What is the purpose of finish later in BoldSign?

BoldSign offers a smooth and flexible signing experience, especially for users who frequently handle multiple documents. One of the features that enhances this flexibility is the Finish Later option. This option allows logged-in BoldSign account holders to temporarily skip a document during the signing process and return to complete it at a more convenient time.

What is Finish Later in BoldSign?

Finish Later in BoldSign lets signed-in users pause the signing process on a document and pick it up again later. This is available only if:

• You’re logged into your BoldSign account.
• The document is part of a BoldSign signing workflow (not a guest link).
• You’ve started signing but haven’t finished yet.

Once you choose Finish Later, the document moves to the Waiting for me section in your BoldSign dashboard. You can resume from there anytime, with all your entered info saved. It’s great for when you need a break or have to handle something else first.

Purposes of the Finish Later option

Here are the main reasons this feature exists:

1. Convenience for signers
   It lets you pause and return later without losing what you’ve already done. No need to start over.

2. Better user experience
   Takes away the rush to finish right away, especially with long or multiple documents. You can take your time.

3. Supports complex workflows
   Helpful if you need to review the document, get more info, or talk to someone before signing. Keeps things organized.

4. Ensures accuracy
   Avoids mistakes from rushing. You can step away and come back fresh, reducing errors and helping with compliance.

5. Handling interruptions
   If a call, meeting, or other task pops up, you can save your spot and deal with it, then resume without data loss.

6. Prioritizing urgent documents
   When multiple requests come in, you can finish later on less urgent ones and tackle priorities first. This organizes your workflow by urgency and complexity.

7. Mobile flexibility
   On the BoldSign app, distractions happen easily (like during travel). Click More option and choose Finish Later to save and switch devices if needed.

8. Avoiding fatigue
   For lengthy docs with lots of fields, take a break to stay focused and cut down on slip-ups.

Benefits and use cases

• Prioritization: You can quickly handle urgent documents first while postponing non-critical ones.
• Flexibility: Perfect for busy professionals who may need extra time to review complex agreements or who frequently switch between tasks.
• No data loss: BoldSign securely saves any fields you’ve already completed—no repeated work required, no re-entering details, and reduced risk of errors.
• Improved workflow: Extremely helpful when multiple signature requests arrive at the same time. Signers can organize their workflow by urgency and complexity.

For step-by-step instructions, check the official article: How to skip a document during the signing process and resume signing later.