How to share a document signing link in BoldSign?

When a document is sent for signature and is in progress, the sender or the sender’s admin can generate a signing link for recipients and share it via their preferred messaging app. This helps remind recipients to sign the document, in addition to the email notification.

Enable the signing link option in BoldSign  (One-Time Setup)

Only an account administrator can enable the signing link in BoldSign. Follow the below steps to easily enable the document signing link:

• Expand the Settings menu and select the Business Profile option.
• On the Business profile page, under the Settings tab, scroll down to the Document Settings section and turn on the  Enable Document Signing Link Generation  option.
• Once this option is enabled, click the Save changes button to update the changes.

How to generate the document signing link in BoldSign

To generate the document signing link follow the step-by-step procedure below:

• Navigate to the My documents page and click the preferred document you want to generate the link.
• You will now be navigated to the Document overview page.
• Scroll down to the Recipient Details section and click the Context menu at the right end of the recipients’ name. Then, select the Generate signing link option from the list of options.

• A dialog box will appear with the generated signing link. Click the Copy & close button. You can now share the copied link to the intended recipient via your preferred messaging application.

How to access signing link details in the audit trail

You can track the details of the signing link through the audit trail document. You can see who generated the signing link and when, the recipient details, the date the link was received, and the date the document was signed.

Follow the steps below to view the details:

• Navigate to My Documents page to access the document.
• Click on the document then navigate to the More Actions button. Click Download Audit Trail.

• Once the audit trail document is downloaded, review it to track key actions. You can see who generated the signing link and when, the recipient details, the date the link was received, and the date the document was signed.

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