How to send a document with multiple recipients including yourself?

BoldSign makes it easy to send a single document to multiple recipients for signature, including yourself. This is particularly helpful when several people, including the sender, need to sign the same document.

Follow the steps below to add multiple recipients for a signature request:

• Click on Create New, go to Create New Document, and you will be directed to the Prepare Document for Signing page.
• Upload your files in the Add files section and enter the recipients’ details.
• Next, add your information in the Add Recipients section. You can either enter your details manually or simply click the Add Me button.

• To add multiple recipients, click the Add Recipient button, then enter each person’s name and email address in the appropriate fields.

• Then click Next to go to the Configure Fields page.
• On the left side of the Configure Fields page, you’ll see a dropdown for recipients and a list of available form fields.

• Choose a recipient from the dropdown, then drag and drop the required form field onto the document.
• When you drag and drop a form field onto the document, the Field Settings page will appear on the right, allowing you to customize the field according to your needs and preferences.

• You can also select other recipients and add form fields for them in the same way.
• Then click the Send button to send the document for signature.

• Once you click send a dialogue box will appear asking whether you would like to sign now or sign later.

• Select your preferred response to proceed.

Sign the document

If you are a recipient of a signature request, you will be notified via email and given the opportunity to sign the document digitally. It is not necessary for the signer to have a BoldSign account in order to complete the signing process. There are three ways to sign a document as a recipient:

1. Sign during the document creation process.
2. Follow the link in the notification email to access the document and sign it directly from your email inbox.
3. Log in to the BoldSign application and sign the document from there.

Sign during the document creation process

You can sign the document immediately after the document creation process.

• Once you have uploaded your document, set the appropriate form fields you are to click send button.

• When you click send a dialogue box will appear asking whether you want to sign now or go to the dashboard page.
• Click on continue to sign now to sign the document at the moment. You will be navigated to the signing page.

• Insert your signature to complete the signing process.

Signing from email

You don’t need to have a BoldSign account to sign the document from the email.

• Open the document received through email and click Review and Sign button.

• Accept the terms, then click continue to be navigated to the signing document.

• Click start signing to be navigated to the document fields.

• Fill in all the required fields, insert your signature, then click finish to complete the document signing process.

• The document has now been successfully signed, and a confirmation popup will be displayed.

Signing from the application

To access the BoldSign application, you must have a valid BoldSign account.

• Log in to the BoldSign application and go to the My Documents page.

• Locate the document you wish to sign expand the context menu, then click sign now to access the document.

• Click the sign document button at the top of the page.
• Accept the terms then click on start signing to be navigated to the signing document.

• Fill the required fields then click finish to complete the signing process.