Main Dashboard
How to use Main Dashboard featues
How can collaborators add their emails in settings so that documents are sent from their email instead of the owner's email?Allow collaborators to send documents via their organization’s email in BoloSign for streamlined, branded communication.
How to Use the "Created By" Section in the Dashboard?The "Created By" feature in BoloSign boosts accountability, tracks creators, and streamlines team collaboration.
How to translate the emails, signing screens, and the buttons inside the forms into a different language?Customize BoloSign’s language settings for emails, signing screens, and buttons to deliver a seamless, localized experience.
Customizing email settings in the dashboardCustomize BoloSign’s email settings for professional, branded communication that boosts trust and workflow efficiency.
How do you set a default signature, stamp, and watermark?Set default signatures, stamps, and watermarks in BoloSign to streamline workflow, ensure consistency, and boost branding.
How to Create a Workspace inside the Dashboard?Create and manage BoloSign workspaces to organize projects, add files, collaborate, and streamline document management.
Creating Folders and Files on the DashboardOrganize your digital workspace on BoloSign by creating and managing files and folders for easier collaboration and increased efficiency.
How to send contracts directly from the contact page?Streamline contract management with BoloForms Signature—send contracts from the contact page with pre-filled details for secure eSignatures.
What is 2 Factor Authentication?Boost account security with BoloForms Signature’s easy-to-setup Two-Factor Authentication for stronger protection.
How to set the signing order in PDF and PDF templates?Learn how to set the signing order in PDFs and templates to ensure documents are signed in the correct sequence.
How to Set Up and Manage(Team) Permissions for Collaborators?Manage permissions for collaborators in BoloSign to ensure secure access.
When we use your signature it removes all the Document formatting like numbering points, bullets, and paragraph settings. What is happening?Discover why document formatting like bullets, numbering, and paragraphs may be altered when using signatures in BoloSign
How to brand your PDFs and Emails to match your company's theme?Customize watermarks, colors, and logos to match your brand—available on all plans.
Documents Section Setting under DashboardManage documents easily with BoloForms Dashboard: track status, view history, download, send copies, and integrate with Google Drive.
How do you edit a PDF after sending it for signature?Easily edit PDFs after sending for signatures with BoloSign—update fields, roles, and resend for signatures without starting from scratch.
Why does HIPAA BAA incur a cost?Learn why HIPAA Business Associate Agreements (BAA) incur costs in platforms like BoloSign, ensuring compliance and data security.
What is the maximum file upload size?Find out the maximum file upload size in BoloSign to ensure smooth and efficient document uploads for your signing workflows.
Share Files with Team MembersLearn how to efficiently share files with your team members in BoloSign to enhance collaboration and streamline your workflow
Sending for signing
Sending for signing
Key Generation
How do you integrate Google Drive with BoloSign in the dashboard?Easily integrate BoloSign with Google Drive to save form responses directly to your chosen folder, enhancing organization and accessibility.
How to use BoloForms EmbedLearn how to seamlessly integrate BoloSign's digital signature functionality into your website
How to Upload Contacts from Gmail and Outlook to your BoloSign Dashboard?Effortlessly import Gmail and Outlook contacts to BoloSign, streamlining contact management for seamless digital signature workflows.
How to Test Webhooks
How to Set Organization Logo and Watermark with Our Newest Addition?Set your organization's logo and watermark in BoloSign to enhance professionalism, brand consistency, and document security effortlessly.
How to Reset Password in BoloSign?Learn how to reset your BoloSign password quickly with this step-by-step guide
How to move and delete a folder?Effortlessly manage your folders in BoloSign by moving them to new locations or deleting unnecessary ones, streamlining your workspace.
How to migrate while ensuring the plan, documents, responses, collaborators, workspaces, and folders are transferred?Migrate seamlessly: transfer plan, docs, responses, collaborators, workspaces, folders, and redo integrations.
How Signature Works from Recipient's POVLearn how recipients experience the signature process in BoloSign, from receiving a document to completing the signing.
How to add collaborators to your workspace?In this article we'll see how to How to add collaborators to your workspace and help your team members to switch to your workspace
How to add files to your folders?Effortlessly organize your digital workspace by adding files to folders in BoloSign. Keep your documents structured and easy to manage.
How to add Webhooks
How to Cancel Your BoloSign Subscription?Cancel your BoloSign subscription easily: contact support, fill out the form, and get confirmation.
How to Create a Product Catalog and Pricing Table in BoloSign?Learn how to effortlessly create and manage a product catalog and pricing table using BoloSign's intuitive platform.