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How to sign a document as a recipient?

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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 two ways to sign a document as a recipient:

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

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.
  • Read and agree to the terms and conditions displayed at the bottom to proceed.
  • Click the Start signing option in the top-right corner to sign the document.
  • Then, fill in the required form fields and click the Complete signing button at the top-right corner.
  • The document has now been successfully signed, and a confirmation popup will be displayed.

Signing as a recipient

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.
  • Find the document you need to sign and hover on the end of the document.

Sign now option on my documents page

  • Click the Sign now option on the context menu, or click the document itself. You will be taken to the overview page.
  • Click the Sign Document button at the top right of the page.

Overview page

  • Read and agree to the terms and conditions displayed at the bottom to proceed and click the Start Signing option in the top-right corner.
  • Fill in the required form fields and click the Complete signing button.
  • On successfully signing the document, a confirmation box will appear.

Confirmation box

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