Dashboard
Dashboard guides
By Jenefa and 1 other2 authors148 articles
Single PDF
Setup guide to use Single PDF
- How can you upload a file from inside the Editor?Learn how to effortlessly upload files directly from within your document Editor, streamlining your workflow and boosting productivity.
- How do you add the "My Signature" Block to a PDF?Pre-sign documents effortlessly with BoloSign's "My Signature" block.
- How do you automatically map PDF form fields to your PDF using AI?Streamline your document workflow by leveraging AI to automatically detect, classify, and map PDF form fields with unprecedented speed.
- How do you change the PDF language with just one click in BoloSign?Easily change the language of your PDF in BoloSign to enhance accessibility, usability, and global communication.
- How do you collect file attachments from your signees?Adding Collect file field option which can be used to collect all file types from the signers in pdf/template
- How do you Integrate your PDF template with OneDrive and DropBox integration?Auto-save signed PDFs to OneDrive or Dropbox for seamless document management.
- How do you protect your PDF with an OTP?Secure PDFs with OTP for added protection.
- How do you use the Redact and Strike-out feature in BoloSign?
- How to add file attachments while sending a document for signing?Senders can now attach separate PDF files in pdf template and pdf which are not meant for signing but just for viewing purpose.
- How to change Fonts and Add/Delete pages in PDF?Customize your PDFs with BoloSign by changing fonts, adding or deleting pages, and streamlining your document workflow.
- How to Change the Date Format in a PDF?Learn how to customize and change date formats in PDF documents within BoloSign for enhanced document consistency and professionalism.
- How to chat with signers within a PDF?Simplify document collaboration with BoloForms' chat and comment feature
- How to copy and link a field with the other fields?Learn how to efficiently duplicate and synchronize form fields in BoloSign to streamline your document workflow.
- How to Create Password-Protected Pdfs?Learn how to quickly and securely password-protect PDF documents using free online tools and software.
- How to create PDFs and PDF templates in mobile webview?Create and customize PDFs and templates on the go with BoloSign! Use mobile webview to design, sign, and manage documents effortlessly.
- How to delete PDFs?Easily delete unnecessary PDFs in BoloSign to keep your workspace organized.
- How to disable the "Upload" and "Type" signature options in PDFs and PDF templates?Learn to disable "Upload" and "Type" options in BoloSign to require manually drawn signatures for greater security and compliance.
- How to Download Signed PDFs?Learn how to easily download signed PDF documents from BoloSign to securely store and manage your completed agreements
- How to download the selected PDFs using the bulk download feature?Save time with BoloSign’s bulk download feature—quickly download multiple PDFs to streamline document management.
- How to integrate the drive with PDF and PDF templates?Integrate Google Drive with BoloSign to automatically save signed PDFs to your selected folder
- How to integrate your document with Box Integration?Integrate Box with BoloForms Signature for seamless document upload, signing, and secure storage, streamlining your digital workflows.
- How to Manage Recipients while Signing the PDF and PDF templates?Effortlessly manage recipients in BoloSign by adding email addresses, setting signing orders, and assigning roles.
- How to Replace PDFs in Drafts and Import FieldsLearn how to efficiently replace PDFs in drafts and import fields to streamline your document management process.
- How to Send Documents via Text(SMS)?Easily send documents via SMS with BoloSign. Ensure fast, secure, and convenient signing with personalized messages and efficient delivery.
- How to Send Signature Request on PDF?Send PDF signature requests in BoloSign by adding fields, customizing signatures, and tracking requests for an efficient workflow.
- How to set the signing order in pdf and pdf templates?
- How to Sign and Fill Assigned Fields in Editor?Easily fill, sign, and assign fields in BoloSign with an intuitive editor, ensuring secure and efficient document processing every time.
- How to sign the document as an Editor?Finalize and download documents instantly with BoloSign’s ‘Finish Document’ feature
- How to track the Signature History in PDFs.Learn how to effectively track and manage signature history in PDFs using BoloSign's advanced features.
- How to use In-Person Signing?Learn how to use BoloSign's in-person signing feature to facilitate face-to-face document signing sessions efficiently.
- How to use Placeholders and Defalut in PDF?Learn how to use placeholders and default values in BoloSign to enhance form usability and ensure consistent data.
- How to use Redirect URLs in PDFs?Learn how to implement and manage redirect URLs in PDF documents to ensure access to the most up-to-date information and resources.
- How to Use Undo/ Redo in BoloForms?Effortlessly edit PDFs in BoloSign with Undo and Redo features.
- How to Verify a PDF?Easily verify the authenticity of your PDFs in BoloSign, ensuring document integrity and accessing history
- How To View Previous Signer's Data in Signing Order?
- How to void a document that has been sent for signing?
- Is it possible to decline a signature request from a sender?Learn how to decline a signature request in BoloSign, giving recipients the flexibility to reject signing requests when necessary.
- Is it possible to upload a PDF from Google Drive?Easily upload PDFs from Google Drive to BoloSign for signing and document management.
- Verify Downloaded PDFVerify PDFs with BoloSign to ensure authenticity and integrity. Upload and check signatures, timestamps, and metadata seamlessly.
Templates
Initial setup guide for users to use Templates.
- Difference between variable, schema, and blocks in a PDF templateLearn about Blocks, Variables, and Schema in BoloSign PDF templates to efficiently customize, pre-fill, and manage editable fields.
- How to Add Approvers in the PDF Template before taking the signature?Use BoloSign's Approval Workflow to add approvers who review and validate PDFs before signing for accuracy and compliance.
- How to Create a PDF Template?Create reusable templates with predefined roles and fields for efficient signing processes.
- How to Create Custom Email Subjects & Bodies in BoloSign?Customize signature requests in BoloSign with dynamic email subjects and messages for personalized, engaging communication.
- How to create custom fields for contacts and use them in PDF templates for sending?Create custom fields in BoloSign contacts and use them in PDF templates for seamless document workflow automation.
- How to delete PDF Template Responses?Learn how to delete PDF template responses in BoloSign to maintain an organized and efficient document management system.
- How to Enable or Disable Roles Inside Templates in BoloSign?Easily manage roles in BoloSign templates by enabling or disabling them to control access and customize fields for efficient documents.
- How to Generate a Global Link in a PDF Template in BoloSign?Create a global link in BoloSign to share PDFs with multiple recipients seamlessly.
- How to Get the PDF Template Document ID?Easily retrieve the unique PDF Template Document ID in BoloSign for API requests, integrations, and enhanced template management.
- How to import fields from other PDF templates?Effortlessly replicate and reuse form fields across multiple PDFs by importing them from existing templates, ensuring consistency.
- How to search for recipients in PDF and template responsesManage recipient lists in BoloSign easily with search and filter to quickly find and verify recipients in PDFs and templates.
- How to set variables inside the PDF Template?Easily set variables in BoloSign PDF templates to automate and personalize documents.
- How to use bulk send in templates?Bulk Send lets you send a template to multiple people at once.
- How to use Expiration and Reminder features in PDF and PDF templates?Set expiration dates and automated reminders in BoloSign to ensure timely document actions.
- How to use tables and custom variables in PDF templates?Create dynamic, customizable PDFs with BoloSign by using tables and custom variables. Perfect for invoices and tailored document workflows.
- How to use the Create Document feature in PDF Template?Create Document lets you reuse a PDF template and make edits without affecting the original template, keeping your workflow flexible.
Form Signature
Form guides for BoloSign tasks.
- Can I use an already-created form to collect signatures in BoloSign?BoloSign makes it easy to collect signatures by allowing you to use already-created forms.
- Explaining the Form Settings in FormsConfigure BoloSign's settings for collecting responses, generating PDFs, verifying emails, and customizing the post-signing experience.
- How can Microsoft account users link to Gmail in Form?Learn how to effectively integrate your Microsoft and Gmail accounts while using BoloSign for e-signatures and document management.
- Explaining the Forms Dashboard in BoloSignView responses, edit, customize, bulk send, and search forms effortlessly.
- How Can You Choose Between Tabular and Question-Answer Response PDFs in BoloSign?Choose Tabular or Question-Answer response PDFs in BoloSign to format form submissions for internal use or client-ready documents.
- How do you generate a QR CODE for a form link?Generate scannable QR codes in BoloSign to simplify form access, improve engagement, and align designs with your brand effortlessly.
- How to add a Typeform Theme to your Signature Form?Enhance your signature forms in BoloSign with Typeform themes, creating visually appealing, branded, and user-friendly signing experiences.
- How to add customized PDFs in forms?Customize PDFs in BoloSign forms to align with your branding. Add tailored fields, enhance functionality, and streamline documents.
- How to add files to your folders?Effortlessly organize your digital workspace by adding files to folders in BoloSign.
- How to Add Multiple Uploaded Images to a Custom PDF in Forms?Learn how to let form recipients upload multiple images and automatically map them into a custom PDF using BoloSign forms.
- How to Add Rating Type Questions in Forms?Capture valuable feedback with BoloSign's customizable "Rating" questions, perfect for surveys, evaluations, and insights-driven decisions
- How to change the form header/banner?Customize your BoloSign forms with personalized headers or banners. Easily upload images to align your forms with your brand's identity.
- How to change the logo in a form?Learn how to change the logo in a form with BoloSign.
- How to Create Signature Forms?Learn how to create and customize signature forms in BoloSign for efficient document signing and workflow management.
- How to customize the confirmation message that appears after a form submission?Customize the confirmation message in BoloSign to provide personalized feedback after form submissions, enhancing user interaction.
- How to customize the logo and theme settings in your formsWe’ll walk you through uploading your logo, choosing brand colors, and configuring email templates
- How to customize the name of PDFs in form settingsEffortlessly customize the names of PDFs generated from BoloSign forms to streamline document organization and enhance file management.
- How to customize the logo and theme settings in your formsWe’ll walk you through uploading your logo, choosing brand colors, and configuring email templates
- How to Delete Forms and Responses?Easily delete unnecessary forms and responses in BoloSign to keep your dashboard organized. Manage and streamline your workflow efficiently.
- How to Disable email notifications?Learn how to disable email notifications in BoloSign to keep your inbox clutter-free while staying updated via the platform.
- How to download signed forms?Easily download signed forms using BoloSign's Google Forms integration. Manage and archive signed PDFs with this step-by-step guide.
- How to enable notifications when someone submits a form?Stay informed with BoloSign's email notifications. Receive instant alerts with attached PDFs for every form submission
- How to enable respondents to edit their responses after submission?Enable the "response edit" option to let users update their responses anytime.
- How to Export Grid Checkbox and Grid Radio Fields as Separate Columns in BoloSign?Learn how to export grid checkbox and grid radio responses as separate columns in BoloSign for cleaner Excel and Google Sheets data.
- How to format dates in forms?Learn how to customize and apply various date formats in BoloSign forms to create professional, regionally appropriate documents.
- How to generate PDFs in other languages?Learn how to generate PDFs in multiple languages using BoloSign's internationalization features.
- How to Generate Prefill Link in Form?Streamline form submissions with BoloSign's prefill links, saving time and reducing errors by autofilling fields for your recipients.
- How to manage response settings before sending out the form?Set up how form responses are collected, emailed, and saved (notifications + response PDFs) before you share the form.
- How to manage the Form responses & attachments from your clients in the dashboard?Manage, filter, download, and organize client form responses and their file attachments directly from your dashboard.
- How to get Form DocumentID?Learn how to retrieve the unique Form Document ID in BoloSign to streamline integrations and API requests for enhanced form management.
- How to Preview Documents Before Filling and Signing in BoloSign?Preview and verify your documents in BoloSign to ensure all information is accurate and well-formatted before filling and signing.
- How to Send Bulk Signature Requests?Send bulk signature requests in BoloSign with a .csv upload—fast and efficient.
- How to Send Forms Using BoloSign?Send signature forms via email or link with custom messages and tracking in BoloSign.
- How to Share Form Links with Social Media Previews (and Why It Matters)?With this update, your form links can now show a proper preview when shared on platforms like WhatsApp, LinkedIn, Facebook, or Slack.
- How to shuffle the questions in the form from one section to another?Easily shuffle questions between sections in BoloSign forms to improve organization and enhance respondent experience
- How to Track and Edit Form Responses Directly from Email?Edit form responses directly from the original email in BoloSign. Let users update submitted forms without resending links or creating new versions, while ensuring you always see the latest, accurate…
- How to Translate Form Questions for Viewers in Multiple Languages?Allow respondents to translate the questions in the form into their own language.
- How to use Bulk Upload Options using CSV in Your Form?Save time with BoloSign's Bulk Upload feature. Easily add multiple options to forms using CSV files for checkbox or radio-type questions.
- How to Use the Search Option in a Dropdown Question While Filling Out a Form?Enhance user experience in BoloSign forms with the dropdown search feature. Quickly find and select options, streamlining form responses.
- How to Use the Timestamp Feature in BoloForms?Learn how to use BoloForms Timestamp in Custom PDF to display response submission date and time automatically in your PDF.
- How to Verify Your Form Response with a Password?Learn how to enhance form security by implementing password protection for your BoloSign forms.
- How to view the Form Analytics after collecting the responses?Learn how to access and analyze form analytics in BoloSign after collecting responses to gain valuable insights.
- How to view the Form Analytics after collecting the responses?Learn how to access and analyze form analytics in BoloSign after collecting responses to gain valuable insights.
- Tracking Signature Responses in FormsEffortlessly track signature responses in BoloSign forms to manage workflows, monitor progress, and ensure timely completion of documents.
- Is it possible to change the language of the form?Learn how to change the language of your forms in BoloSign, making them accessible and user-friendly for a global audience.
- What happens when you change or update the sheet in Forms?Easily update sheets through BoloSign forms, streamlining data management while ensuring accuracy and automation.
- How to add a Redirecting URL to your forms?Guide users to a specific page post-submission with BoloSign's Redirection URL feature. Customize forms for seamless navigation.
- How to Add and Use a Document to Your Form QuestionsAdd contracts, licenses, or policy documents directly to your form questions so users can review the details before they respond.
Google Sheet Integration
Google Sheet Integration
- How to link BoloForms to Google Sheets from Dashboard?Link BoloForms to Google Sheets from Dashboard
- How to Use the Re-Sync Google Sheet Feature in Forms?Effortlessly update your Google Sheet with BoloSign’s Re-Sync feature, ensuring all responses are correctly reflected.
- How to update the Google Sheets within forms?Discover how to change the Google Sheets within forms using BoloSign
- How to Integrate Google Sheets with BoloSign?Seamlessly integrate BoloSign with Google Sheets to automatically save and track form responses
Main dashboard
Initial setup guide for new users to use dashboard
- 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.
- Customizing email settings in the dashboardCustomize BoloSign’s email settings for professional, branded communication that boosts trust and workflow efficiency.
- Documents Section Setting under DashboardManage documents easily with BoloForms Dashboard: track status, view history, download, send copies, and integrate with Google Drive.
- 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 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.
- 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 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 brand your PDFs and Emails to match your company's theme?Customize watermarks, colors, and logos to match your brand—available on all plans.
- How to Cancel Your BoloSign Subscription?Not sure if BoloSign is the right fit for now? Here's everything you need to know before canceling—without losing your data or progress
- 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.
- How to Create a Workspace inside the Dashboard?Create and manage BoloSign workspaces to organize projects, add files, collaborate, and streamline document management.
- 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 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 Reset Password in BoloSign?Learn how to reset your BoloSign password quickly with this step-by-step guide
- 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.
- 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 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.
- How to Test Webhooks
- 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.
- 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 use BoloForms EmbedLearn how to seamlessly integrate BoloSign's digital signature functionality into your website
- How to Use the "Created By" Section in the Dashboard?The "Created By" feature in BoloSign boosts accountability, tracks creators, and streamlines team collaboration.
- Key Generation
- Sending for signing
- Share Files with Team MembersLearn how to efficiently share files with your team members in BoloSign to enhance collaboration and streamline your workflow
- What is 2 Factor Authentication?Boost account security with BoloForms Signature’s easy-to-setup Two-Factor Authentication for stronger protection.
- 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.
- 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
- 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.