Check out BoldSign at the Singapore Business Show, booth 716, on August 30 - 31! Learn More

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What’s New

BoldSign product updates and new releases.

Aug, 2023

Aug, 2023

Aug, 2023

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.

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

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.

Jun, 2023

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

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

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

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

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

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

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

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

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

Sept, 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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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.