How can I send documents for signature using BoldSign?

Sending documents for signature in BoldSign is designed to be user-friendly and efficient. To fully leverage its capabilities, consider creating a BoldSign account and explore its subscription plans.

Follow the steps below to send documents for signature using BoldSign:

• Click on Create New, go to Create New Document and you will be directed to the Prepare Document page.

• On the prepare document page, add files in the Add files section. You can choose files from the computer, cloud, or template with the following supported formats PDF, JPG, PNG, and DOCX files. You can add up to 25 files with a maximum of 1000 pages each.

• Add the recipient in the Add Recipients section and assign a role, for example Signer. You can add more recipients including yourself by clicking on the Add Me option.
• You have the option to enable the Signing order for multiple recipients and also choose a language for your signers.
• Click the dropdown arrow on the Show Settings just below the Add Recipients section to enable authentication. Depending on your preference, you can choose either Email OTP, Access code, or SMS OTP. Note that the access code must be communicated to the signer directly.
• Enable the Private Message feature in case you want to communicate any private message to your signers.

• Add email addresses to the CC field in case you need to send more people a copy of the document. You can add up to a maximum of 20 CCs.
• Add the document title in the Title section. By default, the file name is provided as the title, but you can change it if needed.
• You can include a message for your recipients in the Message section.

• In the Document Settings, select a Brand name that you would like to display in your documents while signing.
• Adding Tags helps you in the organization and management of your documents.
• You can toggle on the Allow Signers to Print and Sign feature to allow your signers to print and sign the document and also on the Allow Signers to Re-Assign feature to allow signers to re-assign the signing process.
• Click on the Expiry and Auto Reminder features to add expiry dates and reminders to your signers.

• Click Next to go to the Configure fields page.
• On the configure fields page, drag and drop the required form fields into the document from the Fields list and assign them to each signer.
• When you drag and drop a field into the document, the Settings Page appears on the right side of the document, this allows you to customize your fields based on your preference.

• Click on the Preview button to preview the document before sending it for signature.
• Click Send to send the document for signature.
• Now, the document has been sent successfully for signature, and you can view it on your BoldSign dashboard page.

Refer to this article to know more about sending a signature request: Send your first document out for signature.