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How to send a document with your brand signature frame?

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A Signature Frame is a secure visual element that appears around a recipient’s electronic signature field in a document. It includes:

  • Recipient’s name
  • Email address
  • Timestamp of signature completion
  • Unique signature ID

The BoldSign name, along with the recipient’s signature ID linked to their email address, enhances trust and authenticity. This signature ID helps users verify that the electronic signatures on a document were created using the BoldSign platform.

Creating a brand with a signature frame

  • Go to Settings in the left navigation pane and select Branding.
  • Click Create New Brand.
  • Enter a name for your brand in the Brand Name field.
  • Upload your brand logo.
  • In the Advanced options section, scroll down to locate Add a signature frame (disabled by default).
  • Toggle Add a signature frame to enable it.
  • Once enabled, additional customization options appear. You can choose to show or hide:
    • Recipient name
    • Recipient email
    • Timestamp
  • Click Save to create your brand.

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Selecting a brand while creating the document

  • Click Create New and select Create New Document.

  • Enter the required document details and scroll to the Document Settings section.

  • Under Select Brand, you will see the default brand selected. You can change it by choosing your custom brand from the dropdown.

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  • After selection, the chosen brand’s signature frame style is automatically applied to all signature fields assigned to recipients.

  • The signature frame becomes visible:

    • On the Configue fields page
    • In the signing page
    • When viewing or downloading the completed document

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Points to note

  • Timestamp appears only after signing is completed (i.e., when viewing or downloading the final document).
  • Changing signature frame settings in a brand does not affect existing documents, bulk links, or templates. Updated settings apply only to newly created documents, bulk links, and templates.
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