How to address the "Needs Attention" Status in BoldSign?
In BoldSign, the Needs Attention
status indicates that there is an issue with a document that requires your attention to resolve. If a document is sent to an invalid email address, it will not be delivered to the intended signer. Similarly, if the signer enters an incorrect authentication code more than three times, they will be unable to access the document. In either case, the document status will be changed to Needs Attention. You can see this status on the Dashboard and My Documents page.
When a document is marked as Needs Attention, you can review the issue and take appropriate actions to resolve it, such as correcting any errors or contacting the signer for further information so that the document can be processed and delivered as intended.
To review and correct the documents in the needs attention status, follow the steps below:
- Click on the document and check the email address/access code on the overview page.
- To change the access code, select the context menu at the right end of the recipient, click the
Auto generate
orChange manually
option, and add the access code. - You can use the
Email access code
option to send the access code to the signer through email. - If you want to change the authentication type, click the
Remove authentication
option, and add theEmail OTP
option. The OTP will be sent to the signer’s email id when they open the document.
- To change the email address, click the
Edit recipient
option in the context menu, enter the correct email address in theEmail ID
field, and clickSend
. - If you want to make any additional changes to the document, you can use the
Clone and Resend
option at the top of the page.
- When you click that option, a new copy of the document will be generated. Once you have made the necessary changes, click
Send
to resend it to the signer.