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How to Use AI PDF Summary in BoloSign?

Learn how to use AI PDF Summary in BoloSign to instantly understand documents before signing. Fast & easy!

Bolo Admin avatar
Written by Bolo Admin
Updated over a week ago

Introduction

When signing a document, it's crucial to understand its contents before putting your signature on it. However, lengthy contracts, agreements, and forms can be overwhelming and time-consuming to read. That’s where BoloSign’s AI PDF Summary comes in. This new feature allows users to generate an instant summary of any document, making it easier to review key points before signing.

With just one click, signers can access a clear and structured breakdown of the document, ensuring transparency, reducing errors, and saving time. Let’s explore how to use this feature and why it’s a game-changer for document management.


Steps to Use AI PDF Summary in BoloSign

Step 1: Upload Your Document

Begin by logging into BoloSign and uploading the document you need to sign or send for signing. This can be a contract, agreement, reference letter, or any document requiring a signature. You can drag and drop the file or select it from your device.

Step 2: Add Signature & Other Fields

Once the document is uploaded, you’ll need to add the necessary fields. This includes:
✅ Signature
✅ Name
✅ Date
✅ Custom fields (if needed)

Simply place these fields in the required sections of the document to ensure everything is properly formatted.

Step 3: Send the Document for Signing

After preparing the document, click on “Send” and enter the recipient’s email address. The signer will receive a secure link to open and review the document.

Step 4: Signer Opens the Document & AI PDF Summary Appears

When the signer clicks the email link and opens the document in BoloSign, they will notice a new "AI PDF Summary" option in the top-right corner of the screen.

Step 5: Click ‘AI PDF Summary’ for Instant Insights

With a single click on AI PDF Summary, the system scans the entire document and generates a structured summary. This includes:
🔹 Key details and highlights
🔹 Important terms and clauses
🔹 An easy-to-understand breakdown of the document

This feature ensures that the signer fully understands what they are signing, eliminating any confusion or uncertainty.

Step 6: Review & Sign with Confidence

After reviewing the summary, the signer can confidently sign and submit the document. This makes the entire signing process smooth, secure, and hassle-free.


Why is AI PDF Summary Important?

🚀 Saves Time: No need to read through pages of legal jargon—get the main points instantly.
Ensures Transparency: Helps signers understand exactly what they are agreeing to.
📜 Prevents Errors & Disputes: Reduces misunderstandings by providing clear, structured summaries.
🔍 Boosts Confidence in Signing: Signers can feel more assured knowing they have a quick summary to review.
💡 Easy & Accessible: Works with any document inside BoloSign, making it a seamless experience.


Conclusion

The AI PDF Summary feature in BoloSign is a game-changer for anyone handling documents that require signatures. Whether you're a business professional, legal expert, or freelancer, this tool ensures that documents are reviewed and signed with clarity and confidence.

Say goodbye to long, confusing contracts and hello to fast, smart document understanding! Try AI PDF Summary today and experience effortless signing with BoloSign.

📌 Start Now at [https://www.boloforms.com/]


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