BoldSign Blogs

  Overview In this webinar, BoldSign developer Harini Chellappa demonstrated how to collect e‑signatures directly from a WordPress site with BoldSign, no coding required. The demo focused on the bulk link feature. With it, you create a single signing link and embed it on a WordPress page, prefilling signer details through URL query parameters and tracking responses with validation rules. If you missed the webinar, or would like to watch it again, the recording is posted to our YouTube channel and embedded below. Who this is for WordPress site owners who need a quick, no‑code signature process. Nonprofits, clubs, and HR teams collecting the same form from many people. Teams standardizing volunteer forms, onboarding docs, membership agreements, and registrations. Key takeaways Bulk links let many people sign the same document individually from a single URL. You can embed a BoldSign link in WordPress using a simple HTML iframe block. ...

  We’re thrilled to introduce a new tool to the BoldSign free PDF tool collection— Add Watermark to PDF Online . Whether you’re a student, freelancer, business owner, or just someone organizing documents, this tool makes watermarking your PDFs quick and effortless. Add watermark tool Why should you try this tool? Completely free —No hidden fees, no subscriptions. No sign-up required —Just open the tool and start watermarking. Works on any device —Desktop, tablet, and mobile work fine since it’s all browser-based. No downloads needed —No software installations or updates. Privacy first —Your files stay on your device. Nothing is uploaded or stored anywhere. What can you do with this tool? With this tool, you can: Add text watermarks like Confidential, Draft, or your name or add image watermarks like a logo, etc. Customize watermarks. Choose their font size, color, orientation, and placement. Preview your watermark bef...

  APIs (application programming interfaces) are the backbone of modern software ecosystems, enabling smooth communication among applications, systems, and devices. However, working in the “API trenches” often exposes developers to a myriad of challenges when handling API integration in complex environments. This blog explores those challenges and demonstrates how the BoldSignAPI simplifies API integration for electronic signature workflows. What Are These API Trenches? The API trenches are the real-world, hands-on challenges developers encounter when working with API integration. These challenges range from poorly documented endpoints to complex authentication mechanisms and performance issues. Why API Integration Is Critical APIs enable: Automation : Streamlining repetitive processes and improving efficiency. Scalability : Supporting business growth by seamlessly connecting services. Interconnectivity : Enabling communication between divers...

  Getting documents signed quickly and securely is essential. BoldSign offers multiple delivery methods—email, SMS, email + SMS, and WhatsApp—to help you connect with recipients through their preferred communication channels. These options allow you to customize how notifications are sent, improving accessibility and responsiveness across different devices and regions. While email is available to all users, the additional delivery methods offer greater flexibility for teams with more advanced requirements. Let’s explore how these methods elevate your signing experience with engaging, recipient-focused delivery. Why delivery options matter Every recipient has unique preferences. Some thrive in their email inbox, but others live on messaging apps. The various delivery methods let you tailor notifications to match these habits, boosting engagement and minimizing delays. Each method delivers secure, encrypted links that are compliant with e-signature sta...

  In this webinar, Syncfusion ® Software Developer Harini Chellappa explored the identity verification feature built into BoldSign . It’s a powerful tool designed to stop fraud, protect sensitive documents, and ensure only verified individuals sign your agreements. With digital-first business environments becoming the norm, verifying who is signing your document is as critical as the signature itself. This session walked attendees through enabling ID verification in BoldSign, customizing its settings, and managing verification attempts, automatically or manually. If you missed the webinar or would like to watch it again, the recording is on our YouTube channel and embedded below. What you'll learn Why identity verification is crucial for document security. How to enable and configure BoldSign ID verification. The signer-side experience for verification. Customization options: selfie checks, name match tolerances, and frequency settings. Ma...

  Collecting accurate input from multiple signers can be challenging, especially when documents require shared input or verification. The BoldSign collaborative field editing feature simplifies this by enabling signers to edit designated shared fields during the signing process. This collaboration ensures the document is accurate before finalization. In this blog, we’ll explore how collaborative field editing works, its key configuration options , supported field types , tracking capabilities and notifications , and limitations to help you make the most of it. What is collaborative field editing? Collaborative field editing in BoldSign allows multiple signers to edit specific fields within a document during the signing process. This feature is designed for situations where one signer may enter information that needs to be reviewed or corrected by another signer before the document is finalized. With this functionality, shared fields can be edited ...

  July 2025 introduced significant updates to BoldSign designed to enhance flexibility, security, and efficiency across your e-signature workflows. These improvements offer greater control over templates, authentication, and API interactions, making document signing more seamless and secure. In this blog post, we’ll explore the latest features and show how they can elevate your document signing experience. Edit Document API Enhancements BoldSign now supports editing both in-progress and draft documents via the Edit Document API. With this update, users can: Update files, form fields, and signer details directly through the API. Perform partial updates, modifying only the fields specified in the request. Edit on-behalf-of documents by including the sender identity’s email address in the request. This feature is especially useful for dynamic workflows where document content or signer inform...