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Explore the BoldSign features that make eSigning easier.
Explore the BoldSign solutions that make eSigning easier.
BoldSign product updates and new releases.
Jul, 2025
Jul, 2025
BoldSign now offers AI form field detection to speed up template creation. The feature auto-places fields in uploaded PDF or Word files. It supports signature, text box, date signed, checkbox, and radio button fields.
Learn more: AI-Based Form Field Detection
Users can now edit both in-progress and draft documents using an API. This includes updating files, form fields, and signer details. The API also supports editing on-behalf-of documents by specifying the sender identity’s email address in the request.
Jun, 2025
Learn more: Export and Import Templates
May, 2025
Senders can now edit or delete form fields in templates when sending documents or creating bulk links. Admins can enable the Allow Sender Actions option to control sender access to each field. This feature supports multiple send options: use template, merge and use template, bulk link, merge and bulk link, bulk send, and embedded send.
Learn more: Edit or Delete Template Form Fields
BoldSign® now offers qualified electronic signatures (QES), providing the highest level of legal validity under eIDAS regulations in the EU. Available for Business plans and higher, QES is billed at $3 per verification under a pay-as-you-go model.
Learn more: Qualified Electronic Signatures
Apr, 2025
You can now edit on-behalf documents even after sending, as long as they’re still in progress. Add files, form fields, signers, and more. Both senders and sender identity accounts can make updates. Once changes are saved, signers are notified.
Learn more: Edit Existing On-Behalf Document
Managing team documents is now faster with clickable tags. Instead of using the advanced filter manually, simply click a tag to view all related documents. You can also pin the filtered results to your dashboard for quick access.
You can now send signature requests and notifications directly through WhatsApp. A secure signing link is shared with recipients, allowing them to sign documents conveniently from their mobile device.
Learn more: Send Signature Requests via WhatsApp
The BoldSign® mobile app now lets you scan physical documents using your device’s camera and upload them directly to the app. This streamlines the process of sending signature requests from your mobile device.
The advanced filter now supports expiration-based filters. View documents that expire today, tomorrow, in the next 7 days, in the next 30 days, or within a custom date range. Only documents in progress appear in these results, helping you focus on what’s still pending.
You can now configure how signers navigate through fields during the signing process using the new Field Navigation Settings. Choose to navigate through all blank required fields, all required fields, all blank fields, or all fields.
You can now customize the subject and body of emails sent to recipients based on recipient type and language. Modify templates for Signature Requests, Document Completion, Reminders, and more to match your brand or workflow needs.
Learn more: Customize Email Content for Recipients
Mar, 2025
The latest BoldSign update lets you schedule documents to be sent at a specific time. Pick a future date and time, and ensure your documents reach recipients when it’s most convenient.
Learn more: Schedule and Send Documents
Developers can now use SDKs in Python, PHP, Java, and Node.js to integrate e-signatures into their apps. Send, sign, and track requests effortlessly with these maintained tools.
Learn more: SDKs for Simplified E-Signature Integration
BoldSign® lets you attach signed documents to the Sender Identity Completion Email – just enable it in your email settings. For files over 5 MB, a secure download link is provided instead.
Learn more: Signed Documents Emailed to Senders
The app now handles internet disruptions better. You’ll get real-time connectivity alerts, a restricted offline mode with an overlay to avoid mistakes during disconnections, and automatic recovery that lifts the overlay once the internet is back.
The `mergeAndSend` API now converts text tags into form fields automatically. Just enable the `useTextTags` property and the app does the rest.
Learn more: Text Tag Support for Merge and Send API
You can now specify file names in Base64-encoded documents when submitting via API, an upgrade from the previous limitation.
Learn more: Support for File Names in Base64 API Input
Sandbox emails triggered by API events now include “[TEST]:” in the subject line, helping you distinguish them from production emails during testing.
BoldSign® now offers in-app purchases on iOS. Subscribe to a plan, upgrade your account, or complete transactions directly from your iPhone or iPad.
When cloning a document in the BoldSign mobile app, default form field values now carry over automatically. These values stay in read-only mode in the cloned version, ensuring consistency and accuracy.
With deep linking, the BoldSign® mobile app lets you jump to specific screens from emails, social posts, or other apps. App links work on Android and iOS—users go to the app if installed or the web app if not.
Jan, 2025
Introducing formula fields – a way to automate calculations in your documents. Dynamically compute sums, date differences, and conditional logic directly within form fields, eliminating manual work.
With this update, BoldSign® now allows you to download signed documents and audit trail files directly to a folder of your choice on your mobile device instead of saving them to the default downloads folder.
Dec, 2024
With the latest update in BoldSign, cloning templates has become more efficient. Default values set in form fields now carry over to the cloned version, ensuring consistency. These values are also fully editable, letting you adjust them as needed.
Learn more: Clone Templates with Form Field Values
Previously, account admins could define and assign specific permissions to team members regarding documents and templates. This feature has been enhanced to allow admins to also manage permissions for bulk send and bulk link actions. This ensures that only authorized users can access and manage bulk send and bulk link tasks, keeping your workflow secure and organized.
With this new export feature, you can easily download detailed form data into a CSV file. This includes signer names, form field values, document status, and more. The exported data will follow the date and time formats set in your My Profile section, ensuring consistency across your records.
Learn more: Export Form Data to CSV
With this update, you can set a preferred file name pattern for all document downloads. This feature allows you to create meaningful, consistent file names by combining predefined patterns with custom text, making it easier to organize and track your documents.
Predefined file name patterns:
Learn more: Customize Signed Document Naming
BoldSign now supports importing Docusign documents, simplifying the migration of your existing documents to BoldSign. Please contact support if you want to migrate your documents to BoldSign.
Oct, 2024
Previously, when cloning a document in BoldSign, default values set in form fields would not carry over to the cloned version. With this update, form fields will retain their default values in the cloned document, displaying them in a read-only mode.
Learn more: Clone Document with Form Field Value Support
With this update, you can now set a custom email domain for each brand, allowing you to personalize the sender’s name and subdomain.
Available Customization Option
Learn more: Custom Domain Options in Branding API
We’ve introduced document expiration settings in our Brand APIs. During brand creation or editing, you can configure options such as Expiration Date Type, Expiration Value, Auto Reminders, Reminder Days, and Reminder Count.
Learn more: Document Expiry Settings in Brand APIs
Previously, when selecting multiple fields, only a few properties like “Required” and “Align” were available. With this update, you can view and modify a comprehensive range of properties based on the selected field type, including font size, line height, color, and text styles like bold, italics, and underline.
This update allows users to create bulk links directly from templates, streamlining the document preparation process. Users can also create them using one or more selected templates, saving time and boosting productivity.
Learn more: Create Bulk Link Using Template
Sep, 2024
By default, form fields are navigated from top-left to bottom-right. Users can now set a custom tab index for form fields when preparing a document. When signing, the fields will follow the specified tab order. Pressing the Tab key moves through fields in ascending order, while Shift + Tab navigates in reverse. Setting a tab index value of -1 will exclude a form field from the navigation flow.
Learn more about tab index support for form fields.
Previously, audit trail documents were only generated in English. Now, account administrators can enable the “Generate Multilingual Audit Trail” option, allowing them to be created in both English and the signer’s preferred language. When the preferred language is selected in the add recipients section, the audit trail is automatically translated into the signer’s preferred language and displayed below the English version.
Learn more about localization support for audit trail.
When sending a document by merging multiple templates in the Merge and Send API, users can also add more files. These extra documents will be added after the template documents. This enhancement eliminates the need to create a new template each time.
Learn more about file support in Merge and Send API.
In addition to the Sign-up with Google and Microsoft options, the Sign-up with Apple feature has been introduced. Apple users can easily sign in to their BoldSign accounts using their Apple ID to access the BoldSign web application and APIs. Users can share or hide their email addresses during account creation. If the user prefers to share their email address, the original email will be used. If the user opts to hide it, a new private email will be generated for the Apple ID.
Learn more about Apple sign-in integration.
Aug, 2024
Previously, we automatically collected disclosure consent from all signers by default. With our latest release, we’ve enhanced this feature, giving account administrators more flexibility and control over how consent is managed. Now, administrators can customize the Electronic Signature Disclosure Consent with the following options:
Additionally, we’ve improved the audit trail to reflect the signer’s consent status. If consent was requested, the audit trail will display an “Accepted” status along with the timestamp. If consent was not requested, it will show “Not requested by the sender”.
Learn more about managing electronic signature disclosure consent.
Previously, users had to send individual reminders to each recipient with pending documents. Now, reminders can be sent in bulk for all pending documents within a specific bulk send at once, simplifying the process of reminding recipients who have not yet signed.
Learn more about sending bulk reminders for all pending documents in a bulk send.
The document quality when a file is uploaded has been improved, resulting in a clearer and more polished final output. This improvement will be automatically applied for new users. Existing users can contact the support team to enable this document quality enhancement.
When a new user creates their first document, template, or bulk link, a series of instructional tour steps will now be shown to guide them through the process of filling out the necessary fields.
Previously, users had to click a green Complete Signing button after filling out all fields. This button could be confusing, as it was unclear whether it should be clicked to complete the signing process or if it simply indicated that the signing was finished. The button has now been updated to say Finish in yellow, clearly indicating that users should click it once they have completed the form fields.
Previously, iPads and tablets only supported portrait mode for BoldSign documents. Now, landscape mode is also available for added convenience. While there are some UI changes between portrait and landscape views, the state of your document will be maintained during orientation changes. Information provided in one orientation will not be lost when switching to the other.
Jul, 2024
Previously, after sending a signature request, the sender had to track its status and send reminders to signers to remind them, and BoldSign would send the signing link again. Now, the sender or their admin can generate a signing link for in-progress documents and share it directly via any messaging app.
Learn more about generating and sharing a document signing link.
Now, multiple checkboxes can be grouped together into a single field. This group can have validation rules, ensuring that the signer can only proceed with the signing process if they meet the specific requirements set for that group of checkboxes. Additionally, this feature is supported through API.
To learn more about adding a group checkbox to a document, refer to these links:
BoldSign now allows account administrators to customize email notification settings for signers and CC recipients. Notifications will be sent based on these customized settings, ensuring that recipients receive only relevant notifications. Additionally, this feature is supported through API.
To learn more about customizing recipient email notifications, refer to these links:
You can now connect BoldSign with OneDrive, Google Drive, and Dropbox. Once you’ve linked your cloud accounts, all completed documents will automatically be uploaded to your designated folders in these cloud storage services.
Additionally, if you want to automatically delete documents from BoldSign after they’ve been uploaded to the cloud, you can enable the document deletion policy option on the business profile page. This feature allows you to specify the status and age of documents to be deleted. Once the criteria are met, the document will be removed from the app but will still be securely stored in your linked cloud storage.
Learn more about connecting Google Drive, OneDrive, and Dropbox with BoldSign for cloud backup.
Updating bulk sends in BoldSign is now simpler. You can directly edit recipient details within the app by double-clicking on a cell in the grid interface.
Learn more about bulk send.
BoldSign now offers an implicit grant with CORS support, alongside client credentials and authorization code options. This eliminates the need for a client secret to generate an access token for API usage. With this enhancement, only specified domain URLs can make API calls to BoldSign, offering increased security and protection for your application.
Learn more about implicit grant flow.
This feature allows you to resend webhook events. Both successful and failed events can be resent immediately by clicking Retry on the webhook history page, ensuring that critical notifications and updates reach their intended destinations without delay.
Learn more about resend webhook events.
Users can now make changes to documents that are in the In Progress state. This means they can add new files, form fields, signers, and more, even after the document has been sent. After the editing is finished, the signers will be informed about the changes. However, documents that are marked as Completed, Declined, Revoked, Expired, or that fall under Team documents, On Behalf Of documents, or Bulk Link documents cannot be edited.
Learn more about editing existing documents.
Jun, 2024
Now, you have the option to delete documents permanently after they are completed, declined, revoked, or expired. Once this option is enabled, the system will delete documents based on your specified document status and retention period.
Learn more about the automatic document deletion feature.
Now, you can customize label form fields with background colors, which is particularly useful for highlighting important content you’ve added when sending a document.
Learn more about the background color option in label form fields.
The bulk send menu now includes a team bulk send option, accessible to both account admins and team admins. Account admins can view all bulk sends, while team admins can only view bulk sends created by their own teams.
Learn more about the team bulk send feature.
You can now edit a bulk link document’s title, welcome message, acknowledgment message, expiration date, response limit, and more, for both active and expired bulk links. The link remains unchanged after editing, and any documents signed using this link before the edits will not reflect the new changes.
Learn more about the edit bulk link feature.
Users can set an expiration date for bulk link documents. Once the specified expiration date is reached, the document can no longer be accessed by signers. Users can also modify the expiration date after the bulk link has been created.
Learn more about bulk link document expiration settings.
Previously, documents sent with ID verification enabled could not be signed using the getEmbeddedSigningLink API. Now, you can securely sign these documents using this API.
Learn more about embedded signing with ID verification.
New webhook events for identity verification have been introduced, including Identity Verification Initiated, Identity Verification Succeeded, and Identity Verification Failed.
Learn more about ID verification webhook events.
Additional files can now be added when sending a document using the Template Send API.
Learn more about append files in Template Send API.
Metadata has been added to documents sent using the API. When you enter the document ID in the Document Properties API, the metadata details will be displayed.
Previously, downloaded template documents included form fields. This feature has now been improved. When you download a template document, it will no longer include form fields, ensuring it accurately matches the original content of the uploaded file.
Metadata has been added to documents sent using the API. When you enter the document ID in the Document Properties API, the metadata details will be displayed.
May, 2024
The ‘Export to CSV’ option has been added to the Activity Log feature. Now, users can easily download user activity data to a CSV file.
Learn more about the Activity Log feature.
Templates can now be tagged, just like document tags. This functionality makes template categorization and retrieval easier, enhancing organization and efficiency.
Learn more about organizing and managing templates with tags.
Users can download documents individually or combined according to their preference. They can opt to download completed documents merged into a single PDF file or as separate documents within a zip file.
Learn more about document download options.
Users can prevent audit trail documents from being sent to signers by using the ‘Exclude Audit Trail from Completion Email’ option.
Learn more about excluding the audit trail from the completion email.
In BoldSign, a new feature has been added that lets users set up email validation rules using custom regular expressions (regex) for bulk links. Specify criteria for signers’ email addresses, to control who can sign the documents.
Learn more about creating regular expressions (regex) for email address validation.
This enhancement enables users to effortlessly replicate form fields across all pages of the document. This feature simplifies the process of integrating form fields in multi-page documents, ensuring consistency and efficiency.
Learn more about replicating form fields to all pages.
The bulk links menu now includes the Team Bulk Links option. Account admins can view all bulk links created within the organization, while team admins can access bulk links created by their team members.
Learn more about team bulk links.
Now, edit draft templates created in both the web app and the create embedded template URL API.
Learn more about Edit template API.
Apr, 2024
We have introduced a cloning option for bulk links. If you need to make minor changes to a bulk link and share it for signing, you can achieve this by cloning the bulk link.
Learn more about cloning bulk links.
Now, you can include CC recipients in a bulk link. These recipients will be notified once the initiator has signed the document and once all signers have signed.
Learn more about adding CC recipients to a bulk link.
We have introduced an overview page for bulk link documents. On the overview page, you can view the details of the bulk link document and edit the recipients, if required.
Learn more about the bulk link overview page.
We’ve introduced support for downloading completed bulk send documents in bulk, eliminating the need to download each document individually.
Learn more about bulk downloading the bulk send documents.
A watermark is displayed on downloaded in-progress documents. Now, it’s possible to hide this watermark on these documents.
Learn more about hiding watermark for in-progress documents.
Previously, templates were edited through the embedded URL in the Get Embedded Template Edit URL API. Now, they can be directly edited via the API.
Learn more about Edit template API.
A default value provided in a form field can be changed after the document is sent to a signer. Senders can use the Prefill fields API to do this for in-progress documents. This feature supports various form fields, including text boxes, checkboxes, radio buttons, editable dates, and dropdowns.
Learn more about Prefill fields API.
Mar, 2024
In the developer console, users can search logs using document, template, and sender IDs, which are provided in the response body or request parameters.
Introduced identity verification authentication for signers, which can be enabled when sending documents for signature. Signers can access the document only after their identity is verified using supported government-issued documents.
Learn more about identity verification.
Now, signers can skip a document, even if the signing process has been initiated, and move to the following document when there are multiple documents for signing. They can resume signing the skipped document later without losing any entered information.
Learn more about the Finish Later option.
Now, API support has been provided for contacts to view the list of contacts, retrieve the details of a particular contact, create a new contact, and edit, or delete an existing contact.
Previously, only the email address would be auto-filled when entering the recipient’s name on the ‘Prepare Document’ page. Now, this feature is extended to fill in contact numbers automatically.
Feb, 2024
You can download the bulk send responses to a CSV file. The CSV file will contain details of the document sent, such as the document creation date, document ID, document status, signer’s name, email, and status, signature date, form field ID, and their values, excluding signature, initials, image, and attachment form fields.
Learn more about the CSV option in bulk send.
Users can cancel the signature request for a particular recipient after the bulk send document has been sent. It is also possible to delete the bulk send, even if it contains in-progress documents, by revoking them.
Learn more about revoking the bulk send.
Set a default image in the image field, which signers can change if necessary during the document signing process. To keep the default image unchanged by signers, set it as read-only.
Learn more about the image form field.
Now, an account admin can record all user activities within the organization. These logs allow tracking user actions, identifying timestamps, and understanding how users interact with the platform. Logs are maintained for the last 30 days, allowing review of user activity within a defined timeframe.
Learn more about tracking the organization activity.
You can now add a timestamp next to the date in the “Date Signed” field. We’ve added a section for this field on the business profile page, where you can choose how the date and time look. Also, you can change the format when you’re setting up a document if you need to.
Learn more about adding a time stamp.
Jan, 2024
Now, even users without a BoldSign account can enjoy a smoother signing experience. Previously, if you received a signature request, you had to add your signature each time manually. Not anymore! Like BoldSign account holders, your signature will now be remembered after signing your first document. When you click on the signature field in any subsequent document, it will automatically fill in with your saved signature.
Previously, you had to agree to terms and conditions each time you opened a document for signing. Now, the confirmation popup will only be displayed during your initial access to the document, eliminating the need to agree each time you open it thereafter.
Account administrators can now modify user profile details and choose to prevent users from making changes. When restricted, users can only view their profile information and cannot change it.
Learn more about modifying user profile details.
Now, when creating a sender identity through the API, you have the flexibility to include a redirect URL. This allows the approver to be redirected to a specified link upon allowing, denying, or revoking the sender identity request.
Now, an account admin can add additional columns to the users page, alongside the Name, Email, Team, and Roles columns, according to their needs. These additional columns will also be included in the exported CSV file.
Learn more about the metadata option.
Now, when creating custom form fields, you can specify an ID prefix value. Consequently, each time you drag and drop a form field into the signature request document, it will display the ID prefix followed by the field count. It is also possible to restrict users from editing the ID prefix value.
Learn more about ID prefix for custom form fields.
Auto-detect PDF form fields support detects form fields in your PDF document and inserts relevant BoldSign form fields. This functionality was previously available for Textbox, Checkbox, Radio Button, and Signature form fields. It is now provided to dropdown form field as well.
Learn more about auto-detect form fields.
Previously, the option to edit recipients was restricted, even after one of the signers had signed the document. Now, this option will be accessible to recipients who haven’t signed the document, even if other recipients have already signed.
Previously, you could only upload PDF, word document, and image files when creating a signature request document. It is now possible to upload Excel files.
On the Developer Console page, account admins were previously only able to view their API logs. Now, we have introduced new filter options, including Users and Credentials. With these options, account admins can access the API logs of other members.
Dec, 2023
Now, you can send documents to multiple recipients simultaneously by importing recipient details using a CSV file. This eliminates the need to create individual documents and form fields for each recipient.
Learn more about bulk send.
Now, you can restrict access to the BoldSign web application page based on IP addresses. This ensures that individuals outside of the designated IP addresses are not authorized to access the BoldSign application.
Learn more about IP address whitelisting.
Now, while creating templates, you have the flexibility to decide whether senders are allowed or restricted from adding more files when creating signature request documents using the existing templates.
Learn more about managing files while using templates.
Now, when creating a template, you can decide whether to allow or restrict senders from replacing or removing files when they utilize a template for creating signature requests.
Learn more about managing files while using templates.
When utilizing a template in Zapier that includes form fields with default value support (e.g., text box, checkbox, radio button, dropdown, or editable date field), associated input fields are now presented in Zapier action forms.
Nov, 2023
Signers can now add new form fields to a document during the signing process. Senders have the option to enable signers to include additional form fields, providing flexibility in the signing experience.
Learn more about allowing signers to add form fields while signing.
Auto-detect form field support identifies form fields in your PDF documents automatically and places corresponding BoldSign form fields. This functionality is integrated into the create template and embedded template APIs.
Previously, when generating templates, it was mandatory to include at least one form field in the document. Now, templates can be created without adding any form fields.
Learn more about creating templates.
Now, we have provided the option to bill the transaction charges either to the OAuth app creator or the respective users.
Learn more about OAuth.
Oct, 2023
Account administrators now have the option to toggle the visibility of decline and save options on the signer page. By default, these options are visible to signers during the signing process. If you prefer to hide these options, you can disable them.
Learn more about managing decline and save options.
The data sync tag support is now provided to the Label form field. Previously, this feature was available for Textbox, Checkbox, Dropdown, Image, and Editable Date form fields. When a value is entered in one Label field, it will be automatically populated in other synchronized Label fields.
Learn more about data sync tag support.
You can now send BoldSign signature requests via SMS. Recipients will receive a link through SMS, enabling them to easily open the link and sign the document.
Learn more about sending signature requests via SMS.
Now, you have the option to add multiple roles when creating a bulk link. Once the initiator has signed the document, other signers will be notified to review and sign it.
Learn more about adding additional roles in bulk link.
Now, account admins have the ability to set SMS usage limits to prevent excessive credit usage by signers when using the SMS OTP authentication method and SMS delivery option. Email notifications will be sent when your usage reaches 50%, 80%, and 100% of the specified limit.
Learn more about managing SMS credits.
Sep, 2023
BoldSign now offers API support for template merging. With the merge templates API, users can seamlessly combine two or more templates into a single template.
Learn more about merge templates.
Aug, 2023
BoldSign now supports 3D Secure authentication. This enhancement prompts users to complete 3D secure authentication when required, significantly boosting payment security within BoldSign.
You can now set the character spacing for the text in the textbox and label fields. The default character spacing is set to zero, but you can set the value based on your needs.
Learn more about setting the character spacing in form fields.
This feature allows you to export the details of all the responders who have viewed or signed the bulk link to a CSV file.
Learn more about exporting bulk link responder’s details.
Jul, 2023
In addition to Email OTP and Access code, senders can now enable SMS OTP authentication for the signers when creating a document. With this method, signers can access the document only after entering a valid OTP sent to their phone number.
Learn more about SMS OTP authentication method.
As an admin you can limit the number of SMS usage to safeguard over usage of credit by your signers when using the SMS OTP authentication method. You will be notified through email when your usage reaches 50%, 80%, and 100% of the specified limit.
Learn more about managing SMS credits.
Jun, 2023
BoldSign now offers support for right-to-left (RTL) text direction in textbox and label form fields. This enhancement allows users to input and display text in RTL languages such as Arabic, Hebrew, Farsi, Urdu, and more. With RTL support, documents maintain their intended format and ensure optimal readability for RTL language users.
Learn more about aligning text from right to left in the form fields.
The senders can now select their preferred language for bulk links, ensuring localized signer page content. The currently supported languages are English, German, Spanish, French, Romanian, Norwegian, Bulgarian, Italian, Danish, Polish, Portuguese, Czech, Dutch, Russian, and Swedish. Signers also have the flexibility to change the language during the signing process if necessary.
Learn more about changing the bulk links language.
Now, you have the ability to customize standard form fields according to your preference and save them for future use. Account administrators can also create and share custom form fields with other users in the organization.
Learn more about configuring custom form fields.
You can now import your Xero contacts into BoldSign to streamline your signature workflows. This integration eliminates the need for manual data entry. Any new contacts added in Xero will be automatically updated on the My Contacts page in BoldSign every 24 hours.
Learn more about importing contacts from Xero to BoldSign.
Introducing the BoldSign Developer Console, designed exclusively for developers, that provides valuable insight about BoldSign API requests and responses. Using this tool, you can effortlessly monitor the API requests, explore response details, analyze metadata, and even download logs for in-depth analysis.
Learn more about Developer Console.
Enabling “Allow senders to delete documents for everyone” option on the business profile page allows senders to delete their documents for everyone. By enabling this option, the sender gains the ability to initiate the permanent deletion of the document for all recipients after 30 days.
Learn more about deleting documents for everyone.
The signer page has been enhanced to align with your branding colors, ensuring a seamless visual experience for your signers.
Learn more about customizing the signer page appearance.
It is now possible to modify the welcome message, acknowledgment message, email verification option, and multiple signing options on the bulk link overview page. This enhancement provides users with greater flexibility and control over the content and messages displayed to the recipients without changing the existing link.
Learn more about editing the bulk link document.
Now, the user can choose their preferred data residency during the signup process. The currently available options are US region and EU region. When a user selects a region, their data will be stored and handled within the selected region.
Learn more about selecting the data residency region.
The signers now have the ability to sign the same bulk link multiple times using the same email address. This eliminates the need to generate separate links or create additional accounts for each signing instance. However, the sender can enable or disable this option.
Learn more about allowing signers to sign the same bulk link document multiple times.
Now you can customize the “From name” in the email address when sending emails from a custom domain. This feature allows you to personalize the sender’s name that appears in the recipient’s inbox, creating a more professional and branded experience
Learn more about configuring email custom domain.
Apr, 2023
You can now customize the sender identity email notifications for web and mail services. This feature allows you to personalize and tailor the sender identity email notifications according to your specific requirements.
Text align support is now available for text box and label form fields. With the feature, you can align the text within the text box and the label form fields. You can choose from alignment options such as left, right, or center align based on your preferences.
Learn more about aligning the text in the form fields.
You can now bypass the initial signer information page to simplify the signing process for your signers using bulk links. This means that when signers access the bulk link URL to sign the document, they will be directed straight to the document signing page without being prompted to provide their name and email or go through identity verification steps such as OTP verification, which can save time for both you and the signers, streamlining the signing process.
Learn more about skipping signer verification in bulk links.
Mar, 2023
The account owner can now transfer the ownership of the account to the account admins but not to the team admin or team members. When the transfer is complete, the new owner will have full access to all the features and capabilities associated with the account.
Learn more about transferring ownership.
Feb, 2023
You can now easily discard any unsaved changes made to a template without saving them. With the “Discard” option, you can easily revert to the original state of the template if you made unintended modifications or decide not to proceed with the changes.
Learn more about discarding changes while editing the template.
Previously, we have provided support to localize the embedded features in English, German, Spanish, Norwegian, and French languages. Now we have extended this support to the following remaining languages as well: Bulgarian, Italian, Danish, Polish, Portuguese, Czech, Dutch, Swedish, and Russian. Thus, you can customize the UI contents of embedded features to display in any one of the supported languages.
Jan, 2023
You can now include the “Title” and “Company” form fields to capture the signer’s job title and company name. These fields are pre-filled with values extracted from the signer’s profile. If the information is unavailable in the profile, then the signer can manually enter them.
Learn more about getting the job title and company name from the signer.
With custom permissions, you can now set precise access levels for each of your team members or admins. In addition to the previous permissions of viewing metadata, editing, and deleting documents, you can now also grant permissions for downloading documents, downloading audit trails, and viewing documents.
Learn more about custom permissions.
You can now specify a preferred language for all communication, including email and the application’s user interface. In addition to the previously supported languages of English, Spanish, French, German, and Romanian, we’ve added 9 new languages: Bulgarian, Italian, Danish, Polish, Portuguese, Czech, Dutch, Swedish, and Russian.
Learn more about sending signature request in different language.
Now, you can customize the user interface contents of embedded document creation, embedded template creation, and editing embedded templates to display in any one of the following languages: English, German, Spanish, Norwegian, and French. This allows you to match the language of your application and provide a seamless experience for your users when creating and editing documents or templates.
Dec, 2022
Support to send API signature requests on behalf of another user who doesn’t have a BoldSign account by creating and verifying the sender identities was provided earlier, and it was in beta. Now it is marked as stable.
Learn more about send document on behalf and sender identities.
Two-step authentication support is added now while signing in to your BoldSign account. 2FA is a security method that requires two different forms of authentication to verify the identity of the user. BoldSign supports the authenticator app, text messaging, and recovery email as additional authentication methods. An option is also provided to enforce this authentication to your users.
Learn more about two-factor authentication.
The edit embedded template API allows the users to edit the existing templates on your pages using an iFrame, popup window, or a new tab.
Learn more about edit embedded template API.
Nov, 2022
Support has been added for hyperlink, image, and attachment form fields in text tag creation now. API users can use text tags in the document’s content. BoldSign will then automatically add the necessary fields when the document is uploaded for signing.
Learn more about API text tags.
Now, the conditional logic rule can be applied to the dropdown form field. Previously it was provided for checkbox and radio button form fields. The user can create a conditional rule that decides which form fields should display dynamically based on the selected dropdown option while the signer is signing the document.
Learn more about conditional logic rule.
You can specify a preferred language for signers and then all communication like email and application’s user interface text will be displayed in that language. Currently, you can choose between English, Spanish, French, German, Romanian, and Norwegian. More languages will be added soon.
Learn more about sending signature request in different language.
It is now possible for the signer to change the language of the signer page. The signer can choose between English, Spanish, French, German, Romanian, and Norwegian languages.
Learn more about changing the signer page language.
Now you can reorder the options of the dropdown form field in the configure fields page.
Learn more about the dropdown field.
The data sync support is provided for Image, Checkbox, Editable Date, and Dropdown fields now. Your signers will be able to enter data into a field once, and then the data will be automatically synced to all the linked fields.
Learn more about data sync support.
Users can now add default values for textbox, image, checkbox, radio buttons, and editable date fields. Also, it can be marked as a read-only field.
Learn more about setting default values for the form fields.
It is now possible to locate the specified text from the document and automatically place the selected form field in all the occurrences of that text. It helps the users from dragging and dropping the same field multiple times and positioning it.
Learn more about auto-positioning the form fields.
Now, the user can create a conditional rule that decides which form field should display dynamically based on the selected checkbox or radio button while the signer is signing the document.
Learn more about conditional logic rule.
Starter plan users can now create two API keys for only sandbox mode to authenticate BoldSign’s API services.
Learn more about API key.
Oct, 2022
Learn more about sending signature request in different language.
Now, you can set the expiry date of the document in days, hours, or a specific date and time value.
Learn more about expiry date.
BoldSign now generates signatures using SHA-256 hash-based message authentication code (HMAC) and includes them in the event headers. The authenticity of the webhook events can now be confirmed as being sent by BoldSign and not by an unauthorized party.
Learn more about webhooks.
You can now enable the sliding expiration mode when configuring OAuth Apps. With the use of a refresh token with sliding, you can obtain a new access token and extend the expiry by another 30 days as long as your current refresh token has not expired.
Learn more about dropdown form field.
You can now embed the template creation process within your application using our Template creation API. Your app users will now be able to upload a document and then add the required form fields within your app itself.
Learn more about create embedded template.
It is now possible to download attachments using the API.
Learn more about syncing form fields.
Now you can get the labels and tag details in the webhook event data.
You can now extend the expiry date of the document using API.
Learn more about extending the document expiry.
Now, you have the choice of sending finished documents to recipients as an email attachment or as a link in the email. This can be configured from the branding page.
Sender identity webhook’s JSON payload is now improved to get both document and sender identity payload in same object.
Learn more about adding branding in audit trail document.
It is now possible to merge multiple templates and send the combined document for signature. This will greatly help with reducing the number of templates that need to be created separately. A common use case would be for sending our real estate contracts.
Learn more about merge templates.
We have launched a version of BoldSign that is completely hosted in European data centers. Both the application and all the associated data is stored in Europe so absolutely no data leaves Europe. This feature is currently available in beta.
We can now automatically detect form fields present in your PDF document, and place corresponding BoldSign form fields. This feature saves a lot of time when compared to manually creating the equivalent BoldSign form fields.
Learn more about auto-detect form fields.
It is now possible to send API signature requests on behalf of another user who doesn’t have a BoldSign account. This is very useful in multi-tenant SAAS application usage scenarios where signature requests need to be sent from the tenant’s identity and not from the SAAS application’s identity.
Your SAAS application’s users just need to click on an approval link sent through BoldSign before they can send out contracts under their identity. This is also very cost effective since you do not pay per tenant and only pay for the documents sent.
An example of usage would be a HR SAAS software company integrating BoldSign’s APIs. Now, all the HR company’s customers would be able to send contracts out for signature under their own identity. This is a unique feature that is not offered by any other vendor on the market.
Learn more about send document on behalf.
Jun, 2022
It is now possible to add hyperlinks in your documents before sending them out for signature.
Learn more about sending document with hyperlink field.
Now, you can add or remove access code or email authentication type for an in-progress or already sent document.
Learn more about adding authentication and removing authentication.
The editable date field makes it possible for signers to select specific dates at the time of signing. This can be used to dates like date of birth, event date, etc.
Learn more about sending signature request with editable date field.
Learn more about setting different time zone.
It is now possible to create and manage multiple brands using API.
Learn more about creating a brand.
May, 2022
Now, you can categorize documents by using tags via API. Tags can also be used for logical partitioning; you can label each sent document with your tenant IDs or any unique ID to make it easy to fetch or list documents based on tenants or users.
BoldSign API now allows you to create or invite new users, update the user details, resend, or cancel the invitation, list the user, and get details of the user.
Learn more about managing the users.
BoldSign API now allows you to create, update, list and delete teams in your organization.
Learn more about managing the teams.
BoldSign user can now use the Noto sans font for all the text-based fields like label, text box, date field etc.
Changing recipient for an already sent document is now available. Please note that change is only possible as long as no one has signed the document.
Now, the European date format like “dd.MM.yyyy” are available.
Learn more about customizing the date format.
Apr, 2022
You can now specify a preferred language for signers and then all communication like email and application’s user interface text will be displayed in that language. Currently, you can choose between English, Spanish, French and German. More language options will be added soon.
Learn more about sending signature request in different language.
Now, you can use tags to organize your documents. It is even possible to add multiple tags to a single document.
Learn more about organizing and managing documents using tags.
Mar, 2022
BoldSign now provides support for sending signature request emails and other workflow emails from your own sub-domain.
Learn more about configuring custom email domain.
Now, signers having an option to sign once in a document and have that signature appear in all the signature fields. This is applicable to both signature and initial fields.
This option can be enabled for you signer from the business profile settings page.
Learn more about changing recipient after sending.
Users can now use Single Sign-On access to log in to the BoldSign account. You may create new users and implement safe access control for all your corporate applications using single sign-on.
Learn more about configuring Single Sign-On.
Feb, 2022
Now, administrators can quickly invite multiple users by importing the users list from a CSV file. This can be configured from the users page.
Now, you can import all your contacts into BoldSign account from a CSV file. This can be configured from the contacts page.
Learn more about importing bulk contacts.
It is now possible to request for images within documents using image form fields.
Learn more about requesting images from your signers.
Now, the developers can track webhook request status and resolve any possible webhook failures.
Now, the sender can decide to split or combine the audit trail and signed document. This can be configured from the branding page.
Learn more about combining the signed and audit trail documents.
Jan, 2022
Now, BoldSign makes it simple to duplicate a template. If you want to make minor changes to a different version of a Template but preserve most of its current configurations, you can accomplish that by cloning the Template.
Learn more about cloning a template.
Dec, 2021
It is now possible to request for attachments from signers.
Learn more about requesting attachment from your signer.
Users can now change the associated BoldSign account’s email address.
Learn more about changing account email address.
Now, the API users can use text tags in the document’s content. BoldSign will then automatically add the necessary fields when the document is uploaded for signing.
Learn more about API text tags.
Nov, 2021
Now, you can send the document to the signing group, and anyone in the group can open and sign the document. Signing groups can be created on the My Contacts page.
Learn more about sending documents to the signing group.
Oct, 2021
Now, you can make the signer agree to your own legal terms along with BoldSign legal terms before signing the document This can be configured in the branding page.
Learn more about custom legal terms and how to configure it.
It is now possible to specify if a signer can delegate signing to others.
Learn more about delegating signing responsibility to another user.
API users can now configure to listen to account level webhooks. This can be configured from the API webhooks page.
Learn more about webhooks configuration.
Sep, 2021
It is now possible to transfer documents to another user before deleting a user from BoldSign.
Learn more about deleting a user and transferring their documents to another user.
Now, you can extend expiry date of a document using API.
Learn more about extending the eSignature document’s expiration date.
API users can now upload a document using public document URL.
Aug, 2021
You can now set precise permissions for each of your team members.
Learn more about custom permissions.
API users can now embed the entire document sending workflow into your application.
Learn more about the embedded document sending.
Now, users can hide the document ID shown on the signer page and the signed PDF document. This can be configured in the business profile page.
Learn more about hiding the document ID.
