What are the delivery methods available in BoldSign?

BoldSign provides multiple delivery methods to ensure documents are shared with recipients efficiently and securely. Depending on your specific needs and subscription plan, you can choose from Email, SMS, Email + SMS, or WhatsApp delivery options. Note that SMS, Email + SMS, and WhatsApp delivery options are available exclusively for users with paid plans, such as the Business plan and above.

Email Delivery

Email is the default and most commonly used delivery method in BoldSign. Recipients receive signing requests directly in their email inbox, along with a secure link to access and sign the documents. This method requires no additional setup, making it a straightforward and reliable choice for standard signing workflows.

For detailed instructions, refer to our guide: How to send signature requests via email.

SMS Delivery

SMS delivery ensures recipients are instantly notified via text message on their mobile phones. This method is particularly useful for recipients who may not frequently check their email, ensuring signing requests are not delayed.

Learn more about this method in our article: How to send signature requests via SMS.

Email + SMS Delivery

This dual-delivery option sends notifications through both email and SMS, maximizing visibility and reducing the chances of missed communications. It is especially useful for time-sensitive documents that require immediate attention.

Find step-by-step instructions in our help article: How to send signature requests via email and SMS.

WhatsApp Delivery

For recipients who primarily use WhatsApp, this delivery method allows you to send signing requests directly through the app. This option is highly convenient and user-friendly, particularly for mobile-first users.

Check out our guide here: How to send signature requests via WhatsApp.

Each delivery method is designed to provide a secure and seamless experience for both senders and recipients. Evaluate your requirements and choose the option that best fits your needs. For additional guidance, you visit our help center.