How to send signature requests without email notifications in BoldSign?

Whenever a document is sent for signature, the signer will receive an email notification of the signature request. However, the sender can generate a signing link for a recipient and share it via a preferred messaging platform instead of sending an email notification. This allows the sender to control how the signature request is delivered to the signer.

Disable email notifications for signers

By default, BoldSign sends an email notification when a document is shared for signing. Follow below steps to prevent this:

• Navigate to Settings and select Business Profile option.
• Move to the Notifications tab.
• Locate the notification Receive a document to sign or approve under Recipient Notifications.
• Uncheck this option and save the changes.
• This prevents automatic email notifications when documents are shared.

Enable the signing link option (One-Time Setup)

Only an account administrator can enable the signing link in BoldSign. Follow the below steps to easily enable the document signing link:

• Expand the Settings menu and select the Business Profile option.
• On the Business profile page, under the Settings tab, scroll down to the Document Settings section and turn on the  Enable Document Signing Link Generation  option.
• Once this option is enabled, click the Save changes button to update the changes.

Generate the document signing link

To generate the document signing link follow the step-by-step procedure below:

• Navigate to the My documents page and click the preferred document you want to generate the link.
• You will now be navigated to the Document overview page.
• Scroll down to the Recipient Details section and click the Context menu at the right end of the recipients’ name. Then, select the Generate signing link option from the list of options.

• A dialog box will appear with the generated signing link. Click the Copy & close button. You can now share the copied link to the intended recipient via your preferred messaging application.