How to Enable HIPAA Compliance in BoldSign

BoldSign allows organizations to enable HIPAA compliance to securely handle documents that contain Protected Health Information (PHI). To activate HIPAA mode, your organization must review and sign a Business Associate Agreement (BAA) with BoldSign.

Customers on eligible plans can enable HIPAA compliance directly from the Compliance page.

Who Can Enable HIPAA Compliance?

HIPAA compliance can be activated only when the following requirement is met:

Eligible Plans

Your organization must be on one of the following plans:

• Business Yearly
• Premium Yearly

These plans allow you to review and sign the BAA directly from your account—no support involvement required. Only Account Admins have permission to review and sign the BAA.
(HIPAA is not available on Trial or Monthly plans; custom enterprise plans may contact support if HIPAA is included in their agreement.)

How to Enable HIPAA Compliance

Step 1: Open the Compliance Page

1. Log in to your BoldSign account.
2. Go to Settings → Compliance.
3. Look for the HIPAA Compliance card.

Step 2: Review & Accept the BAA

1. Click “Review & Accept BAA.”
2. The Business Associate Agreement will open.
3. Review the terms and sign it electronically.
   (Only Account Admins can perform this action.)

Step 3: HIPAA Mode is Activated
Once signed:

• HIPAA compliance becomes active immediately.
• You can view the signed agreement at any time, including details of who accepted it and when.

What Changes After Enabling HIPAA?

After activation:

• Certain features that are not HIPAA-compatible may be restricted. You can view the full list of restrictions and security guidelines here: HIPAA onboarding and security guidelines for BoldSign users
• All team members within your organization automatically operate under HIPAA.

These measures ensure PHI is handled safely and in compliance with HIPAA standards.

Can HIPAA Compliance Be Disabled Later?
No. HIPAA mode cannot be turned off once enabled.