How to generate a signing link for recipients in the BoldSign mobile app?

After sending a document for signature, the sender or their admin can generate a signing link directly from the BoldSign mobile app. This link can be shared through any messaging app, making it easier to remind recipients to sign in addition to the email notification.

Enable document signing link generation

The signing link generation feature in BoldSign can only be activated by the account administrator. Currently, this can be done in the BoldSign web app or through the BoldSign mobile browser experience.

To enable the document signing link generation, simply follow the steps outlined in this article: How to share a document signing link in BoldSign.

Generate a signing link in BoldSign mobile app

Follow the step-by-step procedure below to generate the document signing link in BoldSign

• Start by logging in to your BoldSign mobile app account.
• On the Dashboard page, tap the Waiting for Others widget to find the documents for which you need to generate a signing link.

• Alternatively, you can find the documents by tapping the Documents icon on the bottom navigation bar and navigating to the Documents screen.

• Tap the document for which you wish to generate a signing link to be taken to the document information page.
• Navigate to the Recipient section to view recipient details.
• Tap the context menu of the recipient who has not signed and select the Generate sign link option.

• A confirmation dialog box will appear, displaying the signing link and instructions on how to use it. Copy the link by tapping the Copy link and close button.

• You can now share the signing link with the specified signer through messaging apps, allowing them to continue with the signing process.

How to access signing link details in the audit trail

You can track signing link details in the audit trail, including who generated it, when it was created, recipient info, and the dates the link was received and the document signed.

Follow the steps below to view the details:

• Tap the Documents icon on the bottom navigation bar and navigating to the Documents screen.
• Locate the document you need to download its audit trail and tap the context menu.
• Choose 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.