The BoldSign mobile app is now available. Visitthis link for more details and give it a try!
The BoldSign mobile app is now available. Visitthis link for more details and give it a try!
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The BoldSign mobile app is now available. Visitthis link for more details and give it a try!
The BoldSign mobile app is now available. Visitthis link for more details and give it a try!
BoldSign have an option to allow signers to add form-fields during the signing process. This added functionality makes the document signing process more interactive and adaptable to individual preferences.
In this blog post, we will explore how signers can add form fields before eSigning a document, the benefits of this feature, and practical tips for using it effectively.
Access the BoldSign Web App
Log in to your BoldSign account and navigate to the web application.
Create a document
Initiate the document creation process by clicking on Create New and selecting the Create New Document option.
Add files and recipients.
Navigate to the Prepare document for signing page. In the Add Files section, upload the relevant files and add recipients in the Add Recipients section.
Enable the Allow field configuration option
Then, click on the Settings dropdown below the recipient field and enable the Allow Field Configuration option.
Move to the configure fields page
Fill in all other required fields on the Prepare document for signing page and proceed to the next step by clicking Next to go to the configure fields page.
Add form fields
On the Configure fields page, simply drag, and drop the necessary form fields onto the document and proceed to send it for signature. Alternatively, if you prefer, you can send the document without initially adding the fields, as the signer will have the ability to incorporate the required form fields during the document signing process.
So now you have allowed the signer to add new form-fields in the document. So how the process will be at the signer’s end. Here you can see in detail.
Open the document
Open the sent document directly within the BoldSign application or click the link provided in the email you received.
Accept terms and conditions
Read the electronic signature disclosure terms and check the checkbox to acknowledge acceptance. Then click the Continue button to proceed with the signing process.
Drag and drop form fields
You will see form fields conveniently displayed on the left side of the signing page.
When you drag and drop a form field onto the document, form field settings will appear on the right side of the page. You can customize the settings to align with your requirements and finalize the signing process by clicking the Complete signing button.
We appreciate you taking the time to read through this blog post. BoldSign values your engagement and is committed to providing a seamless experience. Please take advantage of our extensive 30-day free trial, and as you explore the platform, your feedback becomes a crucial part of our continuous improvement process. Please share your thoughts and recommendations in the comment section below, your insights contribute significantly to shaping the future of BoldSign.
Evans is a Technical Assistant at BoldSign. His passion lies in creating high-quality content for users through effective documentation. His multifaceted skills encompass technical expertise, creativity, and a keen understanding of user needs.
Evans is a Technical Assistant at BoldSign. His passion lies in creating high-quality content for users through effective documentation. His multifaceted skills encompass technical expertise, creativity, and a keen understanding of user needs.
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