How to create a signature request document in BoldSign?

To create a document in BoldSign you must first sign up to a BoldSign account or open your existing BoldSign application account. You can then upload your document, add the required fields, and customize it based on your needs and preferences before sending it for signature.

Follow the below steps to create a document in BoldSign:

• On the Dashboard page, click the Create New button and select the Create New Document option.

• You will be navigated to the Prepare Document for signing page, where you can add required information to the document.

• Upload the document in the Add file(s) section; multiple files can be added.
• Enter recipients’ names and email addresses in the Add recipients section. You can also add yourself as a recipient by clicking on the Add me option.
• If required, add CC recipients to the document in the designated field.
• Move to the Document section to provide a title and message. The title will be auto filled based on the uploaded document.
• In the Document settings section, customize the brand, tags, expiry date, reminders, etc., in their respective fields based on your requirements and click Next.
• You will then be directed to the Configure fields page where you can add the required form fields to the document and click the Send button.

• Now, the document is created and sent for signature.