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How to Generate Links for Signing PDFs and PDF Templates?
How to Generate Links for Signing PDFs and PDF Templates?
Ishika Pippal avatar
Written by Ishika Pippal
Updated over 4 months ago

Introduction

Generating links for signing PDFs and PDF templates in BoloSign allows you to streamline the signature process by providing a direct link to the document. Follow these detailed steps to create and share signing links efficiently.

How to Generate Links for Signing PDFs and PDF Templates in BoloSign

1. Upon launching the app, an intuitive dashboard interface appears.

Step 1 screenshot

2. Select "PDF" Creation Option.

Step 2 screenshot

3. Upload a file from your system.

Step 3 screenshot

4. Complete all the required fields with relevant information.

Step 4 screenshot

5. Click on "Confirm"

Step 5 screenshot

6. You can now view your uploaded file alongside the desired fields for additions.

Step 6 screenshot

7. You can choose the desired field from the available options.

Step 7 screenshot

8. Click on "Signature"

Step 8 screenshot

9. Place the "Signature" field

Step 9 screenshot

10. Click on "Send"

Step 10 screenshot

11. Click on "Share Via Link

Step 11 screenshot

12. The share link dialogue box displays, offering an option to generate a link.

Step 12 screenshot

13. Click on "Generate Link

Step 13 screenshot

14. A link is presented with the option to copy it.

Step 14 screenshot

15. Click on "Copy" and then share it with whomever you desire.

Step 15 screenshot

16. Click on "Done"

Step 16 screenshot

FAQs

  1. How do I generate a link for signing PDFs in BoloSign?
    Ans. To generate a link, upload your PDF, add the necessary fields, place the signature field, and use the "Share Via Link" option to create and copy the link.

  2. What happens if the recipient does not receive the link?
    Ans. Ensure that the link is copied correctly and shared through a reliable medium. If the issue persists, try regenerating the link or contact BoloSign support.

  3. Is the generated link secure?
    Ans. Yes, the links generated by BoloSign are secure and ensure that only the intended recipient can access and sign the document.

  4. Can I track the status of the document shared via the link?
    Ans. Yes, BoloSign allows you to track the status of documents shared via links, so you can see when the recipient has accessed and signed the document.

  5. What should I do if the link expires or becomes invalid?
    Ans. If the link expires or becomes invalid, generate a new link using the same steps and share it with the recipient.

Conclusion

Generating links for signing PDFs and PDF templates in BoloSign is a convenient and efficient way to manage digital signatures. By following these steps, you can easily create and share signing links, ensuring a smooth and streamlined signature process. BoloSign's user-friendly interface and robust features make it an ideal choice for handling digital signatures, enhancing your workflow and improving productivity.

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