BoldSign provides individuals and businesses of all sizes with secure, intuitive e-signature software. This guide provides the step-by-step processes of sending and signing documents using BoldSign. By the end, you’ll know how to manage documents efficiently in the platform.
Step-by-Step Guide to Send and Sign Documents with BoldSign
Follow these steps to send and sign documents using the BoldSign web or mobile platform. For a visual walkthrough, watch this how-to video on sending contracts.
1. Create a BoldSign Account
Sign up for a free account or start a 30-day trial. Log in to the web app or download the BoldSign mobile app from the App Store or Google Play Store.
2. Upload Your Document
Navigate to Create New and select Create New Document. Upload your file from your device or cloud storage. BoldSign supports multiple file formats.
3. Add Recipients and Configure Fields
Add recipients by entering their email address or phone number. Use the Add me button if you need to sign the document yourself. Add form fields for signatures, initials, or editable dates using drag-and-drop functionality. You can also add hyperlinks or images.
4. Choose Delivery Method
Send documents via email (default), SMS, or WhatsApp, depending on your plan and recipient preferences. Email and WhatsApp links expire after 30 days, but signers can request a new link if needed.
WhatsApp signature requests: Select WhatsApp delivery from the dropdown menu and enter the recipient’s phone number with their country code. A secure signing link is sent to their WhatsApp chat.
Note: WhatsApp delivery requires a Business or higher-tier plan and a $0.10 per notification add-on.
5. Send, Sign, and Track
Click Send to deliver the document. Recipients receive a secure link to the document they need to review and sign. For self-signing, complete the form fields immediately.
Track document status on the My Documents dashboard. Send manual reminders if needed.
BoldSign Features for Sending and Signing Documents
BoldSign offers powerful features to enhance your e-signature workflow.
| Feature | Description | Learn More |
|---|---|---|
| Templates | Create reusable templates for contracts, NDAs, or forms to streamline sending and signing documents. Save time by preconfiguring form fields and settings. | How to create a template |
| Bulk Links | Share a single, reusable link to collect signatures from multiple people. This simplifies mass online document signing. | Using bulk links |
| Custom Branding | Use your logo, brand colors, and custom email domain to create a professional, consistent signer experience for document signing. | Customize email templates |
| API Integration | Embed e-signature capabilities into your app with the BoldSign REST API. It supports custom workflows and signer redirection. | Send documents via API |
| Mobile App | Send and sign documents on iOS or Android devices, for on-the-go online document signing. | Mobile app features |
| Form Fields | Use 10+ kinds of form fields (signature, initials, textbox, dropdown, etc.) with automatic detection for prefilled forms. | Available form fields |
| Signer Authentication | Add security with SMS or email OTP or require identity verification via government ID, ensuring secure document signing. | Signer authentication |
| Multichannel Delivery | Send signature requests via email, SMS, or WhatsApp, depending on your recipients’ preferences. | Send via SMS, Send via WhatsApp |
| Audit Trails | Access detailed, tamper-proof audit trails with signer details, time stamps, and IP addresses for legal compliance. | Download audit trail |
| Document Tracking | Monitor document status (e.g., opened, signed) in real time via the dashboard. | Track documents |
Frequently Asked Questions (FAQs)
1. How to send and sign documents online with BoldSign?
Create an account, upload a document, add recipients, assign fields, choose delivery (email, SMS, WhatsApp), and track status. Learn more.
2. How to streamline workflows with online document signing using BoldSign?
BoldSign streamlines workflows with templates, bulk links, API integration, and multi-channel delivery for efficient signing.
3. How does BoldSign ensure secure document signing?
BoldSign ensures security with SOC 2®, GDPR, HIPAA compliance, encryption, audit trails, and authentication options. Learn about security.
4. What is online document signing, and why use BoldSign for it?
Online document signing digitizes signatures; BoldSign offers intuitive tools, mobile support, and free plans.
5. How to send signature requests via WhatsApp with BoldSign?
Upload a document, select WhatsApp delivery, enter the recipient’s phone number, and send a secure link. Learn more.
Conclusion
With BoldSign, sending and signing documents is fast, secure, and intuitive. By following the steps outlined in this blog, you can streamline your e-signature workflow. The platform’s plethora of convenient features make it ideal for any person or business looking to implement e-signing with less hassle.
Ready to transform your document management? Start with a free account or sign up for the Growth Plan for more advanced features. If you’d like to ask questions related to your unique situation, we welcome you to schedule a demo with our experts.
Related blogs
- Achieve Highest level of security with BoldSign’s QES Compliance
- How to Securely Collect Signatures on Banking Compliance Documents
- Enhance Payroll Document Management with Secure eSignatures
Note: This blog was originally published at boldsign.com