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Documents Section Setting under Dashboard
Documents Section Setting under Dashboard

Manage documents easily with BoloForms Dashboard: track status, view history, download, send copies, and integrate with Google Drive.

Rida Ahsan avatar
Written by Rida Ahsan
Updated this week

Introduction

The BoloForms Signature PDFs Dashboard provides users with a centralized location to manage, track, and utilize their digital documents effectively. This guide breaks down the features available on the dashboard, ensuring you maximize its functionality and streamline your workflow.

1. Let's Discuss features and their meanings available on the BoloForms Signature PDFs Dashboard.

1. Created On: displays the date and time of creation.
2. Status: shows the status of the document as draft/sent/signed.
3. Signed: shows either the document is signed with a green tick, or pending with a yellow circle.
4. Download: can be used to download the signed document.
5. Actions:

  • Edit Now: Only when the document is in draft

  • History: Get a detailed history record for your document signature status

  • Get certificate: Generate a certificate of the signed document with details

  • Send a copy: Send a copy of the signed document to others.
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6. Integration: Integrate your signed document with Google Drive.

Step 1 screenshot


Conclusion

The BoloForms Signature PDFs Dashboard offers a range of intuitive features to help you manage your digital documents with ease. From tracking the document status to integrating with Google Drive, these tools ensure efficiency and transparency in your workflow. Utilize these features to simplify document management and enhance your e-signature experience.

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