How to manage push notification settings in the mobile app?

The BoldSign mobile app supports push notifications, allowing you to stay updated on all your documents, their status, and any changes in real time. Notifications are delivered seamlessly in both iOS and Android devices, whether the app is open, running in the background, or in the closed state.
When you log in to your BoldSign account, you’ll be prompted to allow BoldSign to send notifications. Make sure to grant permission. Otherwise, the push notifications will not be received.

Default notification settings

By default, push notifications will be enabled for the following events:

Sender:

• Receive a document to sign or approve
• Recipient declines a sign
• Document has been completed by all recipients
• Recipient signs or approves a document
• Document has expired
• Reminders of the document

Recipient:

• Receive a document to sign or approve
• A recipient declines to sign or approve the document
• Sender revokes the document
• Document has been completed by all recipients
• Document has expired

CC:

• New signature request has been sent out
• Document has been completed by all recipients

Turning off the push notifications completely

If you want to disable push notifications completely, follow these steps:

• On the Dashboard screen, tap Profile in the bottom navigation bar or tap your initials, to open the Profile screen.

• In the Profile screen, go to Notification Settings, then select My Push Notifications.
• At the top, you’ll see the Allow Push Notificationsoption. Toggle the switch off and tap Save changes button.

• Once disabled, you will no longer receive push notifications from BoldSign.

Alternatively, you can turn off notifications directly from your device’s Settings for the BoldSign app.

Types of notification settings

The BoldSign mobile app offers three types of notification settings.

• Email/In-app notifications - Choose the notifications you want to receive via email and within the app interface.
• My push notifications – Select the push notifications you’d like to receive directly on your device.
• Recipient’s push notifications – Configure the push notifications you want your recipients to receive on their devices.

Updating your push notification settings

You can easily customize your push notification settings to match your needs. Follow these steps:

• Open the Profile screen, go to Notification Settings, then select My Push Notifications.
• You’ll see four tabs: Sender, Recipient, CC, and Template.
• Use the checkbox on the right of each option to enable or disable specific notifications based on your preference.

• After making your changes, tap Save changes to apply them.

Controlling your recipient’s push notification settings

In some situations, you may want to disable push notifications for your recipients. BoldSign gives document senders full control over these settings.
For example, even if a recipient has enabled notifications for Receive a document to sign or approve, turning off this option in Recipient Push Notifications before sending the document will prevent them from receiving that notification.

Follow the steps below to update the recipient’s push notification settings.

• Open the Profile screen, go to Notification Settings, then select Recipient Push Notifications.
• You’ll see two tabs: Recipient, and CC.
• Use the checkbox on the right of each option to enable or disable specific notifications.

• After making your changes, tap Save changes to apply them.

Navigating from push notifications

Push notifications will appear on your device as shown in the image below.

• If the app is open: Tapping the notification will take you directly to the appropriate screen.
• If the app is closed: Tapping the notification will launch the app and navigate you to the appropriate screen.