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How do I upload a document in BoldSign?

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BoldSign offers users a variety of document upload methods, including Choose from computer, Choose from cloud, and Choose from templates. Users can also replace or remove the uploaded documents if needed.

Follow the steps below to upload a document in 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, in the Add files section, you will see 3 options: Choose from computer, Choose from cloud, and Choose from Templates.

Upload options

Choose from Computer

  • This option allows you to upload documents directly from your local computer or device.
  • If you select this option, a file dialog will be displayed that lets you browse your computer’s files and select the document you want to upload.

Choose from computer

Choose from Cloud

  • With this option, you can access documents stored in your cloud storage services like Google Drive, Dropbox, or OneDrive.

Choose from cloud

Choose from Templates

  • Choosing this option allows you to pick a template from the available templates. You can select a template and then customize it as necessary, saving time and effort in document creation.

Choose from templates

To know how to create a signature request, refer to this article: Send your first document out for signature.

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