How to track BoldSign document status from Salesforce?

Salesforce users can easily track all BoldSign signature requests record-wise using the BoldSign Document Status component. This ensures each document is accurately associated with the correct Salesforce record, helping prevent duplicate requests and enhancing overall visibility.

How Document Tracking Works

• Documents are displayed based on the current Salesforce record
• Only documents sent from that record are shown
• Status updates are synced in real time

View and Manage Documents

From the BoldSign Document Status component:

Document owners can:

• Open the Document Overview page
• Open the View Document page in BoldSign
• Send reminder emails
• Revoke signature requests
  
  

Other users only can:

• View the document status only
• They cannot access document details, send reminders, or revoke requests

Benefits

• Prevents duplicate signature requests
• Provides real-time, record-level tracking
• Ensures secure, owner-only document actions