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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 to Change Date Format in PDF?Learn how to customize and change date formats in PDF documents within BoloSign for enhanced document consistency and professionalism.
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 with our multilingual support.
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 for digital signatures.
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 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 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.
Is it possible to upload a PDF from Google Drive?Easily upload PDFs from Google Drive to BoloSign for signing and document management. Enhance accessibility and streamline your workflow securely.
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. Simplify workflows with these intuitive features.
How to Create Password-Protected Pdfs?Learn how to quickly and securely password-protect PDF documents using free online tools and software.
How to disable the "Upload" and "Type" signature options in PDFs and PDF templates?Learn how to disable "Upload" and "Type" signature options in BoloSign to ensure authentic, manually drawn signatures for enhanced security and compliance.
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 Manage Recipients while Signing the PDF and PDF templates?Effortlessly manage recipients in BoloSign by adding email addresses, setting signing orders, and assigning roles. Streamline your document signing process with ease.
How to Send Signature Request on PDF?Send signature requests for PDF documents seamlessly with BoloSign. Add fields, customize signatures, and track requests to streamline your workflow efficiently.
How to set the signing order in pdf and pdf templates?Easily set and manage the signing order in PDFs and templates with BoloSign. Customize workflows to ensure documents are signed in the correct sequence.
How do you add the "My Signature" Block to a PDF?Pre-sign documents effortlessly with BoloSign's "My Signature" block. Streamline your workflow by adding your signature before sending PDFs to recipients.
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?Simplify document management with BoloSign's bulk download feature. Quickly download multiple PDFs at once, saving time and boosting productivity.
How to delete PDFs?Easily delete unnecessary PDFs in BoloSign to keep your workspace organized. Follow simple steps to remove documents and maintain a clutter-free account.
How to Use Undo/ Redo in BoloForms?Effortlessly edit PDFs in BoloSign with Undo and Redo features. Reverse or restore changes instantly to ensure smooth and error-free document customization.
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 do you protect your PDF with an OTP?Secure PDFs with OTP for added protection.
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 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 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 use the Field List feature for each page in the PDF/template editor?Manage and customize form fields in PDFs easily with BoloSign's Field List feature. View, edit, duplicate, or delete fields page-by-page efficiently.
How to Get PDF Template Document ID?Easily retrieve the unique PDF Template Document ID in BoloSign for API requests, integrations, and enhanced template management.
How to Create Custom Email Subjects & Bodies in BoloSign?Personalize your digital signature requests in BoloSign by creating custom email subjects and bodies using dynamic fields for engaging communication.
How to set variables inside the PDF Template?Easily set variables in BoloSign PDF templates to automate and personalize documents. Streamline workflows with pre-filled fields for efficient management.
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 in your documents.
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 document workflows.
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 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 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 create custom fields for contacts and use them in PDF templates for sending?Create custom fields in BoloForms Signature contacts and use them in PDF templates for seamless document personalization and workflow automation.
How to Add Approvers in the PDF Template before taking the signature?Enhance your document workflow with BoloSign's Approval Workflow. Add approvers to review and validate PDFs before signatures for accuracy and compliance.
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. Enable easy access, filling, and signing without individual invites.
How to integrate the drive with PDF and PDF templates?Integrate Google Drive with BoloSign to automatically save signed PDFs to your selected folder, ensuring seamless document organization and access.
How do you Integrate your PDF template with OneDrive and DropBox integration?Integrate BoloSign with OneDrive or Dropbox to automatically store signed PDFs in your preferred cloud folder, streamlining document management.
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 Generate Links for Signing PDFs and PDF Templates?Generate secure signing links for PDFs in BoloSign to streamline the signature process. Easily create, share, and track links for efficient workflows.
How to search for recipients in PDF and template responsesEasily manage recipient lists in BoloSign by using search and filter features. Quickly locate and verify recipients across PDFs and templates.
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. Simplify follow-ups and manage workflows efficiently.
How do you protect your PDF with an OTP?Enhance your PDF security with OTP protection in BoloForms. Safeguard sensitive documents by requiring recipients to verify their identity before access.
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.
How to Create a PDF Template?Streamline document workflows with BoloSign PDF templates. Create reusable templates with predefined roles and fields for efficient signing processes.
Explaining the Forms Dashboard in BoloSignNavigate and manage your forms with ease in BoloSign's Forms Dashboard. View responses, edit, customize, bulk send, and search forms effortlessly.
How to Create Signature Forms?Learn how to create and customize signature forms in BoloSign for efficient document signing and workflow management.
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 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. Ensure better clarity and flow.
How to format date in forms?Learn how to customize and apply various date formats in BoloSign forms to create professional, regionally appropriate documents.
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 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 add customized PDFs in forms?Customize PDFs in BoloSign forms to align with your branding. Add tailored fields, enhance functionality, and streamline document management.
Explaining the Form Settings in FormsConfigure BoloSign's settings for collecting responses, generating PDFs, verifying emails, and customizing the post-signing experience to fit your needs.
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 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 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 enable notifications when someone submits a form?Stay informed with BoloSign's email notifications. Receive instant alerts with attached PDFs for every form submission, ensuring seamless management.
How to generate PDFs in other languages?Learn how to generate PDFs in multiple languages using BoloSign's internationalization features.
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 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 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 Send Forms Using BoloSign?Easily send signature forms in BoloSign via email or direct link, with customizable messages and tracking options for efficient document management.
How to Send Bulk Signature Requests?Send bulk signature requests efficiently in BoloSign by uploading a .csv file with recipient details, saving time and managing multiple signings seamlessly.
How to void a document that has been sent for signing?Easily void a document in BoloSign by navigating to your documents, selecting the desired file, and confirming the void action to notify recipients.
Tracking Signature Responses in FormsEffortlessly track signature responses in BoloSign forms to manage workflows, monitor progress, and ensure timely completion of documents.
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 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 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.
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 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 change the logo in a form?Learn how to change the logo in a form with BoloSign.
How to update the Google Sheets within forms?Discover how to change the Google Sheets within forms using BoloSign
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.
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 Rating Type Questions in Forms?Capture valuable feedback with BoloSign's customizable "Rating" questions, perfect for surveys, evaluations, and insights-driven decisions
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 take payments in BoloSign Forms?Use stripe to collect payments with forms in BoloSign. We don't charge anything when you take payments via Stripe in BoloSign.
How To View Previous Signer's Data in Signing Order?How To View Previous Signer's Data in Signing Order?
Documents Section Setting under DashboardManage documents easily with BoloForms Dashboard: track status, view history, download, send copies, and integrate with Google Drive.
How to Create a Workspace inside the Dashboard?Create and manage workspaces in BoloSign to organize projects, add files, collaborate with teams, and streamline document management effortlessly.
How to Use the "Created By" Section in the DashboardThe "Created By" feature in BoloSign enhances accountability, tracks document creators, improves workflow efficiency, and supports seamless team collaboration.
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 Signature Works from Recipient's POVLearn how recipients experience the signature process in BoloSign, from receiving a document to completing the signing.
How can collaborators add their emails in settings so that documents are sent from their email instead of the owner's email?Enable collaborators to send documents using their email addresses within the organization's domain in BoloSign for streamlined, branded communication.
How to Set Up and Manage(Team) Permissions for Collaborators?Manage permissions for collaborators in BoloSign to ensure secure access. Add team members as Read Only, Admin, or Editor for efficient workflows.
Creating Folders and Files on the DashboardOrganize your digital workspace with ease by creating and managing files and folders on the BoloSign dashboard. Simplify collaboration and boost efficiency
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.
Branding setting under DashboardEnhance your brand visibility with BoloForms' customizable branding options like watermarks, form colors, and logos across all plans.What comes under branding & what can be changed in BoloForms
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 send contracts directly from the contact page?Streamline contract management with BoloForms Signature. Send contracts directly from the contact page with pre-filled details for secure eSignatures.
How to translate the emails, signing screens, and the buttons inside the forms into a different language?Customize language settings in BoloSign for emails, signing screens, and buttons to provide a seamless and localized experience for global recipients.
Customizing email settings in the dashboardCustomize email settings in BoloSign to ensure professional, branded communication for seamless eSignature workflows. Enhance trust and efficiency.
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 do you set a default signature, stamp, and watermark?Set default signatures, stamps, and watermarks in BoloSign to streamline your workflow, ensure document consistency, and enhance branding effortlessly.
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.
What is 2 Factor Authentication?Enhance your account security with BoloForms Signature's Two-Factor Authentication (2FA). Add an extra layer of protection with easy setup and robust safety.
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 Verify a PDF?Easily verify the authenticity of your PDFs in BoloSign, ensuring document integrity and accessing history for secure and reliable document management.
Understanding the difference and managing the responses in Forms, PDFs & PDF TemplatesStreamline document workflows with BoloSign's Forms, PDFs, and PDF Templates—tailored solutions for data collection, formatting, and reusable templates.
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.
Share Files with Team MembersLearn how to efficiently share files with your team members in BoloSign to enhance collaboration and streamline your workflow
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 documents by adding files to folders in BoloSign. This intuitive feature streamlines your digital workspace, ensuring better file management.
How to add contacts and utilize them as per their needs?Efficiently manage your digital signature workflow by adding and organizing contacts in BoloSign. Easily create, edit, and delete contacts to streamline document management.
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 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.
What admins/editors can do as a collaborator in your workspace?Admins manage settings, collaborators, and integrations, while Editors focus on creating and editing files within the workspace.
How to sign the document as an Editor?Finalize documents effortlessly using BoloSign's 'Finish Document' feature, enabling editors to complete and download files without sending them for signature.