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How to chat with signers within a PDF?
How to chat with signers within a PDF?

Simplify document collaboration with BoloForms' chat and comment feature. Communicate, provide feedback, and track changes directly within your PDF.

Jenefa Regina Mary J avatar
Written by Jenefa Regina Mary J
Updated this week

Introduction:

We know, document collaboration and signing can often be a time-consuming and frustrating process. Endless email threads and unclear feedback can lead to delays, miscommunication, and errors. But what if there was a way to streamline the process, making it easy for signers to provide feedback and suggest edits right within the document? Enter the chat and comment feature within a PDF! This innovative tool allows signers to communicate directly within the document, ensuring all changes and suggestions are captured in real-time. In this article, we'll guide you through how to use this feature to enhance collaboration, speed up the editing process, and improve accuracy – all without leaving your PDF.

1. Add the signers to your PDF

Step 1 screenshot

2. Add required fields

Step 2 screenshot

3. Send for signing

Step 3 screenshot

4. Click on start signing

Step 4 screenshot

5. Click on the "Chat" icon on the top right side of your screen

Step 5 screenshot

6. Type the message you want to send to your sender

Step 6 screenshot

7. Click on Post Public Message

Step 7 screenshot

8. Click on "Edit Document"

Step 8 screenshot

9. Click on the "Chat" icon

Step 9 screenshot

10. You'll be able to see the message your signer sent you. Type a reply messgae

Step 10 screenshot

11. Click on Post Public Message

Step 11 screenshot

12. To see the latest messages, Click on "Get latest messages"

Step 12 screenshot

13. You'll be able to see the message your signer sent you

Step 13 screenshot

FAQS

1. Can all signers use the chat feature?
Yes, as long as you enable the feature, all signers will have access to the chat and comment tools within the PDF. They can add comments, highlight text, or suggest changes directly in the document.

2. Are the comments and chats secure?
Most reputable PDF editing and e-signature platforms use end-to-end encryption to ensure that all communication, including comments and chats, remains secure. Be sure to choose a platform that prioritizes security and complies with relevant data protection regulations.

3. Can I track changes made based on signer comments?
Yes, many platforms provide a version history or audit trail feature that allows you to track changes made to the document based on signer comments. This helps maintain a clear record of all modifications and ensures transparency in the editing process.

Conclusion:

By using the chat and comment feature within a PDF, you can significantly enhance the document collaboration process, making it smoother and more efficient for all parties involved. No more juggling between emails or struggling with unclear instructions – everything you need to finalize your document is right there in one place. This approach not only saves time but also reduces the likelihood of errors, ensuring that all changes are accurately captured and easily understood. Start using this feature today and experience a new level of efficiency and communication in your document workflows!

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