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How to add a hyperlink field to the document?

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A hyperlink is a clickable link that can point to a webpage, file, email address, or phone number. In BoldSign, you can insert hyperlinks while preparing a document for signing. When signers click the hyperlink, they will be directed to the specified destination, whether it’s a website, a downloadable file, an email client, or a phone dialer.

Follow the below steps to add a hyperlink:

  • Start a new document by clicking the Create New Document option, complete step 1 of the Prepare document section, and click the Next button. You will be navigated to the Configure fields page.
  • The left side of the Configure fields page will have the fields that can be added to the document. Drag and drop the Hyperlink field to the desired location in the document.
  • As soon as the field is dropped into the document, the Hyperlink settings will open on the right side of the screen.
  • The sender must fill out the Text to Display column with the text that will be shown as the clickable hyperlink in the document.
  • In the Hyperlink URL section, specify the required destination.
  • The Hyperlink URL textbox has two parts. One part is for selecting the type of link, such as URL, Email, or Phone number. The other part is for entering the destination. For example, if you select URL, you must enter a valid webpage link.
  • You can also change the font family, like font style, font size, line height, and color of the text that you have entered to display in the document.
  • Click Sendonce all the fields have been filled in. The signing request document with the hyperlink is sent to the receiver successfully.

Added a hyperlink field to the document

We have also published a video tutorial on this topic. Check out the video below:

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