BoldSign Help Center
Send your first document out for signature
Self-Signing a document
Signing as a recipient
BoldSign API and Webhooks
Customize with your branding
Creating Bulk Links
Managing Users and Teams
How can I check that documents are not changed after signing?
Manage Email Notifications
Customize date time display format and time zone
How to monitor my team document statuses?
Manually send reminders to signer
Pin the statistics to Dashboard
How to bulk import multiple contacts?
How to extend the expiry date of the e-signature document
How to combine signed and audit trail documents?
Can I view multiple team documents metadata?
How to hide the ID of the document?
How to organize and manage documents using tags?
How to download the audit trail document?
How to check the status of the document?
How to download the signed documents?
Can team or account admin view the document?
How to change signer email address?
How to locate a document using the document ID?
How to find documents sent to a particular signer?
How to manage in-app notifications?
How to manage auto reminder after sending a document?
What is the expiry limit for email links?
How to set different time zone?
How to manage the documents in drafts?
How to manage my contacts?
How to create a sandbox or live API key?
Using the API Explorer
Getting started with Postman
How to manage my contact groups?
How to customize the recipient email appearance to match the company branding?
How to change brand for a document while sending?
How to add custom legal disclosure for your signers?
How to add your custom legal terms to the audit trail document?
How to enable branding for the audit trail document?
How to send the signed document as a link?
How to redirect the user to a specific URL after signing?
Create a template
How to use a shared template?
How to share a template to other teams?
How to edit the existing template?
How to copy or duplicate a template?
How to send a signature request using a template?
How to save documents in drafts while using a template?
How to merge the templates?
How to auto position the form fields?
How to set unique message for each recipient?
How to customize form fields appearance and behaviour while sending documents?
How to add authentication to a signer?
How to recall or revoke a document after sending it?
What are the keyboard shortcuts available?
Configure automatic reminder for recipient
How to enable print and sign for my recipients?
How to add a hyperlink field to the document?
What are the supported file formats and file sizes?
How to clone or duplicate a document?
How to remove authentication of a signer?
How to add authentication after sending a document?
How to send the signature request to signers in different languages?
How to change the access code of a document?
How to request attachments from signers?
How to request images from signers?
How to configure reminders and expiration?
How to add an editable date field to the document?
Data Sync Tag support in form fields
How to add CC recipients to the document?
How to add a dropdown field to the document?
How to allow the signers to sign all the fields in one step?
How to auto-detect the form fields in a PDF document?
How to upload documents from the cloud storage?
How to change the document expiry date type?
How to add a recipient as an in-person signer?
How to create a conditional logic rule for form fields?
How to add a contact group as a recipient?
Signing a document
How to sign a document as a recipient?
How to self-sign a document
How to decline a document?
How to forward or reassign a received document to another user?
How to print and sign a document?
How to modify the bulk link limit and expiry date after its creation?
How to view the responders who signed the bulk link?
How to pin the bulk link to the dashboard page?
How to invite new users to a team?
How to activate or deactivate a user?
How to delete a user and transfer their documents to another user?
How to buy additional user license?
How to change my current plan?
How to cancel subscription for my account?
How to delete my BoldSign account?
How to change my email address?
How to manage user licenses?
How to reset your BoldSign password?
How to find and download the invoice?
How to create custom permission?
How to update payment method?
How to update the billing address?
How to configure Single Sign-On (SSO) in BoldSign application?
How to configure custom domain?
How to change the default settings of the document?
How to display only specific signature types?
How to manage the default signature and initials?
Are my documents digitally signed?
When should I use a Document, Template or Bulk Link?