How to clone or duplicate existing documents in the BoldSign mobile app?

Cloning a document in the BoldSign mobile app allows you to quickly create a duplicate of an existing document with the same content and file name but a unique document ID. This feature saves time by eliminating the need to start from scratch when sending similar documents.

Follow the below steps to clone or duplicate a document:

• Log in to your BoldSign Mobile app account.
• Tap the Documents icon on the bottom navigation bar and navigating to the Documents screen.

• Tap the context menu of the document you want to clone and select Clone document.

• This will take you to the cloned document’s editing page, where you can modify or add files, update recipients, include CC recipients, and adjust document settings as needed.

• Once you have completed the Prepare Document page, tap the Configure fields button to proceed. On the Configure Fields screen, you can add or remove form fields as needed.

• After configuring the fields, tap Continue, then select Send document to finalize and send the document for signature.