Introduction
Sending signature forms is a crucial part of document management, allowing you to collect necessary signatures efficiently. This guide will walk you through the steps to send signature forms using BoloSign.
1. Click on "Send"
2. Click on the "mail" icon
3. Click on To and add the recipient's email ID.
4. Click on "subject", to give a subject to your mail
5. Click on "message", to write a message to the recipient
6. Click "drop-down arrow"
7. Choose an option regarding collecting email addresses.
8. Click on "Send" to send the form through mail
9. Click on the "link" icon and "copy" the link to share it with the recipients
FAQs
How do I send signature forms in BoloSign?
Click on "Send," then the mail icon, add recipient details, write a message, configure email collection options, and click "Send." Alternatively, use the link icon to share a direct link.Can I customize the subject and message of the email?
Yes, you can customize both the subject and message of the email to provide clear instructions and context to the recipient.Is it possible to send the form via a direct link instead of email?
Yes, you can generate a direct link by clicking on the link icon and then copying and sharing the link with recipients.What options are available for collecting email addresses?
You can configure various options for collecting email addresses to ensure that all necessary recipients receive the form.How can I track the status of sent forms?
You can track the status of sent forms in the BoloSign dashboard under the responses section.Can I send forms to multiple recipients at once?
Yes, you can send forms to multiple recipients by adding their email addresses and configuring the necessary options.
Conclusion
Sending signature forms using BoloSign is a straightforward process that ensures you can efficiently collect necessary signatures. By following these steps, you can send forms via email or direct link, providing flexibility and ease of use for both you and your recipients. This feature enhances the overall efficiency of your document management process with BoloSign.