Getting Started with BoldSign eSignatures
BoldSign is an eSignature platform that offers a safe and efficient way to sign documents. By combining advanced technology with robust legal frameworks, BoldSign ensures secure and legally valid signatures. With its user-friendly interface, users can easily send, sign, track, and manage documents through both web browsers and mobile devices, providing flexibility and convenience.
This article is about the basic things you can do once you have created an account with BoldSign.
My Profile
In the My Profile section, users can view and update their name, contact number, and email ID. The Manage Signature/Initials option allows users to create and save their signatures and initials by typing, drawing, or uploading them. Additionally, the inclusion of two-step authentication adds an extra layer of security, safeguarding sensitive information and maintaining the integrity of the user’s BoldSign account.
Notifications
In the Notifications tab, users can customize their notification preferences for various aspects of document management, including sender, recipient, CC, and template notifications. This ensures users receive relevant updates and alerts while avoiding unnecessary notifications.
Business Profile
Only BoldSign account administrators have the authority to utilize the Business Profile. This profile includes comprehensive settings for managing:
- Date and time
- Custom domain
- User settings
- Document settings
These configurations are applied organization-wide, ensuring that document management settings align with the organization’s operational and security needs.
In the notifications section of the business profile, account administrators can control the types of emails that signers and CC recipients receive for documents sent by their organization. The Activity Log provides detailed tracking based on categories, actions, and users, offering valuable insights into document activities and user interactions.
Branding
Branding helps establish a recognizable identity, building trust with clients and conveying a sense of professionalism. BoldSign simplifies the process of managing multiple brands within one account, allowing users to establish distinct brands and apply them when sending documents for signatures. This reinforces brand consistency and recognition across all communications.
Documents
BoldSign provides a suite of document management features. Users can upload documents from their computer or cloud storage and use templates. The platform supports many file formats, including PDF, JPG, PNG, and DOCX. With BoldSign, users can send eSignature requests, track their progress, and set up both sequential and parallel signing. Signer authentication is ensured through methods such as email OTP, access codes, SMS, or identity verification. Additionally, users can configure auto and manual reminders and set document expiration dates.
Document statuses
Users can track the status of documents on the My Documents and Team Documents pages. My Documents displays the status of documents specific to the user, while ‘Team Documents’ shows the document status for their particular team. Only admins can view their team’s document status.
The statuses include:
- Waiting for Me: The document has been sent to you and is pending your signature.
- Waiting for Others: The document has been sent to multiple recipients, and one or more of them still needs to sign.
- Needs Attention: Documents that failed to be delivered, maybe due to an invalid email address.
- Completed: All recipients have completed the signing process.
- Declined: The recipient did not accept the signing request.
- Revoked: The sender has recalled or canceled the document.
- Expired: The document was not signed before the deadline.
Configure form fields and custom fields
BoldSign offers a range of form fields, including text box, checkbox, name, and signature, designed to collect essential information from signatories. These form fields can be easily added to documents, allowing users to drag and position them to create custom layouts that fit their specific needs. Custom fields enhance document preparation efficiency by allowing users to tailor fields to their unique requirements.
Templates
BoldSign templates are pre-set documents featuring standardized text and designated fields. They are extremely helpful in situations where the same documents need to be sent out on multiple occasions. With a template, you can effortlessly set up and dispatch the document without having to recreate it every time.
Within this template, you can prearrange all the essential fields and then enter the details of the signer right before you send it. When that moment arrives, you can send it swiftly and conveniently with a mere handful of clicks.
Bulk Link
The bulk link feature in BoldSign creates a unique document link, allowing multiple people to sign the same agreement independently over time. This feature is ideal for distributing documents to many recipients, such as public forms or surveys, where minimal personalization is needed. The process is simple: generate the link and distribute it manually. Bulk links are efficient for mass distribution with minimal setup, making them a practical choice for quickly reaching a large audience.
Bulk Send
The bulk send feature in BoldSign allows users to distribute the same document to multiple recipients simultaneously, ensuring each recipient receives their personalized copy. This feature streamlines processes for sending documents requiring widespread distribution. With comprehensive tracking, senders can monitor each recipient’s interactions with the document, providing valuable insights into engagement and progress.
Users
In BoldSign, inviting new users to join your organization is a straightforward process managed by administrators. A BoldSign account administrator can add new users to any team within the organization, while a team admin can only invite users to their specific team. It is important to note that users from other organizations cannot be invited.
Team management
In BoldSign, you can create and manage multiple teams. Once teams are set up, you can rename or delete them as needed and use the search option to find specific teams quickly. The account administrator has the authority to create, rename, delete, and search for teams throughout the organization, while the team administrator can only perform these actions within their own team.
Extended language support
BoldSign’s multiple-language feature enhances the user experience by providing signature request emails and signing processes in each signer’s preferred language. This ensures a smooth and tailored signing experience for users from different linguistic backgrounds. When sending a document for signing, the sender can specify the recipient’s language preference. For example, if a signer prefers German, all related emails and instructions will be in German. This feature caters to a global audience and reduces language barriers, making the signing process more intuitive and user-friendly.
Send document for eSignature
Once the document is prepared for signature, simply click the Send button in the top-right corner to initiate the process or choose Preview to double-check the details before dispatching. Once sent, you have successfully completed the first step in acquiring signatures. You can then monitor the document’s progress through BoldSign’s dashboard, receiving notifications as recipients view or sign. This process ensures you stay informed every step of the way.
Conclusion
Thank you for reading! We hope you now have a clear understanding of BoldSign and its features. Experience the convenience of BoldSign today with a 30-day free trial to test out these intuitive features.
Share your feedback in the comments section below. For further information, sign up for a personalized demo or contact our dedicated support team via our support portal for assistance.
Originally published at https://boldsign.com/on July 25, 2024.
