How the BoldSign Mobile App Enhances Your eSignature Workflow.

The BoldSign mobile app was designed to simplify and speed up your eSignature workflow, allowing you to manage eSignature tasks on the go. In this blog post, we’ll highlight key features of the BoldSign mobile app that enhance your eSignature experience and overall efficiency.

Before beginning the blog, if you haven’t tried the BoldSign mobile app yet, please do so and share your feedback. The BoldSign mobile app is now available on the Google Play Store and App Store for Android and iOS devices.

Send or sign documents on the go!

With the BoldSign mobile app, you can create a new document from scratch, upload a document from your device, add recipients, assign form fields, and send it out for signature. You can also use existing templates created on the BoldSign web app. Documents created in the BoldSign web app can be viewed or signed using our mobile app, and vice versa, without any inconsistencies. The number of documents sent in the current month and overall from your account will be displayed on the Dashboard screen for your reference.

In addition to sending documents, you can upload a document from your device and self-sign it. You can also sign documents that are awaiting your signature with just a few clicks. The number of documents by status will be displayed on the Dashboard screen for easy tracking. You can send or sign documents using your Android or iOS mobile or tablet devices.

Refer to the following articles for the step-by-step procedure to send and sign the documents:

BoldSign mobile app dashboard screen

Manage your default signatures and initials

While signing a document, you can use your saved default signature and initials rather than drawing new ones each time. This can save time and effort, especially if you want to sign a large number of documents regularly. The default signature and initials can be changed at any time.

Follow these steps to save or change the default signature and initials:

Navigate to the Profile screen and select Signature Settings.
Here you can see the currently saved signature and initials. Tap on them.
You can draw your signature, select from the generated text options, or upload your signature in image format.
Then, tap Save. Your default signature will now be updated.

Default signature and initial

If you want to ignore the default signature or initials while signing a document, simply double tap on the form field. This will display the signature/initial selection pop-up.

Create filters and pin them to your dashboard

You can quickly view important information about your documents, such as the number of signatures received, documents waiting for signatures, and completed documents, by pinning document statistics to the dashboard. This feature is helpful when you want to track multiple documents and need to see their statuses at a glance.

To filter documents and pin them to the dashboard:

1. On the My Documents screen, tap the filter icon located near the search box.

You can filter documents based on status: All, Waiting for Me, Waiting for Others, Needs Attention, Declined, Completed, Revoked, and Expired.
You can also filter documents by sender, receiver, tags, or a specific date range.

2. At the bottom, check the Pin filter to dashboard.

3. Enter a name for the filter and tap the Apply Filter button to add the filter to the dashboard.

Filtering documents

Pinned filter in dashboard

Preview document and review summary before sending

In the BoldSign mobile app, you can preview a document before sending it to signers. This allows you to see how the document will appear to the signers once it is sent, helping you identify potential errors and formatting issues.

Follow these steps to preview the document and send it for signing:

On the Configure Fields screen, after adding the required form fields to the document, tap Continue.
The Document Actions sheet will be displayed. Select Preview & Send to enter Preview mode.
After reviewing the preview, send the document to the signer by tapping the Send button in the top-right corner of the screen. The Document Summary sheet will be displayed.

The Document Summary sheet contains the document and recipient details. It will display the number of pages in the document and the number of fields added. It will also show how many fields have been assigned to each signer. These details are helpful for ensuring accuracy before sending the document.

Document summary

Enhance your brand visibility for signers

Customize the appearance of emails sent to recipients and signer screens by customizing elements like logos, background colors, and button colors. This branding enhances professionalism and trust in your communications.

You can create multiple brands and select one when creating documents. While brands cannot be created in the mobile app, you can create them in the web app and then choose from them when preparing documents in the mobile app.

Choosing a brand while creating document

Stay updated with document status notifications

In-app notifications are messages that appear within the application to inform users about document updates or status changes. You will receive an in-app notification for a document action if you are the sender, recipient, or CC’d on it.

You can also customize the actions for which you want to receive in-app notifications. To do this, navigate to the Profile screen and select Notifications.

In-app notifications

Set up auto or manual reminders to expedite signing

To expedite the signing process, reminders can be sent to signers. There are two types of reminders:

Auto reminders: These are sent automatically at specified intervals and a set number of times until the document is signed. These settings can be configured when creating the document.
Manual reminders: The sender can manually send reminders to signers after the document is sent. Only one manual reminder can be sent per document per day. These do not affect the auto-reminder settings.

Sending manual reminder to signers

Organize documents with tags and filter

Tags are nothing but labels that can be added to the documents to organize and manage them. The tags can be added while or after creating the document. Multiple tags can be added to a document.

You can filter the documents based on the tags added. In the My Documents screen, tap the filter icon. Document filtering options will be displayed. Select Tags. When the desired tags are selected and the Apply Filter button is tapped, a list of all documents with the selected tags will appear.

Adding tags to the document while creating it

Filtering the documents by tags

When a document is sent for signature and is in progress, the sender or the sender’s admin can generate a signing link for the signer from the Document Info screen’s Recipient tab. This link can be shared via your preferred messaging app, helping to remind signers to sign the document.

This will be helpful for signers if they miss the email notification. They also don’t need to navigate to the BoldSign app to check for pending documents.

Generate signing link

Duplicate documents

Cloning a document refers to generating a duplicate document from the existing one. A cloned document is identical in file name and content to its original one, but the document’s ID is unique. This option is helpful in creating similar documents quickly rather than creating them from scratch.

You can find the Clone option on the My Documents screen. When you tap Clone document, it will take you to the editing page of the cloned document, where you can change the recipient’s name and email address and make any additional modifications before sending the document for signing.

Clone document

Conclusion

These are just some of the functionalities in the BoldSign mobile app that enhance your eSignature workflow. There are many more features available in the app. Explore it today by installing it on your iOS or Android device and share your thoughts with us.

We are adding several new features to the app in our upcoming releases, so stay tuned!

For more details about the BoldSign mobile app, please refer to our documentation. If you have any questions, feedback, or issues, feel free to reach out to us at support@boldsign.com.

Note: This blog was originally published at boldsign.com

How the BoldSign Mobile App Enhances Your eSignature Workflow