Introduction
Migrating your BoloSign account to a new email address doesn’t have to be complicated. Whether you're switching emails for security reasons, changing domains, or updating your business credentials, BoloSign ensures that all your data—including plans, documents, responses, collaborators, workspaces, and folders—remains intact.
With the BoloSign email migration feature, you can seamlessly transfer all your important data to a new email without the hassle of manually moving each document. This guide will walk you through the entire process to ensure a smooth and secure transition.
1. . Click on Settings
2. Under the Profile section
3. Click on Email Migration…
Note:
The new email you are migrating to should be a new account that was not logged in with BoloSign before!
You might need to re-do all of your integrations!
You will be logged out of your current account and can log back in with the new email.
All of your documents, templates, forms, settings, contacts, and billing quotas will be migrated to the new email.
4. Your current email is added by default. Please add the new email you'd like to migrate to.
5. Once the email has been added click on the "Send OTP"
9. Copy the OTP sent to the new email you added for the migration process.
8. Past the OTP at the required place.
9. Click on Verify & migrate now
9. Once you log into your BoloSign account using the migrated email, you'll see that all your forms, PDFs, templates, and plans have been successfully transferred.
Benefits of Migrating Your BoloSign Account
1. Retain All Your Data
Easily transfer all your forms, PDFs, templates, plans, and responses to a new email without losing any data.
2. Seamless Transition
The migration process ensures that your existing workspaces, collaborators, and folders remain in place, minimizing disruptions to your workflow.
3. Secure Email Update
BoloSign verifies your new email with an OTP-based authentication to prevent unauthorized account transfers.
4. Saves Time & Effort
Instead of manually moving files and reassigning permissions, migrate everything in one simple process.
5. Ideal for Business and Personal Use
Whether you’re rebranding, switching organizations, or updating contact information, this migration feature helps maintain continuity in document management.
FAQs
1. How do I migrate my BoloSign account to a new email?
Go to Settings > Profile Section > Email Migration.
Enter your new email and click Send OTP.
Copy the OTP sent to the new email and paste it into the required field.
Click Verify & Migrate Now to complete the process.
2. Will my existing documents and plans be lost during migration?
No, all your forms, PDFs, templates, responses, workspaces, and collaborators will be retained after migration.
3. Will my billing and subscription plan be affected?
No, your subscription plan and billing information will remain unchanged after the migration.
Conclusion
Migrating your BoloSign account to a new email is a quick and seamless process that ensures all your plans, documents, responses, collaborators, workspaces, and folders remain intact. With a simple OTP-based authentication, you can securely transfer everything without worrying about data loss or disruptions.
If you’re planning to update your email for professional or personal reasons, follow this guide to ensure a smooth transition. Keep your workflow uninterrupted with BoloSign’s hassle-free migration process.