Can I send a document for review without the form field?

BoldSign requires at least one signer and one assigned form field before sending a document. However, if the document is only for the recipient to review (without signing), you can add a form field such as a textbox, mark it as read-only, and assign it to the recipient. This allows the recipient to review the document and complete the process without providing a signature.

Follow the steps below to send a document for review only:

• Click on Create New and select the Create New Document option.
• You will be directed to the Prepare document for signing page. Upload the required file(s) on the Add file(s) section and recipients.
• Then click the Next button to go to the Configure fields page.
• On the configure fields page, drag and drop a form field (e.g., a textbox) onto the document. The form field settings panel will appear on the right side. By default, the field is marked as Required, change it to Read-Only instead.
• Then click the Send button to send the document for signature.

• Now when the recipient receives the document, they can review it and click the Finish button to complete the process, no signature is required.