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.