Webinar Show Notes: What’s New in BoldSign

 

BoldSign continues to expand beyond basic eSignature functionality by introducing features that address real operational challenges like legal compliance, signer delays, and manual setup work. In this webinar, Demo Engineer Sandhiya Vasudevan walkes attendees through the most impactful new BoldSign capabilities and shows how teams can immediately apply them to their workflows.

If you missed the webinar or would like to review part of it, the recording has been uploaded to our YouTube page and embedded below.

Timestamps

[00:00] Welcome and session overview 

[00:52] Webinar goals and real-world use cases

[01:08] Feature overview and agenda

[02:20] Audience poll: eSignature challenges

[02:52] Qualified electronic signature (QES) explained

[06:21] Data centers and regional data residency

[08:23] AI-powered form field detection

[09:50] Collaborative document editing 

[10:57] Schedule Send for timed delivery 

[12:03] Customizable recipient email templates 

[13:28] WhatsApp signing notifications 

[14:20] Template export and import 

[15:11] BoldSign mobile app

[16:12] QuickSend and flexible templates 

[18:49] Feature recap and key takeaways

[19:33] What to try next in BoldSign 

[20:07] Closing and support resources 

Qualified electronic signatures

BoldSign supports qualified electronic signatures (QES) under EU eIDAS regulations, offering the highest level of legal assurance. QES is designed for high-value and regulated documents, providing identity verification, auditability, and compliance.

Regional data centers and data residency

BoldSign now has data centers in the U.S., EU, Canada, and Australia. Organizations can choose where their data is stored and processed, helping meet regulatory compliance and governance requirements.

AI form field detection

AI field detection automatically identifies and places common fields like signatures, dates, and initials when documents are uploaded. This reduces setup time and allows teams to review instead of manually configuring every field.

Collaborative editing within the workflow

Controlled collaborative editing allows recipients to make approved changes directly within the signing workflow. This maintains version control while providing flexibility when minor edits are required.

Scheduled send

Prepare documents in advance and have them automatically delivered at a specific date and time. This feature supports renewals, proposals, and other time-sensitive agreements.

Customizable recipient email templates

Teams can customize email subjects and content to improve clarity, trust, and brand consistency, reducing signer hesitation and delays.

WhatsApp notifications

WhatsApp notifications provide an additional, high-visibility channel for delivering signing links, helping documents stand out from crowded inboxes.

Template export and import

Templates can be exported and imported using structured JSON files, making it easier to scale workflows across teams, regions, or environments.

Mobile app for on-the-go management

The BoldSign mobile app allows users to track document status, send reminders, and manage workflows from anywhere.

QuickSend for repeatable workflows

QuickSend turns frequently used agreements into fast, role-based workflows, balancing flexibility with consistency.

Final takeaways

BoldSign’s latest updates focus on speed, legal compliance, and scalability, helping teams create reliable and professional document workflows.

Revoke Documents Easily with BoldSign Python SDK

How to Send Signature Requests via WhatsApp in BoldSign

Comments

Post a Comment

Popular posts from this blog

Introducing the BoldSign PHP SDK for Effortless E-Signature Integration

Image
We’re excited to announce the launch of the BoldSign PHP SDK! If you’re a PHP developer looking to integrate e-signatures into your applications, this SDK is here to make your work simpler. With just a few lines of code, you can easily add e-signature functionality to your PHP projects.  Why e-signature integration can be tricky  You might struggle with e-signature integration because:  Complex integrations are slowing you down : Most e-signature APIs require extensive boilerplate code and complex setups. This increases development time and adds unnecessary complexity.  Time-consuming workflows are holding you up : Managing document creation, sending, tracking, and retrieval often involves multiple API calls. Without a structured approach, you’ll spend more time on integration than on building your core product.  You don’t have a PHP-specific...
Read more

Get eSign via Text Message Quickly with BoldSign Today

Image
  While email has traditionally been our primary channel for important information and document exchange, many people now prefer receiving crucial notifications through text messages. This is even more relevant when your recipient lacks email access or simply prefers SMS. BoldSign makes it easy to send documents via SMS without needing technical expertise. Moreover, requesting eSignature via SMS boosts completion rates, delivers faster turnaround times, and enhances convenience for recipients. This guide will walk you through the steps of using BoldSign to achieve stress-free digital signatures. Getting Started with BoldSign: To begin, you’ll need to create a BoldSign account. It’s easy to set up – Start free trial to access the world of hassle-free electronic signatures. Sending the document for eSignature via SMS: Follow these steps to send the document for eSignature via SMS using BoldSign: Log in to your BoldSign account and navigate to...
Read more

How to Embed an eSignature Solution into Your Python Application

Image
  Embedding the BoldSign eSignature process into your application will enhance your eSignature workflow and streamline the signing experience of your customers. They can sign the documents directly in your application, eliminating the need to switch to other third-party platforms. This seamless integration builds trust in your security and eliminates the hassle of navigating multiple applications for completing the signing process. In this blog post, we will show you how to embed an eSignature solution into your Python app using BoldSign APIs. Let’s assume a real-life scenario where you, as a business owner, have just secured a new customer. To finalize the deal, you need their signature on a contract. Prerequisites Before we begin building the application, we need to ensure the following prerequisites are in place: Python 3.x installed on your system. Flask installed on your system. BoldSign API credentials. Setting up a BoldSign account To use BoldSign APIs, you’ll need a BoldSi...
Read more