How to pin a template to the Dashboard in BoldSign?

In BoldSign, the Pin feature provides an efficient way to keep your most frequently used templates easily accessible directly from the dashboard. Whether it’s individual templates or a group of them, you can quickly pin them for convenient access, saving time and streamlining your workflow. This feature is perfect for users who need quick access to specific templates without searching each time.

Follow the steps below to pin a template:

• Go to the Templates menu and select All Templates.
• Search for a specific template using the Filter option.

• Once the template is located, a pin icon will appear at the top of the page.
• Click the pin icon and a Pin to Dashboard dialog box will appear.

• Enter a name for the widget and click the Save & Pin option to add the template to the dashboard. For shared templates, you can use the Team you’ve shared with as the widget name.

• The pinned widget will now be available on the dashboard.

• To pin a group of templates, click the Advanced Search icon in the search field, set the filter criteria, and click Apply Filter.

• Once the templates are displayed, a pin icon will appear at the top of the page.
• Click the pin icon, and the Pin to Dashboard dialog box will open. Enter the widget’s name and click Save & Pin to pin the templates to the dashboard.

• You can view the pinned widget on the dashboard.