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How to send out a signature request via E-mail in the addon?
How to send out a signature request via E-mail in the addon?

Easily send signature requests via email using BoloSign. Streamline your workflow and collect signatures efficiently with Google Forms integration.

Rida Ahsan avatar
Written by Rida Ahsan
Updated over a month ago

Introduction

Sending out signature requests via email is a convenient way to collect signatures efficiently. This guide will walk you through the steps to send a signature request via email using the BoloSign add-on for Google Forms.

1. Click on the Add-ons icon on your form.

Easily send signature requests via email using BoloSign. Streamline your workflow and collect signatures efficiently with Google Forms integration.

2. Click on Signature in Google Forms by Bolo | Sign PDF docs

Easily send signature requests via email using BoloSign. Streamline your workflow and collect signatures efficiently with Google Forms integration.

3. Click on Open

Easily send signature requests via email using BoloSign. Streamline your workflow and collect signatures efficiently with Google Forms integration.

4. After the addon finishes loading, click on Sync Form

Easily send signature requests via email using BoloSign. Streamline your workflow and collect signatures efficiently with Google Forms integration.

5. Click on Email

Easily send signature requests via email using BoloSign. Streamline your workflow and collect signatures efficiently with Google Forms integration.

6. Type in the name of the signer along with their email address in their respective text fields.

Easily send signature requests via email using BoloSign. Streamline your workflow and collect signatures efficiently with Google Forms integration.

7. Scroll down and add email details like email subject and message for the signers.

Easily send signature requests via email using BoloSign. Streamline your workflow and collect signatures efficiently with Google Forms integration.

8. Click on Send

Easily send signature requests via email using BoloSign. Streamline your workflow and collect signatures efficiently with Google Forms integration.

FAQs

  1. How do I send a signature request via email using BoloSign?
    Open the Google Form, click on the Add-ons icon, select "Signature in Google Forms by Bolo," open the add-on, sync the form, click on Email, enter the signer's details, add the email subject and message, and click on Send.

  2. Can I customize the email subject and message for each signer?
    Yes, you can customize the email subject and message to provide specific instructions and context for each signer.

  3. Is it possible to send signature requests to multiple signers at once?
    Yes, you can enter multiple signers' details in the respective fields to send signature requests to multiple recipients.

  4. How do I know if the signer has received the email?
    You can track the status of the signature request in the BoloSign dashboard to confirm if the email was received and the document was signed.

  5. Can I resend the signature request if the signer doesn't receive it?
    Yes, you can resend the signature request by accessing the form and repeating the sending process.

  6. What if I encounter issues while sending the email?
    Ensure that all required fields are filled correctly and that you have a stable internet connection. If issues persist, contact BoloSign support for assistance.

Conclusion

Sending a signature request via email using BoloSign is a straightforward process that enhances the efficiency of collecting signatures. By following these steps, you can easily send out signature requests, ensuring that your documents are signed promptly and accurately. This feature streamlines your workflow and improves the overall effectiveness of your document management process with BoloSign.


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