How to schedule and send a document?

Scheduled send support in BoldSign refers to the process of sending a document at a predetermined future time instead of immediately.

Follow the below steps to schedule a document.

• On the dashboard page, click Create New then select Create New Document.
  

• You will be navigated to the prepare documents page.

• Fill the required fields then click Next .

• On the configure fields page, drag and drop the required fields to the document.

• To schedule a document, navigate to the Send button and click the dropdown to display the Schedule send option.
  

• Select Schedule send to open a dialog box with suggested time slots and an option to set a custom date and time.

• Once you schedule a date, click Schedule send to complete the document scheduling process.

How to manage a scheduled document

• To view your scheduled documents, go to the Documents menu on the dashboard page and click My Documents.
• Click on Scheduled in the status menu to display a list of your scheduled documents.
  
• To manage your scheduled document, click on the context menu. The options include the following:

1. Edit Schedule - Change the date or time your document will be sent. A box pops up to pick a new time.
2. Send now – Skip the scheduled time and send the document to the signers right away.
3. Cancel sending – Stop the scheduled send completely. The document moves to your drafts folder instead.
4. Edit document – Make changes to the document itself. This cancels the current schedule, and you’ll need to schedule again.