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How to Send and Sign Documents Online Securely with BoldSign


 

BoldSign provides individuals and businesses of all sizes with secure, intuitive e-signature software. This guide provides the step-by-step processes of sending and signing documents using BoldSign. By the end, you’ll know how to manage documents efficiently in the platform.

Step-by-Step Guide to Send and Sign Documents with BoldSign

Follow these steps to send and sign documents using the BoldSign web or mobile platform. For a visual walkthrough, watch this how-to video on sending contracts.

1. Create a BoldSign Account

Sign up for a free account or start a 30-day trial. Log in to the web app or download the BoldSign mobile app from the App Store or Google Play Store.

Create New Document Option

                                                                            Create new document option

2. Upload Your Document

Navigate to Create New and select Create New Document. Upload your file from your device or cloud storage. BoldSign supports multiple file formats.

Upload files

                                                                                 Upload files

3. Add Recipients and Configure Fields

Add recipients by entering their email address or phone number. Use the Add me button if you need to sign the document yourself. Add form fields for signatures, initials, or editable dates using drag-and-drop functionality. You can also add hyperlinks or images.

Add recipients

                                                                                      Add recipients

4. Choose Delivery Method

Send documents via email (default), SMS, or WhatsApp, depending on your plan and recipient preferences. Email and WhatsApp links expire after 30 days, but signers can request a new link if needed.

WhatsApp signature requests: Select WhatsApp delivery from the dropdown menu and enter the recipient’s phone number with their country code. A secure signing link is sent to their WhatsApp chat.

Note: WhatsApp delivery requires a Business or higher-tier plan and a $0.10 per notification add-on.

5. Send, Sign, and Track

Click Send to deliver the document. Recipients receive a secure link to the document they need to review and sign. For self-signing, complete the form fields immediately.

Track document status on the My Documents dashboard. Send manual reminders if needed.

BoldSign Features for Sending and Signing Documents

BoldSign offers powerful features to enhance your e-signature workflow.

FeatureLearn More
Templates
Bulk Links
Custom Branding
API Integration
Mobile App
Form Fields
Signer Authentication
Multichannel Delivery
Audit Trails
Document Tracking

Conclusion

With BoldSign, sending and signing documents is fast, secure, and intuitive. By following the steps outlined in this blog, you can streamline your e-signature workflow. The platform’s plethora of convenient features make it ideal for any person or business looking to implement e-signing with less hassle.

Ready to transform your document management? Start with a free account or sign up for the Growth Plan for more advanced features. If you’d like to ask questions related to your unique situation, we welcome you to schedule a demo with our experts.

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