Documentation
BoldSign Help Center
Getting started
General
- 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?
Branding
- 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?
Template
- 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?
Prepare Document
- 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
Bulk Link
Account
- 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?