How to send documents at a scheduled time using the BoldSign mobile app?

The Schedule Send feature in the BoldSign mobile app lets you send documents at a future date and time, ensuring they reach recipients exactly when needed, without manual follow-up. You can choose from predefined time slots or set a custom date and time. Once scheduled, BoldSign automatically delivers the document at the specified time, streamlining your workflow.

Schedule and send signature requests

Follow the steps below to schedule a document for sending:

• On the Dashboard screen, tap the + button on the bottom navigation bar to open the Create New screen, then select Create New Document.

• On the Upload Documents screen, tap the Upload documents button to upload your file.

• Tap Continue to proceed to the Recipient List screen.
• Tap the Add Recipient button at the bottom to enter recipient details, then tap Add Recipient again to confirm.
• Tap Next to go to the Prepare Document screen, where you can add CC recipients, change the document title, and edit the document message
• Tap Configure Fields.

• On the Configure Fields screen, place the required form fields on the document.

• To schedule the document:

  • On mobile view, tap Continue in the app bar and select Schedule Send

  

  

  • On tablet view, tap the dropdown on the Send button in the app bar and select Schedule Send.

• The Schedule Send bottom sheet will appear with three predefined time slots and a Custom Date & Time option.

• After selecting the date and time, tap Next, then tap Schedule Send to confirm.

Manage scheduled documents

Follow the steps below to manage your scheduled documents:

• Tap the Documents icon on the bottom navigation bar to access your list of documents.
• Tap the Scheduled status filter to view all scheduled documents.

• Locate the required document and tap its context menu. The available options include:
  • Edit schedule – Change the date or time your document will be sent. A box pops up to pick a new time.
  • Send now – Skip the scheduled time and send the document to the signers right away.
  • Cancel sending – Stop the scheduled send completely. The document moves to your Drafts folder.

• These options are accessible from both the Document Listing screen and the Document Overview screen.