BoldSign Help Center

Get started with BoldSign and explore its key features.

Answers to your common general queries and FAQs about BoldSign.

Customization options for senders, including recipients, document settings, and form fields when creating signature requests.

A guide for the signers about all available options when signing a document.

Steps to organize, manage, and retrieve the created signature request documents.

Ideas for managing your users and teams with designated roles and permissions.

Learn how to create, edit, share, and use templates for a simplified document creation process.

Learn how to create, customize and share bulk links to get eSignatures from any number of signers.

Customize your branding to match signer pages and emails with your company’s brand identity.

Manage your profile, preferences, and administrative controls, including the subscription, payment, and invoice information.

Discover the process of integrating BoldSign with other applications on Zapier to streamline and automate your eSignature tasks.

A developer's guide to BoldSign APIs, offering comprehensive details on seamlessly integrating eSignature functionality into their applications.

Learn how to create a document with multiple recipients, customize details for each recipient, and send the document to all recipients at once.

Enhance document security with efficient signer authentication in BoldSign, ensuring only authorized access through identity verification.

Learn to optimize your workflow with BoldSign's mobile app, facilitating document management and quick signing from anywhere.

Learn how to integrate BoldSign with other applications on Power Automate to streamline and automate your eSignature tasks.

Learn how BoldSign’s email notifications keep senders, recipients, and CC’d individuals updated with detailed information about document actions, progress, and changes.

Learn how to integrate the BoldSign MCP server into your MCP clients, enabling them to act as agents.