Main dashboard
Initial setup guide for new users to use dashboard
By Jenefa and 1 other2 authors36 articles
- 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.
Teams
Teams and collaboration features inside BoloSign
- How can a team member share a document with another team member?In this article, you will understand how can a team member share a document with another team member.
- How to add contacts and utilize them as per their needs?Streamline your signature workflow in BoloSign by adding, editing, and organizing contacts for easy document management.
- How can you upload contacts using bulk CSV in the Contact Section?Learn how to efficiently import multiple contacts into BoloSign's Contact Section using the Bulk CSV Upload feature.