# BoldSign Support ## Documentation - [How to install the BoldSign mobile app on Android & iOS?](https://support.boldsign.com/kb/article/15805/how-to-install-the-boldsign-mobile-app-on-android--ios.md): Learn how to install the beta version of the BoldSign mobile app on Android and iOS from the step-by-step procedure outlined in this article. - [How to view team bulk send?](https://support.boldsign.com/kb/article/16314/how-to-view-team-bulk-send.md): Learn how to efficiently view and manage team bulk send with our comprehensive guide for efficient document management. - [How to find a particular document?](https://support.boldsign.com/kb/article/14095/find-a-particular-document.md): Learn how to find a specific document using BoldSign’s search feature with our comprehensive guide for precise search. - [What are the supported BoldSign triggers and actions in Power Automate?](https://support.boldsign.com/kb/article/18796/what-are-the-supported-boldsign-triggers-and-actions-in-power-automate.md): Explore the supported BoldSign triggers and actions in Power Automate. Learn how to automate workflows and streamline eSignature processes effortlessly. - [Can I change the signer's email address after sending a document?](https://support.boldsign.com/kb/article/14027/change-signers-email-after-sending-document.md): This guide explains how to change a signer's email address after sending them a document in BoldSign, including any related limitations. - [How to implement OAuth authentication in a Node.js application using the BoldSign API?](https://support.boldsign.com/kb/article/19225/implement-oauth-authentication-in-a-nodejs-application-using-the-boldsign-api.md): Learn how to implement OAuth authentication in a Node.js application using the BoldSign API. Follow our guide to securely manage API access. - [How to customize the default file name for scanned documents in Document Scanner app?](https://support.boldsign.com/kb/article/24119/customize-default-file-name-document-scanner-app.md): Learn how to customize default file names for scanned documents in the BoldSign Document Scanner app with custom text and datetime values. - [How to continue signing all the documents on mobile app?](https://support.boldsign.com/kb/article/21283/continue-signing-documents-mobile-app.md): Explore how to sign all pending documents on the BoldSign mobile app in one flow. No need to return to the dashboard after each signature. - [Sending document from template by filling existing fields using API](https://support.boldsign.com/kb/article/14298/send-document-from-template-by-filling-existing-fields.md): Explore our guide on creating templates and using them to fill form fields in BoldSign’s web app. Learn how to send the documents for signature requests. - [Can I change the company name in my profile?](https://support.boldsign.com/kb/article/14017/change-company-name-in-my-profile.md): See how to change the company name in your BoldSign profile with our step-by-step guide, ensuring your profile remains professional and up to date. - [How to bulk download the bulk send documents?](https://support.boldsign.com/kb/article/15689/bulk-download-the-bulk-send-documents.md): Learn more about how to bulk download documents in BoldSign from the step-by-step procedure outlined in this article. - [Managing users and teams](https://support.boldsign.com/kb/article/23/managing-users-and-teams.md): Build and manage your team effectively with BoldSign! Learn how to add members and assign roles to them. - [Pay As You Go for BoldSign](https://support.boldsign.com/kb/article/21241/pay-as-you-go-for-boldsign.md): Easily integrate eSignatures with BoldSign using flexible Pay-As-You-Go for BoldSign eSignature. Only pay for what you use. Learn how this works with our guide. - [How to cancel subscription for my account?](https://support.boldsign.com/kb/article/36/cancel-subscription-for-my-account.md): This guide provides instructions on canceling your BoldSign subscription to avoid future billing and downloading necessary documents before proceeding. - [How to manage team documents using clickable tags?](https://support.boldsign.com/kb/article/20099/manage-team-documents-using-clickable-tags.md): Learn how to manage team documents in BoldSign by using clickable tags to quickly filter and access related documents with our step-by-step guide. - [How to combine signed documents and attachments?](https://support.boldsign.com/kb/article/20890/how-to-combine-signed-documents-and-attachments.md): Learn how to merge signed documents with attachments in BoldSign by enabling Combine Attachments for simplified downloads and organization. - [How to add validation to the textbox form field?](https://support.boldsign.com/kb/article/13161/add-validation-to-textbox-form-field.md): Our guide teaches how to add validation and restrict text input in text box form fields, allowing you to customize input requirements for signers. - [How to import dropdown options manually or from a CSV file?](https://support.boldsign.com/kb/article/23793/import-dropdown-options-manually-or-from-a-csv-file-in-boldsign.md): Learn how to import multiple dropdown options in BoldSign using manual entry or CSV upload with this easy step-by-step guide. - [How does document completion work for CC recipients once all parties have signed?](https://support.boldsign.com/kb/article/19625/how-does-document-completion-work-for-cc-recipients-once-all-parties-have-signed.md): Learn how BoldSign notifies CC recipients after document signing is complete. They receive a final copy via email but take no action in the signing process. - [How to self-sign a document with BoldSign?](https://support.boldsign.com/kb/article/215/how-to-self-sign-a-document-with-boldsign.md): BoldSign makes signing documents easy. Learn how to self-sign a document and finish your workflow instantly, securely, and from anywhere, no printing required. - [How to track newly completed BoldSign signature requests using Google Sheets?](https://support.boldsign.com/kb/article/13145/track-completed-requests-in-google-sheets-zapier.md): Effortlessly track and retrieve completed BoldSign signature requests in Google Sheets via BoldSign Zapier integration, ensuring centralized document management. - [How to skip a document during the signing process and resume signing later?](https://support.boldsign.com/kb/article/15562/skip-a-document-during-the-signing-process-and-resume-signing-later.md): BoldSign offers a comprehensive guide for efficient workflow. It allows users to skip a document during the signing process and resume signing later. - [How to delete the Single Sign-On (SSO) configuration in BoldSign?](https://support.boldsign.com/kb/article/23757/delete-single-sign-on-sso-configuration-in-boldsign.md): Learn how to delete SSO configuration in BoldSign. Follow step-by-step instructions and understand user impact after removing Single Sign-On access. - [How to turn off signed document email to signers/cc list ?](https://support.boldsign.com/kb/article/19702/how-to-turn-off-signed-document-email-to-signers-cc-list.md): BoldSign email notification can be disabled for signers and CCs. Follow simple steps to stop sending signed document alerts and manage delivery preferences. - [How to address the "Needs Attention" Status in BoldSign?](https://support.boldsign.com/kb/article/579/how-to-address-the-needs-attention-status-in-boldsign.md): Learn about BoldSigns Needs Attention status, common causes like invalid emails or auth codes, and how to fix issues and resend documents to signers. - [Authentication Frequency Settings](https://support.boldsign.com/kb/article/20362/authentication-frequency-settings.md): Customize how often signers authenticate in BoldSign using access code, email OTP, or SMS OTP. Set frequency per document via business profile settings. - [What is the difference between the roles of a reviewer and a CC?](https://support.boldsign.com/kb/article/20305/what-is-the-difference-between-the-roles-of-a-reviewer-and-a-cc.md): Understand the difference between Reviewer and CC roles in BoldSign. Learn when to use each for document approval, notifications, and workflow control. - [How to filter the document based on its expiration on mobile app?](https://support.boldsign.com/kb/article/21224/filter-document-based-expiration-on-mobile-app.md): Learn how to filter in-progress documents by expiration date in the BoldSign Mobile app using simple steps and customizable date ranges. - [How to add radio buttons to the document using BoldSign API?](https://support.boldsign.com/kb/article/14459/add-radio-button-using-api.md): In this article, you will learn how to add radio buttons to a document using BoldSign's API. This article walks you through the process. - [How to send document from template with auto reminder using BoldSign API?](https://support.boldsign.com/kb/article/19228/send-document-from-template-with-auto-reminder-using-boldsign-api.md): Learn how to send a document from a template with auto reminders using the BoldSign API. Automate the signing process with reminders for faster approvals. - [How to revoke a document on mobile app?](https://support.boldsign.com/kb/article/21454/revoke-document-on-mobile.md): Discover how to revoke a document in the BoldSign mobile app. Cancel signature requests before signing by providing a reason and confirming the action. - [How to organize and manage templates using tags?](https://support.boldsign.com/kb/article/15975/organize-and-manage-templates-using-tags.md): Learn how to organize and manage templates using tags in BoldSign from the steps provided in this article. - [How to Allow Senders to Edit or Delete Template Form Fields via API](https://support.boldsign.com/kb/article/22294/how-to-allow-senders-to-edit-or-delete-template-form-fields-via-api.md): This article explains how template creators can allow senders to edit or delete specific form fields when sending documents created from BoldSign templates. - [What form fields and properties are available in BoldSign?](https://support.boldsign.com/kb/article/19888/what-form-fields-and-properties-are-available-in-boldsign.md): Discover customizable document fields in BoldSign and their configurable properties to streamline your eSigning workflows and data collection. - [Can I create a template without form fields?](https://support.boldsign.com/kb/article/14458/create-template-without-form-fields.md): Create templates without form fields in BoldSign, so you can add fields while using the templates, instead. - [Can I hide the document ID in my documents?](https://support.boldsign.com/kb/article/14013/hide-document-id-in-my-documents.md): See how to hide the document ID in your documents with our step-by-step guide, ensuring enhanced confidentiality and security. - [How to hide the ID of the document?](https://support.boldsign.com/kb/article/104/hide-document-id.md): This guide teaches how to hide a document's unique ID, which is visible at the top of every document. Only the account admins have permission to hide IDs. - [How to allow the signers to sign all the fields in one step?](https://support.boldsign.com/kb/article/192/sign-all-fields-in-one-step.md): BoldSign simplifies document workflows by enabling one-click signing for all fields, saving time and simplifying the process for everyone involved. - [How to configure signature types for the signers via BoldSign API?](https://support.boldsign.com/kb/article/21981/configure-signature-types-for-the-signers-via-boldsign-api.md): Learn how to configure signature types for signers using BoldSign API to customize signing options and streamline your document workflow. - [How to download the completed documents individually using API?](https://support.boldsign.com/kb/article/20998/how-to-download-the-completed-documents-individually-using-api.md): Download completed documents individually using the BoldSign API, with step-by-step instructions to fetch finalized files and streamline secure retrieval. - [How to delete a brand?](https://support.boldsign.com/kb/article/14990/how-to-delete-a-brand.md): Delete a brand in BoldSign, ensuring it no longer appears on documents or signing pages. Maintain control over your eSignature branding. - [How to notify team members when a document is fully signed?](https://support.boldsign.com/kb/article/20347/how-to-notify-team-members-when-a-document-is-fully-signed.md): How to Add CC Recipients for Email Notifications in Document Signing. - [How to prefill values for radio button while sending documents from template?](https://support.boldsign.com/kb/article/19236/prefill-values-for-radio-button-while-sending-documents-from-template.md): Learn how to prefill radio button values when sending documents from a template using BoldSign API with our guide for a seamless signing process. - [Can I delete a document after sending it?](https://support.boldsign.com/kb/article/14631/delete-document-after-sending-it.md): Learn how to delete a document after sending it by following the step-by-step procedure given in this article. - [How to save the completed document's Audit trail to a Dropbox folder?](https://support.boldsign.com/kb/article/17668/save-the-completed-documents-audit-trail-to-a-dropbox-folder.md): Discover in this guide how to integrate BoldSign with Dropbox via Power Automate to automatically save completed document audit trails to a Dropbox folder. - [How to add validation to the textbox form field via API?](https://support.boldsign.com/kb/article/19214/add-validation-to-the-textbox-form-field-via-api.md): Learn how to add validation to the textbox form field using the BoldSign API to ensure accurate data input and enhance document integrity. - [How do I enable or disable CC for HIPAA-enabled accounts in the mobile app?](https://support.boldsign.com/kb/article/21539/enable-disable-cc-for-hipaa-accounts-mobile-app.md): Learn how account admins can enable or disable CC notifications for HIPAA-enabled BoldSign accounts via the web app to control mobile app access. - [How to use a backup code in two-step authentication?](https://support.boldsign.com/kb/article/328/use-backup-code-in-two-step-authentication.md): This guide provides instructions on using a backup code to securely log in to your BoldSign account when access to all the secondary verification method is lost. - [Understanding Signature Request Charges in BoldSign API](https://support.boldsign.com/kb/article/21759/understanding-signature-request-charges-in-boldsign-api.md): Learn how BoldSign calculates pricing in API signature requests, including factors like envelope volume and API usage in this comprehensive guide. - [How to fetch template details and create a new template using the BoldSign API with Python?](https://support.boldsign.com/kb/article/20217/how-to-fetch-template-details-and-create-a-new-template-using-the-boldsign-api-with-python.md): Learn how to fetch template details and create a new template using the BoldSign API with Python. Step-by-step guide to streamline your eSignature workflows. - [How to scan and export documents using the document scanner app?](https://support.boldsign.com/kb/article/23526/scan-and-export-documents-using-document-scanner-app.md): Learn how to scan, edit, and export documents using the BoldSign Document Scanner App. Convert paper files into high-quality digital documents for eSigning. - [Integrate embedded requests in your application](https://support.boldsign.com/kb/article/14289/integrate-embedded-requests.md): Learn how to integrate embedded requests into your website or application using the steps outlined in this article. - [How to send document by merging multiple templates and notify the signer through email using API?](https://support.boldsign.com/kb/article/14475/send-document-by-merging-multiple-templates.md): Follow the steps in this article to learn how to create documents by merging multiple templates and notify the signer through email using the BoldSign API. - [How to create a SharePoint file when the status (completed, declined) of a BoldSign document changes?](https://support.boldsign.com/kb/article/17676/create-a-sharepoint-file-when-the-status-completed-declined-of-a-boldsign-document-changes.md): Discover how to create a SharePoint file when the status of a BoldSign document changes in this article, streamlining your document management process. - [How to invite new users to the team?](https://support.boldsign.com/kb/article/21/how-to-invite-new-users-to-the-team.md): Send out invitations to new users to join your organization. This guide explains how account and team admins can enroll members in teams. - [How to connect Google Drive for cloud backup?](https://support.boldsign.com/kb/article/16739/connect-google-drive-for-cloud-backup.md): Learn how to connect Google Drive for cloud backup in BoldSign. Automatically upload completed documents to Google Drive for secure and organized storage. - [How to manage the documents in trash in the mobile app?](https://support.boldsign.com/kb/article/23198/manage-documents-in-trash-in-mobile-app.md): Learn how to manage documents in the mobile app Trash, restore deleted files or permanently remove them to keep your workspace organized. - [Is two-factor authentication (2FA) supported in BoldSign?](https://support.boldsign.com/kb/article/13853/boldsign-supports-two-factor-authentication.md): Enhance your security with BoldSign. Learn more about its two-factor authentication (2FA) support and setup process with our step-by-step guide. - [How to send signature request details in email via Gmail using Power Automate?](https://support.boldsign.com/kb/article/18813/send-signature-request-details-in-email-via-gmail-using-power-automate.md): Learn how to automate sending signature request details via Gmail using BoldSign and Power Automate. Streamline notifications with our step-by-step guidance. - [What are the key highlights of a Qualified Electronic Signature (QES) audit trail?](https://support.boldsign.com/kb/article/21393/key-highlights-qes-audit-trail.md): Explore the key highlights of a QES audit trail—track secure signing events, timestamps, authentication, and ensure compliance with eIDAS standards. - [How to add a hyperlink field to your document on the mobile app?](https://support.boldsign.com/kb/article/21909/add-hyperlink-field-mobile.md): Learn how to add clickable email mailto and phone tel links using the Hyperlink field in the BoldSign mobile app Android iOS. Step-by-step guide. - [How to whitelist the IP addresses in BoldSign?](https://support.boldsign.com/kb/article/14509/whitelist-ip-addresses.md): Enhance security in BoldSign by whitelisting IP addresses. Follow the steps to restrict access to authenticated users from specified IP ranges in this article. - [How to manage SMS credits?](https://support.boldsign.com/kb/article/13823/manage-sms-credits.md): Discover how to manage SMS credits and set limits on SMS OTP transmissions in BoldSign for secure authentication using our detailed guide. - [How to make the editable date field to get date and time inputs?](https://support.boldsign.com/kb/article/22929/make-editable-date-field-to-get-date-and-time-inputs.md): Learn how to configure an editable date field in BoldSign to collect accurate date and time values with flexible formats during the document signing process. - [How to add and filter tags in the BoldSign Mobile App?](https://support.boldsign.com/kb/article/19434/how-to-add-and-filter-tags-in-the-boldsign-mobile-app.md): Add and filter tags in the BoldSign mobile app to organize documents efficiently, sort files quickly, and manage your workflows with simple tagging options. - [How to configure Single Sign-On (SSO) in BoldSign application?](https://support.boldsign.com/kb/article/60/configure-sso-in-boldsign.md): This BoldSign guide makes it easier to implement single sign-on (SSO) for user logins. Allowing access using existing credentials improves security and comfort. - [How to change the signer email address?](https://support.boldsign.com/kb/article/130/change-signer-email-address.md): This guide shows how to edit a signer's email address using BoldSign for document signing, updating contact information, and ensuring correct document delivery. - [FAQS: Finish later option in BoldSign](https://support.boldsign.com/kb/article/22243/faqs-finish-later-option.md): Get answers to common questions about BoldSigns Finish Later feature, including how it works, who can use it, and what happens when you pause signing. - [What are the signature types available in BoldSign?](https://support.boldsign.com/kb/article/14723/signature-types-available-in-boldsign.md): Explore flexible signing options for a smooth eSignature experience! BoldSign offers draw, type, and upload options, allowing users to customize their signature. - [How to prevent signers from reassigning the document using API?](https://support.boldsign.com/kb/article/14474/prevent-signers-from-reassigning-document.md): Explore BoldSign's reassign feature. Learn how to prevent signers from reassigning a document from the step-by-step guidance in this article. - [How to restrict the signer's name and initials editing during the signing process?](https://support.boldsign.com/kb/article/24136/restrict-signers-name-and-initials-editing-during-signing-process.md): Learn how to prevent signers from editing their name and initials in Text signatures. Configure the setting and understand its behavior. - [How to send document from template and notify the signer through email using API?](https://support.boldsign.com/kb/article/14471/send-document-from-template-and-notify-through-email.md): Learn how to create a document from a template and send it via email using the BoldSign API. This article walks you through the process. - [How to create and manage a team?](https://support.boldsign.com/kb/article/12441/creating-and-managing-teams.md): BoldSign allows account administrators to manage multiple teams within their organization, including creating, renaming, deleting, and searching for them. - [How to merge multiple templates and send out for signature?](https://support.boldsign.com/kb/article/48/merge-multiple-templates.md): This guide demonstrates how to merge multiple templates into a single document for eSignature requests, enhancing efficiency. - [Understanding Draft Status: Options and Best Practices](https://support.boldsign.com/kb/article/21915/understanding-draft-status-options-and-best-practices.md): In BoldSign, Draft status allows a document to be created, saved, and edited without sending it for signing. - [How to Send Document Signature Requests via WhatsApp Using API](https://support.boldsign.com/kb/article/21888/how-to-send-document-signature-requests-via-whatsapp-using-api.md): Learn how to send document signature requests via WhatsApp API for fast, secure digital signing, enhancing efficiency and user experience. - [How to add a dropdown field to the document?](https://support.boldsign.com/kb/article/172/add-dropdown-form-field.md): This BoldSign guide explains how to add dropdown fields to documents, allowing signers to select a value from a list of options. - [How to clone or duplicate existing documents in the BoldSign mobile app?](https://support.boldsign.com/kb/article/19400/how-to-clone-or-duplicate-existing-documents-in-the-boldsign-mobile-app.md): Easily clone or duplicate documents in the BoldSign app with a unique ID in just a few steps. - [How to bulk send signature requests using SMS?](https://support.boldsign.com/kb/article/21433/bulk-send-signature-requests-using-sms.md): Learn how to bulk send signature requests via SMS in BoldSign using a CSV file. Streamline delivery and simplify signing for mobile users. - [How to set template permissions to prevent users from modifying it?](https://support.boldsign.com/kb/article/19849/template-settings-to-prevent-users-from-modifying-it.md): Learn how to set template permissions in BoldSign to prevent users from modifying templates and ensure secure, consistent usage. - [How to restrict users from uploading or modifying files in a template?](https://support.boldsign.com/kb/article/19978/how-to-restrict-users-from-uploading-or-modifying-files-in-a-template.md): Learn how to prevent users from uploading, replacing, or editing files when using a BoldSign template by adjusting simple settings. - [How to send a document with your brand identity?](https://support.boldsign.com/kb/article/616/how-to-send-a-document-with-your-brand-identity.md): BoldSign enables organizations to brand their documents, creating a professional impression and allowing multiple brands to be used for a single document. - [How to delete my BoldSign account?](https://support.boldsign.com/kb/article/37/delete-boldsign-account.md): This guide shows how to delete your BoldSign account and all associated data permanently. Note that recovery is impossible. - [How to allow signers to print and sign the document using BoldSign API?](https://support.boldsign.com/kb/article/19210/allow-signers-to-print-and-sign-the-document-using-boldsign-api.md): Learn how to enable the 'Print and Sign' option for signers using the BoldSign API, allowing them to print, manually sign, and upload documents seamlessly. - [What is collaborative field editing and how does it work?](https://support.boldsign.com/kb/article/20747/what-is-collaborative-field-editing-and-how-does-it-work.md): Learn how BoldSign’s Collaborative Field Editing lets multiple signers edit shared fields, with full tracking, approval workflows, and notifications. - [Why is the download attachment option not visible in a signed document?](https://support.boldsign.com/kb/article/20887/why-is-the-download-attachment-option-not-visible-in-a-signed-document.md): Learn why the Download Attachment option may be missing in BoldSign and how disabling Combine Attachments restores separate downloads. - [How to create a template?](https://support.boldsign.com/kb/article/31/create-template.md): Create BoldSign templates to save time and effort on eSignatures! This BoldSign guide walks you through creating reusable templates for faster document signing. - [How to view Business Associate Agreement (BAA)?](https://support.boldsign.com/kb/article/23060/view-business-associate-agreement-baa-in-boldsign.md): Learn how to view the Business Associate Agreement BAA in BoldSign after enabling HIPAA compliance. Includes prerequisites and step‑by‑step instructions. - [How to enable audit trail localization via BoldSign API?](https://support.boldsign.com/kb/article/21827/enable-audit-trail-localization-via-boldsign-api.md): Learn how to enable audit trail localization using the BoldSign API with our step-by-step guide for a seamless, localized signing experience. - [How to download the attachments in document using BoldSign API?](https://support.boldsign.com/kb/article/14463/download-attachments-in-document-using-api.md): Explore the attachment download feature in BoldSign's API. Learn how to download attachments in documents from the steps outlined in this article. - [Send document on behalf of others using API](https://support.boldsign.com/kb/article/14299/send-document-on-behalf-of-others-api.md): Explore BoldSign's on-behalf feature. Learn how to send documents on behalf of others and the prerequisites required before doing so in this article. - [What features aren't supported in the mobile app?](https://support.boldsign.com/kb/article/19938/features-not-supported-in-mobile-app.md): This article outlines the features currently available on the BoldSign web app but not yet supported on the BoldSign mobile app. - [How to increase the document limit of trial plan in BoldSign?](https://support.boldsign.com/kb/article/14719/increase-document-limit-of-trial-plan.md): Discover how to request an increase in the document limit for BoldSign's trial plan in this article. Follow our guide to maximize your trial experience. - [How to disable email notifications when sending document from template using BoldSign API?](https://support.boldsign.com/kb/article/19208/disable-email-notifications-when-sending-document-from-template-using-boldsign-api.md): Learn how to disable email notifications when sending a document from a template using the BoldSign API. Customize the signing process with this guide. - [How to set default signature and use it on mobile app?](https://support.boldsign.com/kb/article/22346/set-default-signature-mobile.md): Learn how to set default signatures and initials in the BoldSign mobile app. Follow simple steps to create, save, and auto‑apply them when signing documents. - [How to reorder the uploaded documents on mobile app?](https://support.boldsign.com/kb/article/21270/reorder-uploaded-documents-on-mobile.md): Learn how to reorder multiple uploaded files in the BoldSign mobile app by touching, holding, and dragging documents into the desired sequence. - [How to place form fields in a document in the BoldSign mobile application?](https://support.boldsign.com/kb/article/16248/place-form-fields-in-a-document-in-the-boldsign-mobile-application.md): Discover how to place form fields in a document using the BoldSign mobile app with our step-by-step guide to efficiently customize your documents. - [How to automatically delete the documents?](https://support.boldsign.com/kb/article/16228/automatically-delete-the-documents.md): Learn how to automatically delete documents, including specifying retention periods and canceling scheduled deletions, to ensure efficient document management. - [How to edit the signer details in a bulk link?](https://support.boldsign.com/kb/article/23422/edit-signer-details-in-bulk-link.md): Learn how to edit the signer details in a BoldSign bulk link. Update signer name or email for active, in‑progress documents without recreating the link. - [How can you use read-only settings in dropdown form fields?](https://support.boldsign.com/kb/article/20326/how-can-you-use-read-only-settings-in-dropdown-form-fields.md): {{title}}. - [How to reassign a document on mobile app?](https://support.boldsign.com/kb/article/21273/reassign-document-on-mobile.md): Learn how to reassign a document in the BoldSign mobile app. Transfer signing responsibility, notify participants, and manage signers with ease. - [How to configure auto reminder for a document?](https://support.boldsign.com/kb/article/319/how-to-configure-auto-reminder-for-a-document.md): Set up auto-reminders for BoldSign eSignatures! This BoldSign guide explains how to set automatic email reminders for your eSignature documents. - [How to sign all signature fields at once in BoldSign?](https://support.boldsign.com/kb/article/19033/how-to-sign-all-signature-fields-at-once-in-boldsign.md): Learn how to sign all signature fields across multiple pages at once in BoldSign with our step-by-step guide for a seamless signing experience. - [Can we remove the expired watermark from the document?](https://support.boldsign.com/kb/article/19081/can-we-remove-the-expired-watermark-from-the-document.md): Learn why the Expired watermark appears on BoldSign documents and how to prevent it with our comprehensive guide. - [How to edit documents and add signers after sending it?](https://support.boldsign.com/kb/article/19741/how-to-edit-documents-and-add-signers-after-sending-it.md): Discover how to edit documents and add signers after sending in BoldSign. Use dashboard tools to update recipients, configure fields, and finalize changes. - [How to edit the bulk link document?](https://support.boldsign.com/kb/article/13089/edit-bulk-link-document.md): BoldSign's editing feature enables users to update bulk link documents, ensuring their accuracy and status by modifying or adding missing information. - [How to copy or duplicate a template?](https://support.boldsign.com/kb/article/45/copy-or-duplicate-template.md): Learn how to copy or duplicate existing templates for eSignature requests, saving time by creating variations of frequently used documents. - [How to set signing order using BoldSign template send API?](https://support.boldsign.com/kb/article/19895/how-to-set-signing-order-using-boldsign-template-send-api.md): Learn how to configure the BoldSign Template Send API to set a signing order, ensuring recipients sign documents in your desired sequence. - [What are the supported file formats and file sizes?](https://support.boldsign.com/kb/article/154/supported-file-formats-and-sizes.md): BoldSign supports multiple file formats for document signing, up to 25 files per 1000 pages, and 5MB attachment size, excluding password-protected files. - [How to search documents using natural language?](https://support.boldsign.com/kb/article/22240/search-documents-using-natural-language.md): This article explains how to search documents using natural language in BoldSign. Instead of complex filters, you can use AI-powered search. - [Why I see an error "User already exists in other organization" while inviting an user?](https://support.boldsign.com/kb/article/14571/why-i-see-an-error-user-already-exists-in-other-organization-while-inviting-an-user.md): This guide explains the error message when inviting someone to BoldSign and how to resolve it, ensuring your team can join and collaborate effectively. - [How to auto-fill your saved signature in BoldSign?](https://support.boldsign.com/kb/article/19386/how-to-auto-fill-your-saved-signature-in-boldsign.md): "Learn how to auto-fill your saved signature in BoldSign effortlessly. Follow these simple steps to streamline your document signing process.". - [How to upload images and export them in the BoldSign document scanner app?](https://support.boldsign.com/kb/article/23529/upload-images-and-export-them-in-document-scanner-app.md): Learn how to upload your images from your device and export them in the BoldSign document scanner app. - [How to import dropdown options manually or from a CSV file in the mobile app?](https://support.boldsign.com/kb/article/24093/import-dropdown-options-in-boldsign-mobile-app.md): Learn how to import multiple dropdown options in the BoldSign mobile app using manual entry or a CSV file. Add, replace, and manage dropdown values efficiently. - [How to schedule and send a document?](https://support.boldsign.com/kb/article/19815/how-to-schedule-and-send-a-document.md): Scheduled send support in BoldSign refers to the process of sending a document at a predetermined future time instead of immediately. - [How to check the status of the bulk send?](https://support.boldsign.com/kb/article/15377/check-the-status-of-the-bulk-send.md): Learn how to monitor the status of bulk sends in BoldSign, check progress, identify recipient statuses, and stay informed throughout the signing process. - [How to switch from a free plan to a free trial plan?](https://support.boldsign.com/kb/article/12969/switch-from-free-plan-to-free-trial-plan.md): BoldSign offers a 30-day free trial for users, valid before subscribing to a paid plan, which includes all available paid features. - [Why do I see the “Upgrade to unlock this feature” prompt?](https://support.boldsign.com/kb/article/23057/upgrade-to-unlock-this-feature-prompt.md): Learn why the Upgrade to unlock this feature prompt appears, when it is shown, and how subscription plans and add‑ons affect feature access. - [How to create a new BoldSign account using your Apple account?](https://support.boldsign.com/kb/article/17473/create-a-new-boldsign-account-using-your-apple-account.md): Learn how to easily create a new BoldSign account using Apple Sign-in for quick and secure access to BoldSign's eSignature platform and APIs. - [Creating bulk links](https://support.boldsign.com/kb/article/22/creating-bulk-links.md): Send eSignatures to many with ease using BoldSign bulk links! This guide explains how to create a single link for multiple signers in a document. - [How to filter templates using tags in BoldSign mobile app?](https://support.boldsign.com/kb/article/23450/filter-templates-using-tags-boldsign-mobile-app.md): Learn how to filter templates using tags in BoldSign mobile app. Find templates quickly by selecting one or more tags and narrow down your template list. - [How to sign a document on your mobile device?](https://support.boldsign.com/kb/article/16215/sign-a-document-on-your-mobile-device.md): Learn how to sign a document on your mobile device with the BoldSign mobile application and simplify the signing process with our step-by-step guide. - [How to save a document during the signing process and resume signing later?](https://support.boldsign.com/kb/article/13243/save-document-during-the-signing-process.md): Pause and resume signing in BoldSign without losing the entered data. Learn to save and continue the signing process later with our detailed guide. - [How to customize the audit trail document?](https://support.boldsign.com/kb/article/14523/customize-audit-trail-document.md): Discover how to customize the audit trail document in BoldSign by changing elements such as logo, color, legal terms, and document time zone. - [How to send signature requests via SMS?](https://support.boldsign.com/kb/article/13965/send-signature-requests-via-sms.md): See step-by-step instructions on how to send a signature request via SMS and learn about its limitations in this comprehensive guide. - [Embed the template creation into your application](https://support.boldsign.com/kb/article/14286/embed-the-template-creation-into-your-application.md): Effortlessly embed BoldSign's template creation UI into your application. Learn more from the steps outlined in this article. - [How to save the completed document to a OneDrive folder?](https://support.boldsign.com/kb/article/17669/save-the-completed-document-to-a-onedrive-folder.md): Learn how to Integrate BoldSign with OneDrive using Power Automate to automatically save completed documents to a OneDrive folder with a step-by-step guide. - [How to add a group checkbox to the document?](https://support.boldsign.com/kb/article/16779/add-group-checkbox-to-the-document.md): Learn how to use group checkboxes to allow signers to select multiple options within a single field and streamline the signing process with our guide. - [How to retrieve and use form field values from BoldSign documents via Zapier integration?](https://support.boldsign.com/kb/article/20320/retrieve-and-use-form-field-values-from-boldsign-documents-via-zapier-integration.md): Learn how to retrieve and use form field values from BoldSign documents via Zapier integration. Automate your workflows by capturing eSignature data with ease. - [How to make non-editable PDFs editable using the label form field?](https://support.boldsign.com/kb/article/16238/how-to-make-non-editable-pdfs-editable-using-the-label-form-field.md): Learn how to make non-editable PDFs editable using the label form field in BoldSign, with steps, examples, and best practices for flexible document workflows. - [How to send a document with multiple recipients including yourself?](https://support.boldsign.com/kb/article/19919/how-to-send-a-document-with-multiple-recipients-including-yourself.md): Send documents to multiple recipients, including yourself. This is useful when the same document needs to be signed by several individuals. - [Can recipients sign documents without an email address in BoldSign?](https://support.boldsign.com/kb/article/23321/signing-documents-without-an-email-address-in-boldsign.md): Learn when an email address is required in BoldSign and how recipients can sign documents without email using in‑person signing. - [How to sign a document with identity verification?](https://support.boldsign.com/kb/article/20077/how-to-sign-a-document-with-identity-verification.md): Learn how to securely sign documents with identity verification using email, ID scan, selfie match, and biometric checks. - [How to use the document send API with disableEmails parameter in BoldSign?](https://support.boldsign.com/kb/article/20264/use-the-document-send-api-with-disableemails-parameter-in-boldsign.md): Learn how to use BoldSign’s Document Send API with the disableEmails parameter to control whether recipients receive email notifications. - [How to add a hyperlink field to the document?](https://support.boldsign.com/kb/article/140/add-hyperlink-field.md): Learn how to add a hyperlink to a document, directing signers to a specific webpage or file when they click it. - [How to change the auto reminder settings?](https://support.boldsign.com/kb/article/562/change-auto-reminder-settings.md): Simplify auto-reminder settings in BoldSign. Discover how to set reminders for your organization and adjust them for individual documents with these easy steps. - [What does "Two application users" mean in BoldSign Enterprise API?](https://support.boldsign.com/kb/article/21591/what-does-two-application-users-mean-in-boldsign-enterprise-api.md): Learn what Two Application Users mean in the BoldSign Enterprise API, the advantages of having them in the plan and the features they can use with our guide. - [How to modify a template linked to a bulk link?](https://support.boldsign.com/kb/article/18871/how-to-modify-a-template-linked-to-a-bulk-link.md): Learn how to edit a template linked to a bulk link in BoldSign. Update form fields, messages, or templates seamlessly to ensure your bulk links meet your specific needs. - [How to disable signature storage for non-BoldSign account holders?](https://support.boldsign.com/kb/article/15370/disable-signature-storage-for-non-boldsign-account-holders.md): Learn how to disable signature storage in BoldSign for non- account holders and how to allow them to draw or select a fresh signature for every document. - [How to reactivate the cancelled subscription plan?](https://support.boldsign.com/kb/article/14804/reactivate-cancelled-subscription-plan.md): Reactivate a canceled BoldSign subscription plan, allowing users to regain access to features and resume sending documents for signing. - [Use BoldSign MCP Server in Claude Desktop](https://support.boldsign.com/kb/article/20776/use-boldsign-mcp-server-in-claude-desktop.md): Install and use the BoldSign MCP Server in Claude Desktop with steps to set up, configure, and streamline secure document‑signing workflows efficiently. - [How to create BoldDesk tickets when BoldSign signature requests are declined?](https://support.boldsign.com/kb/article/12412/create-bolddesk-ticket-when-signature-requests-declined-zapier.md): This guide demonstrates how to automate BoldDesk ticket generation for declined signature requests via BoldSign Zapier integration, saving time and effort. - [How to manage your signing preferences?](https://support.boldsign.com/kb/article/20137/how-to-manage-your-signing-preferences.md): Find out how to change your signing preferences and choose whether to use your profile details when signing documents. - [How to send the signature request to signers in different languages?](https://support.boldsign.com/kb/article/156/send-signature-request-in-different-languages.md): Learn how to send signature requests in signers' language to receive emails in their preferred language. - [Redirect to specific page after signing the document using API](https://support.boldsign.com/kb/article/14292/redirect-to-specific-page-after-signing-api.md): Learn how to redirect signers to a specific page after signing using the BoldSign API from the steps outlined in this article. - [How to enforce two-step authentication for your team?](https://support.boldsign.com/kb/article/326/how-to-enforce-two-step-authentication-for-your-team.md): Enforce two-step authentication for your BoldSign team to enhance account security and protect your team from potential threats. - [HubSpot User Guide: Connect BoldSign from the HubSpot App Card](https://support.boldsign.com/kb/article/22045/hubspot-user-guide-connect-boldsign-from-the-hubspot-app-card.md): Discover the easiest way to link BoldSign with HubSpot to streamline eSignatures, templates, and document tracking directly in your CRM. - [How to delete documents for everyone?](https://support.boldsign.com/kb/article/13167/delete-documents-for-everyone.md): Discover how senders can permanently delete documents for all recipients by enabling the "Allow Senders to delete documents for everyone" option in BoldSign. - [What types of documents can I use for signature requests?](https://support.boldsign.com/kb/article/13851/types-of-documents-for-signature-requests.md): Explore the types of documents used for signature requests in BoldSign with our comprehensive guide. - [How to get handwritten signatures from signers?](https://support.boldsign.com/kb/article/13848/get-handwritten-signatures-from-signers.md): Discover how to obtain handwritten signatures from signers using BoldSign’s Allow Signers to Print and Sign option in our detailed guide. - [What is a BoldSign document?](https://support.boldsign.com/kb/article/12973/boldsign-document.md): This BoldSign guide provides steps for creating electronic documents, including fillable fields and recipients, and offers secure eSignatures to start using. - [What happens if document authentication failed?](https://support.boldsign.com/kb/article/14181/document-authentication-failed.md): Explore BoldSign's authentication feature. Learn what happens if authentication fails and how to unlock the document in this article. - [How to bulk download the bulk link documents?](https://support.boldsign.com/kb/article/390/bulk-download-bulk-link-documents.md): Download all documents in BoldSign! This BoldSign guide explains how to efficiently download signed documents sent through Bulk Links. - [When should I use a document, template or bulk link?](https://support.boldsign.com/kb/article/153/use-document-template-or-bulk-link.md): Learn how to generate signature requests using documents, templates, or bulk links, depending on the task and audience's requirements. - [How document completion notifications are delivered through WhatsApp?](https://support.boldsign.com/kb/article/21375/document-completion-notification-whatsapp.md): Discover how BoldSign sends WhatsApp alerts when documents are completed and learn how to manage notification settings to control costs. Each alert costs 0.10. - [How to log out of your BoldSign account?](https://support.boldsign.com/kb/article/23141/log-out-your-boldsign-account.md): Learn how to log out of BoldSign to securely end your session, protect your account, and prevent unauthorized access on shared or public devices. - [How to activate or deactivate a user?](https://support.boldsign.com/kb/article/24/activate-or-deactivate-user.md): Manage user accounts in BoldSign by enabling or disabling access to eSignature processes and documents. See how to control your team's permissions. - [How will notifications appear when a signer declines to sign a document?](https://support.boldsign.com/kb/article/18020/how-will-notifications-appear-when-a-signer-declines-to-sign-a-document.md): Learn how senders, recipients, and CC'd individuals are notified by email when a document is declined, including document title, sender info, decline reason. - [BoldSign and HubSpot Integration](https://support.boldsign.com/kb/article/21019/boldsign-and-hubspot-integration.md): Discover how BoldSign integrates with HubSpot to automate e-signatures, prefill templates, and track document status directly within your CRM. - [How to Configure JumpCloud Single Sign On (SSO) for BoldSign Using OAuth/OIDC?](https://support.boldsign.com/kb/article/22565/configure-jumpcloud-sso-for-boldsign-using-oauth-oidc.md): This article explains how to integrate JumpCloud with BoldSign using OAuth OIDC for Single Sign On. - [How to generate a signing link for recipients in the BoldSign mobile app?](https://support.boldsign.com/kb/article/19417/how-to-generate-a-signing-link-for-recipients-in-the-boldsign-mobile-app.md): Learn how to generate a signing link for recipients in the BoldSign mobile app with this step-by-step guide. - [Understanding BoldSign document scanner storage functionality](https://support.boldsign.com/kb/article/23534/understanding-boldsign-document-scanner-storage-functionality.md): Learn how BoldSign document scanner stores files locally. No cloud, no login, and fully offline for secure and private document management. - [FAQs: Identity Verification in BoldSign](https://support.boldsign.com/kb/article/21552/faqs-id-verification.md): Get answers to BoldSign ID verification FAQs with details on security, audit trails, name matching, compliance, and signer authentication. - [How to set audit trail time zone based on your data residency?](https://support.boldsign.com/kb/article/22080/set-audit-trail-time-zone-data-residency.md): BoldSigns audit trail provides a detailed, timestamped record of all actions taken on a document during the eSignature process, ensuring transparency, compliance, and accountability. - [How to set date range for editable date fields using BoldSign API?](https://support.boldsign.com/kb/article/19193/set-date-range-for-editable-date-fields-using-boldsign-api.md): Learn how to set a date range for editable date fields using the BoldSign API. Define constraints to ensure signers select dates within a specified range. - [How to add CC recipients in a bulk send?](https://support.boldsign.com/kb/article/17721/add-cc-recipients-in-a-bulk-send.md): Learn to use BoldSign’s Bulk Send feature and add CC recipients through a CSV to keep stakeholders informed while sending documents in a single batch. - [How to send SMS signature requests via Zapier in BoldSign?](https://support.boldsign.com/kb/article/21528/send-sms-signature-requests-via-zapier-in-boldsign.md): Learn how to automate SMS signature requests using BoldSign and Zapier with our guide to streamline document signing via SMS. - [How to display only specific signature types?](https://support.boldsign.com/kb/article/54/display-only-specific-signature-types.md): Control eSignature options in BoldSign. This guide explains how to limit the signature options available to signers. - [Why I cannot share the OAuth apps, API keys, and webhook within my organization?](https://support.boldsign.com/kb/article/14222/why-i-cannot-share-the-oauth-apps-api-keys-and-webhook-within-my-organization.md): Learn about the visibility of Oauth apps, API keys, and webhooks in BoldSign with our comprehensive guide. - [Can I prevent a document from expiring in BoldSign?](https://support.boldsign.com/kb/article/20469/prevent-a-document-from-expiring-in-boldsign.md): Learn how to manage document expiration in BoldSign, including whether you can prevent a document from expiring, with our step-by-step guide. - [How to limit the number of signers in bulk link?](https://support.boldsign.com/kb/article/14080/limit-signers-in-bulk-link.md): Learn how to limit the number of signers in a bulk link in BoldSign, ensuring efficient and controlled document sharing with multiple recipients. - [What information does the audit trail document contain?](https://support.boldsign.com/kb/article/14647/information-the-audit-trail-document-contains.md): This BoldSign guide details the data in the audit trail document, tracking every step of your signing process, from sending to completion. - [Disable email notifications in all supported places](https://support.boldsign.com/kb/article/22136/disable-email-notifications-in-all-supported-places.md): BoldSign allows API users to disable email notifications sent to signers and recipients during document workflows. - [How to change the signer page language?](https://support.boldsign.com/kb/article/389/change-signer-page-language.md): Optimize the signing experience by selecting your favorite language for document signing. Follow our instructions to change the signer page language. - [How do I remove the email subject line TEST from the signed document?](https://support.boldsign.com/kb/article/20186/remove-the-email-subject-line-test-from-the-signed-document.md): Learn why the "TEST" label appears in the email subject line when using BoldSign's sandbox environment with our step-by-step guide. - [Creating templates](https://support.boldsign.com/kb/article/20/creating-templates.md): Build BoldSign templates to save time and simplify eSignature requests This guide explains how to create reusable templates for faster document signing. - [How to enable branding for the audit trail document?](https://support.boldsign.com/kb/article/183/enable-branding-for-audit-trail.md): The tutorial explains how to activate an organization's unique brand documents including audit trails, which are only visible to account administrators. - [Can we modify a signed document in BoldSign?](https://support.boldsign.com/kb/article/19695/can-we-modify-a-signed-document-in-boldsign.md): In BoldSign, once a document has been signed, it cannot be modified directly. However, you can clone the signed document to create a new version, make the necessary changes, and resend it to the signers. - [How to change the user role?](https://support.boldsign.com/kb/article/13497/change-the-user-role.md): Manage user roles for collaboration and efficient workflow management. Learn the process of changing user roles by following our step-by-step instructions. - [How to Install the BoldSign Mobile Application on Android Devices?](https://support.boldsign.com/kb/article/19364/how-to-install-the-boldsign-mobile-application-on-android-devices.md): Learn how to download, install, and set up the BoldSign app on your Android device. - [How to navigate from one field to another while signing?](https://support.boldsign.com/kb/article/14165/navigate-from-one-field-to-another-while-signing.md): See how to navigate from one field to another while signing in BoldSign with the tab key, saving time and minimizing oversight with our guide. - [How to add identity verification for a bulk link initiator?](https://support.boldsign.com/kb/article/23796/identity-verification-for-bulk-link-initiator.md): Learn how to add identity verification for bulk link initiators in BoldSign. Ensure secure access by requiring details and ID verification. - [How to get the template ID?](https://support.boldsign.com/kb/article/13689/get-the-template-id.md): This guide demonstrates how to get the template ID that is automatically generated when creating a template in BoldSign for efficient template management. - [How to enable two-step authentication?](https://support.boldsign.com/kb/article/324/enable-two-step-authentication.md): Activate two-step authentication for your BoldSign account to enhance security and protect sensitive documents, ensuring quick and secure eSignatures. - [Leadership in the Marketplace](https://support.boldsign.com/kb/article/17768/leadership-in-the-marketplace.md): BoldSign by Syncfusion: Top-rated e-signature software with 4.8/5 stars and numerous awards in 2024. - [How to edit the existing template?](https://support.boldsign.com/kb/article/44/edit-existing-template.md): Revamp your BoldSign templates! Learn how to edit previously created templates. Easily modify content, add fields, and keep your document up to date. - [How to manage API rate limits in BoldSign?](https://support.boldsign.com/kb/article/14470/manage-api-rate-limits-in-boldsign.md): Understand BoldSign's rate limit. Learn how to manage API rate limits from this step-by-step procedure. - [Can I use textbox field as a name field when creating templates via BoldSign API?](https://support.boldsign.com/kb/article/20241/use-textbox-field-as-a-name-field-when-creating-templates-via-boldsign-api.md): Learn how to use the TextBox field as a name field when creating templates via the BoldSign API. Customize or prefill signer names using field options. - [How to delete the bulk send?](https://support.boldsign.com/kb/article/15367/delete-the-bulk-send.md): This guide on BoldSign outlines the process of deleting a bulk document, ensuring the complete removal of documents and recipient information for data security. - [What is the fixed width option in form fields?](https://support.boldsign.com/kb/article/14237/fixed-width-option-in-form-fields.md): Learn the purpose and functionality of BoldSign's fixed width option in form fields with this comprehensive guide. - [How to request a BoldSign demo and get your questions answered live?](https://support.boldsign.com/kb/article/22103/request-demo-questions-answered-live.md): Learn how to request a BoldSign demo for Web App or API, know what details to include, and get live answers on features, pricing, and integrations. - [How can I send documents for signature using BoldSign?](https://support.boldsign.com/kb/article/13741/can-i-send-documents-for-signature-using-boldsign.md): Learn how to send documents for signature using BoldSign. Create an account, explore features, and compare subscription plans with our guide. - [How to add tags in a bulk send?](https://support.boldsign.com/kb/article/17722/add-tags-in-a-bulk-send.md): Learn how to send multiple documents in batches using the Bulk Send feature for eSignatures, and add tags to organize and track documents efficiently. - [Is it possible to prevent a bulk link from expiring in BoldSign?](https://support.boldsign.com/kb/article/19720/is-it-possible-to-prevent-a-bulk-link-from-expiring-in-boldsign.md): BoldSign provides the option to prevent a bulk link from expiring. - [How to check the document history?](https://support.boldsign.com/kb/article/13690/check-document-history.md): Learn how to check the document history in BoldSign. Follow our guide to track changes and access the detailed history of your eSignature documents. - [How to set default values for the form fields?](https://support.boldsign.com/kb/article/490/set-default-values-for-form-fields.md): Simplify your forms with BoldSign's default value functionality. Setting default values for textboxes, dates, and other fields can help streamline eSignatures. - [How to send a document with your brand signature frame?](https://support.boldsign.com/kb/article/22659/send-document-with-your-brand-signature-frame.md): This article explains how to send a document with your brand signature frame. - [How to set authentication retry attempts in BoldSign](https://support.boldsign.com/kb/article/19693/how-to-set-authentication-retry-attempts-in-boldsign.md): Learn how to set the authentication retry count in BoldSign to limit failed attempts and enhance document security in your web app. - [How to schedule and send documents via API?](https://support.boldsign.com/kb/article/19839/schedule-and-send-documents-via-api.md): Learn how to schedule and send documents via API in this guide. Configure scheduled sending and automate document workflows for seamless eSignature processing. - [How to manage my contacts?](https://support.boldsign.com/kb/article/246/manage-my-contacts.md): Learn to manage contacts for improved document workflows. Add, edit, delete, and organize contacts for an easy signing process with autocomplete recommendations. - [How to change my default signature and initial on the BoldSign mobile application?](https://support.boldsign.com/kb/article/16249/change-my-default-signature-and-initial-on-the-boldsign-mobile-application.md): Learn how to change your default signature and initials in the BoldSign mobile app. Follow our guide for easy customization of your signature/initial. - [How to use the BoldSign Production API Key?](https://support.boldsign.com/kb/article/20082/use-the-boldsign-production-api-key.md): Learn how to use the BoldSign production API Key to securely authorize API requests in BoldSign with our step-by-step guide. - [Is it possible to add additional users?](https://support.boldsign.com/kb/article/14048/add-additional-users.md): Discover how to add additional users to your eSignature account in BoldSign to manage and enhance your team collaboration effectively. - [Why do some of my recipients show no fields in the preview?](https://support.boldsign.com/kb/article/23145/some-of-my-recipients-show-no-fields-in-preview.md): Learn why some recipients show no fields in the BoldSign preview and how to fix it when a signer is expected to add information. - [Why you’re getting a permission required error in Zapier integration with BoldSign?](https://support.boldsign.com/kb/article/20683/why-youre-getting-a-permission-required-error-in-zapier-integration-with-boldsign.md): Learn why the "Permission Required" error appears in Zapier with BoldSign and how to fix it by upgrading your plan or enabling Sandbox Mode. - [How to avoid session timeout in BoldSign?](https://support.boldsign.com/kb/article/19667/how-to-avoid-session-timeout-in-boldsign.md): Learn how to prevent session timeouts in BoldSign with tips on connectivity, system time, and browser settings to ensure smooth and uninterrupted access. - [How to delete an uploaded document on mobile app?](https://support.boldsign.com/kb/article/21268/delete-uploaded-document-on-mobile.md): Learn how to delete an uploaded document in the BoldSign mobile app during creation to keep your signing workflow clean and accurate. - [Can I send reminders manually?](https://support.boldsign.com/kb/article/14210/send-reminders-manually.md): Learn how to manage document completion timelines with BoldSign's manual reminder feature. Follow the step-by-step instructions in this article. - [Data storage and security in BoldSign](https://support.boldsign.com/kb/article/14573/data-storage-and-security-in-boldsign.md): Learn about SOC 2 compliance, GDPR adherence, legal measures, and how they protect document integrity through audit trails and electronic signatures. - [How to integrate BoldSign with Monday.com using Power Automate?](https://support.boldsign.com/kb/article/18847/integrate-boldsign-with-mondaycom-using-power-automate.md): Learn how to integrate BoldSign with Monday.com using Power Automate to automate document workflows, update tasks in real time, and enhance team productivity. - [DocuSign Template Import Limitations](https://support.boldsign.com/kb/article/20852/docusign-template-import-limitations.md): Learn which DocuSign template features are supported in BoldSign, what limitations exist, and how to adjust or get help with partial imports. - [How to Customize Signed Document Naming in BoldSign?](https://support.boldsign.com/kb/article/18128/customize-signed-document-naming.md): Learn how to set a custom file name pattern for your signed documents in BoldSign. Follow this step-by-step guide to streamline your document management. - [How to use the saved document in drafts?](https://support.boldsign.com/kb/article/14176/use-saved-document-in-drafts.md): Experience efficiency in document management with BoldSign's draft feature. Discover how to use BoldSign’s drafts feature with our helpful guide. - [What are the key Highlights of an WhatsApp-based signature request Audit trail?](https://support.boldsign.com/kb/article/21542/key-highlights-whatsapp-audit-trail.md): Explore the WhatsApp Signing Audit Trail in BoldSign—track document actions, timestamps, and verifications via WhatsApp for secure eSignatures. Ensure compliance with detailed, downloadable logs. - [How do I access my billing information?](https://support.boldsign.com/kb/article/13742/access-my-billing-information.md): Read the steps to accessing your billing information in BoldSign. Our step-by-step guide will help you manage your payment methods and download invoices. - [Supported documents for identity verification](https://support.boldsign.com/kb/article/15463/supported-documents-for-identity-verification.md): BoldSign accepts specific types of documents to ensure reliable eSignatures. Find the complete list of supported documents for efficient identity verification. - [How to send signature requests via email and SMS?](https://support.boldsign.com/kb/article/19983/how-to-send-signature-requests-via-email-and-sms.md): Learn how to send signature requests through both email and SMS in BoldSign, making it easier and faster for recipients to access and sign documents. - [What happens when permissions are updated for an already shared template in BoldSign?](https://support.boldsign.com/kb/article/19639/what-happens-when-permissions-are-updated-for-an-already-shared-template-in-boldsign.md): {{title}}. - [Can I download a document before everyone has signed it?](https://support.boldsign.com/kb/article/12967/download-document-before-everyone-signed.md): Our guide offers steps on downloading eSigned document before completion, accessing it from the My Documents page, and downloading the final copy post-signing. - [How to change the time zone for the date signed field and audit trail document?](https://support.boldsign.com/kb/article/17513/change-the-time-zone-for-the-date-signed-field-and-audit-trail-document.md): Learn how to change the time zone for the date signed field and audit trail document in this article. - [What actions can be performed on documents and templates in the BoldSign browser extension?](https://support.boldsign.com/kb/article/23593/actions-performed-on-documents-and-templates-in-boldsign-browser-extension.md): Explore document and template actions in the BoldSign extension, including signing, adding tags, sending reminders, downloading, and using templates. - [What are the form fields available in BoldSign?](https://support.boldsign.com/kb/article/12635/available-form-fields-in-boldsign.md): BoldSign offers customizable form fields for signers to provide necessary information during the signing process. - [How document deletion warnings are delivered through WhatsApp?](https://support.boldsign.com/kb/article/21371/document-deletion-warning-whatsapp.md): Learn how BoldSign sends WhatsApp notifications to recipients when a document is deleted, including pricing, delivery, and how to manage alerts. - [How to create BoldSign signature requests for new Microsoft Form entries?](https://support.boldsign.com/kb/article/17956/create-boldsign-signature-requests-for-new-microsoft-form-entries.md): Explore our comprehensive guide on creating BoldSign signature requests automatically for new Microsoft Form entries to streamline your workflow. - [How to add additional form fields for signers when sending a document from a template using API?](https://support.boldsign.com/kb/article/19182/add-additional-form-fields-for-signers-when-sending-a-document-from-a-template-using-api.md): Learn how to add additional form fields for signers when sending a document from a template using the BoldSign API with our step-by-step guide. - [How are CC recipients notified when a new document is sent for signing?](https://support.boldsign.com/kb/article/19624/how-are-cc-recipients-notified-when-a-new-document-is-sent-for-signing.md): {{title}}. - [How to download team documents using custom permission?](https://support.boldsign.com/kb/article/19719/how-to-download-team-documents-using-custom-permission.md): Learn how to download team documents, bulk link and bulk send documents in BoldSign. - [How to set text direction for text boxes using BoldSign API?](https://support.boldsign.com/kb/article/19186/set-text-direction-for-text-boxes-using-boldsign-api.md): Learn how to set text direction for text boxes using the BoldSign API. Customize text alignment and direction to support different languages and writing styles. - [How to add identity verification authentication to an existing document?](https://support.boldsign.com/kb/article/15470/add-identity-verification-authentication-to-an-existing-document.md): Discover the step-by-step process for adding identity verification authentication to an existing document in this informative guide. - [How to create a signing link from an existing template?](https://support.boldsign.com/kb/article/14241/how-to-create-a-signing-link-from-an-existing-template.md): Create a template to generate a signing URL Follow our guide to learn how to create a signing link from an existing template. - [What should I do if my BoldSign account is temporarily paused?](https://support.boldsign.com/kb/article/23425/boldsign-account-is-temporarily-paused.md): Understand why your BoldSign account may be temporarily paused and learn the steps required to restore access safely and quickly. - [How to add tags to templates in the BoldSign mobile app?](https://support.boldsign.com/kb/article/23458/add-tags-to-templates-in-boldsign-mobile-app.md): Learn how to add, manage, and remove tags in BoldSign mobile app templates with simple, step-by-step instructions for easier template management. - [How to add checkbox form field to the document via BoldSign API?](https://support.boldsign.com/kb/article/19172/add-checkbox-form-field-to-the-document-via-boldsign-api.md): Learn how to add a checkbox form field to a document using the BoldSign API. Configure form fields and streamline the eSignature process efficiently. - [FAQs: Qualified Electronic Signatures (QES) in BoldSign](https://support.boldsign.com/kb/article/21561/faqs-qualified-electronic-signatures-qes.md): Find answers to FAQs on BoldSigns Qualified Electronic Signature QES, offering eIDAS compliance, identity verification, and top-tier legal assurance. - [How to manage the members of a team?](https://support.boldsign.com/kb/article/12440/managing-the-team-members.md): This guide covers managing team members in BoldSign: adding, removing, reassigning, activating, and deactivating users, with admins overseeing the changes. - [How to get started with BoldSign for your non-profit organization?](https://support.boldsign.com/kb/article/18906/get-started-with-boldsign-for-your-non-profit-organization.md): Learn the procedure for non-profit organizations to get started with BoldSign, a secure and affordable eSignature solution. - [HIPAA onboarding and security guidelines for BoldSign users](https://support.boldsign.com/kb/article/17294/hipaa-onboarding-and-security-guidelines-for-boldsign-users.md): Learn how to enable HIPAA compliance in BoldSign to ensure the security of healthcare-related documents. Follow our guide to safeguard sensitive patient data. - [How to change the bulk links language?](https://support.boldsign.com/kb/article/13016/changing-bulk-links-language.md): This guide explains how to customize the language of a bulk link for easier communication during the signing process. - [How to customize signed document naming using BoldSign API?](https://support.boldsign.com/kb/article/19281/customize-signed-document-naming-using-boldsign-api.md): Learn how to customize the naming of signed documents using the BoldSign API to generate structured and meaningful file names with our step-by-step guide. - [How to import contacts from Xero to BoldSign?](https://support.boldsign.com/kb/article/13010/import-contacts-from-xero-to-boldsign.md): This article provides guidance on improving signature workflows by importing Xero contacts into BoldSign, ensuring that the contact information is up-to-date. - [How to send signature request with QES enabled via BoldSign API?](https://support.boldsign.com/kb/article/21498/how-to-send-signature-request-with-qes-enabled-via-boldsign-api.md): Learn how to send a signature request with Qualified Electronic Signature QES enabled using BoldSign API. A guide for secure and compliant digital signing. - [How to upload completed documents to Google Drive on Zapier?](https://support.boldsign.com/kb/article/707/upload-completed-documents-to-google-drive-zapier.md): Zapier integrates BoldSign with Google Drive for seamless cloud access, automating document storage without manual steps using a preconfigured Zap template. - [How to configure custom form fields?](https://support.boldsign.com/kb/article/13006/configure-custom-form-fields.md): Account administrators can see how to customize standard form fields, save, share, or hide them for specific brands, following this step-by-step guide. - [BoldSign API FAQs](https://support.boldsign.com/kb/article/17948/boldsign-api-faqs.md): Get answers to common questions about the BoldSign API. Explore our FAQs to learn about pricing, testing, security, and more. - [How to assign form fields to multiple signers across different documents in BoldSign?](https://support.boldsign.com/kb/article/19723/how-to-assign-form-fields-to-multiple-signers-across-different-documents-in-boldsign.md): In BoldSign, you can assign different forms to multiple signers, ensuring that each recipient signs only the document relevant to them. - [Create an API app with BoldSign](https://support.boldsign.com/kb/article/14273/create-an-api-app-with-boldsign.md): Empower your applications with the BoldSign API’s robust eSignature integration capabilities. Learn more about API app creation from this article. - [How to add CC recipients to the bulk link?](https://support.boldsign.com/kb/article/15675/add-cc-recipients-bulk-link.md): This guide shows you how to add CC recipients to BoldSign bulk links, ensuring everyone stays informed. - [How to manage in-app notifications in the BoldSign mobile app?](https://support.boldsign.com/kb/article/19444/how-to-manage-in-app-notifications-in-the-boldsign-mobile-app.md): In-app notifications are messages within the BoldSign mobile app that inform users about document updates or statuses. - [How to change the signing order of the signers on the BoldSign mobile application?](https://support.boldsign.com/kb/article/16250/change-the-signing-order-of-the-signers-on-the-boldsign-mobile-application.md): Learn how to easily change the signing order of signers in the BoldSign mobile app. Optimize your workflow with our guide for efficient document signing. - [How to pin the statistics to dashboard?](https://support.boldsign.com/kb/article/95/pin-statistics-to-dashboard.md): Pin document statistics to a dashboard for quick access to key information like received, waiting, and completed documents. - [Send your first document out for signature](https://support.boldsign.com/kb/article/15/send-first-document-for-signature.md): Discover how to send documents with BoldSign for signatures, ensuring their integrity throughout the process. - [How to prevent sending the final signed document to signers?](https://support.boldsign.com/kb/article/19858/how-to-prevent-sending-the-final-signed-document-to-signers.md): Learn how to stop BoldSign from emailing the final signed document to signers by disabling completion notifications in Business Profile settings easily. - [How to automatically save completed documents to team-specific SharePoint folders using Power Automate?](https://support.boldsign.com/kb/article/20327/how-to-automatically-save-completed-documents-to-team-specific-sharepoint-folders-using-power-automate.md): Learn how to automatically save completed BoldSign documents to team-specific SharePoint folders using Power Automate with our step-by-step guide. - [Automate eSignature Requests in Apps Script using BoldSign API](https://support.boldsign.com/kb/article/21619/automate-esignature-requests-in-apps-script-using-boldsign-api.md): Automate eSignature Requests in AppScript using BoldSign API. - [How to bulk send signature requests using SMS + Email?](https://support.boldsign.com/kb/article/21436/bulk-send-signature-requests-using-sms-and-email.md): Explore how to bulk send signature requests via SMS and Email using BoldSign. Ensure fast delivery and visibility with a cost of 0.20 per signer. - [How to create a collaborative field editing for form fields?](https://support.boldsign.com/kb/article/20748/how-to-create-a-collaborative-field-editing-for-form-fields.md): Learn how to configure collaborative fields in BoldSign, allowing multiple signers to edit shared form fields with approval, initials, and tracking. - [Disable expiry notification for the signers using API](https://support.boldsign.com/kb/article/14282/disable-expiry-notification-for-signers-api.md): Learn how to disable expiration notifications for the signers using the BoldSign API in this comprehensive article. - [How to migrate from the TestFlight app to the App Store app](https://support.boldsign.com/kb/article/19606/migrate-from-testflight-to-app-store-app.md): Learn how to seamlessly switch from the BoldSign iOS TestFlight app to the official App Store version. - [How to hide the document ID while sending the document using BoldSign API?](https://support.boldsign.com/kb/article/14467/hide-document-id-using-api.md): Learn how to hide the document ID while sending a document using BoldSign's API and control the visibility of your documents. - [How to activate a deactivated user?](https://support.boldsign.com/kb/article/14108/activate-a-deactivated-user.md): Learn the step-by-step process of reactivating a deactivated user in your organization, ensuring seamless and efficient user management. - [How to change the language for SMS signature requests in BoldSign?](https://support.boldsign.com/kb/article/21961/how-to-change-the-language-for-sms-signature-requests-in-boldsign.md): Learn how to change language for SMS signature requests in BoldSign with our guide. Send localized notifications and signing pages in 20 supported languages. - [Why am I getting messages about bulk links not being supported on my account?](https://support.boldsign.com/kb/article/19114/why-am-i-getting-messages-about-bulk-links-not-being-supported-on-my-account.md): Learn why you're receiving messages about bulk links not being supported on your account and how to resolve the issue. - [How to convert X and Y coordinates to pixels in BoldSign](https://support.boldsign.com/kb/article/21145/how-to-convert-x-and-y-coordinates-to-pixels-in-boldsign.md): Convert X and Y coordinates to pixels in BoldSign using a simple formula to position fields accurately and ensure precise placement in your documents. - [How to sync form fields and auto-fill the data?](https://support.boldsign.com/kb/article/14215/sync-form-fields-and-auto-fill-data.md): Learn how to use the data sync tag feature in BoldSign to link similar form fields to allow the automatic population of values. - [How to review a document as reviewer on the BoldSign mobile app?](https://support.boldsign.com/kb/article/21456/review-document-as-reviewer-mobile.md): Learn how to review documents using the BoldSign mobile app. Access, read, and complete your review with options to finish later, reassign, or decline. - [How to change the authentication of a signer?](https://support.boldsign.com/kb/article/604/change-authentication-of-signer.md): This is a step-by-step guide on changing recipient authentication types in BoldSign to prevent unauthorized access and confirm user identity. - [How to add multiple recipients for a signature request?](https://support.boldsign.com/kb/article/14992/add-multiple-recipients-for-signature-request.md): You can send the BoldSign eSignature request to multiple recipients simultaneously, ensuring efficient document signing for your team or clients. - [How to set date format for date-signed and editable-date fields using BoldSign API?](https://support.boldsign.com/kb/article/19184/set-date-format-for-date-signed-and-editable-date-fields-using-boldsign-api.md): Learn how to set the date format for date-signed and editable-date fields using the BoldSign API. Customize date formats to meet document requirements. - [Rebranding or whitelabeling via BoldSign API](https://support.boldsign.com/kb/article/21609/rebranding-or-whitelabeling-via-boldsign-api.md): Easily customize your eSignature workflows with BoldSign API through rebranding or whitelabeling to deliver a fully branded and professional signing experience. - [How to manage signing preferences in the mobile app?](https://support.boldsign.com/kb/article/23203/manage-signing-preferences-in-mobile-app.md): Learn how to manage Signing Preferences in the BoldSign mobile app and control how your signature, initials, and job title are used when signing documents. - [How to track identity verification transactions?](https://support.boldsign.com/kb/article/15465/track-identity-verification-transactions.md): BoldSign allows account administrators to track and manage identity verification transactions, streamlining workflows and enhancing security with ease. - [How do recipients receive notifications for document signing or approval?](https://support.boldsign.com/kb/article/17913/how-do-recipients-receive-notifications-for-document-signing-or-approval.md): Learn how recipients receive email notifications for document signing or approval, including the email details such as sender information and document summary. - [How to send manual reminders for bulk send documents?](https://support.boldsign.com/kb/article/15558/send-manual-reminders-for-bulk-send-documents.md): Learn how to set manual reminders when using the Bulk Send feature in BoldSign to send documents to multiple recipients at once, to get timely eSignatures. - [How to allow sender to manage files while using templates?](https://support.boldsign.com/kb/article/14972/allow-sender-to-manage-files-while-using-templates.md): This guide explains how to enable senders to add, replace, rearrange, and delete files while using templates. - [How to create bulk links using templates?](https://support.boldsign.com/kb/article/17726/create-bulk-links-using-templates.md): Discover how to create bulk links in BoldSign using templates during the creation process or from the Templates section for efficiency. - [How to use BoldSign MCP Server in VS Code?](https://support.boldsign.com/kb/article/20793/how-to-use-boldsign-mcp-server-in-vs-code.md): Learn how to set up and use the BoldSign MCP Server in Visual Studio Code to streamline document signing workflows with AI-powered commands in this guide. - [How to delete an account on mobile app?](https://support.boldsign.com/kb/article/21969/delete-boldsign-account-mobile.md): Learn how account admins can delete a BoldSign account on the mobile app, key deletion rules, and how to cancel the process within the 7‑day period. - [What is the difference between a textbox and a signature field?](https://support.boldsign.com/kb/article/23130/textbox-vs-signature-field-boldsign.md): Learn the difference between textbox and signature fields in BoldSign, including their purpose, usage, and legal validity for eSignature workflows. - [Why is audit trail missing from document downloaded through the API?](https://support.boldsign.com/kb/article/19094/why-is-audit-trail-missing-from-document-downloaded-through-the-api.md): Learn why the audit trail may be missing from document downloaded via the API and how to ensure it is included by handling the correct webhook event in BoldSign. - [Can I cancel my BoldSign account?](https://support.boldsign.com/kb/article/13813/cancel-my-boldsign-account.md): Learn how to cancel your BoldSign account without data loss and save essential documents, as there is no provision for reactivation or data recovery. - [What are form field configuration validation alerts and how do they work?](https://support.boldsign.com/kb/article/23236/form-field-configuration-validation-alerts.md): Understand how field configuration validation alerts detect invalid form field settings and help resolve issues before sending documents for signature. - [How to create templates on the mobile app?](https://support.boldsign.com/kb/article/22114/create-templates-mobile.md): Explore how to create reusable templates in the BoldSign mobile app, including steps for adding roles, setting permissions, and assigning fields. - [How to rename an uploaded document on mobile app?](https://support.boldsign.com/kb/article/21233/rename-uploaded-document-on-mobile.md): Learn how to rename an uploaded document in the BoldSign mobile app and ensure the updated name is used when downloading signed documents. - [How to add line breaks to the textbox form field when using templates via API?](https://support.boldsign.com/kb/article/19165/add-line-breaks-to-the-textbox-form-field-when-using-templates-via-api.md): How to add line breaks to the textbox form field when using templates via API?. - [BoldSign Security Policy: Protecting Your Data and Privacy](https://support.boldsign.com/kb/article/17365/boldsign-security-policy-protecting-your-data-and-privacy.md): BoldSign ensures secure document signing with advanced encryption, robust access controls, and regular security audits. - [Is it possible to restore the deleted document?](https://support.boldsign.com/kb/article/14039/restore-the-deleted-document.md): Discover how to restore deleted documents in BoldSign and recover important files with our step-by-step guide. - [What is conditional logic and how does it work?](https://support.boldsign.com/kb/article/14637/conditional-logic-how-it-works.md): Learn how to use conditional logic to display or hide form fields based on certain criteria, thereby enhancing eSignature experiences. - [How to get notified via email when BoldSign's template send action fails?](https://support.boldsign.com/kb/article/17639/get-notified-via-email-when-boldsigns-template-send-action-fails.md): Learn how to integrate your email account with BoldSign using Power Automate to receive instant notifications if the template send action fails with our guide. - [How to use the bulk link documents in drafts?](https://support.boldsign.com/kb/article/13780/use-bulk-link-documents-in-drafts.md): Discover how to use bulk link documents in drafts in BoldSign to streamline your document management and enhance efficiency in your eSignature processes. - [FAQ: Credit card requirement for the free growth plan for non-profits](https://support.boldsign.com/kb/article/20098/faq-credit-card-requirement-for-the-free-growth-plan-for-non-profits.md): Learn why a credit card is required for BoldSign’s free Growth Plan for non-profits, how billing works, and how to get started without hidden charges. - [How can an existing user join another organization?](https://support.boldsign.com/kb/article/12890/existing-user-join-another-organization.md): BoldSign users cannot join new organizations with existing accounts; requiring removal from their current organization, facilitated by the account administrator. - [Can I merge audit trail and completed documents?](https://support.boldsign.com/kb/article/14091/merge-audit-trail-and-completed-documents.md): Read this step-by-step guide on how to merge audit trails and completed documents for efficient document management. - [What are the key highlights in identity verification audit trail?](https://support.boldsign.com/kb/article/18921/what-are-the-key-highlights-in-identity-verification-audit-trail.md): This BoldSign guide highlights the data in the Identity Verification audit trail, tracking every step from initiation to completion. - [How to set the form fields required by the signers via API?](https://support.boldsign.com/kb/article/19169/set-the-form-fields-required-by-the-signers-via-api.md): Learn how to set required form fields for signers using the BoldSign API. Define form fields to ensure accurate document completion. - [Apply branding to documents using API](https://support.boldsign.com/kb/article/14265/apply-branding-to-documents-using-api.md): Explore BoldSign's branding feature. Learn how to create and apply branding to documents using the API with the step-by-step guidance provided in this article. - [How to remove a recipient from a document in BoldSign?](https://support.boldsign.com/kb/article/20247/how-to-remove-a-recipient-from-a-document-in-boldsign.md): Find out how to remove a recipient from a BoldSign document with simple steps, requirements, and options to manage participant access and adjust your workflow. - [Can I pin a document to dashboard?](https://support.boldsign.com/kb/article/14187/pin-document-to-dashboard.md): Learn how to pin a document to your dashboard to access important information about your documents quickly with our user-friendly guide. - [FAQs: Sending signature requests via WhatsApp in BoldSign](https://support.boldsign.com/kb/article/21437/faqs-sending-signature-requests-via-whatsapp.md): Explore BoldSigns WhatsApp eSignature feature. Learn setup, pricing, supported countries, and answers to commonly asked questions in this FAQ. - [Choosing between send document vs. embedded request in BoldSign](https://support.boldsign.com/kb/article/20978/choosing-between-send-document-vs-embedded-request-in-boldsign.md): Discover the difference between BoldSign's "Send Document" and "Embedded Request" with this comprehensive guide. - [How to sign up on BoldSign using a user invitation?](https://support.boldsign.com/kb/article/16833/how-to-sign-up-on-boldsign-using-a-user-invitation.md): Learn how to sign up with BoldSign and join an organization using a user invitation in this step-by-step guide. - [How to change the default brand?](https://support.boldsign.com/kb/article/563/change-the-default-brand.md): This guide provides instructions on modifying the default brand selection in BoldSign, allowing account admins to create multiple brands and choose the default. - [How to add CC recipients to the document?](https://support.boldsign.com/kb/article/171/add-cc-recipients.md): This article explains how to add CC recipients to a document in BoldSign, allowing them to view and download, but not sign the document. - [How to redirect the user to a specific URL after signing?](https://support.boldsign.com/kb/article/158/redirect-url-after-signing.md): This guide provides instructions on setting up the redirect URL option, which directs signers to a specific page after signing the document. - [Email content customization in BoldSign](https://support.boldsign.com/kb/article/20030/email-content-customization-in-boldsign.md): Learn how to customize BoldSign’s email templates for consistent branding across recipient types and languages. Our guide covers editing, approval, and more. - [How to view a completed document signed via a bulk link?](https://support.boldsign.com/kb/article/20084/how-to-view-a-completed-document-signed-via-a-bulk-link.md): In BoldSign, once a document is signed via a bulk link, the responder details will be updated on the Bulk Link page. - [How to track organization activity?](https://support.boldsign.com/kb/article/15283/track-organization-activity.md): Monitor your organization's eSignature activity, using the activity log to track progress, user actions, and improve workflow insights. - [KBA authentication settings in BoldSign](https://support.boldsign.com/kb/article/24142/kba-authentication-settings-boldsign.md): Learn about KBA authentication settings in BoldSign, including KBA frequency, retry attempts, and name-match tolerance levels for signer verification. - [HubSpot Admin Guide: Install and Connect BoldSign in HubSpot](https://support.boldsign.com/kb/article/21024/hubspot-admin-guide-install-and-connect-boldsign-in-hubspot.md): Discover how admins can install and connect BoldSign with HubSpot to send, track, and manage e-signature documents directly from your CRM with ease. - [How to switch from Google sign‑in to email address and password?](https://support.boldsign.com/kb/article/23066/switch-from-google-sign‑in-to-email-address-and-password.md): Learn how to switch from Google sign‑in to email and password login in BoldSign with step‑by‑step guidance, without affecting your account data or access. - [How to get the document ID?](https://support.boldsign.com/kb/article/13772/get-the-document-id.md): Learn how to find the document ID, a unique identifier automatically assigned to every document in BoldSign, simplifying your document management tasks. - [How to skip the current signing process and resume later on mobile app?](https://support.boldsign.com/kb/article/21238/skip-current-signing-process-and-resume-later-on-mobile.md): Learn how to skip and resume the signing process in the BoldSign mobile app without losing progress, using the Finish Later option. - [How to update HubSpot records based on document status using workflows](https://support.boldsign.com/kb/article/23058/how-to-update-hubspot-records-based-on-document-status-using-workflows.md): Learn how to automate HubSpot record updates using workflows and BoldSign webhook integration. - [How to track the declined BoldSign signature requests using Google Sheets?](https://support.boldsign.com/kb/article/13102/track-declined-requests-in-google-sheets-zapier.md): The BoldSign Zapier integration allows users to automatically track and consolidate all declined BoldSign signature requests in Google Sheets. - [Can I customize the frequency of auto reminders?](https://support.boldsign.com/kb/article/14253/customize-auto-reminders-frequency.md): Learn about the customization options available for auto reminder intervals to better manage your workflow. - [How to save the current progress while signing the document on mobile app?](https://support.boldsign.com/kb/article/21234/save-current-progress-while-signing-on-mobile.md): Learn how to save your progress while signing a document in the BoldSign mobile app and resume later without losing any entered information. - [How to send documents in bulk via SMS?](https://support.boldsign.com/kb/article/17568/send-documents-bulk-via-sms.md): Learn how to easily send documents in bulk via SMS using a CSV file upload, streamlining the process for multiple recipients with BoldSign's Bulk Send feature. - [How to update two-step authentication settings?](https://support.boldsign.com/kb/article/325/update-two-step-authentication-settings.md): Learn to update eSignatures' two-step authentication methods, like changing phone number, email, or authenticator app, and manage verification for secure access. - [How to change the recipient of a document?](https://support.boldsign.com/kb/article/15006/change-the-recipient-of-document.md): BoldSign allows you to easily change the recipient of a document for signatures, ensuring the correct individuals are signing the correct documents. - [What are the key highlights of the collaborative field editing audit trail?](https://support.boldsign.com/kb/article/21390/key-highlights-collaborative-field-editing-audit-trail.md): Explore key highlights in collaborative field editing audit trails, including field updates, approval tracking, timestamps, and user activity logs. - [Difference between My Profile and Business Profile notifications in BoldSign?](https://support.boldsign.com/kb/article/20297/difference-between-my-profile-and-business-profile-notifications-in-boldsign.md): Understanding My Profile and Business Profile Notifications in BoldSign. - [Integrate embedded signing into your application](https://support.boldsign.com/kb/article/14290/integrate-embedded-signing.md): Integrate BoldSign's embedded signing into your application. Learn more about integration in this article. - [How to manage auto reminder after sending a document?](https://support.boldsign.com/kb/article/144/manage-auto-reminder-after-sending-document.md): Learn to manage auto reminders for documents sent at intervals and the number of times until it's signed Users can modify settings only during document creation. - [How to search documents and templates in BoldSign browser extension?](https://support.boldsign.com/kb/article/23596/search-documents-and-templates-in-boldsign-browser-extension.md): Learn how to search documents and templates in the BoldSign browser extension using IDs, names, titles, or tags to quickly find what you need. - [How to view bulk send document progress?](https://support.boldsign.com/kb/article/20456/how-to-view-bulk-send-document-progress.md): The Bulk Send feature in BoldSign enables you to send a single document to multiple recipients simultaneously. After sending, you can track the progress of each document directly from the My Bulk Send section. - [What are the options you have with a BoldSign Trial account and Developer Sandbox account?](https://support.boldsign.com/kb/article/19176/what-are-the-options-you-have-with-a-boldsign-trial-account-and-developer-sandbox-account.md): Discover the features available with a BoldSign Trial account and Developer Sandbox account. Learn about usage limits, API access, document signing capabilities. - [How to customize field navigation settings?](https://support.boldsign.com/kb/article/20002/customize-field-navigation-settings.md): Learn how to customize Field Navigation Settings to control how signers move through document fields during the signing process. - [How to check if a signer has viewed a document?](https://support.boldsign.com/kb/article/13087/check-signer-has-viewed-document.md): BoldSign offers immediate notifications for document submissions, tracking signer progress and interaction dates. - [Is it possible to add a date stamp to the document?](https://support.boldsign.com/kb/article/14257/add-date-stamp-to-document.md): See how to incorporate a date-signed form field into your documents. Explore the process and benefits of adding a date stamp for enhanced document clarity. - [How to upload newly signed documents to Box using Zapier?](https://support.boldsign.com/kb/article/13020/upload-newly-signed-documents-to-box-zapier.md): BoldSign integrates with Zapier, allowing direct document upload to Box, simplifying document management and offering a preconfigured Zap template for setup. - [What happens if signer KBA authentication fails?](https://support.boldsign.com/kb/article/24145/what-happens-if-signer-kba-authentication-fails.md): Understand why KBA authentication may fail, what happens when a signer is locked out, and the steps signers and senders can take to resolve the issue. - [How to send WhatsApp signature requests via Zapier in BoldSign?](https://support.boldsign.com/kb/article/21533/send-whatsapp-signature-requests-via-zapier-in-boldsign.md): Learn how to automate WhatsApp signature requests using BoldSign and Zapier. Step-by-step guide to streamline your eSignature workflow with WhatsApp. - [Unable to Verify BoldSign QES Status in the European Dashboard](https://support.boldsign.com/kb/article/20854/unable-to-verify-boldsign-qes-status-in-the-european-dashboard.md): Learn why BoldSign doesn’t appear as a QTSP in the EU dashboard and how its integration with Evrotrust ensures full eIDAS QES compliance. - [How to locate a document using the document ID?](https://support.boldsign.com/kb/article/132/locate-document-using-document-id.md): Learn how to efficiently locate, track, and manage documents using unique IDs. In BoldSign, each document will be assigned a unique ID when it is created. - [How to provide date and time input in an editable date field on the mobile app?](https://support.boldsign.com/kb/article/22960/provide-date-and-time-input-in-editable-date-field.md): This article explains how to provide date and time input in an editable date field on the mobile app. - [How to find documents sent to a particular signer?](https://support.boldsign.com/kb/article/137/find-documents-sent-to-particular-signer.md): Discover how to locate documents sent to a specific signer in the BoldSign app by using the My Documents Page or Team Documents Page. - [How to request attachments from signers?](https://support.boldsign.com/kb/article/161/request-attachments-from-signers.md): Find out how to request document attachments from signers, including ID proofs, supporting documents, and contract terms in specific file formats. - [Can I Send a QES-Based Signature Request to Multiple Recipients?](https://support.boldsign.com/kb/article/22456/send-qes-based-signature-request-to-multiple-recipients.md): Send QES‑based signature requests to multiple recipients in BoldSign with guided steps, requirements, and options to ensure secure and compliant signing. - [FAQs for non-profit organizations: Eligibility, Discounts & Support](https://support.boldsign.com/kb/article/22395/faqs-for-non-profit-organizations.md): Find answers to common questions about BoldSigns non‑profit pricing, eligibility requirements, available plans, and support options. - [What is identity verification in BoldSign?](https://support.boldsign.com/kb/article/15462/what-is-identity-verification-in-boldsign.md): BoldSign's identity verification system enhances document security, ensuring only authorized individuals access documents, enhancing signing process security. - [How to share a document signing link in BoldSign?](https://support.boldsign.com/kb/article/16704/how-to-share-a-document-signing-link-in-boldsign.md): Learn how to create a document signing link and share it with your signers using your preferred messaging application in this article. - [Can I transfer the account ownership to another user?](https://support.boldsign.com/kb/article/14171/transfer-account-ownership-to-another-user.md): Learn the steps to transfer account ownership from one account administrator to another in this comprehensive article. - [How to configure notifications for the sender identity?](https://support.boldsign.com/kb/article/20518/how-to-configure-notifications-for-the-sender-identity.md): In BoldSign, you can configure which email notifications are sent to a sender identity. This allows you to control the specific updates the sender identity receives throughout the document signing process. - [Configuring the embedded link expiration using API](https://support.boldsign.com/kb/article/14271/configuring-embedded-link-expiration-api.md): Learn how to change the expiration times of embedded links using the BoldSign API with our detailed guide. - [How to track the documents based on the status using BoldSign API?](https://support.boldsign.com/kb/article/14480/track-documents-based-on-status.md): Implement efficient document monitoring with BoldSign's list API. Learn how to track document statuses with the steps provided in this article. - [How to save an in-progress document?](https://support.boldsign.com/kb/article/14132/save-in-progress-document.md): Learn how to save in-progress documents in BoldSign and return to them later for further editing, enabling easy storage and access to your documents. - [How to disable verification code when logging in to BoldSign account?](https://support.boldsign.com/kb/article/19058/how-to-disable-verification-code-when-logging-in-to-boldsign-account.md): Learn how to disable the email verification code when logging into your BoldSign account by managing two-step authentication settings. - [How to upload documents from Google Drive?](https://support.boldsign.com/kb/article/321/upload-documents-from-google-drive.md): Integrate Google Drive files into your BoldSign document creation. Learn how to upload documents for signature requests using our step-by-step guide. - [How to send a document with KBA authentication?](https://support.boldsign.com/kb/article/24139/send-document-with-kba-authentication.md): Learn how to send a document with Knowledge-Based Authentication KBA in BoldSign to verify signer identity and enhance document security. - [Is it possible to alert users on expiration?](https://support.boldsign.com/kb/article/15251/alert-users-on-expiration.md): Ensure timely eSignatures with BoldSign's expiration alerts. This guide shows how to set up automatic reminders, so signers get notified before documents expire. - [What happens when you upgrade from a free trial to paid plan?](https://support.boldsign.com/kb/article/23119/what-happens-when-upgrade-from-free-trial-to-paid-plan.md): Find out what happens when you upgrade from a BoldSign free trial to a paid plan, including data retention and continued account access. - [How to self-sign a document on a mobile device?](https://support.boldsign.com/kb/article/16219/self-sign-a-document-on-a-mobile-device.md): This guide will walk you through the steps of self-signing a document on a mobile device using the BoldSign mobile app, ensuring a seamless signing experience. - [Credit types on the BoldSign Pay-as-you-go model](https://support.boldsign.com/kb/article/21797/credit-types-on-the-boldsign-pay-as-you-go-model.md): BoldSign Pay-as-you-go PAYG model gives you the flexibility to pay only for the features you use, available on Business, Premium and Enterprise API plans. - [Can I switch from monthly to yearly plan?](https://support.boldsign.com/kb/article/15254/switch-from-monthly-to-yearly-plan.md): Easily switch from a monthly to an annual BoldSign plan anytime after activation. Upgrade to a yearly plan to benefit from discounts. - [Understanding user-level access for API keys and sender identities](https://support.boldsign.com/kb/article/20284/understanding-user-level-access-for-api-keys-and-sender-identities.md): Learn how BoldSign's user-level access impacts API key usage and sender identity control. Empower users to manage documents securely and independently. - [How to send a signature request via email?](https://support.boldsign.com/kb/article/19984/how-to-send-a-signature-request-via-email.md): Learn how to quickly send documents via email with BoldSign, guiding recipients through secure, no-download signing from their inbox. - [How do I share a template with other teams?](https://support.boldsign.com/kb/article/43/how-do-i-share-a-template-with-other-teams.md): Improve teamwork with BoldSign’s shared templates. Learn to distribute pre-designed eSignature templates to various teams in your organization with this guide. - [How to upload documents from Dropbox?](https://support.boldsign.com/kb/article/198/upload-documents-from-dropbox.md): Discover how to upload documents directly from Dropbox to BoldSign for a smooth signing experience with our guide. - [How to include the signed document in sender identity completion Email?](https://support.boldsign.com/kb/article/19857/how-to-include-the-signed-document-in-sender-identity-completion-email.md): Learn how to include the signed document in sender identity completion emails in BoldSign, with setup steps, configuration details, best practices for delivery. - [How to revoke a document without notifying the recipients?](https://support.boldsign.com/kb/article/20085/how-to-revoke-a-document-without-notifying-the-recipients.md): revoke a document without notifying the recipients. - [Differences Between the Free (Essentials) and the Growth Plans](https://support.boldsign.com/kb/article/19248/differences-between-the-free-essentials-and-the-growth-plans.md): Compare BoldSign's Free (Essentials) and Growth plans to understand feature differences, limits, and benefits, helping you choose the right option for. - [How to create a signature request document in BoldSign?](https://support.boldsign.com/kb/article/14453/create-signature-request-document-in-boldsign.md): Learn the step-by-step process of document creation using BoldSign, utilizing its user-friendly features and customization options. - [How will signer form fields reflect on the signing page?](https://support.boldsign.com/kb/article/17495/how-will-signer-form-fields-reflect-on-the-signing-page.md): Learn how signer details are displayed on the signing page, ensuring a seamless signing experience while maintaining privacy for multi-signer documents. - [How to manage the default signature and initials?](https://support.boldsign.com/kb/article/55/manage-default-signature-and-initials.md): Design your eSignature and initials in BoldSign. This guide teaches you how to create and maintain default eSignatures. - [How to remove specific fields from a template when sending a signature request via API](https://support.boldsign.com/kb/article/21039/how-to-remove-specific-fields-from-a-template-when-sending-a-signature-request-via-api.md): How to remove specific fields from a template when sending a signature request via API. - [How to edit the BulkSend document?](https://support.boldsign.com/kb/article/19923/how-to-edit-the-bulksend-document.md): Learn how to edit recipient details in an in-progress bulk send document from the My Bulk Send page using the context menu before it’s signed. - [How to create BoldSign signature requests for new Google Form entries?](https://support.boldsign.com/kb/article/865/create-signature-requests-for-google-form-entries-zapier.md): Zapier automates BoldSign signature requests when a new Google Forms response is received, using Google Forms as the trigger app and BoldSign as the action app. - [How to track the sent signature request details in Google Sheets using Zapier?](https://support.boldsign.com/kb/article/713/track-sent-signature-request-in-google-sheets-zapier.md): The BoldSign Zapier integration efficiently tracks and manages sent signature request details in Google Sheets using a preconfigured Zap template. - [Understanding Webhook Context: Identifying Actors and State Changes in Document and Template Events](https://support.boldsign.com/kb/article/22917/webhook-identifying-actors-and-state-changes-in-document-and-template-events.md): BoldSign webhook payloads include context for actor, event type, and data changes for smart automation. - [Understanding your role as a signer in BoldSign](https://support.boldsign.com/kb/article/20118/understanding-your-role-as-a-signer-in-boldsign.md): Learn best practices for non-BoldSign account holder signers on when to contact the sender or BoldSign Support for a smooth and effective eSigning experience. - [Difference between BoldSign API and web application](https://support.boldsign.com/kb/article/14280/difference-between-boldsign-api-and-web-application.md): Learn more about the differences between the BoldSign API and web application in this comprehensive article. - [How do I sign a document in BoldSign?](https://support.boldsign.com/kb/article/13784/sign-a-document-in-boldsign.md): Experience seamless signing as either a BoldSign user or non-account holder. Learn how to sign a document in BoldSign with our guide. - [How to add your custom legal terms to the audit trail document?](https://support.boldsign.com/kb/article/184/custom-legal-terms-in-audit-trail.md): Learn to add custom legal terms to your eSignature audit trail. Signers must agree to these terms, eSignature Disclosure Terms, and BoldSign’s Terms of Use. - [How to download the signed documents?](https://support.boldsign.com/kb/article/122/download-signed-documents.md): BoldSign eSignature allows senders, signers, and recipients to download signed documents, with participants receiving an email with a copy of signed documents. - [How to hide the BoldSign branding in email?](https://support.boldsign.com/kb/article/539/hide-boldsign-branding-in-email.md): This guide explains how to remove BoldSign branding from emails for paid plan users, allowing them to disable the default Powered by BoldSign logo. - [How to set signing order when using templates via API?](https://support.boldsign.com/kb/article/20239/set-signing-order-when-using-templates-via-api.md): Learn how to set the signing order when using templates via the BoldSign API. A guide to control signer sequence and streamline your eSignature workflow. - [How to disable the email verification for bulk link signers?](https://support.boldsign.com/kb/article/993/disable-the-email-verification-for-bulk-link-signers.md): Follow this guide to disable email verification for bulk link signers and easily streamline your document signing process. - [What payment options are available for BoldSign?](https://support.boldsign.com/kb/article/19180/what-payment-options-are-available-for-boldsign.md): Learn about BoldSign's payment methods, supported credit cards, and how to add, update, or manage multiple cards with this step-by-step guide. - [Send document to multiple recipients using API](https://support.boldsign.com/kb/article/14300/send-document-to-multiple-recipients-api.md): Effortlessly send a single document to multiple recipients using the BoldSign API. Learn more about this feature from the steps provided in this guide. - [How to add authentication after sending a document?](https://support.boldsign.com/kb/article/151/add-authentication-after-sending-document.md): BoldSign offers email OTP and access code authentication methods for secure document signing, allowing signers to access only after entering a valid code. - [How to allow signers to sign in a particular order?](https://support.boldsign.com/kb/article/19241/allow-signers-to-sign-in-a-particular-order.md): Learn how to configure the signing order in BoldSign, ensuring that signers can sign a document in a specific sequence for streamlined document execution. - [How to create bulk links?](https://support.boldsign.com/kb/article/14073/create-bulk-links.md): Learn how to create bulk links in BoldSign with our step-by-step guide, enhancing the signing process for greater efficiency. - [How to change the time zone in the audit trail document?](https://support.boldsign.com/kb/article/148/change-audit-trail-time-zone.md): The audit trail provides a comprehensive summary, allowing users to change and view timestamps in their own time zones. - [Customize with your branding](https://support.boldsign.com/kb/article/19/customize-branding.md): Explore how to create a branded eSignature experience using BoldSign! Upload logos, customize colors, and more to build trust and recognition. - [How to generate AI-based form fields during template creation in mobile app?](https://support.boldsign.com/kb/article/21748/generate-ai-form-fields-during-template-creation-mobile-app.md): Explore how the BoldSign mobile app uses AI to auto-detect and place form fields in templates, saving time and improving document accuracy. - [How to change the access code of a document?](https://support.boldsign.com/kb/article/159/change-access-code.md): The document provides step-by-step instructions on how to change the access code after a document has been sent for signature. - [How to set predefined signature types for signers on the mobile app?](https://support.boldsign.com/kb/article/22110/set-predefined-signers-signature-types-mobile.md): Learn how account admins can set pre‑defined signature types for signers and see how these allowed signature options appear and function on the mobile app. - [How to use BoldSign MCP Server in Cline?](https://support.boldsign.com/kb/article/20791/use-boldsign-mcp-server-in-cline.md): Learn how to integrate and use BoldSign MCP Server in Cline to streamline document signing workflows with our step-by-step guide. - [How to set the expiry date and limit response while creating a bulk link?](https://support.boldsign.com/kb/article/13105/set-expiry-date-limit-response-of-bulk-link.md): BoldSign has link expiration dates and response limit settings to prevent inactive links and unlimited responses, ensuring controlled document signing access. - [How to send the signed document as a link?](https://support.boldsign.com/kb/article/162/send-signed-document-as-link.md): Learn how to send signed documents as attachments or links via email, allowing recipients to view and download the document. - [How to enable or disable notifications for specific signers in a multi-signer document using the BoldSign API](https://support.boldsign.com/kb/article/20560/how-to-enable-or-disable-notifications-for-specific-signers-in-a-multi-signer-document-using-the-boldsign-api.md): Customize email alerts and reminders for each signer individually using the recipientNotificationSettings property in the BoldSign API. - [How to sign a document as a recipient?](https://support.boldsign.com/kb/article/213/sign-document-as-recipient.md): Easily sign documents as a recipient with or without a BoldSign account. This guide explains how to sign documents received via email or the BoldSign app. - [How to revoke the bulk send?](https://support.boldsign.com/kb/article/15368/revoke-the-bulk-send.md): Easily revoke bulk send with BoldSign after sending it for signature, but before it is signed in just a few simple steps. - [How to download attachments from a completed document using REST APIs in Power Automate?](https://support.boldsign.com/kb/article/19717/how-to-download-attachments-from-a-completed-document-using-rest-apis-in-power-automate.md): how to automate the retrieval of attachments from a completed BoldSign document using REST APIs in Power Automate for seamless document management. - [How does BoldSign mobile app pricing and plan management work?](https://support.boldsign.com/kb/article/23736/mobile-app-pricing-and-plan-management.md): Learn how BoldSign mobile app pricing works, including plans, upgrades, downgrades, and subscription management across web and mobile platforms. - [How to update payment method?](https://support.boldsign.com/kb/article/50/update-payment-method.md): Make payments with a variety of cards and follow our simple guide to changing your payment method with ease. - [How to send BoldSign signature requests for new RowShare rows?](https://support.boldsign.com/kb/article/13418/send-signature-requests-for-rowshare-rows-zapier.md): BoldSign automatically sends signature requests whenever a new row is added to the RowShare table through BoldSign Zapier integration. - [How to prevent signers from reassigning the document?](https://support.boldsign.com/kb/article/14806/prevent-signers-from-reassigning-document.md): Prevent signers from reassigning eSignature requests to other individuals. Ensure designated recipients complete your documents. - [Is there a limit to the number of users I can add to my team?](https://support.boldsign.com/kb/article/14464/users-limit-to-add-in-team.md): In this comprehensive guide, you will learn about adding new users to your team and any associated restrictions. - [How to sign a QES document?](https://support.boldsign.com/kb/article/20202/sign-a-qes-document.md): Learn how to sign a document using a Qualified Electronic Signature (QES) in BoldSign with our step-by-step instructions. - [How to restrict the user from modifying profile details on mobile app?](https://support.boldsign.com/kb/article/21927/restrict-user-profile-editing-mobile.md): Learn how account admins can restrict users from editing profile details, updating user information, and how these restrictions appear on the mobile app. - [How to send a document with sms authentication enabled and track its action history?](https://support.boldsign.com/kb/article/22138/send-document-sms-authentication-track-its-action-history.md): Learn how to send documents with SMS authentication in BoldSign and track OTP verification and other actions using the document history feature. - [How can I access the complete history of a document?](https://support.boldsign.com/kb/article/13808/access-the-complete-history-of-a-document.md): Access the complete history of a document in BoldSign, including document ID, sender info, signatories, timestamps, and more with our detailed guide. - [How to download files and audit trail documents to a specific folder on your mobile device?](https://support.boldsign.com/kb/article/19453/how-to-download-files-and-audit-trail-documents-to-a-specific-folder-on-your-mobile-device.md): Learn how to download files and audit trail documents to a specific folder on your mobile device for better organization and easy access. - [How to resend an expired document in BoldSign?](https://support.boldsign.com/kb/article/19680/how-to-resend-an-expired-document-in-boldsign.md): "Learn how to clone expired documents in BoldSign and resend them to signers without starting from scratch, with our step-by-step guide. - [How to resolve the account lock warning after multiple failed login attempts?](https://support.boldsign.com/kb/article/20751/how-to-resolve-the-account-lock-warning-after-multiple-failed-login-attempts.md): Learn why BoldSign shows an account lock warning after failed login attempts and how to resolve it by verifying credentials or using recovery options. - [How to view multiple team documents metadata?](https://support.boldsign.com/kb/article/103/view-multiple-team-documents-metadata.md): This guide explains who and how to view multiple team documents’ metadata in BoldSign, including basic information like ID, status, tags, sent date, etc. - [How to sign a document with KBA authentication?](https://support.boldsign.com/kb/article/24141/sign-document-with-kba-authentication.md): Learn how to sign a document with Knowledge-Based Authentication KBA in BoldSign. Complete identity verification before accessing and signing a document. - [How to delete a user and transfer their documents to another user?](https://support.boldsign.com/kb/article/25/delete-user-and-transfer-documents.md): Learn to manage your organization's user list by removing users and transferring their files before deletion by following the instructions in this guide. - [What are the supported BoldSign triggers and actions in Zapier?](https://support.boldsign.com/kb/article/807/supported-boldsign-triggers-and-actions-in-zapier.md): The guide explores Zapier's BoldSign triggers and actions, their role in workflow automation, connecting apps, initiating activities, and completing tasks. - [How to combine signed and audit trail documents?](https://support.boldsign.com/kb/article/101/combine-signed-and-audit-trail-documents.md): This article explains how to include signed document with audit trail in BoldSign by enabling the “combine audit trail” option on the Create or Edit Brand page. - [How to extend the expiry date of the document?](https://support.boldsign.com/kb/article/99/extend-expiry-date-of-document.md): Extend a document's expiration date after sending it for signature in BoldSign. Learn to customize expiration settings and create notifications with our guide. - [How to set default date & time format for date field in mobile app?](https://support.boldsign.com/kb/article/22128/how-to-set-default-date--time-format-for-date-field-in-mobile-app.md): Learn how to set default date and time formats in BoldSign and see how they apply to Date Signed and editable date fields on the mobile app. - [What are the countries that support BoldSign SMS features?](https://support.boldsign.com/kb/article/14934/countries-support-boldsign-sms-features.md): This article shows the countries with BoldSign SMS support and provides guidance on selecting a country for sending a signature request. - [How to track KBA transactions?](https://support.boldsign.com/kb/article/24148/track-kba-transactions.md): Learn how to track KBA transactions in BoldSign, view KBA usage details, filter records, monitor billing activity, and export KBA reports. - [Can I share and use a template with the default sender email?](https://support.boldsign.com/kb/article/19129/can-i-share-and-use-a-template-with-the-default-sender-email.md): Learn how to share and use a template in BoldSign. When a shared template is used, the system automatically assigns the logged-in user's email as the sender. - [How to merge documents in the document scanner app?](https://support.boldsign.com/kb/article/23547/merge-documents-boldsign-document-scanner-app.md): Learn how to merge multiple documents into one file using the BoldSign Document Scanner app. Reorder pages, rename files, and download them. - [How to change my email address?](https://support.boldsign.com/kb/article/38/change-my-email-address.md): This guide provides instructions on how to change your email address to ensure secure proper login and notification delivery for your BoldSign account. - [What is the Monthly Reset Date for 25 Signature Requests in Essential Plan?](https://support.boldsign.com/kb/article/19112/what-is-the-monthly-reset-date-for-25-signature-requests-in-essential-plan.md): Discover the monthly reset date for 25 signature requests in the Essential Plan and how it impacts your document signing workflow. - [How are recipients notified when a document is reassigned?](https://support.boldsign.com/kb/article/18026/how-are-recipients-notified-when-a-document-is-reassigned.md): Learn how recipients are notified when a document is reassigned, including email alerts and updates for everyone involved. - [How to set expiry date for bulk link documents?](https://support.boldsign.com/kb/article/16237/set-expiry-date-for-bulk-link-documents.md): Learn how to set expiry dates for bulk link documents, ensuring timely access and automatic expiration for enhanced document control and security. - [How to customize the font of the form fields?](https://support.boldsign.com/kb/article/14646/customize-font-of-the-form-fields.md): Style Your Forms! Learn how to customize the font style of eSignature form fields, enhancing clarity and creating a professional look for your documents. - [How to send documents to a group of signers?](https://support.boldsign.com/kb/article/20405/how-to-send-documents-to-a-group-of-signers.md): In BoldSign, easily send documents to multiple signers using Contact Group feature in your document workflow with our step-by-step instructions. - [How to remove specific roles when sending a document from a Template using BoldSign API?](https://support.boldsign.com/kb/article/19282/remove-specific-roles-when-sending-a-document-from-a-template-using-boldsign-api.md): Learn how to remove specific roles when sending a document from a template using the BoldSign API. Streamline your eSignature workflow effortlessly. - [How to login and logout of the BoldSign mobile application?](https://support.boldsign.com/kb/article/16224/login-and-logout-of-the-boldsign-mobile-application.md): Discover how to login and logout of the BoldSign mobile app to experience seamless document signing and explore BoldSign features with our step by step guide. - [Are my documents digitally signed?](https://support.boldsign.com/kb/article/152/digitally-signed-documents.md): This guide from BoldSign explains how to check digital signatures, ensuring secure, convenient, and easily verified document signing processes. - [How to use Field Resize Option for Text box field?](https://support.boldsign.com/kb/article/19810/how-to-use-field-resize-option-for-text-box-field.md): The Field Resize Option lets you control how text fits inside a textbox field when a signer enters information. - [How to edit or update existing templates on the mobile app?](https://support.boldsign.com/kb/article/22119/edit-templates-mobile.md): Learn how to edit templates in the BoldSign mobile app, including modifying template details, files, roles, settings, and form fields before saving changes. - [How to use Google sign-In to login into mobile app?](https://support.boldsign.com/kb/article/21425/log-in-using-google.md): Discover how to log in to the BoldSign mobile app using Google Sign-In for fast, secure access to your e-signature account. - [How to automatically upload newly signed documents to OneDrive?](https://support.boldsign.com/kb/article/13093/upload-signed-documents-to-onedrive-zapier.md): Upload newly signed documents directly to OneDrive through the BoldSign Zapier integration with our step-by-step guide. - [Can I categorize the documents?](https://support.boldsign.com/kb/article/14096/categorize-the-documents.md): Easily categorize the documents using BoldSign's tag feature, facilitating easy retrieval of related documents. Read our guide for more details. - [How to transfer the account ownership in BoldSign?](https://support.boldsign.com/kb/article/12864/transfer-account-ownership.md): This article provides steps for account owners to transfer ownership to other admins, granting full control over account features and administrative privileges. - [How to manage bulk links in trash?](https://support.boldsign.com/kb/article/21835/how-to-manage-bulk-links-in-trash.md): Discover how to manage bulk links in BoldSign Trash with our guide. Restore or permanently delete items within the 30-day retention period. - [How to save the completed document to a Dropbox folder?](https://support.boldsign.com/kb/article/17656/save-the-completed-document-to-a-dropbox-folder.md): Discover how to Integrate BoldSign with Dropbox via Power Automate to save completed documents to a Dropbox folder in this article for secure and easy access. - [What is the purpose of finish later in BoldSign?](https://support.boldsign.com/kb/article/22039/purpose-finish-later.md): The Finish Later option in BoldSign lets users pause signing and resume anytime, ensuring progress is saved for convenience. - [Can I preview the document before sending it?](https://support.boldsign.com/kb/article/14552/preview-document-before-sending.md): Learn how to use BoldSign's preview feature for error-free sending! Ensure everything looks perfect and avoid errors in your eSignature workflow. - [How to download attachments in Bulk links](https://support.boldsign.com/kb/article/19721/how-to-download-attachments-in-bulk-links.md): Learn how to download all attachments collected through Bulk Links in BoldSign. - [How to deactivate a bulk link?](https://support.boldsign.com/kb/article/14245/deactivate-bulk-link.md): Learn how to deactivate a bulk link in BoldSign through the step-by-step procedure outlined in this article. - [How to add metadata while sending document for signature?](https://support.boldsign.com/kb/article/19240/add-metadata-while-sending-document-for-signature.md): Learn how to add metadata when sending a document for signature using BoldSign's API to enhance document management with our guide. - [How long the documents will be in trash?](https://support.boldsign.com/kb/article/14163/documents-in-trash.md): Learn how long documents remain in the BoldSign trash for knowledgeable management of deleted documents in your account with our comprehensive guide. - [Installing and Configuring the Microsoft Entra ID](https://support.boldsign.com/kb/article/20590/installing-and-configuring-the-microsoft-entra-id.md): Learn how Microsoft Entra ID integrates with BoldSign via SCIM 2.0 for secure user provisioning, role assignment, and access automation. - [How to share templates with teams in the mobile App?](https://support.boldsign.com/kb/article/23449/share-templates-with-teams-in-mobile-app.md): Learn how to share templates with teams in the BoldSign mobile app. Assign access permissions and allow team members to reuse or edit templates easily. - [Can I customize the color scheme for my branding?](https://support.boldsign.com/kb/article/14006/customize-color-scheme-for-branding.md): Easily customize the color scheme for your branding in BoldSign by selecting your preferred colors from the color picker to enhance your document appearance. - [Why eIDAS validator shows a warning after QES signing with BoldSign?](https://support.boldsign.com/kb/article/20567/why-eidas-validator-shows-a-warning-after-qes-signing-with-boldsign.md): Learn how BoldSign uses Evrotrust QES to ensure eIDAS compliance. Understand why DSS may flag the final seal and why it doesn’t affect legal validity. - [How do I know whether my document or template is ready for eSignature?](https://support.boldsign.com/kb/article/14469/know-whether-document-or-template-is-ready.md): Learn why you receive an ID before a document or template is completed and how to determine when your document or template is ready in this article. - [How to view all API logs in the developer console as an account admin?](https://support.boldsign.com/kb/article/15121/view-all-api-logs-in-the-developer-console-as-an-account-admin.md): This guide enables account admins to access and monitor API logs within the developer console, providing insights into API usage for better performance. - [How to install the BoldSign browser extension in Microsoft Edge?](https://support.boldsign.com/kb/article/23598/install-the-boldsign-browser-extension-in-microsoft-edge.md): Learn how to install the BoldSign browser extension in Microsoft Edge and start signing and managing documents efficiently. - [How WhatsApp signature request notifications work in BoldSign?](https://support.boldsign.com/kb/article/21376/whatsapp-signature-request-notification.md): Discover how BoldSign sends WhatsApp signature request alerts and how to manage notification settings to control costs. Each alert costs 0.10. - [How to discard the changes while editing the template?](https://support.boldsign.com/kb/article/12855/discard-changes-while-editing-template.md): BoldSign allows users to easily delete unsaved template changes, undo unintended modifications, and restore unsaved edits by reverting to the original state. - [How to edit the uploaded document name?](https://support.boldsign.com/kb/article/20019/edit-the-uploaded-document-name.md): Learn how to edit the name of an uploaded document in BoldSign during the document creation process and ensure smooth document management. - [How manual WhatsApp reminders are delivered in BoldSign?](https://support.boldsign.com/kb/article/21378/manual-reminder-whatsapp-notification.md): Learn how manual WhatsApp reminders work in BoldSign, including message contents, delivery process, and cost breakdown per recipient and reminder. - [How to allow initiators to add CC recipients in bulk link document?](https://support.boldsign.com/kb/article/22421/allow-initiators-to-add-cc-recipients-in-bulk-link.md): Learn how to allow initiators to add CC recipients in bulk link documents in BoldSign, improving collaboration and visibility during the signing workflow. - [How to download the attachments?](https://support.boldsign.com/kb/article/14811/download-the-attachments.md): This guide explains how the sender, signers, and CC recipients can download documents and attached files in BoldSign once the signing process is complete. - [How to log in and log out of the BoldSign browser extension?](https://support.boldsign.com/kb/article/23045/log-in-and-log-out-of-the-boldsign-browser-extension.md): Learn how to log in and log out of the BoldSign browser extension, manage your session, and access your account securely. - [How to use BoldSign MCP Server in Cursor?](https://support.boldsign.com/kb/article/20792/use-boldsign-mcp-server-in-cursor.md): Learn how to set up and use the BoldSign MCP Server in Cursor to streamline document workflows and interact with the BoldSign API directly. - [How to enable individual document downloads using the BoldSign API](https://support.boldsign.com/kb/article/21044/how-to-enable-individual-document-downloads-using-the-boldsign-api.md): Enable individual document downloads using the BoldSign API, with step-by-step guidance to fetch completed files securely and manage retrieval options. - [How do I permanently remove documents?](https://support.boldsign.com/kb/article/14083/permanently-remove-documents.md): Discover how to permanently remove documents for all recipients in BoldSign with our detailed guide. Streamline your document management effortlessly. - [Is there an option to cancel a sent signature request?](https://support.boldsign.com/kb/article/14179/cancel-sent-signature-request.md): Learn how to cancel a sent signature request in BoldSign, ensuring you maintain complete control over your document workflows. - [Customize the embedded send toolbars in your application](https://support.boldsign.com/kb/article/14278/customize-embedded-send-toolbars.md): Explore BoldSign's customization options. Learn how to customize embedded send toolbars in your application in this article. - [How to get job title and company name from the signers?](https://support.boldsign.com/kb/article/535/job-title-and-company-form-fields.md): Collect the signer’s job title and company name using the Title and Company form fields in BoldSign Learn to add fields during document creation in this article. - [How to show the QES signature badge on signed documents?](https://support.boldsign.com/kb/article/21704/show-qes-signature-badge-on-signed-documents.md): Explore how to enable and display the QES Signature Badge in BoldSign to visually confirm legally verified signatures on signed documents. - [What are the key Highlights of an SMS-based signature request Audit trail?](https://support.boldsign.com/kb/article/21538/key-highlights-sms-audit-trail.md): Discover the SMS audit trail in BoldSign—comprehensive logs tracking document actions, timestamps, and verifications for secure eSignatures via SMS. Ensure compliance with detailed records. - [Download on behalf of document using API](https://support.boldsign.com/kb/article/14284/download-on-behalf-of-document-api.md): Explore BoldSign's on-behalf feature. Learn how to download a document on behalf of someone else using the API. - [How to install the BoldSign document scanner app on Android & iOS?](https://support.boldsign.com/kb/article/23544/install-boldsign-document-scanner-app-on-android-ios.md): Learn how to install the BoldSign document scanner app on Android and iOS. Start scanning, managing, and exporting documents instantly. - [How to retrieve document information using BoldSign API?](https://support.boldsign.com/kb/article/14479/retrieve-document-information-api.md): Access document details effortlessly with BoldSign's API. Learn how to retrieve document information with the steps provided in this article. - [Restrict sending and enable draft saving for embedded requests](https://support.boldsign.com/kb/article/14296/restrict-sending-enable-draft-saving-for-embedded-requests.md): Customize toolbar functionalities in BoldSign’s embedded signature requests. Learn how to restrict sending and enable draft saving with our guide. - [What happens if signer identity verification fails?](https://support.boldsign.com/kb/article/23328/identity-verification-failure-boldsign.md): Learn what happens when a signer fails identity verification in BoldSign and the steps senders can take to resume the signing process. - [How to allow signers to upload images before complete signing the electronic signature request via API?](https://support.boldsign.com/kb/article/19175/signers-to-upload-images-before-complete-signing-the-electronic-signature-request-via-api.md): Learn how to enable signers to upload images before completing an electronic signature request using the BoldSign API with our comprehensive guide. - [How to send signature requests using templates in HubSpot?](https://support.boldsign.com/kb/article/21026/send-signature-requests-templates-hubspot.md): Learn how to send signature requests in HubSpot using BoldSign templates. Quickly auto-fill data and streamline your document signing process. - [FAQs: Sending Signature Requests via SMS in BoldSign](https://support.boldsign.com/kb/article/21511/faqs-sending-signature-requests-via-sms.md): Explore BoldSigns SMS eSignature feature. Learn setup, pricing, supported countries, and answers to commonly asked questions in this FAQ. - [Configuring an app registration for Single Sign-On (SSO) in Microsoft Azure AD](https://support.boldsign.com/kb/article/12487/configuring-app-registration-for-sso-in-azure-ad.md): BoldSign integrates with Azure AD, ensuring seamless access via SSO and security compliance with your organization's identity and access management policies. - [Why can’t I access Sender Identities created by other users in BoldSign?](https://support.boldsign.com/kb/article/20691/why-cant-i-access-sender-identities-created-by-other-users-in-boldsign.md): Discover why sender identities created by other users in BoldSign are not visible to you in this guide. Learn about access restrictions and privacy compliance. - [Is it possible to have a reviewer role in template?](https://support.boldsign.com/kb/article/18986/is-it-possible-to-have-a-reviewer-role-in-template.md): Learn how to assign a Reviewer role in BoldSign templates. Ensure smooth document approval by adding reviewers alongside signers while creating templates. - [How to add an editable date field to the document?](https://support.boldsign.com/kb/article/166/add-editable-date-form-field.md): This guide explains how to add fillable date fields to eSignatures, allowing signers to add a date within a specified date range or from a calendar. - [How to manage my bulk link?](https://support.boldsign.com/kb/article/13180/manage-bulk-link.md): BoldSign streamlines bulk link organization and tracking, enabling quick dashboard page follow-up and easy link deletion, activation, and document creation. - [How to save the completed document to a SharePoint folder?](https://support.boldsign.com/kb/article/17655/save-the-completed-document-to-a-sharepoint-folder.md): Learn how to save completed documents to a SharePoint folder with this guide. Organize and store your signed BoldSign documents in SharePoint for quick access. - [What is Knowledge-Based Authentication KBA frequency?](https://support.boldsign.com/kb/article/24143/knowledge-based-authentication-kba-frequency.md): Learn about Knowledge-Based Authentication KBA frequency settings in BoldSign, including Every Access, Every Access Until Signed, and Once Per Document. - [How to bulk import multiple contacts?](https://support.boldsign.com/kb/article/244/bulk-import-multiple-contacts.md): Learn how to import multiple contacts using a CSV file, saving time and maintaining an up-to-date contact list for efficient eSignatures. - [How to set the signing order of the signers?](https://support.boldsign.com/kb/article/572/how-to-set-the-signing-order-of-the-signers.md): BoldSign's drag-and-drop interface enables precise sequencing of multiple signers when default for simultaneous signing is disabled. - [How to send BoldSign signature requests for new or updated Airtable records?](https://support.boldsign.com/kb/article/13494/send-signature-requests-for-airtable-records-zapier.md): Set up an integration using Airtable as the trigger app and BoldSign as the action app to create a Zap in Zapier for automated signature requests. - [How to allow signers to reassign the document using API?](https://support.boldsign.com/kb/article/14462/allow-signers-to-reassign.md): Explore the reassign feature in BoldSign's API. Learn how to allow signers to reassign a document from the steps outlined in this article. - [Understanding the Limits of Business vs Personal Domain Accounts](https://support.boldsign.com/kb/article/19943/limits-of-business-vs-personal-domain-accounts.md): Learn about BoldSign’s document and signature request limits for Business and Gmail (Free Domain) accounts. - [How to filter templates created within a specific date range in BoldSign mobile app?](https://support.boldsign.com/kb/article/23442/filter-templates-by-date-range-boldsign-mobile-app.md): Learn how to filter templates created within a specific date range in the BoldSign mobile app using predefined or custom date ranges. - [Understanding your role as a signer when you're a BoldSign account holder](https://support.boldsign.com/kb/article/20130/understanding-your-role-as-a-signer-when-youre-a-boldsign-account-holder.md): Learn best practices for BoldSign account holder signers on when to contact the sender or BoldSign Support for a smooth and effective eSigning experience. - [How to add form fields for each signer?](https://support.boldsign.com/kb/article/13786/add-form-fields-for-each-signer.md): This guide provides a step-by-step procedure on how to add form fields for each signer in BoldSign when dealing with multiple signers. - [How to set signer language for an eSignature document using BoldSign API?](https://support.boldsign.com/kb/article/19211/set-signer-language-for-an-esignature-document-using-boldsign-api.md): Learn how to set the signer’s language for an eSignature document using the BoldSign API. Customize the signing experience with our guide. - [How to select the data residency region?](https://support.boldsign.com/kb/article/13389/data-residency-region-selection.md): BoldSign allows users to choose their preferred data residency region, including the US and EU regions, ensuring secure storage and management of user data. - [Can we restore a revoked document in BoldSign?](https://support.boldsign.com/kb/article/19699/can-we-restore-a-revoked-document-in-boldsign.md): Once a document is revoked, it cannot be restored or reactivated. You can, however, clone the revoked document and resend it to the signers. Cloning creates a new version with the same content and fields, making it easy to resend it to signers without recreating the document from scratch. - [How to configure and use formula fields to calculate arithmetic operators in BoldSign?](https://support.boldsign.com/kb/article/19572/how-to-configure-and-use-formula-fields-to-calculate-arithmetic-operators-in-boldsign.md): Learn to use formula fields in BoldSign to perform basic arithmetic operations in your documents. - [How to Set Up Synchronizing Form Field Values Across the Document for Signature Requests via API?](https://support.boldsign.com/kb/article/19190/set-up-synchronizing-form-field-values-across-the-document-for-signature-requests-via-api.md): Learn how to synchronize form field values across a document for signature requests using the BoldSign API for a seamless signing experience. - [How to add files using file URLs when sending a document by merging multiple templates?](https://support.boldsign.com/kb/article/20980/how-to-add-files-using-file-urls-when-sending-a-document-by-merging-multiple-templates.md): Learn how to add external files using URLs while sending documents created by merging multiple templates for eSignature using the BoldSign API. - [How to manage email notifications?](https://support.boldsign.com/kb/article/61/manage-email-notifications.md): Manage your email alerts as a sender, signer, or CC by following the detailed instructions in this article. - [Template roles and privileges in BoldSign](https://support.boldsign.com/kb/article/21767/template-roles-and-privileges.md): Learn the three key roles in BoldSign—Template Creator, Sender, and Signer—and their capabilities for efficient eSignature workflows. - [Embed the document creation into your application](https://support.boldsign.com/kb/article/14285/embed-document-creation.md): Learn how to embed the entire document creation module into your application from the steps outlined in this guide. - [How to use Microsoft sign-in to login into mobile app?](https://support.boldsign.com/kb/article/21340/how-to-use-microsoft-sign-in-to-login-into-mobile-app.md): Learn how to securely log in to the BoldSign mobile app using your Microsoft account. Follow simple steps for quick access to manage e-signatures. - [Troubleshooting "Invalid Email address" error in BoldSign API](https://support.boldsign.com/kb/article/14305/troubleshooting-invalid-email-address-error-in-boldsign-api.md): Explore the troubleshooting process in the BoldSign API. Learn how to resolve invalid email address errors from the steps outlined in this article. - [How to delete a document without notifying the recipients?](https://support.boldsign.com/kb/article/20233/how-to-delete-a-document-without-notifying-the-recipients.md): delete a document without notifying the recipients. - [What are the key highlights of bulk link signing with access code authentication and its audit trail?](https://support.boldsign.com/kb/article/21546/key-highlights-bulk-link--access-code-authentication-audit-trail.md): Discover the key details included in a Bulk Link with Access Code Authentication audit trail, from document data to security, timestamps, and user activity. - [What does the status "Completed" mean after editing a document using BoldSign API?](https://support.boldsign.com/kb/article/21855/what-does-the-status-completed-mean-after-editing-a-document-using-boldsign-api.md): BoldSigns Edit document API endpoint allows users to modify the properties of an existing document or draft document, including the title, description, files, signers, and form fields. - [Self-signing a document](https://support.boldsign.com/kb/article/16/self-signing-document.md): Follow the steps to review, agree, and self-sign your own documents using BoldSign, enhancing security and convenience through digital signatures. - [What are the key highlights of an edited document audit trail?](https://support.boldsign.com/kb/article/21392/key-highlights-edited-document-audit-trail.md): Discover what a document editing audit trail includes—track edits, timestamps, user actions, and ensure transparency in your document workflows. - [How to make a form field as required?](https://support.boldsign.com/kb/article/13642/making-form-field-as-required.md): Discover the customization options for form fields in BoldSign. Learn how to make a form field required with our comprehensive guide. - [How to align the text in the textbox and label form fields?](https://support.boldsign.com/kb/article/12740/textbox-label-form-fields-text-alignment.md): This guide provides step-by-step instructions on how to adjust text alignment in BoldSign's text box and label form fields. - [Is it possible to edit the document message while using templates?](https://support.boldsign.com/kb/article/15217/edit-the-document-message-while-using-templates.md): This guide explains how to personalize messages using BoldSign templates and provides recipients with a seamless signing experience with message editing choices. - [Can I preview my branding changes before applying them?](https://support.boldsign.com/kb/article/13833/preview-branding-changes-before-applying-them.md): See how to preview branding changes in BoldSign, using the email view and signer page view, so you can assess and refine your email and document appearance. - [How to manage field mapping for BoldSign template fields to HubSpot properties?](https://support.boldsign.com/kb/article/22046/manage-field-mapping-boldsign-template-fields-hubspot-properties.md): Learn how to manage template field mapping in HubSpot. Customize and map fields for existing templates to auto-fill data accurately and save time. - [How to download signed documents as separate files?](https://support.boldsign.com/kb/article/15974/how-to-download-signed-documents-as-separate-files.md): In this article, you will learn how to download separate documents in BoldSign from step-by-step procedure outlined. - [How to request eSignature via SMS (Text Messages) using BoldSign API?](https://support.boldsign.com/kb/article/19198/request-esignature-via-sms-text-messages-using-boldsign-api.md): Learn how to request eSignatures via SMS using the BoldSign API. Send signature requests via text messages for faster document signing and convenience. - [Is there a specific format for the SendLinkValidTill value in the CreateEmbeddedRequestUrl ?](https://support.boldsign.com/kb/article/19142/format-for-the-sendlinkvalidtill-value-in-the-createembeddedrequesturl-.md): Learn the required format for the SendLinkValidTill value in the CreateEmbeddedRequestUrl BoldSign API to ensure proper expiration timing with our guide. - [How to print and sign a document?](https://support.boldsign.com/kb/article/226/print-and-sign-document.md): Learn how to print and sign documents with BoldSign, including physical signatures. Follow our guide for instructions. - [OTP limitations and restrictions in BoldSign](https://support.boldsign.com/kb/article/19836/otp-limitations-and-restrictions-in-boldsign.md): Discover OTP limitations in BoldSign, including validity, resend restrictions, and security measures for a safe authentication process. - [How to save the embedded request document as a draft and return to it later?](https://support.boldsign.com/kb/article/20506/save-the-embedded-request-document-as-a-draft-and-return-to-it-later.md): Learn how to save the embedded request document as a draft and return to it later with this guide for seamless document management. - [How to connect OneDrive for cloud backup?](https://support.boldsign.com/kb/article/16764/connect-onedrive-cloud-backup.md): Learn how to connect OneDrive for cloud backup in BoldSign. Automatically upload completed documents in OneDrive for secure and organized storage. - [Can I send a document for review without the form field?](https://support.boldsign.com/kb/article/19137/can-i-send-a-document-for-review-without-the-form-field.md): Learn how to send a document for review only in BoldSign with our comprehensive guide to simplify the signing experience. - [How to send BoldSign signature requests for new or updated Google Sheets rows?](https://support.boldsign.com/kb/article/13488/send-signature-requests-for-google-sheets-rows-zapier.md): BoldSign integrates with Zapier to automatically send signature requests from Google Sheets rows, using a preconfigured template on the Zapier integration page. - [How to use BoldSign MCP Server in Goose?](https://support.boldsign.com/kb/article/20820/how-to-use-boldsign-mcp-server-in-goose.md): Learn how to use BoldSign MCP Server with Goose to streamline eSignature workflows using natural language with our step-by-step guide. - [How to send signature requests without email notifications in BoldSign?](https://support.boldsign.com/kb/article/19853/how-to-send-signature-requests-without-email-notifications-in-boldsign.md): Learn to send signature requests without email notifications in BoldSign. Disable email alerts and share signing links directly from the document overview. - [BoldSign browser compatibility and system requirements](https://support.boldsign.com/kb/article/15854/boldsign-browser-compatibility-and-system-requirements.md): Ensure compatibility with systems and browsers when using BoldSign. list of supported browsers for both desktop and mobile devices. - [Embedded Signing vs Redirect Signing in BoldSign](https://support.boldsign.com/kb/article/22003/embedded-signing-vs-redirect-signing-in-boldsign.md): BoldSign supports Embedded Signing, where you generate a secure signing link via API and launch the signing experience from your application. - [How to pre-populate information for bulk link signers using query parameters?](https://support.boldsign.com/kb/article/982/how-to-pre-populate-information-for-bulk-link-signers-using-query-parameters.md): Bulk links let you send the same document link to multiple signers by prefilling fields with the values passed in query parameters. - [How to allow signers to sign the same bulk link document multiple times?](https://support.boldsign.com/kb/article/13255/allow-signers-to-sign-same-bulk-link.md): This article outlines how to enable multiple signers to sign a bulk link document using the same email address, eliminating the need for separate accounts. - [How to auto position the form fields for dynamic content?](https://support.boldsign.com/kb/article/49/auto-position-form-fields-for-dynamic-content.md): BoldSign allows for automatic form field positioning using anchor text, ensuring consistent placement even with content changes. - [How to import DocuSign templates into BoldSign?](https://support.boldsign.com/kb/article/16442/how-to-import-docusign-templates-into-boldsign.md): Article explain how to import DocuSign templates into BoldSign and migrate their existing templates to BoldSign. - [How to set character spacing for form fields on mobile app?](https://support.boldsign.com/kb/article/22868/set-character-spacing-for-form-fields-mobile-app.md): This article explains how to set character spacing for text box and label form fields on the BoldSign mobile app. - [How can I reset my password if I forget it?](https://support.boldsign.com/kb/article/14177/reset-the-password.md): Discover how to reset a forgotten password and regain access to your account with our easy-to-follow guide. - [How to set up an discount calculation formula in BoldSign?](https://support.boldsign.com/kb/article/19697/how-to-set-up-an-discount-calculation-formula-in-boldsign.md): BoldSign automates discount calculations using formula fields, ensuring accurate subscription costs. Learn how to configure formulas in your templates. - [Difference between Sandbox and Live API keys](https://support.boldsign.com/kb/article/14184/sandbox-vs-live-api-keys.md): See the differences between the API keys generated in sandbox and live environments, along with their respective limitations in this article. - [How to delete bulk links in BoldSign?](https://support.boldsign.com/kb/article/21964/delete-bulk-links.md): Explore how to delete bulk links in BoldSign with our step-by-step guide. Learn to move links to Trash, restore them, or permanently remove them easily. - [How to disable the redirect URL after signing?](https://support.boldsign.com/kb/article/23334/disable-redirect-url-after-signing.md): Learn how to disable the redirect URL in BoldSign so signers stay on the completion page after finishing the signing process. - [How to delete team member documents?](https://support.boldsign.com/kb/article/19738/how-to-delete-team-member-documents.md): Learn how to delete completed, revoked, declined, or expired documents under the Team Member section in BoldSign with simple step-by-step instruction. - [How to login to your BoldSign account](https://support.boldsign.com/kb/article/19881/login-to-your-boldsign-account.md): Learn how to log in to your BoldSign account using the web app. Follow step-by-step instructions for email, password, and verification code login process. - [Disable all email notifications using API](https://support.boldsign.com/kb/article/14281/disable-all-email-notifications-api.md): Discover BoldSign's email notification feature. Learn how to disable all email notifications using the API from the steps outlined in this article. - [Can I customize the authentication requirements for different signers?](https://support.boldsign.com/kb/article/14726/customize-authentication-requirements-for-different-signers.md): Secure your eSignatures with BoldSign's authentication methods! Learn how to assign authentication methods to signers and verify them when opening the document. - [How to view team bulk links?](https://support.boldsign.com/kb/article/16080/view-team-bulk-links.md): Explore effortless access to team bulk links, simplifying collaboration, and streamlining document sharing with ease through our comprehensive guide. - [Extend the expiry date of a document using BoldSign API](https://support.boldsign.com/kb/article/14287/extend-expiry-date-of-document-api.md): Learn how to extend the expiration date of a document using the BoldSign API and the limitations of doing so. - [How to download the bulk send document?](https://support.boldsign.com/kb/article/15366/download-the-bulk-send-document.md): BoldSign allows senders to download completed bulk documents from the bulk send document page or the overview page. - [Can I enable or disable eSignature notifications for document participants (signers, reviewers, and CC recipients)](https://support.boldsign.com/kb/article/15288/can-i-enable-or-disable-esignature-notifications-for-document-participants-signers-reviewers-and-cc-recipients.md): BoldSign allows account holders to manage email preferences via their accounts. Non-account holders cannot disable document status, email updates, and reminders. - [How to change the language for WhatsApp signature request?](https://support.boldsign.com/kb/article/21471/change-language-whatsapp-signature-requests.md): Explore how BoldSign delivers WhatsApp signature requests in the signers preferred language for a fully localized and user-friendly signing experience. - [What are the supported countries and languages for BoldSign WhatsApp delivery?](https://support.boldsign.com/kb/article/21933/supported-countries-languages-whatsapp-delivery.md): Explore WhatsApp delivery, available in 26 countries and territories. Check supported languages and learn how to enable this feature for your account. - [How to remove existing form fields when sending a document from a template?](https://support.boldsign.com/kb/article/19279/remove-existing-form-fields-when-sending-a-document-from-a-template.md): Learn how to remove specific form fields when sending a document from a template using the BoldSign API. Simplify the signing by excluding unnecessary fields. - [How to add a contact group as a recipient?](https://support.boldsign.com/kb/article/254/add-contact-group-as-recipient.md): BoldSign eSignatures enable users to efficiently send documents to multiple recipients by adding recipient groups. - [How to allow sender to manage recipients while using templates?](https://support.boldsign.com/kb/article/15245/allow-sender-to-manage-recipients-while-using-templates.md): Learn how to enable senders to manage recipients directly within templates. This enables customization and simplifies eSignature processes. - [Set language for embedded send request](https://support.boldsign.com/kb/article/14303/set-language-for-embedded-send-request.md): Experience enhanced user interaction with BoldSign's embedded send requests. Learn how to set a request’s language with this step-by-step procedure. - [Can I send a private message to the recipient?](https://support.boldsign.com/kb/article/14141/send-private-message-to-recipient.md): Learn how to send private messages to recipients in BoldSign, ensuring secure and discreet communication, with our step-by-step instructions in this article. - [How to add contacts?](https://support.boldsign.com/kb/article/14044/adding-contacts.md): Learn how to add contacts in BoldSign and simplify the document creation process through autocomplete suggestions when adding recipients. - [How to expire the documents in hours?](https://support.boldsign.com/kb/article/241/expire-the-documents-in-hours.md): Discover how to prevent access to documents after the specified time, ensuring timely completion of agreements. Find out more in this informative article. - [How to manage bulk send documents in trash?](https://support.boldsign.com/kb/article/21830/manage-bulk-sends-trash.md): Discover how to manage bulk send documents in BoldSign Trash with our guide. Restore or permanently delete items within the 30-day retention period. - [How to buy additional user license?](https://support.boldsign.com/kb/article/28/buy-additional-user-license.md): This article guides you through the process of purchasing additional licenses in BoldSign after activating your subscription plan. - [Why can't I send a document reminder to my recipient?](https://support.boldsign.com/kb/article/23064/cant-send-document-reminder-to-my-recipient.md): Learn why you cant send a document reminder in BoldSign. Understand common causes such as document status, reminder limits, and permissions. - [How document deletion notifications work in BoldSign?](https://support.boldsign.com/kb/article/19646/how-document-deletion-notifications-work-in-boldsign.md): Understand how BoldSign sends document deletion notifications with email triggers, settings, and alerts that help you track and control document activity. - [How to export and import templates in BoldSign?](https://support.boldsign.com/kb/article/20311/how-to-export-and-import-templates-in-boldsign.md): Learn how to easily export and import templates across platforms with our step-by-step guide. Save time and streamline your workflow efficiently. - [How to change the language while signing?](https://support.boldsign.com/kb/article/13953/change-language-while-signing.md): Change the document language while signing in BoldSign. Select a language, and all text elements on the signing page will be translated. - [How to show or hide the BoldSign sign-up information for the signers?](https://support.boldsign.com/kb/article/392/show-or-hide-boldsign-sign-up-info.md): Learn how to show or hide BoldSign sign-up information with our detailed guide. A prompt will be displayed when the non-BoldSign users sign the document. - [How to notify CC recipients when a document is reassigned by a signer?](https://support.boldsign.com/kb/article/19619/how-to-notify-cc-recipients-when-a-document-is-reassigned-by-a-signer.md): {{title}}. - [How to save the completed document's Audit trail to a OneDrive folder?](https://support.boldsign.com/kb/article/17666/how-to-save-the-completed-documents-audit-trail-to-a-onedrive-folder.md): Learn how to save the completed document's audit trail to a OneDrive folder with our step-by-step guide for easy organization. - [How to manage in-app notifications?](https://support.boldsign.com/kb/article/96/manage-in-app-notifications.md): How to manage in-app notifications for document updates. Ensure you never miss an important eSignature event with our reliable notifications and updates. - [How to send bulk reminders for all pending bulk send documents?](https://support.boldsign.com/kb/article/17214/send-bulk-reminders-pending-bulk-send-documents.md): Discover how to send bulk reminders for pending documents in BoldSign, ensuring recipients get prompt email notifications to complete their tasks efficiently. - [How to filter documents in the BoldSign browser extension?](https://support.boldsign.com/kb/article/23600/filter-documents-in-boldsign-browser-extension.md): Learn how to filter documents in the BoldSign browser extension by status, including waiting, completed, and others, to quickly find required documents. - [How to prefill form fields to be visible to both signers when using templates via API?](https://support.boldsign.com/kb/article/19096/prefill-form-fields-to-be-visible-to-both-signers-when-using-templates-via-api.md): Learn how to prefill form fields in BoldSign templates via API to ensure they are visible to both signers for a seamless signing experience. - [How to search templates using natural language?](https://support.boldsign.com/kb/article/22241/search-templates-using-natural-language.md): This article explains how to search templates using natural language in BoldSign. Instead of complex filters, you can use AI-powered search. - [How to change the default settings of the document?](https://support.boldsign.com/kb/article/53/change-document-default-settings.md): See how to adjust default settings for new documents, including auto reminder sequences and expiration dates, for a more efficient eSignature experience. - [How to pin the bulk link to the dashboard page?](https://support.boldsign.com/kb/article/58/pin-bulk-link-to-dashboard.md): BoldSign simplifies tracking bulk links with dashboard pins, allowing users to monitor the status of signature requests and ensuring a streamlined workflow. - [How to send unique or private message for each recipient?](https://support.boldsign.com/kb/article/62/send-unique-or-private-message-each-recipient.md): Deliver customized messages with every e-signature request. This BoldSign guide explains how to send unique messages to each recipient of your eSignature requests. - [How to manage push notification settings in the mobile app?](https://support.boldsign.com/kb/article/22111/manage-push-notification-settings-mobile-app.md): Learn how to update push notification settings in the BoldSign mobile app to stay informed on document status and changes in real time. - [How to add Dropdown field for signers using BoldSign API?](https://support.boldsign.com/kb/article/19185/add-dropdown-field-for-signers-using-boldsign-api.md): Learn how to add a Dropdown field for signers using the BoldSign API. Customize form fields to streamline the eSignature process. - [How to copy or duplicate a Bulk Link?](https://support.boldsign.com/kb/article/15676/copy-or-duplicate-bulk-link.md): To efficiently create multiple versions of similar bulk links, you can use an existing link and duplicate it to produce different versions. - [How to filter templates shared with teams in BoldSign mobile app?](https://support.boldsign.com/kb/article/24085/filter-templates-shared-with-teams-boldsign-mobile-app.md): Learn how to find templates shared with a specific team in the BoldSign mobile app using the Shared With Teams filter. - [How to get notified via Slack when new documents are sent in BoldSign?](https://support.boldsign.com/kb/article/18830/get-notified-via-slack-when-new-documents-are-sent-in-boldsign.md): Discover how to integrate BoldSign with Slack using Power Automate to receive real-time Slack notifications when documents are sent for signature with our guide. - [How to manually review uploaded documents for identity verification?](https://support.boldsign.com/kb/article/15468/how-to-manually-review-uploaded-documents-for-identity-verification.md): Learn how to manually verify ID documents in BoldSign, ensuring thorough scrutiny and enhancing security and reliability in the document authentication process. - [Change the recipient of a document using API](https://support.boldsign.com/kb/article/14266/change-recipient-of-a-document.md): Learn how to change the recipient of a document using the BoldSign API with the steps outlined in this article. - [How do I manage the documents in drafts folder in the mobile application?](https://support.boldsign.com/kb/article/18260/manage-documents-drafts-folder-mobile-application.md): BoldSign manage drafts easily in the mobile app—edit, organize, or delete documents to keep your workflow smooth and efficient. - [Resolving 401 Unauthorized error with BoldSign API](https://support.boldsign.com/kb/article/14423/resolving-401-unauthorized-error.md): Learn how to resolve the 401 Unauthorized error with the BoldSign API. In this guide, you'll learn about the error's causes and solutions. - [Can I move a user from one team to another?](https://support.boldsign.com/kb/article/14625/moving-user-from-one-team-to-another.md): This guide shows the permissions the Account and Team Admins have to efficiently manage teams, ensure proper team assignments, and streamline workflows. - [What is the purpose of metadata option?](https://support.boldsign.com/kb/article/15248/purpose-of-metadata-option.md): BoldSign's Metadata option enhances user account management by storing relevant information as metadata keys and values on the Users page. - [How to update your name in BoldSign?](https://support.boldsign.com/kb/article/14645/update-your-name-in-boldsign.md): Learn to easily modify the BoldSign profile name for accuracy and professionalism in seconds, ensuring your profile remains up-to-date for all your eSignatures. - [How to attach completed BoldSign documents to HubSpot records using workflow.](https://support.boldsign.com/kb/article/24137/how-to-attach-completed-boldsign-documents-to-hubspot-records-using-workflow.md): Learn how to Atttach complated BoldSign documents to HubSpot record using workflows and BoldSign webhook integration. - [How to send a signature request using a template?](https://support.boldsign.com/kb/article/46/send-signature-request-using-template.md): See how to send signature requests using predesigned BoldSign templates, ensuring consistency and getting documents signed faster. - [How do I upload a document in BoldSign?](https://support.boldsign.com/kb/article/14001/upload-document-in-boldsign.md): Explore BoldSign's document upload options, from computer to cloud, and templates. Learn more from the step-by-step procedure provided. - [How do team members receive notifications when a template is shared in BoldSign?](https://support.boldsign.com/kb/article/19638/how-do-team-members-receive-notifications-when-a-template-is-shared-in-boldsign.md): See how team members receive notifications when a template is shared in BoldSign, with details on alert types, sharing rules, and how updates are delivered. - [How to apply coupons while making payment?](https://support.boldsign.com/kb/article/509/apply-coupons-while-making-payment.md): This guide explains how to use coupons in BoldSign, after the 30-day trial, and how to apply discounts after activation. - [How to test BoldSign webhooks locally](https://support.boldsign.com/kb/article/20220/how-to-test-boldsign-webhooks-locally.md): How to test BoldSign webhooks locally. - [How to decline a document on mobile app?](https://support.boldsign.com/kb/article/21455/decline-document-on-mobile.md): Explore how to decline a signature request in the BoldSign mobile app. Learn the steps, provide a reason, and confirm your decision with ease. - [How to modify user profile details?](https://support.boldsign.com/kb/article/14928/modify-user-profile-details.md): Learn how account administrators can modify user profiles and restrict users from modifying their profiles. - [Can I collect signatures from multiple individuals on a document?](https://support.boldsign.com/kb/article/13956/signatures-from-multiple-individuals-on-a-document.md): Collect multiple signatures on a single document with ease in BoldSign. Ideal for contracts, agreements, and legal documents. Follow the steps in this article. - [How to allow senders to edit or delete template form fields?](https://support.boldsign.com/kb/article/20312/how-to-allow-senders-to-edit-or-delete-template-form-fields.md): Discover how to enable senders to edit or delete template form fields for greater flexibility. Follow our guide to customize permissions. - [How to use the checkbox form field?](https://support.boldsign.com/kb/article/14626/using-checkbox-form-field.md): Enhance your forms with BoldSign's checkbox feature! Allow signers to easily select options and further customize using conditional logic. - [How to set signer language for an eSignature document using BoldSign API?](https://support.boldsign.com/kb/article/15849/set-signer-language-for-document-using-boldsign-api.md): Send documents for eSignature in the preferred language of the signer. Learn how to set the signer’s preferred language to enhance understanding and convenience. - [How to use template field configuration in BoldSign?](https://support.boldsign.com/kb/article/21643/use-template-field-configuration.md): Explore how to configure field permissions in BoldSign templates to control sender access, maintain consistency, and streamline document workflows. - [How to create non editable form fields with BoldSign API?](https://support.boldsign.com/kb/article/19183/create-non-editable-form-fields-with-boldsign-api.md): Learn how to create non-editable form fields using the BoldSign API. Configure fields with predefined values to ensure data remains unchanged during the signing. - [What are collaborative field editing options and how do they work?](https://support.boldsign.com/kb/article/20746/what-are-collaborative-field-editing-options-and-how-do-they-work.md): Learn how to use Collaborative Field Editing in BoldSign with options like Require Initials, Require Approval, and Required for Collaborators. - [Troubleshooting BoldSign payment failures](https://support.boldsign.com/kb/article/23711/troubleshooting-boldsign-payment-failures.md): Learn why payments may fail in BoldSign and the steps you can take to resolve common payment issues. - [How to change an auto-filled signature before completing a document?](https://support.boldsign.com/kb/article/23052/change-auto-filled-signature-before-completing-document-boldsign.md): Learn how to change an auto-filled signature in BoldSign before completing a document. Follow simple steps to update or replace your signature easily. - [Resolving locale mismatch errors in BoldSign eSignature API](https://support.boldsign.com/kb/article/15855/resolving-locale-mismatch-errors-in-boldsign-esignature-api.md): Ensure correct locale settings for Signers and DocumentInfo when using BoldSign API. Effectively resolve validation errors from locale mismatches. - [How to change the session timeout duration?](https://support.boldsign.com/kb/article/577/change-session-timeout-duration.md): This guide shows how to adjust the session timeout duration, a vital security feature preventing unauthorized access by logging out inactive users. - [How to generate an embedded signing link via zapier Integration?](https://support.boldsign.com/kb/article/19694/how-to-generate-an-embedded-signing-link-via-zapier-integration.md): Learn how to generate an embedded signing link in BoldSign via Zapier integration with our step-by-step guide, including API calls and necessary code snippets. - [How to replicate form fields to all pages?](https://support.boldsign.com/kb/article/15986/replicate-form-fields-to-all-pages.md): Learn how to replicate form fields to all pages from the step-by-step procedure outlined in this article. - [How to send a one-time signature request in HubSpot?](https://support.boldsign.com/kb/article/21027/how-to-send-a-one-time-signature-request-in-hubspot.md): Learn how to send one-time signature requests from HubSpot using BoldSign by uploading documents, adding recipients, and configuring fields quickly. - [How to sign in with two-step authentication?](https://support.boldsign.com/kb/article/327/sign-in-with-two-step-authentication.md): Learn about BoldSign’s two-step authentication system, which offers enhanced account protection and secure eSignatures. - [How to reset your BoldSign password?](https://support.boldsign.com/kb/article/40/reset-password.md): Reset your password for safe access to your BoldSign account. Quickly restore access and resume signing and sending documents. - [How to request images from signers?](https://support.boldsign.com/kb/article/164/request-images-from-signers.md): This BoldSign guide explains how to request images (like logos, ID proofs, etc.) from signers for verification during the signing process. - [How to hide watermark for in-progress documents?](https://support.boldsign.com/kb/article/15902/hide-watermark-for-in-progress-documents.md): Learn how to hide watermarks for work-in-progress documents in BoldSign from the step-by-step procedure outlined in this article. - [How to check my team document statuses?](https://support.boldsign.com/kb/article/92/how-to-check-my-team-document-statuses.md): Track team eSignature activity with BoldSign team documents, which allow users to monitor sent, received, and in-progress documents. - [How do I include a date and time stamp along with the date signed on the document?](https://support.boldsign.com/kb/article/15160/how-do-i-include-a-date-and-time-stamp-along-with-the-date-signed-on-the-document.md): Add BoldSign date and time stamp to signed documents with ease. Customize format, time zone, and auto-fill settings to enhance your eSignature workflow. - [How to export the document information to a CSV file?](https://support.boldsign.com/kb/article/18709/how-to-export-the-document-information-to-a-csv-file.md): "Learn how to easily export document information to a CSV file with this step-by-step guide for efficient data management.". - [How to download the audit trail document?](https://support.boldsign.com/kb/article/106/download-audit-trail-document.md): Follow our guide to download the audit trail in BoldSign, which captures vital details like IDs, names, senders, and signers. - [How to integrate BoldSign with Monday.com using Zapier?](https://support.boldsign.com/kb/article/16851/how-to-integrate-boldsign-with-mondaycom-using-zapier.md): Discover how to integrate BoldSign with Monday.com using Zapier to automate document workflows and streamline task management with simple setup steps. - [How to customize document decline option via API?](https://support.boldsign.com/kb/article/20514/customize-document-decline-option-via-api.md): Learn how to customize the document decline option using an API. Enhance your document management with this step-by-step guide. - [How to use a shared template?](https://support.boldsign.com/kb/article/33/use-shared-template.md): This guide shows how to use shared templates across teams to enhance collaboration and streamline the document creation process. - [How to download the invoice?](https://support.boldsign.com/kb/article/41/how-to-download-the-invoice.md): Follow the methods in this guide to download your subscription plan invoice and retrieve it directly from the subscription page. - [What is unlimited users in BoldSign?](https://support.boldsign.com/kb/article/20958/what-is-unlimited-users-in-boldsign.md): Discover how BoldSign’s Unlimited Users feature in the Premium Plan enables scalable team collaboration with flat-rate pricing and SSO integration. - [How to change my current plan?](https://support.boldsign.com/kb/article/35/change-my-current-plan.md): BoldSign offers easy subscription adjustments to fit evolving needs, allowing users to upgrade or downgrade their plan easily for more features or cost savings. - [FAQs: Audit Trails in BoldSign](https://support.boldsign.com/kb/article/21659/faqs-audit-trails-in-boldsign.md): Get answers to top FAQs about BoldSign audit trails—covering access, security, compliance, tamper prevention, and legal admissibility in eSignatures. - [How to reassign or delegate the signing responsibility to another user?](https://support.boldsign.com/kb/article/219/delegate-signing-responsibility-to-another-user.md): Shift eSignature responsibilities to others for faster completion! This guide explains how to delegate signing tasks to other users within your organization. - [FAQs : Knowledge-Based Authentication (KBA) in BoldSign](https://support.boldsign.com/kb/article/24149/kba-authentication-faqs-boldsign.md): Learn how Knowledge-Based Authentication KBA works in BoldSign, including signer requirements, retries, name matching, billing, and frequency options. - [How to provide background color for the label fields when sending document for signature?](https://support.boldsign.com/kb/article/19238/provide-background-color-for-the-label-fields-when-sending-document-for-signature.md): Learn how to provide a background color for label fields when sending a document for signature using BoldSign's API for enhanced document presentation. - [What is name matcher tolerance level?](https://support.boldsign.com/kb/article/15467/name-matcher-tolerance-level.md): Customize security with BoldSign's adjustable name-matching tolerance for identity verification. Ensure accuracy by matching signer names with uploaded IDs. - [How to safeguard your BoldSign emails from being quarantined?](https://support.boldsign.com/kb/article/15633/safeguard-your-boldsign-emails-from-being-quarantined.md): Discover strategies to protect your BoldSign emails from quarantine and ensure smooth communication and document delivery. - [How to allow signers to sign in a particular order?](https://support.boldsign.com/kb/article/13927/allow-signers-sign-in-particular-order.md): Learn how to allow signers to sign in a particular order in BoldSign, ensuring a sequential signing process. Follow our guide for streamlined document signing. - [How to filter documents by expiry date in BoldSign?](https://support.boldsign.com/kb/article/20096/filter-documents-by-expiry-date-in-boldsign.md): Learn how to filter documents by expiry date in BoldSign. Easily view, manage, and pin filtered expiring documents to your dashboard. - [How to send document using multiple templates by filling existing form fields using API?](https://support.boldsign.com/kb/article/14481/send-document-using-multiple-templates-filling-existing-fields.md): Learn how to create documents using multiple templates in BoldSign's web app with prefilled form fields. This step-by-step guide walks you through the process. - [How to integrate BoldSign with Microsoft Dynamics 365 CRM using Zapier?](https://support.boldsign.com/kb/article/16826/how-to-integrate-boldsign-with-microsoft-dynamics-365-crm-using-zapier.md): To integrate BoldSign with Microsoft Dynamics 365 CRM using Zapie. - [How to reset KBA authentication for a signer?](https://support.boldsign.com/kb/article/24146/reset-kba-authentication-for-signer.md): Learn how to reset KBA authentication for a signer after a failed verification attempt, understand what reset does and does not do, and when to use it. - [How to edit profile details on the BoldSign mobile application?](https://support.boldsign.com/kb/article/16227/edit-profile-details-on-the-boldsign-mobile-application.md): Learn how to edit your profile details on the BoldSign mobile app with our step-by-step guide for easy and efficient profile management. - [How to create a new BoldSign account?](https://support.boldsign.com/kb/article/12628/create-new-boldsign-account.md): This article will guide you through the process of creating an account for the BoldSign web app or API. - [How to customize the document decline and save options?](https://support.boldsign.com/kb/article/14049/customize-document-decline-and-save-options.md): Learn to customize document decline and save options for signers in BoldSign with our comprehensive guide. - [How to duplicate form fields?](https://support.boldsign.com/kb/article/14235/duplicate-form-fields.md): Explore this step-by-step guide to duplicating form fields in BoldSign, especially beneficial when repeated information is required within the same document. - [How to upload documents from OneDrive?](https://support.boldsign.com/kb/article/320/upload-documents-from-onedrive.md): This guide demonstrates how to upload documents from OneDrive for efficient eSignatures, streamlining the process and allowing quick and easy signing. - [Is it possible to add a user to multiple teams in BoldSign?](https://support.boldsign.com/kb/article/598/add-user-to-multiple-teams.md): This guide details BoldSign's team membership limits, error messages when adding users to multiple teams, and the admin-exclusive ability to delete members. - [Why “Document Sent” and “Document Completed” workflows should remain separate in Zapier automations](https://support.boldsign.com/kb/article/21536/why-document-sent-and-document-completed-workflows-should-remain-separate-in-zapier-automations.md): Learn why Document Sent and Document Completed workflows should remain separate in Zapier automations in this guide. - [How to clone or duplicate a document?](https://support.boldsign.com/kb/article/141/clone-or-duplicate-document.md): Discover how to clone or duplicate a document by duplicating its original file name and content for faster results. The ID of the document will remain unique. - [How to Create Salesforce Reports for BoldSign Document Statuses?](https://support.boldsign.com/kb/article/24152/how-to-create-salesforce-reports-for-boldsign-document-statuses.md): Learn how to create Salesforce reports using BoldSign fields to track document activity, monitor statuses, and analyze document data. - [What does the response status "Queued" mean after editing a document via API?](https://support.boldsign.com/kb/article/21883/what-does-the-response-status-queued-mean-after-editing-a-document-via-api.md): The Edit Document API endpoint in BoldSign allows you to efficiently modify the properties of an existing document and draft document. - [How to align text in the form fields from right to left?](https://support.boldsign.com/kb/article/13253/how-to-align-text-in-the-form-fields-from-right-to-left.md): BoldSign supports right-to-left text in text box and label fields, allowing users to input and display text in RTL languages like Arabic, Hebrew, and Urdu. - [How to send manual reminders to signer?](https://support.boldsign.com/kb/article/93/send-manual-reminders-to-signer.md): Follow our guide to send manual signature reminders to signers, to get your BoldSign documents completed promptly and prevent delays. - [How to manage my contact groups?](https://support.boldsign.com/kb/article/247/manage-my-contact-groups.md): Learn to create, edit, and delete contact groups in BoldSign for efficient document sending, enabling users to easily organize eSignature recipients. - [How to create new Dropbox folders for completed BoldSign documents?](https://support.boldsign.com/kb/article/13214/create-dropbox-folders-completed-documents-zapier.md): BoldSign’s Zapier integration allows for easy Dropbox folder creation after document completion, saving time and enhancing document management. - [How do recipients receive notifications when the document has been completed by all recipients?](https://support.boldsign.com/kb/article/18773/how-do-recipients-receive-notifications-when-the-document-has-been-completed-by-all-recipients.md): Learn how recipients, including CC recipients, are notified via email when a document is completed by all parties, ensuring seamless communication and tracking. - [How to create filters and pin them to the dashboard in the BoldSign mobile application?](https://support.boldsign.com/kb/article/16245/create-filters-and-pin-them-to-the-dashboard-in-the-boldsign-mobile-application.md): Learn how to create filters and pin them to your dashboard in the BoldSign mobile app. Follow our step-by-step guide for efficient document management. - [How to add the BoldSign document in a SharePoint list, when the status (completed, declined) changes?](https://support.boldsign.com/kb/article/17646/add-the-boldsign-document-in-a-sharepoint-list-when-the-status-completed-declined-changes.md): Discover how to add BoldSign documents to a SharePoint list when the document status changes. Streamline tracking and organization with our step by step guide. - [Can I delete a document in trash permanently?](https://support.boldsign.com/kb/article/19124/can-i-delete-a-document-in-trash-permanently.md): Learn how to permanently delete a document from the trash in BoldSign. Understand admin permissions and recovery limitations with our comprehensive guide. - [How to save bulk link documents in drafts?](https://support.boldsign.com/kb/article/13799/how-to-save-bulk-link-documents-in-drafts.md): Learn how to save bulk link documents in drafts so you can revisit them for ongoing editing, fine-tuning, or finalization. - [How to send BoldSign signature requests for new Typeform entries?](https://support.boldsign.com/kb/article/13154/send-signature-requests-for-typeform-entries-zapier.md): Learn to automate BoldSign signature requests for new Typeform entries using the BoldSign Zapier integration, a preconfigured Zap template and Typeform triggers. - [Why can't I access older envelopes in my Sandbox account?](https://support.boldsign.com/kb/article/14263/access-older-envelopes-in-sandbox-account.md): Explore BoldSign's sandbox account. Learn more about accessing older envelopes and limitations from the steps provided in this article. - [How to include the signed documents in the BoldSign Sender Identity notifications](https://support.boldsign.com/kb/article/21008/how-to-include-the-signed-documents-in-the-boldsign-sender-identity-notifications.md): How to include the signed documents in the BoldSign Sender Identity notifications. - [Advantages of Edit embedded template over Edit Template](https://support.boldsign.com/kb/article/21960/advantages-of-edit-embedded-template-over-edit-template.md): In BoldSign, both Edit Template and Edit Embedded Template allow you to modify existing eSignature templates. - [How to delete form fields while preparing a document?](https://support.boldsign.com/kb/article/14236/delete-form-fields-while-preparing-document.md): Learn how to delete form fields while preparing a document with the step-by-step procedure provided in this article. - [Do I need a BoldSign account to sign a document?](https://support.boldsign.com/kb/article/575/sign-document-without-boldsign-account.md): Discover the process of signing eSignature request documents without a BoldSign account, receiving an email notification and signing directly from the email. - [How to download template documents on the mobile app?](https://support.boldsign.com/kb/article/22125/download-template-documents-mobile.md): Learn how to download template documents in the BoldSign mobile app, including choosing whether to include or remove form fields during download. - [How to change the email display name?](https://support.boldsign.com/kb/article/14221/change-the-email-display-name.md): Enhance professionalism with BoldSign. Learn how to change the email display name with the step-by-step procedure provided in this article. - [Can I specify the expiration date for a document?](https://support.boldsign.com/kb/article/14231/specify-expiration-date-for-document.md): Learn how to set the expiration date for a document with step-by-step guidance in this comprehensive article. - [How to get notified via Slack when new documents are sent](https://support.boldsign.com/kb/article/13263/get-notified-via-slack-for-new-documents-zapier.md): This integration lets your team receive notifications in Slack about new documents for signature via BoldSign, enabling them to promptly take necessary actions. - [How to auto-detect the form fields in a PDF document on mobile app?](https://support.boldsign.com/kb/article/21228/auto-detect-form-fields-in-pdf-on-mobile.md): Learn how to auto-detect and convert fillable PDF form fields into BoldSign fields on the mobile app when creating a signature request. - [How can I change the language for my signers?](https://support.boldsign.com/kb/article/14002/change-language-for-signers.md): Discover how to change the language for your signers in BoldSign, ensuring effective communication during the signing process. - [How to send a document using templates on your mobile device?](https://support.boldsign.com/kb/article/16220/send-a-document-using-templates-on-your-mobile-device.md): Discover how to send documents using templates on your mobile device with the BoldSign mobile application, for efficient document sending. - [How to void or revoke a document after sending it?](https://support.boldsign.com/kb/article/63/void-or-revoke-document-after-sending.md): This guide on BoldSign shows how to revoke a document sent for signatures, prevent unwanted signings, and maintain control over your eSignature workflow. - [Choosing between create template vs. embedded template in BoldSign](https://support.boldsign.com/kb/article/20985/choosing-between-create-template-vs-embedded-template-in-boldsign.md): Learn the key differences between BoldSign's "Create Template" and "Create Embedded Template" with this comprehensive guide. - [What are the benefits of the Embedded Send API over the Send Document API?](https://support.boldsign.com/kb/article/21910/what-are-the-benefits-of-the-embedded-send-api-over-the-send-document-api.md): BoldSign provides multiple API endpoints to initiate eSignature workflows. - [Default value and Read-Only mode must match for synced fields](https://support.boldsign.com/kb/article/20271/default-value-and-read-only-mode-must-match-for-synced-fields.md): Learn how to fix the error "default value and read-only mode should be the same for the same data synced fields" with our step-by-step guide. - [How to export usage report to CSV file?](https://support.boldsign.com/kb/article/14528/export-usage-report-to-csv-file.md): This guide on BoldSign demonstrates exporting usage data to a CSV file, providing insights into accurate record-keeping and facilitating appropriate billing. - [What’s the difference between users, contacts, teams, and contact groups?](https://support.boldsign.com/kb/article/20292/whats-the-difference-between-users-contacts-teams-and-contact-groups.md): {{title}}. - [How to notify CC recipients when a document is revoked by sender?](https://support.boldsign.com/kb/article/19623/how-to-notify-cc-recipients-when-a-document-is-revoked-by-sender.md): {{title}}. - [Troubleshooting Missing Email Requests for Signature](https://support.boldsign.com/kb/article/14495/troubleshooting-missing-email-requests-for-signature.md): If you're having problems with missing signature request emails, use these troubleshooting methods to find the cause and fix it quickly. - [How to self-sign a document with Qualified Electronic Signature (QES) enabled?](https://support.boldsign.com/kb/article/23228/self-sign-document-with-qes-enabled.md): Learn how BoldSign supports Qualified Electronic Signature QES self-signing, enabling legally valid, eIDAS-compliant document signing. - [How many failed attempts lead to document lockout in BoldSign?](https://support.boldsign.com/kb/article/19657/how-many-failed-attempts-lead-to-document-lockout-in-boldsign.md): Learn how to check the authentication retry limit in BoldSign and prevent document lockout with our step-by-step guide. - [How to solve the "template not found" error when using template via the BoldSign API?](https://support.boldsign.com/kb/article/20310/solve-the-template-not-found-error-when-using-template-via-the-boldsign-api.md): Solve BoldSign template not found error with step-by-step fixes. Validate template ID, check API key, and confirm template status before sending documents. - [How to get the brand ID?](https://support.boldsign.com/kb/article/13688/get-the-brand-id.md): This article provides a step-by-step process for finding the brand ID of an existing brand created in a BoldSign account. - [How to expire the document on a specific date and time?](https://support.boldsign.com/kb/article/323/expire-document-on-specific-date-time.md): Ensure timely document signing with BoldSign's expiration settings. This guide explains how to establish a specified date and time for document expiry. - [How to check the invite status and manage invitations?](https://support.boldsign.com/kb/article/13640/check-invite-status-and-manage-invitations.md): Discover how to track the status of user invitations within your organization and how to manage user invitations by reading our comprehensive guide. - [How to enable audit log localization in BoldSign?](https://support.boldsign.com/kb/article/17377/enable-audit-log-localization-in-boldsign.md): Learn how to enable audit log localization in BoldSign, allowing you to view and download audit logs in different languages based on your preference. - [How to change the color of the signature?](https://support.boldsign.com/kb/article/14449/change-color-of-signature.md): Learn the process to change the color of the signatures, enhancing the visual impact of your documents with our step-by-step guide. - [Allowed countries and ID document types for Identity Verification](https://support.boldsign.com/kb/article/21973/allowed-countries-and-id-document-types-for-identity-verification.md): In BoldSign, senders can configure identity verification IDV settings to control which issuing countries and ID document types are accepted during signer authentication. - [Can documents be viewed across different BoldSign regions?](https://support.boldsign.com/kb/article/20464/can-documents-be-viewed-across-different-boldsign-regions.md): Can Documents Be Viewed Across Different BoldSign Regions?. - [How to view the status of the signature request in HubSpot?](https://support.boldsign.com/kb/article/21028/how-to-view-the-status-of-the-signature-request-in-hubspot.md): Track signature request status in HubSpot with BoldSign. View documents, send reminders, revoke requests, and access completed files in one place. - [How to configure email custom domain?](https://support.boldsign.com/kb/article/52/configure-email-custom-domain.md): Replace the BoldSign email domain with your custom domain for eSignature requests. This guide simplifies setting up your custom domain in BoldSign. - [How to set the prefilled value for form fields using BoldSign API?](https://support.boldsign.com/kb/article/19179/set-the-prefilled-value-for-form-fields-using-boldsign-api.md): Learn how to set prefilled values for form fields using the BoldSign API. Customize document fields with default values to streamline the signing process. - [How to replace the uploaded document on mobile app?](https://support.boldsign.com/kb/article/21269/replace-uploaded-document-on-mobile.md): Learn how to replace an uploaded document in the BoldSign mobile app to ensure accurate, up-to-date files are sent for eSignature. - [How to get bulk link document id?](https://support.boldsign.com/kb/article/19915/how-to-get-bulk-link-document-id.md): Learn how to quickly find the Document ID for any bulk link by accessing its overview page and locating the ID at the top. - [How to use BoldSign MCP Server in Windsurf?](https://support.boldsign.com/kb/article/20848/use-boldsign-mcp-server-in-windsurf.md): Learn how to integrate and use the BoldSign MCP Server within Windsurf IDE to streamline document workflows using natural language commands with this guide. - [Why is the download audit trail option not visible in a signed document?](https://support.boldsign.com/kb/article/20602/why-is-the-download-audit-trail-option-not-visible-in-a-signed-document.md): Why is the download audit trail option not visible in a signed document?. - [What is KBA name-match tolerance level?](https://support.boldsign.com/kb/article/24144/kba-name-match-tolerance-level.md): Learn about KBA name-match tolerance level options in BoldSign, including None, Strict, Moderate, and Lenient matching. - [How to request signature with Signer Authentication (Email, Access Code, or SMS) using BoldSign API?](https://support.boldsign.com/kb/article/19194/request-signature-with-signer-authentication-email-access-code-or-sms-using-boldsign-api.md): Learn how to request signatures with signer authentication via BoldSign API. Secure document with Email, Access Code, or SMS verification for authorized access. - [How to check the current status of the document?](https://support.boldsign.com/kb/article/108/check-current-status-of-document.md): In BoldSign, to see the current document status in the Status column, navigate to the application’s dashboard page and check My Documents or Team Documents page. - [How to use the drawing form field for visual annotations?](https://support.boldsign.com/kb/article/23126/using-drawing-form-field-for-visual-annotations.md): Learn how to use the drawing form field in BoldSign to add visual annotations, shapes, freehand drawings for precise document communication. - [Where Is Signature Authentication Recorded in BoldSign?](https://support.boldsign.com/kb/article/19153/where-is-signature-authentication-recorded-in-boldsign.md): "Understand how BoldSign verifies signatures on each page or a summary page, ensuring document authenticity and security.". - [What are the keyboard shortcuts available?](https://support.boldsign.com/kb/article/128/keyboard-shortcuts.md): BoldSign's keyboard shortcuts enable users to do specific tasks by combining keyboard keys, enhancing efficiency and speed in document creation. - [How to configure template field settings in the BoldSign mobile app?](https://support.boldsign.com/kb/article/22048/use-template-field-configuration-mobile.md): Learn how to configure template fields in the BoldSign mobile app. Control sender permissions to maintain consistency and accuracy in documents. - [How to set automatic reminders for electronic signature requests through API?](https://support.boldsign.com/kb/article/19177/set-automatic-reminders-for-electronic-signature-requests-through-api.md): Learn how to set up automatic reminders for electronic signature requests using the BoldSign API to ensure timely completion of documents. - [How to configure and enforce validation for checkbox groups in a document?](https://support.boldsign.com/kb/article/19774/how-to-configure-and-enforce-validation-for-checkbox-groups-in-a-document.md): This guide explains how to configure checkbox groups using validation settings to control selection requirements. - [Can we reactivate the expired document?](https://support.boldsign.com/kb/article/19065/can-we-reactivate-the-expired-document.md): Learn what happens when a BoldSign document expires and how you can clone and resend it for signature with our step-by-step guide. - [How to remove a specific signature type for the signer?](https://support.boldsign.com/kb/article/14254/remove-specific-signature-type-for-signer.md): Navigate settings and customize signature options to individual signer requirements in this article. - [How to send documents using Zapier in a test or sandbox environment?](https://support.boldsign.com/kb/article/19847/how-to-send-documents-using-zapier-in-a-test-or-sandbox-environment.md): In Boldsign, you can send documents via Zapier in a test environment, but only in Sandbox mode. When integrating Zapier with your application for testing purposes, you must set “Sandbox Mode” to true while configuring Zapier. - [How to customize the text field resize settings in mobile app?](https://support.boldsign.com/kb/article/22919/customize-text-field-resize-settings-in-mobile-app.md): This article explains how to customize the textbox form field resize settings in the BoldSign mobile app. - [How to send a document with your brand signature frame on the mobile app?](https://support.boldsign.com/kb/article/22979/send-document-with-your-brand-signature-frame-mobile-app.md): This article explains how to send the document with your brand signature frame on the mobile app. - [How to enable Salesforce integration in your account?](https://support.boldsign.com/kb/article/21247/enable-salesforce-integration-in-your-account.md): This article provides a guide on how to enable Salesforce integration in your account. - [Qualified Electronic Signature (QES)](https://support.boldsign.com/kb/article/19863/qualified-electronic-signature-qes.md): Discover everything you need to know about Qualified Electronic Signatures (QES) in BoldSign. Learn how to enable QES, send and sign documents with QES enabled. - [How to save completed documents to Google Drive using Google Apps Script?](https://support.boldsign.com/kb/article/20588/how-to-save-completed-documents-to-google-drive-using-google-apps-script.md): Learn how to auto-save signed documents to Google Drive using BoldSign's Completed webhook and Google Apps Script with signer-based file names. - [How to create bulk links by merging multiple templates?](https://support.boldsign.com/kb/article/17734/create-bulk-links-by-merging-multiple-templates.md): Discover how to merge multiple templates into one bulk link for eSignature requests with this easy step-by-step guide. - [How to download the signed bulk link document?](https://support.boldsign.com/kb/article/552/signed-bulk-link-document-download.md): This comprehensive guide shows how to download each signed document from a bulk link individually. - [Place form fields to the document using API](https://support.boldsign.com/kb/article/14291/place-form-fields-to-document-api.md): Discover the variety of form fields available in BoldSign. Learn more about how to use them in customizing documents for signature requests in this article. - [Document missing as an attachment in final email](https://support.boldsign.com/kb/article/639/document-missing-as-an-attachment-in-final-email.md): This article provides an explanation for why completed documents may not be included in emails and offers insights into email attachment limitations. - [How to modify the bulk link limit?](https://support.boldsign.com/kb/article/56/modify-bulk-link-limit.md): This guide outlines how to adjust the number of signers allowed to access your bulk link documents, ensuring the correct number of participants for each request. - [How can I perform quick actions with form fields using shortcuts?](https://support.boldsign.com/kb/article/13955/perform-quick-actions-with-form-fields.md): Effortlessly collect multiple signatures on a single document in BoldSign, perfect for contracts, agreements, and legal documents. - [How to allow signers to configure their own form fields using BoldSign API?](https://support.boldsign.com/kb/article/19196/allow-signers-to-configure-their-own-form-fields-using-boldsign-api.md): Learn how to enable signers to configure their own form fields using the BoldSign API for a seamless eSignature experience. - [How to reposition the form fields while creating the document?](https://support.boldsign.com/kb/article/14259/reposition-form-fields.md): Learn how to reposition form fields during document creation and after they have been added in this article. - [How do I reject a signature request?](https://support.boldsign.com/kb/article/14050/reject-signature-request.md): Discover a step-by-step guide on how to effectively reject a signature request in BoldSign, enhancing your workflow management effortlessly. - [How to set character spacing in form fields?](https://support.boldsign.com/kb/article/13781/set-character-spacing-in-form-fields.md): Learn how to set character spacing in form fields in BoldSign to enhance readability and ensure a professional appearance for your eSignature documents. - [How to create custom permission?](https://support.boldsign.com/kb/article/42/create-custom-permission.md): Set custom permissions in BoldSign! Manage document access for users and teams, ensuring security and control over eSignature workflows. - [How to create tasks in Todoist when new document is sent out for signature in BoldSign?](https://support.boldsign.com/kb/article/18817/create-tasks-in-todoist-when-new-document-is-sent-out-for-signature-in-boldsign.md): Automate task creation in Todoist with BoldSign and Power Automate. Learn how to trigger tasks in Todoist whenever a document is sent for signature. - [How to set up Microsoft Entra ID in BoldSign?](https://support.boldsign.com/kb/article/20594/set-up-microsoft-entra-id-in-boldsign.md): Learn how to integrate Microsoft Entra ID with BoldSign to automate user provisioning, manage SCIM tokens, and sync users with your organization’s directory. - [How to securely sign up after multiple invalid email entries?](https://support.boldsign.com/kb/article/13441/securely-sign-up-after-multiple-invalid-email-entries.md): Learn how BoldSign's Captcha improves security by blocking already-registered email addresses and other inappropriate sign-ups after three invalid attempts. - [How to manage user licenses?](https://support.boldsign.com/kb/article/39/manage-user-licenses.md): Manage user licenses in BoldSign! Add or remove user licenses to fit your team's requirements and ensure a smooth signing workflow. - [How to sync fields in API signature requests using templates?](https://support.boldsign.com/kb/article/19940/how-to-sync-fields-in-api-signature-requests-using-templates.md): Learn how to auto-fill and sync form field values when sending a signature request using a template through the BoldSign API. - [How to view team documents on the dashboard?](https://support.boldsign.com/kb/article/20348/how-to-view-team-documents-on-the-dashboard.md): Learn how to easily view specific team documents on the Dashboard using filters and dropdowns for streamlined access and organization. - [Accessing and viewing documents as a CC recipient](https://support.boldsign.com/kb/article/693/accessing-and-viewing-documents-as-a-cc-recipient.md): This guide allows CC recipients to access eSignature request documents via email for viewing, downloading, and listing for future reference, but not signing. - [How to send BoldSign signature requests to new Salesforce contacts?](https://support.boldsign.com/kb/article/13232/send-signature-requests-to-salesforce-contacts-zapier.md): BoldSign-Zapier integration allows for automatic signature requests to Salesforce contacts, with Salesforce as the trigger app and BoldSign as the action app. - [How to manage the documents in drafts?](https://support.boldsign.com/kb/article/149/manage-documents-in-drafts.md): Learn how to manage drafts, which are useful for future use, editing and sending to the signer for signature. - [Why are emails not being delivered to signers?](https://support.boldsign.com/kb/article/14455/emails-not-being-delivered-to-signers.md): See the possible reasons behind delivery issues impacting emails sent to signers with our comprehensive guide. - [How can we view the full timestamp (HH:MM: SS) in an audit trail document?](https://support.boldsign.com/kb/article/18783/how-can-we-view-the-full-timestamp-hhmm-ss-in-an-audit-trail-document.md): "Learn how to view the complete timestamp (HH:MM:SS) in an audit trail document, ensuring accurate tracking of document activities.". - [How to host an in-person signing session on mobile app?](https://support.boldsign.com/kb/article/21271/host-in-person-signing-session-on-mobile.md): Learn how to host in-person signing sessions using the BoldSign mobile app. Add a host, guide the signer, and complete the process seamlessly. - [How to integrate BoldSign with Rocketlane using Zapier?](https://support.boldsign.com/kb/article/15391/integrate-boldsign-with-rocketlane-using-zapier.md): Learn how to integrate BoldSign with Rocketlane using Zapier to automate actions and boost the efficiency of your document workflows. - [How to store the newly completed documents as records in Airtable?](https://support.boldsign.com/kb/article/13270/store-completed-documents-in-airtable-zapier.md): This guide demonstrates how to integrate Zapier with Airtable to automatically store completed BoldSign documents, simplifying document management and workflows. - [How to send documents in bulk](https://support.boldsign.com/kb/article/14682/how-to-send-documents-in-bulk.md): Learn how to use BoldSign's Bulk Send feature and how to efficiently send multiple documents for eSignatures in a single batch. - [How to manage email notifications as an account admin?](https://support.boldsign.com/kb/article/16776/manage-email-notifications-account-admin.md): Manage email notifications for signers and CC recipients as an account admin with our detailed instructions in this article. - [How do I guide users to a specific page after signing?](https://support.boldsign.com/kb/article/14170/guide-users-to-specific-page-after-signing.md): Learn how to redirect users to a specific page after they sign a document in BoldSign. Enhance the user experience with our guide. - [How to replicate data for multiple fields?](https://support.boldsign.com/kb/article/168/replicate-data-for-multiple-fields.md): Learn to auto-sync data across multiple form fields using data sync tags in BoldSign, for textboxes, labels, checkboxes, dropdowns, images, and editable dates. - [How are CC'd users notified when a document is declined by a recipient or signer?](https://support.boldsign.com/kb/article/19620/how-are-ccd-users-notified-when-a-document-is-declined-by-a-recipient-or-signer.md): {{title}}. - [Can team admin or account admin view the document?](https://support.boldsign.com/kb/article/123/team-or-account-admin-view-document.md): By default, team and account admins can't view team members' documents. However, in BoldSign, the account owner can provide custom permissions. - [How to bulk send signature requests using WhatsApp?](https://support.boldsign.com/kb/article/21427/bulk-send-signature-requests-using-whatsapp.md): Discover how to bulk send signature requests via WhatsApp using BoldSign. Upload a CSV, send instantly, and pay just 0.10 per recipient. - [SSL/TLS requirements and best practices](https://support.boldsign.com/kb/article/14304/ssl-tls-requirements-and-best-practices.md): Secure your connection with BoldSign's API service by following essential SSL/TLS requirements. Steps and best practices are outlined in this article. - [How to remove authentication of a signer?](https://support.boldsign.com/kb/article/142/remove-signer-authentication.md): BoldSign uses Email OTP and access code authentication methods to verify signer authenticity, which can only be removed by the sender and admin. - [How to set hyperlink form fields while making an electronic signature request via API?](https://support.boldsign.com/kb/article/19174/set-hyperlink-form-fields-while-making-an-electronic-signature-request-via-api.md): Learn how to set hyperlink form fields when making an electronic signature request using the BoldSign API to enhance the signing experience. - [How to delete a document?](https://support.boldsign.com/kb/article/12463/deleting-a-document.md): This guide explains how to delete completed, expired, declined, or revoked documents from your BoldSign account and revoke in-progress documents. - [How are KBA verifications charged in BoldSign?](https://support.boldsign.com/kb/article/24147/how-kba-verifications-charged-in-boldsign.md): Learn how KBA verifications are charged in BoldSign, when KBA usage is recorded, how retries affect billing, and how plan credits apply. - [Configuring Single Sign-On (SSO) Integration with OneLogin using OpenID](https://support.boldsign.com/kb/article/19427/configuring-single-sign-on-sso-integration-with-onelogin-using-openid.md): Set up **OneLogin SSO with OpenID** for secure, seamless BoldSign access. Follow this guide to configure, invite users, and log in easily. - [What form fields are supported when cloning documents with values in BoldSign?](https://support.boldsign.com/kb/article/17643/what-form-fields-are-supported-when-cloning-documents-with-values-in-boldsign.md): Discover which form fields are retained or excluded for security when cloning documents with values in BoldSign for smooth duplication. - [Send document with in-person signing using API](https://support.boldsign.com/kb/article/14301/send-document-with-in-person-signing-api.md): Discover BoldSign's API, enabling seamless document sending with in-person signing capabilities. Learn more about in-person signing from this article. - [How to send a document with identity verification?](https://support.boldsign.com/kb/article/15469/send-document-with-identity-verification.md): Learn how to send documents for ID verification for authenticity tests, allowing the recipient to validate the sender's identity. - [How to filter the documents within a specific date range?](https://support.boldsign.com/kb/article/12421/filter-documents-within-specific-date-range.md): BoldSign allows users to filter documents by date range, enabling quick and easy access to those sent or received within a specific timeframe. - [How will notifications appear when a document is revoked?](https://support.boldsign.com/kb/article/18028/how-will-notifications-appear-when-a-document-is-revoked.md): Learn how recipients and CC'd individuals are notified via email when a document is revoked, including document details, sender info, and the revocation reason. - [How to create custom fields with ID prefix and editing restrictions?](https://support.boldsign.com/kb/article/15028/custom-fields-with-id-prefix-edit-restrictions.md): Learn how to create custom fields with a unique ID prefix for consistent data entry and restrict editing of the ID prefix during the Template/Bulk Link creation. - [How to track changes and actions taken on a document?](https://support.boldsign.com/kb/article/14014/track-changes-on-a-document.md): Discover how to track changes made and actions performed on a document with our comprehensive guide. - [How to set the expiry date for a document while creating it?](https://support.boldsign.com/kb/article/165/set-expiry-date-while-creating-document.md): Learn how to set expiration dates for eSignature documents during creation, ensuring all signers complete the work before the deadline. - [How to download verification images for identity verification?](https://support.boldsign.com/kb/article/15471/download-verification-images-for-identity-verification.md): With our step-by-step guide learn how to download identity verification images in BoldSign and securely access and manage signers’ documents. - [How to configure and use formula fields in BoldSign](https://support.boldsign.com/kb/article/18910/configure-and-use-formula-fields.md): Automate document logic with BoldSign formula fields. Use supported operators and functions to calculate, compare, and display dynamic values instantly. - [How form field configuration validation alerts work in the BoldSign mobile app?](https://support.boldsign.com/kb/article/23782/form-field-configuration-validation-alerts-in-boldsign-mobile-app.md): Understand how validation alerts help detect and resolve form field configuration errors in the BoldSign mobile app before sending documents. - [What features are included in BoldSign plans after the trial?](https://support.boldsign.com/kb/article/19115/what-features-are-included-in-boldsign-plans-after-the-trial.md): Find out what happens when your BoldSign trial ends and explore the features included in each plan to choose the best option for your needs.". - [How to request signature with text tags for dynamic documents in BoldSign API?](https://support.boldsign.com/kb/article/19195/how-to-request-signature-with-text-tags-for-dynamic-documents-in-boldsign-api.md): Learn how to request signatures with text tags in the BoldSign API for dynamic documents and streamline the eSignature process efficiently. - [How to check the document usage?](https://support.boldsign.com/kb/article/15704/check-the-document-usage.md): Learn how to check the document usage in BoldSign and send additional documents by activating the pay-as-you-go option. - [How to edit an existing document?](https://support.boldsign.com/kb/article/16853/how-to-edit-an-existing-document.md): Learn how to edit documents in progress with BoldSign: update files, add fields, and modify signers, with automatic notifications when edits are complete. - [How do recipients receive notifications when a document expires](https://support.boldsign.com/kb/article/19696/how-do-recipients-receive-notifications-when-a-document-expires.md): How Do Recipients Receive notifications When The Document Expired. - [What happens when a shared template is deleted in BoldSign](https://support.boldsign.com/kb/article/19641/what-happens-when-a-shared-template-is-deleted-in-boldsign.md): {{title}}. - [Understanding signer, reviewer, and in-person signer roles](https://support.boldsign.com/kb/article/20491/understanding-signer-reviewer-and-in-person-signer-roles.md): Understand signer, reviewer, and in-person signer roles in BoldSign, including responsibilities, differences, and how each role supports your document workflow. - [What are the customizations available in the BoldSign document scanner app?](https://support.boldsign.com/kb/article/23538/customizations-available-in-boldsign-document-scanner-app.md): Learn how to customize the BoldSign Document Scanner app. Adjust document sorting, view modes, and settings for better organization and usability. - [How to prevent signers from declining documents?](https://support.boldsign.com/kb/article/14808/prevent-signers-from-declining-documents.md): BoldSign aims to prevent signers from declining eSignature requests, ensure timely document completion, and streamline workflows. - [How to modify the expiry date of a bulk link?](https://support.boldsign.com/kb/article/245/bulk-link-expiry-date.md): This article explains how to set and modify expiration dates for BoldSign Bulk Links, which allow users to access and complete the document. - [Possible reasons a document sent via API is not visible in the BoldSign dashboard](https://support.boldsign.com/kb/article/20499/possible-reasons-a-document-sent-via-api-is-not-visible-in-the-boldsign-dashboard.md): Discover reasons why a document sent via the BoldSign API may not appear in the dashboard. Learn how to troubleshoot and resolve these problems effectively. - [How to use AI-based form field detection for creating templates in BoldSign?](https://support.boldsign.com/kb/article/20650/how-to-use-ai-based-form-field-detection-for-creating-templates-in-boldsign.md): Learn how to use BoldSigns AI‑based form field detection to speed up template creation, reduce manual work, and streamline your document preparation process. - [How to view the responders who signed the bulk link?](https://support.boldsign.com/kb/article/57/view-bulk-link-responders.md): Track responses to your BoldSign bulk links in one location. This post describes how to see who signed (or viewed) your bulk link documents. - [How to add additional files while sending document from template?](https://support.boldsign.com/kb/article/19239/add-additional-files-while-sending-document-from-template.md): Discover how to add additional files when sending a document from a template using BoldSign's API with this comprehensive guide. - [How to exclude the audit trail from the completion email?](https://support.boldsign.com/kb/article/16069/exclude-the-audit-trail-from-the-completion-email.md): Discover how to exclude the audit trail from completion emails in BoldSign for efficient document management with the steps outlined in this article. - [How to send signature requests via WhatsApp?](https://support.boldsign.com/kb/article/19945/how-to-send-signature-requests-via-whatsapp.md): Discover how to send signature requests via WhatsApp in BoldSign, including setup, requirements, supported countries, and limitations. - [How to change expiration dates for Bulk Send envelopes?](https://support.boldsign.com/kb/article/23048/change-expiration-dates-for-bulk-send-envelopes.md): Learn how to change or extend expiration dates for Bulk Send envelopes in BoldSign, including step-by-step instructions, limitations, and workflow benefits. - [How to change your profile name to business name in BoldSign?](https://support.boldsign.com/kb/article/20240/change-your-profile-name-to-business-name-in-boldsign.md): Learn how to change your BoldSign profile name to your business name with a simple step-by-step guide. - [How to view templates shared with teams?](https://support.boldsign.com/kb/article/22926/view-templates-shared-with-teams.md): This article provides the step-by-step procedure on how to view templates shared with teams in BoldSign. - [How to upload newly signed documents to Dropbox using Zapier?](https://support.boldsign.com/kb/article/12928/upload-signed-documents-to-dropbox-zapier.md): This guide shows how to automate document uploads to Dropbox using BoldSign Zapier integration, offering benefits like centralized storage and cloud backup. - [How to mask sensitive information in a textbox form field?](https://support.boldsign.com/kb/article/22515/mask-sensitive-information-in-textbox-field.md): This article explains how to mask sensitive information in the textbox form field. - [How to create a Template using BoldSign API?](https://support.boldsign.com/kb/article/19270/create-a-template-using-boldsign-api.md): Learn how to create a template using the BoldSign API. Set up roles, define form fields, and customize document settings to streamline the eSignature process. - [How to enable HIPAA compliance in BoldSign?](https://support.boldsign.com/kb/article/21902/how-to-enable-hipaa-compliance-in-boldsign.md): Learn how to enable HIPAA compliance in BoldSign with steps that help secure sensitive data and support safe, compliant document workflows for healthcare needs. - [Signing as a recipient](https://support.boldsign.com/kb/article/17/signing-as-a-recipient.md): Easily sign documents online! Quick and secure signing guide for BoldSign recipients. Review, sign, and return with a few clicks. - [How to send reminders for waiting or in-progress documents using API?](https://support.boldsign.com/kb/article/14476/send-reminders-for-in-progress-documents.md): In this article, you will learn how to send reminders to signers using BoldSign's API. This article will walk you through the process. - [How to retrieve document history using BoldSign API?](https://support.boldsign.com/kb/article/14478/retrieve-document-history-api.md): Use BoldSign's API to download an audit trail document. Learn how to retrieve the complete history of a document in this article. - [How to choose brand for a document signer?](https://support.boldsign.com/kb/article/188/choose-brand-for-document-signer.md): Learn to select a brand for BoldSign eSignatures, maintain consistency and professionalism, and match your brand for a great signer experience. - [How to add authentication for recipients in the BoldSign mobile app?](https://support.boldsign.com/kb/article/19492/how-to-add-authentication-for-recipients-in-the-boldsign-mobile-app.md): Learn how to secure documents in the BoldSign mobile app by adding recipient authentication via email, access codes, or SMS verification. - [How is the permanent deletion of a document shown to CC recipients in BoldSign?](https://support.boldsign.com/kb/article/19621/how-is-the-permanent-deletion-of-a-document-shown-to-cc-recipients-in-boldsign.md): {{title}}. - [How can I set up multiple brands and use them?](https://support.boldsign.com/kb/article/13839/set-up-multiple-brands-and-use-them.md): Discover how to set up multiple brands in BoldSign and use them to create distinct branding for your documents with our comprehensive guide. - [How to install the BoldSign browser extension in Google Chrome?](https://support.boldsign.com/kb/article/23594/install-boldsign-browser-extension-in-google-chrome.md): Step-by-step guide to install the BoldSign Chrome extension and start signing and managing documents with ease. - [How password policy and password management works in BoldSign?](https://support.boldsign.com/kb/article/22940/password-policy-and-password-management-boldsign.md): This article explains how password policy and password management works in BoldSign. - [How to allow signers to reassign the signing authority?](https://support.boldsign.com/kb/article/13079/allow-signers-reassign-signing-authority.md): BoldSign allows senders and admins to reassign signing authority, ensuring proper delegation and signing if the original recipient cannot sign. - [How to create regular expressions (Regex) for email address validation?](https://support.boldsign.com/kb/article/15962/how-to-create-regular-expressions-regex-for-email-address-validation.md): Learn how to create regular expressions for email address validation from the steps outlined in this article. - [How to submit a feature request in BoldSign?](https://support.boldsign.com/kb/article/23104/submit-a-feature-request-in-boldsign.md): Learn how to submit a feature request in BoldSign, when to raise one, and what details to include for effective review by the product team. - [How to upload newly signed documents to Box using Power Automate?](https://support.boldsign.com/kb/article/18805/upload-newly-signed-documents-to-box-using-power-automate.md): Learn how to upload newly signed documents to Box using Power Automate. Streamline your workflow by automating document uploads directly from BoldSign to Box. - [How to skip the signer verification in bulk links?](https://support.boldsign.com/kb/article/995/skip-the-signer-verification-in-bulk-links.md): This article explains how to skip verification for bulk link signers using query parameters, enabling single link sending to multiple signers without ID details. - [Why is the attachment form field not showing in the form field configuration?](https://support.boldsign.com/kb/article/20443/why-is-the-attachment-form-field-not-showing-in-the-form-field-configuration.md): Why attachment form field in does not show in configuration?. - [How to pin a template to the Dashboard in BoldSign?](https://support.boldsign.com/kb/article/18918/how-to-pin-a-template-to-the-dashboard-in-boldsign.md): Learn how to pin a template to your dashboard to access important information about your templates quickly with our user-friendly guide. - [Set language for embedded sign page](https://support.boldsign.com/kb/article/14302/set-language-for-embedded-sign-page.md): Experience seamless interaction in preferred languages with BoldSign's embedded sign requests. Learn more about language preferences in this article. - [How to update the company name?](https://support.boldsign.com/kb/article/12849/update-company-name.md): BoldSign enables account administrators to change the organization name in their member profiles. Follow our guide for more. - [How to add SMS authentication to a signer?](https://support.boldsign.com/kb/article/13212/add-sms-authentication-to-a-signer.md): SMS authentication improves document signing security by requiring signers to input a valid SMS OTP before accessing documents, improving overall security. - [How to customize date time display format and time zone?](https://support.boldsign.com/kb/article/105/customize-date-time-format-and-time-zone.md): BoldSign allows users to customize date-time formats and time zones on the My Profile page, to apply their preferred format throughout the application. - [How to enable print and sign for my recipients?](https://support.boldsign.com/kb/article/133/enable-print-and-sign-for-recipients.md): BoldSign's "Print and Sign" feature allows paid users to print, sign, and upload scanned copies of legal or formal documents that require a physical signature. - [How to sync form fields and auto-fill the data in the mobile app?](https://support.boldsign.com/kb/article/23148/sync-form-fields-and-auto-fill-data-in-mobile-app.md): Learn how to easily sync form fields and auto-fill data in the BoldSign mobile app to speed up document completion and ensure accurate, consistent information. - [How to decline a document?](https://support.boldsign.com/kb/article/217/decline-document.md): Learn how to decline a document and how it will prevent the other parties involved from proceeding with the signing process. - [How to add the completed document in a SharePoint list?](https://support.boldsign.com/kb/article/17645/add-the-completed-document-in-a-sharepoint-list.md): This guide provides steps on how to integrate BoldSign with SharePoint using Power Automate to efficiently store completed documents. - [How to send documents at a scheduled time using the BoldSign mobile app?](https://support.boldsign.com/kb/article/21621/schedule-send-documents-on-mobile.md): Learn how to schedule a document to send at a future date and time in BoldSign—streamline workflows with automated sending and reminders. - [How to export the bulk send document responses to a CSV file?](https://support.boldsign.com/kb/article/15170/export-the-bulk-send-document-responses-to-a-csv-file.md): In BoldSign, users can seamlessly export bulk-document responses to a CSV file especially when dealing with a large number of documents and signers. - [How to customize the recipient email appearance and signing page to match your company branding?](https://support.boldsign.com/kb/article/203/customize-the-recipient-email-appearance-and-signing-page.md): Learn to customize the signer’s view and email alerts with company branding to enhance document professionalism and organizational recognition. - [What are the delivery methods available in BoldSign?](https://support.boldsign.com/kb/article/20343/what-are-the-delivery-methods-available-in-boldsign.md): Comprehensive Guide to Document Delivery Methods in BoldSign ?. - [How to edit the recipient for documents created from bulk links?](https://support.boldsign.com/kb/article/15796/edit-the-recipient-for-documents-created-from-bulk-links.md): In this article, we will walk you through the steps of editing recipients of documents created from bulk links in BoldSign. - [How to check the bulk link limit?](https://support.boldsign.com/kb/article/14143/check-bulk-link-limit.md): Learn the steps to check the bulk link limit and responses in BoldSign with our comprehensive guide. - [How to unlock a failed Email OTP document?](https://support.boldsign.com/kb/article/13578/unlock-a-failed-email-otp-document.md): This article provides you with the steps to unlock a document that was locked during the email OTP verification process. - [Can you provide references from customers?](https://support.boldsign.com/kb/article/16793/can-you-provide-references-from-customers.md): Explore genuine customer reviews for BoldSign on G2, a trusted software marketplace for informed decisions. - [How to create a template with SMS delivery option?](https://support.boldsign.com/kb/article/14909/create-template-with-sms-delivery-option.md): Create eSignature templates that trigger SMS alerts for signers. Ensure faster document completion and improve recipient engagement by becoming paid plan users. - [FAQs: Pay as you go in BoldSign](https://support.boldsign.com/kb/article/21366/faqs-pay-as-you-go-in-boldsign.md): Explore frequently asked questions about BoldSign eSignature Pay-as-you-go PAYG, learn how it works, pricing and how to enable it with this guide. - [How to add a recipient as an in-person signer?](https://support.boldsign.com/kb/article/242/add-recipient-as-in-person-signer.md): Capture In-Person eSignatures with BoldSign! This guide explains how to designate a recipient for the in-person signing of your documents. - [How to change the default date format?](https://support.boldsign.com/kb/article/13899/change-default-date-format.md): See how to change the default date format for the date signed and editable date fields in our step-by-step guide. - [How to save the completed document's audit trail to a SharePoint folder?](https://support.boldsign.com/kb/article/17657/save-the-completed-documents-audit-trail-to-a-sharepoint-folder.md): Discover how to integrate BoldSign with SharePoint via Power Automate to store the completed document's audit trail in SharePoint, ensuring secure storage. - [FAQs: SMS Authentication in BoldSign](https://support.boldsign.com/kb/article/21553/faqs-sms-authentication.md): Get answers to BoldSign SMS authentication FAQs covering OTP costs, security, audit trails, supported plans, and compliance transparency. - [How to export the bulk link responder’s details into a CSV file?](https://support.boldsign.com/kb/article/13282/export-bulk-link-responders-details-as-csv.md): A comprehensive guide on how to export bulk link responder details into a CSV file for efficient data retrieval. - [Error: API Calls Quota Exceeded](https://support.boldsign.com/kb/article/18976/error-api-calls-quota-exceeded.md): Learn why the API Calls Quota Exceeded error occurs in BoldSign, how rate limits work, common causes, and steps to resolve or request higher usage limits. - [How to filter documents with specific tags?](https://support.boldsign.com/kb/article/391/filter-documents-with-specific-tags.md): Using the tag option will help you find documents quickly! This BoldSign guide teaches how to filter your documents based on specific tags. - [What is Knowledge-Based Authentication (KBA) in BoldSign?](https://support.boldsign.com/kb/article/24138/knowledge-based-authentication-in-boldsign.md): Learn what Knowledge-Based Authentication KBA is in BoldSign, including its key features, signer verification process, and document access protection. - [How to auto-detect the form fields in a PDF document?](https://support.boldsign.com/kb/article/195/auto-detect-form-fields-in-pdf.md): This guide demonstrates automatic detection and replacement of fillable form fields in PDFs with the equivalent BoldSign form fields for efficiency and accuracy. - [How to restore the deleted bulk link?](https://support.boldsign.com/kb/article/13695/restore-deleted-bulk-link.md): Learn how to restore a deleted bulk link in BoldSign. Follow our step-by-step guide to recover important eSignature documents quickly and easily. - [How can I show my team my templates?](https://support.boldsign.com/kb/article/20478/show-my-team-my-templates.md): Discover simple and effective ways to share your templates with your team with this comprehensive guide. Manage access with BoldSign custom permissions feature. - [How to replace the document in the template?](https://support.boldsign.com/kb/article/14169/replace-document-in-template.md): Learn how to replace a document in a template and correct an upload of the wrong document in BoldSign. Simplify document management with our guide. - [How to allow signers to add form fields while signing?](https://support.boldsign.com/kb/article/14973/allow-signers-to-add-form-fields-while-signing.md): BoldSign allows signers to add form fields to the document and fill them out to successfully conclude the signing process. - [How to share a single document with multiple signers individually?](https://support.boldsign.com/kb/article/14028/share-single-document-with-multiple-signers.md): Learn how to share a single document with multiple signers individually using BoldSign’s bulk link feature in this article, streamlining the signing process. - [How to edit the behalf documents?](https://support.boldsign.com/kb/article/19866/how-to-edit-the-behalf-documents.md): The Edit Document feature allows users to modify behalf documents that are in the In-Progress state. - [How does self-signing work in multi-signer document workflows?](https://support.boldsign.com/kb/article/20179/how-does-self-signing-work-in-multi-signer-document-workflows.md): {{title}}. - [How to add custom legal disclosure for your signers?](https://support.boldsign.com/kb/article/186/add-custom-legal-disclosure.md): This guide teaches how to add custom legal disclosures to BoldSign eSignatures for signer clarity and compliance, accessible only to the account administrators. - [How to edit the existing bulk link?](https://support.boldsign.com/kb/article/16232/how-to-edit-the-existing-bulk-link.md): Learn to edit and modify already existing bulk links in BoldSign for specific purposes. Our guide will help you manage and update bulk links with ease. - [How to add KBA authentication to an existing document?](https://support.boldsign.com/kb/article/24140/add-kba-authentication-to-existing-document.md): Learn how to add Knowledge-Based Authentication KBA to an existing BoldSign document and configure signer authentication settings. - [Can I align the text in the form fields?](https://support.boldsign.com/kb/article/14244/align-text-in-form-fields.md): Enhance document aesthetics in BoldSign by aligning text within form fields. Follow these steps for quick and straightforward text alignment. - [How to create a conditional logic rule for form fields?](https://support.boldsign.com/kb/article/253/conditional-logic-rule-for-form-fields.md): BoldSign simplifies eSignatures by implementing conditional logic to show or hide form fields based on selections, saving time and ensuring data accuracy. - [How to use Apple sign-in to login into BoldSign mobile app?](https://support.boldsign.com/kb/article/21349/apple-sign-in-mobile-app.md): Sign in to BoldSign iOS app with Apple ID-linked account. Log in with email or password to sync, and use e-signature features securely. - [How to create a brand in BoldSign?](https://support.boldsign.com/kb/article/14437/create-a-brand-in-boldsign.md): Discover BoldSign's brand feature. Learn more on how to create a brand from the steps outlined in this article. - [How to add SMS authentication to signature requests using BoldSign API?](https://support.boldsign.com/kb/article/14466/add-sms-authentication-to-signature-requests.md): Discover BoldSign's API for SMS authentication. Learn how to add SMS authentication to signature requests from the steps provided in this article. - [How to obtain signer consent for SMS signature requests?](https://support.boldsign.com/kb/article/14004/obtain-signer-consent-for-sms-signature-requests.md): Explore the importance of signer consent for SMS signature requests and learn how to obtain consent from the signers in this article. - [How to Identify Zapier-Triggered Documents in BoldSign Audit Trail](https://support.boldsign.com/kb/article/21987/how-to-identify-zapier-triggered-documents-in-boldsign-audit-trail.md): In BoldSign, the Audit Trail provides a complete record of all document activities, ensuring transparency and accountability. - [How to enable QES in a template?](https://support.boldsign.com/kb/article/23177/enable-qes-in-a-template.md): Learn how to enable Qualified Electronic Signatures QES in BoldSign templates using this step‑by‑step guide for secure and compliant signing. - [How to search documents or templates using natural language in mobile app?](https://support.boldsign.com/kb/article/22840/search-documents-templates-using-natural-language-mobile-app.md): This article explains how to search documents or templates using natural language in the BoldSign mobile app. - [How to filter templates created by a specific user in BoldSign mobile app?](https://support.boldsign.com/kb/article/23803/filter-templates-by-specific-user-boldsign-mobile-app.md): Learn how to quickly find templates created by a specific user in the BoldSign mobile app using the Created By filter option. - [How to delete team documents as an account admin?](https://support.boldsign.com/kb/article/20353/how-to-delete-team-documents-as-an-account-admin.md): Learn how to delete team documents as an account admin by selecting specific team members and managing document access directly from the Dashboard. - [Can I upload multiple file formats together for a signature request?](https://support.boldsign.com/kb/article/576/signature-request-with-multiple-file-formats.md): BoldSign simplifies eSignature requests by consolidating multiple file formats into one request, supporting popular file formats and allowing file rearrangement. - [How to authenticate signers with an access code before allowing them to sign the document using BoldSign API?](https://support.boldsign.com/kb/article/19181/authenticate-signers-with-an-access-code-before-allowing-them-to-sign-the-document-using-boldsign-api.md): Learn how to authenticate signers with an access code before signing using the BoldSign API. Configure signer authentication to ensure verified signatures. - [Is it possible to hide the attachments in the final completion email?](https://support.boldsign.com/kb/article/14228/hide-attachments-in-final-completion-email.md): Explore BoldSign's link-to-view and download-document features. Learn how to send completed documents as a link via email, not as attachments in this guide. - [How to create a template in HubSpot?](https://support.boldsign.com/kb/article/21025/how-to-create-a-template-in-hubspot.md): Learn how to create reusable BoldSign templates in HubSpot to auto-fill documents with CRM data, configure signer roles, and streamline workflows. - [How to create embedded request link from template to show the prepare page?](https://support.boldsign.com/kb/article/20259/create-embedded-request-link-from-template-to-show-the-prepare-page.md): Learn how to create embedded request link from template to show the prepare page in BoldSign, allowing senders not to navigate through the signer details. - [Is it possible to upload documents from the cloud?](https://support.boldsign.com/kb/article/13999/upload-documents-from-the-cloud.md): Discover how to utilize BoldSign's cloud option to upload documents from cloud storage and send signature requests to your signers with our step-by-step guide. - [What is the maximum number of signers allowed for a signature request?](https://support.boldsign.com/kb/article/13737/max-signers-for-signature-request.md): Find out the maximum number of signers allowed in a signature request in BoldSign with our comprehensive guide. - [How to Remove the "Message from Sender" Field on the Signing Page in BoldSign?](https://support.boldsign.com/kb/article/18902/how-to-remove-the-message-from-sender-field-on-the-signing-page-in-boldsign.md): Learn how to disable the 'Message from Sender' field on the signing page and prevent specific messages from appearing to signers in BoldSign. - [How to search for specific documents efficiently?](https://support.boldsign.com/kb/article/13783/search-for-specific-documents-efficiently.md): Learn how to search for specific documents efficiently using BoldSign's search filters with our step-by-step guide. - [Is it possible to change the signing order when using templates via API?](https://support.boldsign.com/kb/article/19111/change-the-signing-order-when-using-templates-via-api.md): Learn how to change the signing order when using templates via BoldSign API to customize the signing sequence effortlessly with our step-by-step guide. - [How to mask sensitive information in a textbox form field on the mobile app?](https://support.boldsign.com/kb/article/22961/mask-sensitive-information-in-textbox-form-field-on-mobile-app.md): This article explains how to mask sensitive information in a textbox form field on the mobile app. - [How to send signature request details in email via Gmail using Zapier?](https://support.boldsign.com/kb/article/718/send-signature-request-details-via-gmail-zapier.md): The integration of BoldSign and Zapier allows for the automation of email notifications regarding the creation of signature request document details. - [How to manage electronic signature disclosure consent](https://support.boldsign.com/kb/article/17208/manage-electronic-signature-disclosure-consent.md): Customize how the electronic signature disclosure consent dialog is presented to signers to create a seamless signing experience with our guide. - [How to customize tab navigation for form fields](https://support.boldsign.com/kb/article/17362/customize-tab-navigation-for-form-fields.md): Learn how to customize tab navigation for form fields in BoldSign with our step-by-step guide to improve the signing experience. - [How to send documents to multiple signers using the same email address?](https://support.boldsign.com/kb/article/18983/how-to-send-documents-to-multiple-signers-using-the-same-email-address.md): Learn to send documents to multiple signers with the same email on BoldSign. Follow steps to set signing order and simplify the signing process. - [Configuring BoldSign Single Sign-On (SSO) Integration with Active Directory Federation Services (AD FS) Using OpenID](https://support.boldsign.com/kb/article/19871/configuring-boldsign-single-sign-on-sso-integration-with-active-directory-federation-services-ad-fs-using-openid.md): Learn how to configure BoldSign Single Sign-On (SSO) integration with Active Directory Federation Services (AD FS) using OpenID, enhance security with our guide. - [What is the expiry limit for email links?](https://support.boldsign.com/kb/article/146/email-links-expiry-limit.md): This article details email link expiration and guidelines for creating new email links in BoldSign. Each email link will automatically expire after 30 days. - [What are hint text and default text in form fields?](https://support.boldsign.com/kb/article/14627/hint-text-default-text-in-form-fields.md): This guide explains the difference between hint text and default text for form fields, aiming to enhance communication and sign-in experience. - [Account roles and privileges in BoldSign](https://support.boldsign.com/kb/article/19689/account-roles-and-privileges-in-boldsign.md): Learn about BoldSign's account roles and permissions with this guide to efficiently manage e-signature workflows and assign the right roles for your team. - [How to send document to the signer via email using BoldSign API?](https://support.boldsign.com/kb/article/14477/send-document-to-signer-via-email-api.md): Effortlessly send documents to signers via email using the BoldSign API. This step-by-step guide will walk you through the process. - [How to request the signatures without email notifications using BoldSign API?](https://support.boldsign.com/kb/article/19205/request-the-signatures-without-email-notifications-using-boldsign-api.md): Learn how to request signatures without email notifications using the BoldSign API. Send signing requests while keeping email notifications disabled. - [How to send a signature request through both email and SMS using BoldSign API?](https://support.boldsign.com/kb/article/19178/send-a-signature-request-through-both-email-and-sms-using-boldsign-api.md): Learn how to send a signature request via both email and SMS using the BoldSign API. Enhance document delivery by enabling multiple delivery methods for signers. - [How to organize and manage documents using tags?](https://support.boldsign.com/kb/article/2/organize-manage-documents-using-tags.md): This guide shows how to utilize BoldSign tags to organize documents efficiently, increasing productivity and assuring quick access to important information. - [Combine audit trail and signed document using API](https://support.boldsign.com/kb/article/14268/combine-audit-trail-and-signed-document-api.md): Learn how to combine audit trail documents and signed documents effectively using the BoldSign API in this comprehensive guide. - [How to create tasks in Todoist when new document is sent out for signature?](https://support.boldsign.com/kb/article/13219/create-tasks-in-todoist-for-new-document-zapier.md): Utilize the BoldSign Zapier integration to automate the generation of tasks in Todoist whenever a new document is dispatched for signature via BoldSign. - [How to track the sent signature request details in organization level using Zapier?](https://support.boldsign.com/kb/article/15381/track-sent-signature-request-details-in-organization-level-using-zapier.md): Track organization-level signature requests and trigger actions when documents are sent for signature using BoldSign and Zapier to automate the process. - [How to send a copy of the final signed document to the onBehalfOf email via the BoldSign API?](https://support.boldsign.com/kb/article/20173/send-a-copy-of-the-final-signed-document-to-the-onbehalfof-email-via-the-boldsign-api.md): Learn how to send a copy of the final signed document to the onBehalfOf email via the BoldSign API with our step-by-step guide. - [Identity verification settings in BoldSign](https://support.boldsign.com/kb/article/15466/identity-verification-settings-in-boldsign.md): Set up BoldSign identity checks tailored to their specific document authentication needs to ensure secure document access, viewing, or signing. - [How to View the webhook events from the webhook dashboard page?](https://support.boldsign.com/kb/article/16298/view-the-webhook-events-from-the-webhook-dashboard-page.md): Discover how to effortlessly view and manage webhook events from the Webhooks Dashboard page in BoldSign with our guide for seamless updates and monitoring. - [How to save documents in drafts while using a template?](https://support.boldsign.com/kb/article/47/save-documents-in-drafts-using-template.md): Learn to use BoldSign's draft-saving feature. Follow our step-by-step instructions to save your work as drafts while using templates. - [Download document using BoldSign API](https://support.boldsign.com/kb/article/14283/download-document-api.md): In this article, you will learn how to download completed documents successfully using the BoldSign API. - [How to add authentication to a signer?](https://support.boldsign.com/kb/article/4/add-authentication-to-a-signer.md): This guide outlines BoldSign's authentication options for signers, including email, SMS, and access codes, to ensure the correct person signs documents. - [Create conditional fields using API](https://support.boldsign.com/kb/article/14276/create-conditional-fields-using-api.md): Explore BoldSign's conditional logic feature. Learn more about creating conditional fields using the API from the steps outlined in this article. - [How to connect Dropbox for cloud backup?](https://support.boldsign.com/kb/article/16746/connect-dropbox-cloud-backup.md): Learn how to connect Dropbox for cloud backup in BoldSign. Automatically upload completed documents to Dropbox for secure and organized storage. - [How will notifications appear when a reminder is sent to recipients?](https://support.boldsign.com/kb/article/18774/how-will-notifications-appear-when-a-reminder-is-sent-to-recipients.md): Discover how notifications appear to recipients when a reminder is sent, ensuring timely document completion and streamlined communication. - [How to send BoldSign signature requests for new records in Microsoft Dynamics 365 CRM?](https://support.boldsign.com/kb/article/17965/send-boldsign-signature-requests-for-new-records-in-microsoft-dynamics-365-crm.md): Discover how to streamline your workflow with our step-by-step guide on sending BoldSign signature requests for new records in Microsoft Dynamics 365 CRM. - [Is it possible to change the email address?](https://support.boldsign.com/kb/article/14016/change-the-email-address.md): Learn how to change your email address after creating a BoldSign account with our comprehensive guide for seamless account management. - [How are identity verifications charged in BoldSign?](https://support.boldsign.com/kb/article/15464/identity-verifications-charged-in-boldsign.md): This guide explains BoldSign's identity verification charges, billing process, and cost-effective pay-as-you-go approach, allowing users to manage expenses. - [How document expiration warnings are delivered through WhatsApp?](https://support.boldsign.com/kb/article/21372/document-expiration-warning-whatsapp.md): Discover how BoldSign sends WhatsApp alerts for expiring documents, including title, action link, and expiration time. Each alert costs 0.10. - [How to verify the document is not changed after signing?](https://support.boldsign.com/kb/article/59/verify-document-not-changed-after-signing.md): This guide provides instructions on detecting tampering in eSignatures post-signing, ensuring trust in the eSignatures and securing their authenticity. - [How to send a document for signature on your mobile device?](https://support.boldsign.com/kb/article/16187/send-a-document-for-signature-on-your-mobile-device.md): Learn how to send documents for signature on your mobile device and explore BoldSign features with our guide to streamline your document signing process. - [How to add additional roles in bulk link?](https://support.boldsign.com/kb/article/13985/how-to-add-additional-roles-in-bulk-link.md): Learn how to add additional roles in a BoldSign bulk link to streamline document workflows with our comprehensive guide. - [How to update the billing name and address?](https://support.boldsign.com/kb/article/51/update-the-billing-name-and-address.md): Our guide provides instructions on updating your billing name and address for eSignature payments, ensuring smooth operations and preventing invoice issues.