Handling multiple document signers can be challenging without the right solution. While options like Docusign PowerForms are available, they often come with limitations. BoldSign® bulk links, however, provide a more flexible and user-friendly alternative for large-scale document signing.
So, what is a bulk link? It’s a feature in BoldSign® that allows you to collect signatures from multiple people using a single, customizable link. Unlike traditional signing methods that rely on predefined templates, bulk links let you upload any document and generate a signing link that can be shared with anyone. This flexibility is ideal for situations where the number of signers is uncertain, making it easy to gather signatures. The feature also offers options to manage response limits, set expiration dates, and add additional security measures, making it a comprehensive solution for businesses of all sizes.
In this blog, we’ll explore why BoldSign® bulk links are the better choice for handling multiple signers efficiently.
Why choose BoldSign® bulk links?
BoldSign® bulk links offer a range of advantages that make it a compelling alternative to Docusign PowerForms. Here’s a detailed breakdown of their key benefits:
1. Flexibility in using templates and document files
BoldSign® bulk links simplify the creation of signing links by allowing you to either use predefined templates for consistency or upload a document directly for quick, one-time use. This flexibility lets you adapt BoldSign® to your specific workflow needs, whether you’re handling repetitive tasks with templates or addressing unique situations with individual documents.
In contrast, Docusign PowerForms require a template to be set up before you can create a PowerForm. That means setting up all the necessary information and fields, which can be time-consuming and less user-friendly for those looking for a more streamlined process.
2. Customizable signer roles and options
In the BoldSign® bulk link feature, you have the flexibility to customize the recipient section. You can change the role names for the initiator to better fit your specific requirements. Additionally, you can add multiple roles for additional recipients, assigning each one as either a signer or reviewer, and configure their respective responsibilities. You can set the order of signers and configure authentication methods to ensure a secure and organized signing workflow.
Docusign, on the other hand, uses a more rigid template-based system for PowerForms. In Docusign, you must first create a template that defines specific roles, such as a main applicant and co-applicant. Once the template is set up, Docusign limits your ability to add or modify recipients beyond the predefined roles. This means that if you need to adjust the roles or add new recipients, you often have to go back and modify the template, which is more time-consuming and less flexible compared to the BoldSign® approach.
3. Additional verification and security
Security is a top priority when working with sensitive documents. BoldSign® bulk links support document security with features such as email validation, which ensures that only the intended recipients can access and sign your bulk link documents.
4. Flexible response limits and expiration dates
BoldSign® enhances your control over documents by allowing you to set specific limits on the number of responses a bulk link will accept and configure a custom expiration date for the link.
5. Editable and reassignable links
One of the standout features of BoldSign® bulk links is the ability to edit and manage them even after they have been created. You can activate or deactivate links as needed. Signers can reassign the signature request to others if the sender enables that option while creating the bulk link. This flexibility is particularly useful for adjusting to changes in the signing process or managing unexpected situations. Docusign PowerForm, however, does not provide the same level of straightforward link management, which can limit your ability to adapt to changing needs.
6. Document download and management
Both BoldSign® and Docusign offer options for downloading documents either individually or in bulk. However, BoldSign® also allows users to delete documents, which is helpful after downloading any documents locally. This feature provides greater control over document management and helps keep your document repository organized.
Practical applications of BoldSign® bulk links
BoldSign® bulk links can be effectively utilized in various scenarios where multiple signatures are required. Its flexibility and ease of use make it ideal for managing large-scale document signing needs, such as:
- NDAs for new employees
- Event registrations
- Consent forms
- Membership agreements
- Vendor contracts
- Surveys and feedback collection
How to get started with BoldSign® bulk links
Getting started with BoldSign® bulk links is straightforward:
- Create a bulk link: Navigate to Create New and select Create Bulk Link. Upload your document, set response limits, and add an expiration date if needed.
- Customize your document: Personalize the signer experience by adding welcome and acknowledgment messages.
- Generate and share: Once your settings are in place, generate a bulk link URL and share it with your intended signers.
- Monitor the process: Track signatures through your BoldSign® dashboard and manage any changes, such as editing the document.
Signing with BoldSign® bulk links
Here’s how the signing process works for bulk links with and without email verification enabled:
- Open the bulk link: The signer opens the shared bulk link URL from any device.
- Enter name and email address: The signer is prompted to enter their name and email address.
Capturing Identification Details - If email verification is enabled: The signer must verify their email address before accessing the document. An OTP is sent to their inbox. Only after entering the OTP can they proceed to review and sign the document.
- If email verification is not enabled: The signer can directly access the document after entering their details.
Email Verification - Review and sign: Once email verification is complete (if enabled), or after entering their details if email verification is not enabled, the signer can review the document and fill in the required fields.
- Submit: The signer submits the document to complete the signing process.
References
For more information on using bulk links in BoldSign®, refer to our help article or our how-to video.
Conclusion
If you’re searching for a Docusign PowerForms alternative, look no further than BoldSign® bulk links. They’re flexible, user-friendly, and perfect for businesses of any size. Whether you’re onboarding employees, collecting client agreements, or managing event registrations, BoldSign® bulk links provide a streamlined, cost-effective solution that simplifies document signing while offering a full range of features.
Start optimizing your document management today with BoldSign®. Sign up for a free trial to explore how our bulk links can enhance your document-signing workflow.
We’d love to hear your thoughts on this blog! Share your feedback in the comments below. For more details on BoldSign® features or to get personalized support, schedule a demo or reach out through our support portal.
