Send your first document out for signature

The simplest way to send a document out for signature would be to upload an existing contract that you have, configure the required signature fields, and then send. The detailed steps involved are given below:

• Click the Create New button at the top of the screen and choose the Create New Document option.

• Choose any one of the supported file types from your computer or from your cloud drive. We support PDF, JPG, PNG, and DOCX files, but PDF is the preferred format, so try to use that if possible. You can drag files directly from your computer to the dotted target area.
• Add more files if required, by following the process outlined in the previous step.
• Add recipients that you would like to send the document for signature by filling in their name and email address. You can also add yourself as one of the recipients by clicking Add me.
• Select a role for each of the recipients.
• The most common role would be Signer, where the recipient has a field that they must fill in the document.

• Enabling the email OTP option would require the signer to enter a 6-digit verification code for signing the document. BoldSign automatically sends the required verification code to their email as soon as they try to view the document. This would verify that the signer had access to their email address at the time of signing.
• The access code option lets you set your own verification code that the signer enters before signing. However, in this case, you must communicate the access code directly to the signer

• For documents with multiple recipients, you can choose to enable signing in a specified order.
• The recipient signing order is shown near their names and can be changed by dragging (the dotted grab handles) and dropping at the desired location or modifying the signing order numbers shown.
• You can add anyone who needs to be sent a copy of the signed document by adding their email address to the CC box.
• The document title lets you specify a unique title that will be used to identify this document within BoldSign. This name will also be specified in the signature request email sent to all the recipients.
• A default title is provided based on the file you uploaded earlier, but you can always change it if required. It is a good practice to make sure that the document name given would uniquely identify this document.

• The document settings section lets you specify a brand name and expiry date for the document and enable automatic reminders to be sent to the recipients that they have not completed the document yet.

• We have completed the first step of the document preparation process, and to proceed to the next step, click the Next button at the top right corner of the screen.
• You can drag and drop any required fields from the fields list onto the document surface and assign them to each signer.

• The label is a special field that lets you add some content to the document before it is sent for signature. Please note that this is not a field for the recipient to fill in but for the sender to fill in before sending. It is as if this content was part of the document even before it was uploaded to BoldSign.
• You can click the Send button at the top right position to send the document out for signature or click on the Preview to verify the details one more time before sending.
• That’s it. You have successfully sent out your first document for signature. You can then go to BoldSign’s dashboard to track the status of this document. You will be notified as the other recipients view or sign the document.

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