BoldSign Blogs

  Creating eSignature templates used to mean manually dragging and dropping every form field onto the document — a time-consuming and repetitive task, especially with lengthy documents. With BoldSign’s new  AI-powered field placement, that’s now a thing of the past. This smart feature automatically detects and places form fields in your document, helping you prepare templates in seconds instead of minutes.   This feature is available exclusively when creating templates using Word or PDF documents with fillable areas, such as lines, circles, rectangles, or squares. If the document lacks fillable areas, the AI will not place any form fields.  Currently, this functionality is available exclusively to users on Business, Premium and Enterprise API plans. Let’s take a look at the process of using this feature to create templates.  Why use AI form field placement?  Here’s why this feature is important for anyone creating e-signature temp...

  In today’s fast-paced digital world, getting documents signed efficiently is easier than ever. In this webinar, Syncfusion Software Developer Anu Nandhini walked us through how the BoldSign SMS and WhatsApp delivery options can streamline your document signing process. Anu began with a quick overview of BoldSign, a digital signature platform built to simplify secure document signing. She then explained how traditional, email-based delivery can sometimes delay critical signatures and why SMS and WhatsApp are excellent alternatives. If you missed the webinar, or would like to watch it again, the recording of it has been posted to our YouTube channel and embedded below. Why SMS and WhatsApp? SMS messages boast an impressive 94% open rate, with most read within minutes of being delivered. WhatsApp performs just as well, offering end-to-end encryption and a user-friendly interface most people check frequently. These mobile-first channels help ensure that...

  Handling paperwork in schools and universities can take a lot of time and effort. From admission forms to staff contracts, managing documents on paper often causes delays, mistakes, and extra costs. Electronic signatures offer a faster, easier, and more reliable way to manage these tasks. With electronic signatures, students, parents, teachers, and staff can sign documents online—quickly, securely, and from anywhere. This helps save time, reduce paper use, and keep everything organized in one place. In this blog, we’ll look at the benefits of electronic signatures, how they are used in education, and how BoldSign helps schools and universities manage documents more efficiently and securely. Key benefits of electronic signatures in education Efficiency and time savings: With electronic signatures, documents can be signed and approved in minutes—no printing, scanning, or chasing signatures. Whether it’s a student, parent, or faculty member, everyth...

  Alumni relations are the maintenance of strong connections between educational institutions and their graduates. Effective communication, fundraising, and event management are key components for building and sustaining these relationships. This often involves handling a wide range of documents, including event invitations, updates, donation agreements, and feedback forms. Efficiently managing these documents can be a challenging task. BoldSign offers a flexible eSignature platform that can enhance the processing of documents related to alumni engagement and support. In this article, we will explore how BoldSign can be effectively utilized to strengthen and streamline alumni relations. Streamlining alumni relations with BoldSign By using BoldSign’s features, institutions can simplify administrative tasks, improve interaction, and ensure secure, legally binding agreements. Send invitations and updates Traditional methods of preparing and managing ...

  Accounting firms require high security when handling tax documents due to the sensitive nature of the information involved. Tax documents contain personal and financial data that must be protected against unauthorized access. Traditional methods of handling these documents such as printing, scanning, and otherwise physically handling paperwork can lead to misplaced files, unauthorized access, and delays, which negatively impact overall productivity. BoldSign effectively addresses these challenges with its advanced features. It streamlines the process, enhances data protection, and ensures compliance with legal standards, simplifying workflows for accounting firms and improving their overall effectiveness. In this blog, we will take a comprehensive look at how BoldSign can be used for tax documents in accounting firms. Key areas where eSignatures are useful for tax documentation Here are a few key areas where eSignatures can be effectively utilized b...

  Introduction An NDA (non-disclosure agreement) is a legally binding contract that establishes a confidential relationship between two parties. BoldSign offers a streamlined process for signing NDAs electronically.  Generating a Template for Non-Disclosure Agreements BoldSign’s templates are preconfigured documents that contain standardized content and fields. They are particularly useful for scenarios where you need to send the same documents repeatedly, such as NDAs. By turning your NDA into a template, you can quickly configure and send it each time instead of rebuilding it from scratch. In this template, you can preset all the necessary fields and input the signer’s details in advance. When it’s time to send the document, you’ll be able to do so quickly and easily with just a few clicks: Select the Create New button and choose Create New Template from the list. Navigate to the Prepare template screen. Enter the name of t...