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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Explore the BoldSign features that make eSigning easier.

What’s New

BoldSign product updates and new releases.

May, 2024

May, 2024

May, 2024

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.

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

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.

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

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.

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. 

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.

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

Apr, 2024

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.

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.

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.

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

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

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.

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

Mar, 2024

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

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.

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.

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.

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

Feb, 2024

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.

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.

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.

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.

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

Jan, 2024

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Dec, 2023

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.

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.

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.

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.

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

Nov, 2023

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.

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.

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.

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

Oct, 2023

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.

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.

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.

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.

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

Sep, 2023

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

Aug, 2023

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

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.

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

Jul, 2023

Jul, 2023

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

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

Jun, 2023

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.
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.
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.

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.

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.
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.
The signer page has been enhanced to align with your branding colors, ensuring a seamless visual experience for your signers.
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.
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.
May, 2023

May, 2023

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.
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

Apr, 2023

Apr, 2023

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 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.
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.

Mar, 2023

Mar, 2023

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

Feb, 2023

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.
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

Jan, 2023

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.

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.

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.

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

Dec, 2022

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.

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.

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

Nov, 2022

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.

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.

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.

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.

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

Learn more about the dropdown field.

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.

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.

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.

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.

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

Oct, 2022

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.

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.

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.

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

Sept, 2022

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.

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.

It is now possible to download attachments using the API.

Aug, 2022

Aug, 2022

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.

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

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

Learn more about extending the document expiry.
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.

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

Jul, 2022

Jul, 2022

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

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.
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.
Click here to sign up for a free BoldSign account on the European data center.

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.
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

Jun, 2022

It is now possible to add hyperlinks in your documents before sending them out for signature.
Now, you can add or remove access code or email authentication type for an in-progress or already sent document.
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.
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.

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

Learn more about creating a brand.

May, 2022

May, 2022

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.

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.

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

Learn more about managing the teams.

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

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.

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

Learn more about customizing the date format.

Apr, 2022

Apr, 2022

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.

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

Mar, 2022

Mar, 2022

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.

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.

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.

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

Feb, 2022

Now, administrators can quickly invite multiple users by importing the users list from a CSV file. This can be configured from the users page.
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.
It is now possible to request for images within documents using image form fields.

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

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

Jan, 2022

Jan, 2022

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

Dec, 2021

It is now possible to request for attachments from signers.
Users can now change the associated BoldSign account’s email address.
Learn more about changing account email address.
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

Nov, 2021

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.

Oct, 2021

Oct, 2021

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.

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

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

Sep, 2021

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

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

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

Aug, 2021

Aug, 2021

You can now set precise permissions for each of your team members.
Learn more about custom permissions.

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

Learn more about the embedded document sending.
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.