BoldSign Blogs

  Real estate development requires many complex approvals. Each approval involves different sets of hierarchical signatures and sequences, making it challenging to track. In this blog, we explore how BoldSign electronic signatures simplify managing these approvals, especially in construction projects. How BoldSign Facilitates Seamless Collaboration BoldSign enhances project coordination by offering powerful tools designed to streamline document workflows and approvals. Features supporting real-time collaboration, automatic notifications, and easy document access allow teams to work more efficiently, thus speeding up decision-making and keeping projects on track. Creating and Managing Project Teams Here’s how project leads can create dedicated teams in BoldSign: Log into BoldSign , navigate to the Users & Teams menu, and select Teams . Click Add team to create new teams, specifying roles such as Design Approval, Financial Review, etc. ...

  An electronic signature or eSignature is a digital version of a handwritten signature. This brief blog will guide you through the process of using BoldSign to capture an eSignature in a Word document. Create the document With BoldSign, you can effortlessly upload a Word document, add a signature field, and send the document for signing. Here’s how:  Log in to your BoldSign account or create a new BoldSign account .                                                                                                 Sign-In Page Click Create New and select the Create New Document option.                                ...

  BoldSign empowers banks to digitize and automate signing tasks, reducing paperwork, minimizing turnaround times, and improving customer satisfaction. Let’s explore how BoldSign transforms the landscape of banking signatures by facilitating hassle-free account opening procedures. Leveraging BoldSign in account opening By leveraging BoldSign’s advanced features, banks can speed up their account opening procedures, offering customers a seamless digital experience while ensuring rigorous security measures and regulatory compliance. Multisigner support This feature allows banks to manage the account opening process efficiently for joint accounts or accounts with multiple signatories. Traditionally, both would need to be physically present to sign paperwork. With multisigner support, you can add multiple signers to the account opening document. Each person can access the online application separately, verify their identities, and electronically sign the d...

  Adopting an eSignature platform is a pivotal step for any business striving for efficiency and digital transformation. However, with all the options available in the market, making the right choice can be overwhelming. To navigate this landscape effectively, you need to ask the right questions before committing to a solution. In this guide, we’ll ask the six questions that will empower you to make an informed decision when searching for an eSignature platform that aligns with your organization’s needs. Key questions before selecting your eSignature solution 1. What features does the eSignature platform offer, and how do they align with our needs? This question helps you evaluate whether the platform provides the necessary functionalities to meet your organization’s requirements. Some essential features to consider include document customization options, support for multiple file formats, template creation, multilingual support, audit trails, automat...

  Managing contracts and change orders traditionally involves a lot of paperwork, including contracts and amendments, driven by legal requirements and the need to keep detailed records. This traditional process is often slow and prone to errors due to the reliance on physical signatures and manual handling. However, BoldSign simplifies this by providing secure electronic signatures, which speed up the approval process, reduce paperwork, and ensure both compliance and accurate documentation. In this blog post, we will see how BoldSign streamlines your contract and change order workflows, making them more efficient. Accelerating the contract approval and change order process Here’s how to create a document and send it for signing. Log in to your BoldSign application account or create a new account . Click Create New and select Create New Document .                         ...