How to send a signature request via email?

BoldSign allows you to send signature requests and document notifications via email, offering a fast and reliable option for recipients. A secure signing link is sent to the recipient’s email address, allowing them to review and sign the document directly from their device. This method is ideal when you’re certain the recipient prefers email for document delivery.

Follow the steps below to send a signature request via Email:

• Click the Create New button at the top of the screen and choose the Create New Document option.

• On the Prepare Document page, upload the necessary documents.
• Next, open the Delivery Options dropdown. By default, the delivery mode is set to Email.
• Ensure that the Email option remains selected.
• When selecting the Email option, the sender must enter the recipient’s name and email address.

• You can enable signers to receive signature request notifications in their preferred language. For example, if the signer’s language is set to Spanish in the Language dropdown, notifications will be sent in Spanish via email.

• Finish preparing your document as usual and proceed to send it for signature.
• Once sent, the signer(s) will receive an email notification. When the recipient clicks the Review and Sign button in the email, they will be directed to the BoldSign app, where they can review and sign the document electronically.