting in a clearer and more polished final output. This improvement will be automatically applied for new users. Existing users can contact the support team to enable this document quality enhancement.

Onboarding assistance

When a new user creates their first document, template, or bulk link, a series of instructional tour steps will now be shown to guide them through the process of filling out the necessary fields.

Signing page improvement

Previously, users had to click a green Complete Signing button after filling out all fields. This button could be confusing, as it was unclear whether it should be clicked to complete the signing process or if it simply indicated that the signing was finished. The button has now been updated to say Finish in yellow, clearly indicating that users should click it once they have completed the form fields.

Landscape support for iPad and Tablets

Previously, iPads and tablets only supported portrait mode for BoldSign documents. Now, landscape mode is also available for added convenience. While there are some UI changes between portrait and landscape views, the state of your document will be maintained during orientation changes. Information provided in one orientation will not be lost when switching to the other.

Jul, 2024

Timely signatures with signing links

Previously, after sending a signature request, the sender had to track its status and send reminders to signers to remind them, and BoldSign would send the signing link again. Now, the sender or their admin can generate a signing link for in-progress documents and share it directly via any messaging app.

Learn more about generating and sharing a document signing link.

Group checkbox

Now, multiple checkboxes can be grouped together into a single field. This group can have validation rules, ensuring that the signer can only proceed with the signing process if they meet the specific requirements set for that group of checkboxes. Additionally, this feature is supported through API.

To learn more about adding a group checkbox to a document, refer to these links:

Email notification settings for signers

BoldSign now allows account administrators to customize email notification settings for signers and CC recipients. Notifications will be sent based on these customized settings, ensuring that recipients receive only relevant notifications. Additionally, this feature is supported through API.

To learn more about customizing recipient email notifications, refer to these links:

Cloud backup

You can now connect BoldSign with OneDrive, Google Drive, and Dropbox. Once you’ve linked your cloud accounts, all completed documents will automatically be uploaded to your designated folders in these cloud storage services.

Additionally, if you want to automatically delete documents from BoldSign after they’ve been uploaded to the cloud, you can enable the document deletion policy option on the business profile page. This feature allows you to specify the status and age of documents to be deleted. Once the criteria are met, the document will be removed from the app but will still be securely stored in your linked cloud storage.

Learn more about connecting Google Drive, OneDrive, and Dropbox with BoldSign for cloud backup.

Bulk send improvement

Updating bulk sends in BoldSign is now simpler. You can directly edit recipient details within the app by double-clicking on a cell in the grid interface.

Update CSV errors: Previously, any errors in your CSV file required you to fix the file manually and upload it again. Now, you can easily correct errors by double-clicking on any cell. This lets you make changes on the spot without needing to reupload the CSV file.
Modify recipient details: Even if your CSV file imports without errors, you can still adjust recipient details. Use the Edit File option next to the uploaded CSV on the Prepare Bulk Send page to make any changes after importing the file.

Learn more about bulk send.

Implicit grant flow with CORS support

BoldSign now offers an implicit grant with CORS support, alongside client credentials and authorization code options. This eliminates the need for a client secret to generate an access token for API usage. With this enhancement, only specified domain URLs can make API calls to BoldSign, offering increased security and protection for your application.

Learn more about implicit grant flow.

Resend webhook events

This feature allows you to resend webhook events. Both successful and failed events can be resent immediately by clicking Retry on the webhook history page, ensuring that critical notifications and updates reach their intended destinations without delay.

Learn more about resend webhook events.

Edit existing documents

Users can now make changes to documents that are in the In Progress state. This means they can add new files, form fields, signers, and more, even after the document has been sent. After the editing is finished, the signers will be informed about the changes. However, documents that are marked as Completed, Declined, Revoked, Expired, or that fall under Team documents, On Behalf Of documents, or Bulk Link documents cannot be edited.

Learn more about editing existing documents.

Jun, 2024

Set up auto deletion for documents

Now, you have the option to delete documents permanently after they are completed, declined, revoked, or expired. Once this option is enabled, the system will delete documents based on your specified document status and retention period.

Learn more about the automatic document deletion feature.

Background color for label form fields

Now, you can customize label form fields with background colors, which is particularly useful for highlighting important content you’ve added when sending a document.

Learn more about the background color option in label form fields.

Team bulk send

The bulk send menu now includes a team bulk send option, accessible to both account admins and team admins. Account admins can view all bulk sends, while team admins can only view bulk sends created by their own teams.

Learn more about the team bulk send feature.

Edit bulk links

You can now edit a bulk link document’s title, welcome message, acknowledgment message, expiration date, response limit, and more, for both active and expired bulk links. The link remains unchanged after editing, and any documents signed using this link before the edits will not reflect the new changes.

Learn more about the edit bulk link feature.

Set up expiration dates for bulk link documents

Users can set an expiration date for bulk link documents. Once the specified expiration date is reached, the document can no longer be accessed by signers. Users can also modify the expiration date after the bulk link has been created.

Learn more about bulk link document expiration settings.

Embedded signing with identity verification

Previously, documents sent with ID verification enabled could not be signed using the getEmbeddedSigningLink API. Now, you can securely sign these documents using this API.

Learn more about embedded signing with ID verification.

Identity verification webhook events

New webhook events for identity verification have been introduced, including Identity Verification Initiated, Identity Verification Succeeded, and Identity Verification Failed.

Learn more about ID verification webhook events.

Append files in Template Send API

Additional files can now be added when sending a document using the Template Send API.

Learn more about append files in Template Send API.

Metadata has been added to documents sent using the API. When you enter the document ID in the Document Properties API, the metadata details will be displayed.

Enhanced template document download behavior

Previously, downloaded template documents included form fields. This feature has now been improved. When you download a template document, it will no longer include form fields, ensuring it accurately matches the original content of the uploaded file.

Document metadata enhancement

Metadata has been added to documents sent using the API. When you enter the document ID in the Document Properties API, the metadata details will be displayed.

May, 2024

Export to CSV option

The ‘Export to CSV’ option has been added to the Activity Log feature. Now, users can easily download user activity data to a CSV file.

Learn more about the Activity Log feature.

Template labels

Templates can now be tagged, just like document tags. This functionality makes template categorization and retrieval easier, enhancing organization and efficiency.

Learn more about organizing and managing templates with tags.

Enhancements to document downloads

Users can download documents individually or combined according to their preference. They can opt to download completed documents merged into a single PDF file or as separate documents within a zip file.

Learn more about document download options.

Exclude audit trail documents

Users can prevent audit trail documents from being sent to signers by using the ‘Exclude Audit Trail from Completion Email’ option.

Learn more about excluding the audit trail from the completion email.

Enhance bulk link signing with email validation

In BoldSign, a new feature has been added that lets users set up email validation rules using custom regular expressions (regex) for bulk links. Specify criteria for signers’ email addresses, to control who can sign the documents.

Learn more about creating regular expressions (regex) for email address validation.

Replicating form fields to all pages of a document

This enhancement enables users to effortlessly replicate form fields across all pages of the document. This feature simplifies the process of integrating form fields in multi-page documents, ensuring consistency and efficiency.

Learn more about replicating form fields to all pages.

Team bulk links

The bulk links menu now includes the Team Bulk Links option. Account admins can view all bulk links created within the organization, while team admins can access bulk links created by their team members.

Learn more about team bulk links.

Edit template API

Now, edit draft templates created in both the web app and the create embedded template URL API.

Learn more about Edit template API.

Apr, 2024

Clone bulk links

We have introduced a cloning option for bulk links. If you need to make minor changes to a bulk link and share it for signing, you can achieve this by cloning the bulk link.

Learn more about cloning bulk links.

Add CC recipients to bulk links

Now, you can include CC recipients in a bulk link. These recipients will be notified once the initiator has signed the document and once all signers have signed.

Learn more about adding CC recipients to a bulk link.

Overview page support for bulk links

We have introduced an overview page for bulk link documents. On the overview page, you can view the details of the bulk link document and edit the recipients, if required.

Learn more about the bulk link overview page.

Bulk download for bulk send

We’ve introduced support for downloading completed bulk send documents in bulk, eliminating the need to download each document individually.

Learn more about bulk downloading the bulk send documents.

Hide watermarks for in-progress documents

A watermark is displayed on downloaded in-progress documents. Now, it’s possible to hide this watermark on these documents.

Learn more about hiding watermark for in-progress documents.

Edit template API

Previously, templates were edited through the embedded URL in the Get Embedded Template Edit URL API. Now, they can be directly edited via the API.

Learn more about Edit template API.

Prefill fields API

A default value provided in a form field can be changed after the document is sent to a signer. Senders can use the Prefill fields API to do this for in-progress documents. This feature supports various form fields, including text boxes, checkboxes, radio buttons, editable dates, and dropdowns.

Learn more about Prefill fields API.

Mar, 2024

Searchable resource IDs in the developer console

In the developer console, users can search logs using document, template, and sender IDs, which are provided in the response body or request parameters.

ID verification

Introduced identity verification authentication for signers, which can be enabled when sending documents for signature. Signers can access the document only after their identity is verified using supported government-issued documents.

Learn more about identity verification.

Finish later option for signers

Now, signers can skip a document, even if the signing process has been initiated, and move to the following document when there are multiple documents for signing. They can resume signing the skipped document later without losing any entered information.

Learn more about the Finish Later option.

API support for contacts

Now, API support has been provided for contacts to view the list of contacts, retrieve the details of a particular contact, create a new contact, and edit, or delete an existing contact.

Auto filling contact number

Previously, only the email address would be auto-filled when entering the recipient’s name on the ‘Prepare Document’ page. Now, this feature is extended to fill in contact numbers automatically.

Feb, 2024

Export to CSV file in bulk send

You can download the bulk send responses to a CSV file. The CSV file will contain details of the document sent, such as the document creation date, document ID, document status, signer’s name, email, and status, signature date, form field ID, and their values, excluding signature, initials, image, and attachment form fields.

Learn more about the CSV option in bulk send.

Revoke option in bulk send

Users can cancel the signature request for a particular recipient after the bulk send document has been sent. It is also possible to delete the bulk send, even if it contains in-progress documents, by revoking them.

Learn more about revoking the bulk send.

Default value for image field

Set a default image in the image field, which signers can change if necessary during the document signing process. To keep the default image unchanged by signers, set it as read-only.

Learn more about the image form field.

User activity logs

Now, an account admin can record all user activities within the organization. These logs allow tracking user actions, identifying timestamps, and understanding how users interact with the platform. Logs are maintained for the last 30 days, allowing review of user activity within a defined timeframe.

Learn more about tracking the organization activity.

Time stamp support for date signed field

You can now add a timestamp next to the date in the “Date Signed” field. We’ve added a section for this field on the business profile page, where you can choose how the date and time look. Also, you can change the format when you’re setting up a document if you need to.

Learn more about adding a time stamp.

Jan, 2024

Auto-fill the guest user signature

Now, even users without a BoldSign account can enjoy a smoother signing experience. Previously, if you received a signature request, you had to add your signature each time manually. Not anymore! Like BoldSign account holders, your signature will now be remembered after signing your first document. When you click on the signature field in any subsequent document, it will automatically fill in with your saved signature.

Avoid repeated confirmation to sign documents

Previously, you had to agree to terms and conditions each time you opened a document for signing. Now, the confirmation popup will only be displayed during your initial access to the document, eliminating the need to agree each time you open it thereafter.

Edit user profile details

Account administrators can now modify user profile details and choose to prevent users from making changes. When restricted, users can only view their profile information and cannot change it.

Learn more about modifying user profile details.

Redirect URL support in sender identity

Now, when creating a sender identity through the API, you have the flexibility to include a redirect URL. This allows the approver to be redirected to a specified link upon allowing, denying, or revoking the sender identity request.

Additional metadata on user’s page

Now, an account admin can add additional columns to the users page, alongside the Name, Email, Team, and Roles columns, according to their needs. These additional columns will also be included in the exported CSV file.

Learn more about the metadata option.

ID prefix support for custom form fields

Now, when creating custom form fields, you can specify an ID prefix value. Consequently, each time you drag and drop a form field into the signature request document, it will display the ID prefix followed by the field count. It is also possible to restrict users from editing the ID prefix value.

Learn more about ID prefix for custom form fields.

Auto detect dropdown form field

Auto-detect PDF form fields support detects form fields in your PDF document and inserts relevant BoldSign form fields. This functionality was previously available for Textbox, Checkbox, Radio Button, and Signature form fields. It is now provided to dropdown form field as well.

Learn more about auto-detect form fields.

Edit recipient improvement

Previously, the option to edit recipients was restricted, even after one of the signers had signed the document. Now, this option will be accessible to recipients who haven’t signed the document, even if other recipients have already signed.

Excel file upload support

Previously, you could only upload PDF, word document, and image files when creating a signature request document. It is now possible to upload Excel files.

Developer console enhancement

On the Developer Console page, account admins were previously only able to view their API logs. Now, we have introduced new filter options, including Users and Credentials. With these options, account admins can access the API logs of other members.

Dec, 2023

Bulk send

Now, you can send documents to multiple recipients simultaneously by importing recipient details using a CSV file. This eliminates the need to create individual documents and form fields for each recipient.

Learn more about bulk send.

IP address whitelisting

Now, you can restrict access to the BoldSign web application page based on IP addresses. This ensures that individuals outside of the designated IP addresses are not authorized to access the BoldSign application.

Learn more about IP address whitelisting.

Restrict sender from adding more files

Now, while creating templates, you have the flexibility to decide whether senders are allowed or restricted from adding more files when creating signature request documents using the existing templates.

Learn more about managing files while using templates.

Restrict sender from replacing/removing files

Now, when creating a template, you can decide whether to allow or restrict senders from replacing or removing files when they utilize a template for creating signature requests.

Learn more about managing files while using templates.

Changing default values for additional form fields in Zapier

When utilizing a template in Zapier that includes form fields with default value support (e.g., text box, checkbox, radio button, dropdown, or editable date field), associated input fields are now presented in Zapier action forms.

Nov, 2023

Allow signers to configure fields

Signers can now add new form fields to a document during the signing process. Senders have the option to enable signers to include additional form fields, providing flexibility in the signing experience.

Learn more about allowing signers to add form fields while signing.

Auto-detect form field support to Template APIs

Auto-detect form field support identifies form fields in your PDF documents automatically and places corresponding BoldSign form fields. This functionality is integrated into the create template and embedded template APIs.

Template creation improvement

Previously, when generating templates, it was mandatory to include at least one form field in the document. Now, templates can be created without adding any form fields.

Learn more about creating templates.

OAuth billing enhancement

Now, we have provided the option to bill the transaction charges either to the OAuth app creator or the respective users.

Learn more about OAuth.

Oct, 2023

Manage decline and save options

Account administrators now have the option to toggle the visibility of decline and save options on the signer page. By default, these options are visible to signers during the signing process. If you prefer to hide these options, you can disable them.

Learn more about managing decline and save options.

Data sync tag support for label field

The data sync tag support is now provided to the Label form field. Previously, this feature was available for Textbox, Checkbox, Dropdown, Image, and Editable Date form fields. When a value is entered in one Label field, it will be automatically populated in other synchronized Label fields.

Learn more about data sync tag support.

Send signature request through SMS

You can now send BoldSign signature requests via SMS. Recipients will receive a link through SMS, enabling them to easily open the link and sign the document.

Learn more about sending signature requests via SMS.

Multiple signers in bulk link

Now, you have the option to add multiple roles when creating a bulk link. Once the initiator has signed the document, other signers will be notified to review and sign it.

Learn more about adding additional roles in bulk link.

Manage SMS credit limits

Now, account admins have the ability to set SMS usage limits to prevent excessive credit usage by signers when using the SMS OTP authentication method and SMS delivery option. Email notifications will be sent when your usage reaches 50%, 80%, and 100% of the specified limit.

Learn more about managing SMS credits.

Sep, 2023

Merge templates API

BoldSign now offers API support for template merging. With the merge templates API, users can seamlessly combine two or more templates into a single template.

Learn more about merge templates.

Aug, 2023

3D secure authentication support

BoldSign now supports 3D Secure authentication. This enhancement prompts users to complete 3D secure authentication when required, significantly boosting payment security within BoldSign.

Character spacing for textbox and label fields

You can now set the character spacing for the text in the textbox and label fields. The default character spacing is set to zero, but you can set the value based on your needs.

Learn more about setting the character spacing in form fields.

Export bulk link responders’ details

This feature allows you to export the details of all the responders who have viewed or signed the bulk link to a CSV file.

Learn more about exporting bulk link responder’s details.

Jul, 2023

SMS OTP authentication method

In addition to Email OTP and Access code, senders can now enable SMS OTP authentication for the signers when creating a document. With this method, signers can access the document only after entering a valid OTP sent to their phone number.

Learn more about SMS OTP authentication method.

SMS credit limits

As an admin you can limit the number of SMS usage to safeguard over usage of credit by your signers when using the SMS OTP authentication method. You will be notified through email when your usage reaches 50%, 80%, and 100% of the specified limit.

Learn more about managing SMS credits.

Jun, 2023

Text direction support for textbox and label form fields

BoldSign now offers support for right-to-left (RTL) text direction in textbox and label form fields. This enhancement allows users to input and display text in RTL languages such as Arabic, Hebrew, Farsi, Urdu, and more. With RTL support, documents maintain their intended format and ensure optimal readability for RTL language users.

Learn more about aligning text from right to left in the form fields.

Localization for bulk links

The senders can now select their preferred language for bulk links, ensuring localized signer page content. The currently supported languages are English, German, Spanish, French, Romanian, Norwegian, Bulgarian, Italian, Danish, Polish, Portuguese, Czech, Dutch, Russian, and Swedish. Signers also have the flexibility to change the language during the signing process if necessary.

Learn more about changing the bulk links language.

Custom form fields

Now, you have the ability to customize standard form fields according to your preference and save them for future use. Account administrators can also create and share custom form fields with other users in the organization.

Learn more about configuring custom form fields.

Xero integration

You can now import your Xero contacts into BoldSign to streamline your signature workflows. This integration eliminates the need for manual data entry. Any new contacts added in Xero will be automatically updated on the My Contacts page in BoldSign every 24 hours.

Learn more about importing contacts from Xero to BoldSign.

BoldSign Developer Console

Introducing the BoldSign Developer Console, designed exclusively for developers, that provides valuable insight about BoldSign API requests and responses. Using this tool, you can effortlessly monitor the API requests, explore response details, analyze metadata, and even download logs for in-depth analysis.

Learn more about Developer Console.

Sender-Controlled Document Deletion

Enabling “Allow senders to delete documents for everyone” option on the business profile page allows senders to delete their documents for everyone. By enabling this option, the sender gains the ability to initiate the permanent deletion of the document for all recipients after 30 days.

Learn more about deleting documents for everyone.

Enhanced signer page appearance with brand customizations

The signer page has been enhanced to align with your branding colors, ensuring a seamless visual experience for your signers.

Learn more about customizing the signer page appearance.

Edit bulk link settings

It is now possible to modify the welcome message, acknowledgment message, email verification option, and multiple signing options on the bulk link overview page. This enhancement provides users with greater flexibility and control over the content and messages displayed to the recipients without changing the existing link.

Learn more about editing the bulk link document.

Data Residency Selection

Now, the user can choose their preferred data residency during the signup process. The currently available options are US region and EU region. When a user selects a region, their data will be stored and handled within the selected region.

Learn more about selecting the data residency region.

May, 2023

Sign the document multiple times using the same bulk link

The signers now have the ability to sign the same bulk link multiple times using the same email address. This eliminates the need to generate separate links or create additional accounts for each signing instance. However, the sender can enable or disable this option.

Learn more about allowing signers to sign the same bulk link document multiple times.

Personalized sender identity in email

Now you can customize the “From name” in the email address when sending emails from a custom domain. This feature allows you to personalize the sender’s name that appears in the recipient’s inbox, creating a more professional and branded experience

Learn more about configuring email custom domain.

Apr, 2023

Sender identity email notification

You can now customize the sender identity email notifications for web and mail services. This feature allows you to personalize and tailor the sender identity email notifications according to your specific requirements.

Text align support for text box and label form fields

Text align support is now available for text box and label form fields. With the feature, you can align the text within the text box and the label form fields. You can choose from alignment options such as left, right, or center align based on your preferences.

Learn more about aligning the text in the form fields.

Skip the signer verification in bulk links

You can now bypass the initial signer information page to simplify the signing process for your signers using bulk links. This means that when signers access the bulk link URL to sign the document, they will be directed straight to the document signing page without being prompted to provide their name and email or go through identity verification steps such as OTP verification, which can save time for both you and the signers, streamlining the signing process.

Learn more about skipping signer verification in bulk links.

Mar, 2023

Transfer ownership

The account owner can now transfer the ownership of the account to the account admins but not to the team admin or team members. When the transfer is complete, the new owner will have full access to all the features and capabilities associated with the account.

Learn more about transferring ownership.

Feb, 2023

Discard option for edit template

You can now easily discard any unsaved changes made to a template without saving them. With the “Discard” option, you can easily revert to the original state of the template if you made unintended modifications or decide not to proceed with the changes.

Learn more about discarding changes while editing the template.

Added additional languages to localize the embedded features

Previously, we have provided support to localize the embedded features in English, German, Spanish, Norwegian, and French languages. Now we have extended this support to the following remaining languages as well: Bulgarian, Italian, Danish, Polish, Portuguese, Czech, Dutch, Swedish, and Russian. Thus, you can customize the UI contents of embedded features to display in any one of the supported languages.

Jan, 2023

Added job title and company form fields

You can now include the “Title” and “Company” form fields to capture the signer’s job title and company name. These fields are pre-filled with values extracted from the signer’s profile. If the information is unavailable in the profile, then the signer can manually enter them.

Learn more about getting the job title and company name from the signer.

Elevated permission to view document

With custom permissions, you can now set precise access levels for each of your team members or admins. In addition to the previous permissions of viewing metadata, editing, and deleting documents, you can now also grant permissions for downloading documents, downloading audit trails, and viewing documents.

Learn more about custom permissions.

Added 9 new languages for the signer page

You can now specify a preferred language for all communication, including email and the application’s user interface. In addition to the previously supported languages of English, Spanish, French, German, and Romanian, we’ve added 9 new languages: Bulgarian, Italian, Danish, Polish, Portuguese, Czech, Dutch, Swedish, and Russian.

Learn more about sending signature request in different language.

Added localization support for embedded features

Now, you can customize the user interface contents of embedded document creation, embedded template creation, and editing embedded templates to display in any one of the following languages: English, German, Spanish, Norwegian, and French. This allows you to match the language of your application and provide a seamless experience for your users when creating and editing documents or templates.

Dec, 2022

Send document on behalf of support is production ready

Support to send API signature requests on behalf of another user who doesn’t have a BoldSign account by creating and verifying the sender identities was provided earlier, and it was in beta. Now it is marked as stable.

Learn more about send document on behalf and sender identities.

Two-factor authentication (2FA)

Two-step authentication support is added now while signing in to your BoldSign account. 2FA is a security method that requires two different forms of authentication to verify the identity of the user. BoldSign supports the authenticator app, text messaging, and recovery email as additional authentication methods. An option is also provided to enforce this authentication to your users.

Learn more about two-factor authentication.

Edit templates using edit embedded template API

The edit embedded template API allows the users to edit the existing templates on your pages using an iFrame, popup window, or a new tab.

Learn more about edit embedded template API.

Nov, 2022

API text tags support for additional form fields

Support has been added for hyperlink, image, and attachment form fields in text tag creation now. API users can use text tags in the document’s content. BoldSign will then automatically add the necessary fields when the document is uploaded for signing.

Learn more about API text tags.

Conditional logic rule for dropdown form field

Now, the conditional logic rule can be applied to the dropdown form field. Previously it was provided for checkbox and radio button form fields. The user can create a conditional rule that decides which form fields should display dynamically based on the selected dropdown option while the signer is signing the document.

Learn more about conditional logic rule.

Added Norwegian language for the signer page

You can specify a preferred language for signers and then all communication like email and application’s user interface text will be displayed in that language. Currently, you can choose between English, Spanish, French, German, Romanian, and Norwegian. More languages will be added soon.

Learn more about sending signature request in different language.

Change the signer page language

It is now possible for the signer to change the language of the signer page. The signer can choose between English, Spanish, French, German, Romanian, and Norwegian languages.

Learn more about changing the signer page language.

Reorder dropdown field options

Now you can reorder the options of the dropdown form field in the configure fields page.

Learn more about the dropdown field.

Data sync support for more form fields

The data sync support is provided for Image, Checkbox, Editable Date, and Dropdown fields now. Your signers will be able to enter data into a field once, and then the data will be automatically synced to all the linked fields.

Learn more about data sync support.

Default value and read-only support for form fields

Users can now add default values for textbox, image, checkbox, radio buttons, and editable date fields. Also, it can be marked as a read-only field.

Learn more about setting default values for the form fields.

Auto-positioning the form fields

It is now possible to locate the specified text from the document and automatically place the selected form field in all the occurrences of that text. It helps the users from dragging and dropping the same field multiple times and positioning it.

Learn more about auto-positioning the form fields.

Conditional logic rule

Now, the user can create a conditional rule that decides which form field should display dynamically based on the selected checkbox or radio button while the signer is signing the document.

Learn more about conditional logic rule.

Generate API key for starter plan

Starter plan users can now create two API keys for only sandbox mode to authenticate BoldSign’s API services.

Learn more about API key.

Oct, 2022

Added Romanian language for the signer page

You can now change all the emails and the application’s user interface text to display in the Romanian language. Currently, you can choose between English, Spanish, French, German and Romanian.

Learn more about sending signature request in different language.

Different types of expiry date

Now, you can set the expiry date of the document in days, hours, or a specific date and time value.

Learn more about expiry date.

Webhook HMAC signature

BoldSign now generates signatures using SHA-256 hash-based message authentication code (HMAC) and includes them in the event headers. The authenticity of the webhook events can now be confirmed as being sent by BoldSign and not by an unauthorized party.

Learn more about webhooks.

Sliding refresh token expiration

You can now enable the sliding expiration mode when configuring OAuth Apps. With the use of a refresh token with sliding, you can obtain a new access token and extend the expiry by another 30 days as long as your current refresh token has not expired.

Sep, 2022

New Dropdown field

Senders can now include dropdown fields to capture information like state, country, prefix etc. from a list of available options. A default selection value can also be specified.

Learn more about dropdown form field.

Create embedded template using API

You can now embed the template creation process within your application using our Template creation API. Your app users will now be able to upload a document and then add the required form fields within your app itself.

Learn more about create embedded template.

Download attachments using API

It is now possible to download attachments using the API.

Aug, 2022

Data sync between fields

Your signers will now be able to enter data into a field once and then the data will be automatically synced to all the linked fields. This helps in scenarios where the same data needs to be entered multiple fields.

Learn more about syncing form fields.

Tag details in webhook

Now you can get the labels and tag details in the webhook event data.

Extend expiry using API

You can now extend the expiry date of the document using API.

Learn more about extending the document expiry.

Options to send the completed document

Now, you have the choice of sending finished documents to recipients as an email attachment or as a link in the email. This can be configured from the branding page.

Webhook data for sender identity

Sender identity webhook’s JSON payload is now improved to get both document and sender identity payload in same object.

Jul, 2022

Branding in audit trail

It is now possible to use your company’s logo in the audit trail document.

Learn more about adding branding in audit trail document.

Merge templates

It is now possible to merge multiple templates and send the combined document for signature. This will greatly help with reducing the number of templates that need to be created separately. A common use case would be for sending our real estate contracts.

Learn more about merge templates.

Launched new data center in Europe

We have launched a version of BoldSign that is completely hosted in European data centers. Both the application and all the associated data is stored in Europe so absolutely no data leaves Europe. This feature is currently available in beta.

Signup for a free BoldSign account on the European data center – We can add link in the Free BoldSign account.

Auto-detect PDF form fields

We can now automatically detect form fields present in your PDF document, and place corresponding BoldSign form fields. This feature saves a lot of time when compared to manually creating the equivalent BoldSign form fields.

Learn more about auto-detect form fields.

Send document on behalf

It is now possible to send API signature requests on behalf of another user who doesn’t have a BoldSign account. This is very useful in multi-tenant SAAS application usage scenarios where signature requests need to be sent from the tenant’s identity and not from the SAAS application’s identity.

Your SAAS application’s users just need to click on an approval link sent through BoldSign before they can send out contracts under their identity. This is also very cost effective since you do not pay per tenant and only pay for the documents sent.

An example of usage would be a HR SAAS software company integrating BoldSign’s APIs. Now, all the HR company’s customers would be able to send contracts out for signature under their own identity. This is a unique feature that is not offered by any other vendor on the market.

Learn more about send document on behalf.

Jun, 2022

New Hyperlink field

It is now possible to add hyperlinks in your documents before sending them out for signature.

Learn more about sending document with hyperlink field.

Add or remove authentication

Now, you can add or remove access code or email authentication type for an in-progress or already sent document.

Learn more about adding authentication and removing authentication.

New Editable date field

The editable date field makes it possible for signers to select specific dates at the time of signing. This can be used to dates like date of birth, event date, etc.

Learn more about sending signature request with editable date field.

Time zone for signing and audit trail document

It is now possible to set your own time zone in the audit trail document, and the date signed fields.

Learn more about setting different time zone.

Brand creation using API

It is now possible to create and manage multiple brands using API.

Learn more about creating a brand.

May, 2022

Add/delete tags using API

Now, you can categorize documents by using tags via API. Tags can also be used for logical partitioning; you can label each sent document with your tenant IDs or any unique ID to make it easy to fetch or list documents based on tenants or users.

Manage user accounts using API

BoldSign API now allows you to create or invite new users, update the user details, resend, or cancel the invitation, list the user, and get details of the user.

Learn more about managing the users.

Manage teams using API

BoldSign API now allows you to create, update, list and delete teams in your organization.

Learn more about managing the teams.

Noto sans font is added for the signer fields

BoldSign user can now use the Noto sans font for all the text-based fields like label, text box, date field etc.

Change recipient using API

Changing recipient for an already sent document is now available. Please note that change is only possible as long as no one has signed the document.

European date format in form fields

Now, the European date format like “dd.MM.yyyy” are available.

Learn more about customizing the date format.

Apr, 2022

Added French, Spanish, and German languages for the signer page

You can now specify a preferred language for signers and then all communication like email and application’s user interface text will be displayed in that language. Currently, you can choose between English, Spanish, French and German. More language options will be added soon.

Learn more about sending signature request in different language.

Manage document using tags

Now, you can use tags to organize your documents. It is even possible to add multiple tags to a single document.

Learn more about organizing and managing documents using tags.

Mar, 2022

Email custom domain

BoldSign now provides support for sending signature request emails and other workflow emails from your own sub-domain.

Learn more about configuring custom email domain.

Replicate signature and initial to all pages

Now, signers having an option to sign once in a document and have that signature appear in all the signature fields. This is applicable to both signature and initial fields.

This option can be enabled for you signer from the business profile settings page.

Change recipient after sending

It is now possible to change the recipient email address and name for an already sent document. This will help in correcting the typos, without having to send the document again.

Learn more about changing recipient after sending.

Single Sign-On (SSO)

Users can now use Single Sign-On access to log in to the BoldSign account. You may create new users and implement safe access control for all your corporate applications using single sign-on.

Learn more about configuring Single Sign-On.

Feb, 2022

Bulk invite users from CSV file

Now, administrators can quickly invite multiple users by importing the users list from a CSV file. This can be configured from the users page.

Bulk import contacts and contact groups using CSV file

Now, you can import all your contacts into BoldSign account from a CSV file. This can be configured from the contacts page.

Learn more about importing bulk contacts.

New Image field

It is now possible to request for images within documents using image form fields.

Learn more about requesting images from your signers.

Webhooks dashboard

Now, the developers can track webhook request status and resolve any possible webhook failures.

Combine audit trail and signed document

Now, the sender can decide to split or combine the audit trail and signed document. This can be configured from the branding page.

Learn more about combining the signed and audit trail documents.

Jan, 2022

Clone template

Now, BoldSign makes it simple to duplicate a template. If you want to make minor changes to a different version of a Template but preserve most of its current configurations, you can accomplish that by cloning the Template.

Learn more about cloning a template.

Dec, 2021

New Attachment field

It is now possible to request for attachments from signers.

Learn more about requesting attachment from your signer.

Change Email

Users can now change the associated BoldSign account’s email address.

Learn more about changing account email address.

API text tags

Now, the API users can use text tags in the document’s content. BoldSign will then automatically add the necessary fields when the document is uploaded for signing.

Learn more about API text tags.

Nov, 2021

Group Signing Support

Now, you can send the document to the signing group, and anyone in the group can open and sign the document. Signing groups can be created on the My Contacts page.

Learn more about sending documents to the signing group.

Oct, 2021

Custom Legal Terms

Now, you can make the signer agree to your own legal terms along with BoldSign legal terms before signing the document This can be configured in the branding page.

Learn more about custom legal terms and how to configure it.

Provide an option for your signers to delegate signing to others

It is now possible to specify if a signer can delegate signing to others.

Learn more about delegating signing responsibility to another user.

Account level webhooks

API users can now configure to listen to account level webhooks. This can be configured from the API webhooks page.

Learn more about webhooks configuration.

Sep, 2021

Delete Account Improvement

It is now possible to transfer documents to another user before deleting a user from BoldSign.

Learn more about deleting a user and transferring their documents to another user.

Extend expiry date

Now, you can extend expiry date of a document using API.

Learn more about extending the eSignature document’s expiration date.

Upload a document from a public URL

API users can now upload a document using public document URL.

Aug, 2021

Custom Permissions

You can now set precise permissions for each of your team members.

Learn more about custom permissions.

Embedded Send

API users can now embed the entire document sending workflow into your application.

Learn more about the embedded document sending.

Option to hide document ID

Now, users can hide the document ID shown on the signer page and the signed PDF document. This can be configured in the business profile page.

Learn more about hiding the document ID.

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Testimonials

Why our customers love us

The true measure of our impact lies in the stories shared by our valued partners.

Google Integration, 25 free sends, dashboard, Signature font options, App is very responsive / fast, Emails between sender and signer are good, Audit trail is very helpful, No account needed for signer is great, Mobile experience is good for signer.

Jeremy Kadlec

Edgewood Solutions

Switch to BoldSign already! It's intuitive to use and affordable for small businesses. I never have to worry about the status of a document because with BoldSign I know. Plus, they let you program the frequency of reminders signatories receive. I'm so glad to have found it!

Sarah Dillard

Kaleidoscope

We’re using BoldSign successfully in our b2b SaaS platform - as it’s embedded to allow seasonal farm workers and their agribusiness employers to e-sign their employment onboarding documents for the first time. It’s part of the total solution saving the workers and HR managers 50% more time compared to their traditional pen/paper manual process.

Scott Prince

Croft

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