Boldsign Release Notes

Allowed document types and countries for ID verification

BoldSign now provides detailed options to control which issuing countries and ID document types are accepted during signer authentication. This customization helps organizations meet compliance requirements and reduce fraud risk. By restricting verification to approved IDs and locations, businesses can create a secure and legally compliant identity verification process.

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Allowed Countries and ID Document Types for Identity Verification

Security and compliance hub

BoldSign introduces a dedicated Compliance Page—a centralized hub that provides complete visibility into how BoldSign meets global security and regulatory standards. On this page, users can review compliance details, enable advanced features for HIPAA and Qualified Electronic Signatures (QES), and manage related settings. The Compliance Page covers major frameworks and certifications, including HIPAA, PCI DSS, SOC 2 Type II, UETA & ESIGN, data residency, CCPA & CPRA, eIDAS (SES) and eIDAS (QES).

Localized sender identity verification

You can now choose a preferred language for sender identity verification. Once set, both the approval email and the confirmation email will be fully localized to that language.

Change expiration for bulk send envelopes

You can now change the expiration date for all envelopes in a bulk send batch with a single action. Instead of adjusting each envelope individually, you can apply the new date to the entire batch at once, saving time.

QES form field enhancement

Managing multisigner envelopes just got easier! BoldSign now supports date picker and editable date fields along with signature fields when QES is enabled.

Here’s how it works:

• The first signer can access all assigned fields, including text boxes, check boxes, signature fields, and date fields.
• Subsequent signers are limited to signature, editable date, and date-signed fields.

This update adds flexibility while maintaining compliance for QES-enabled workflows.

Learn more:

Qualified Electronic Signature (QES)

Carlito Font Support

BoldSign now supports Carlito as a font type for text-supported form fields. You can make text in Carlito bold, italic, or underlined; adjust the font size and line height; change the text color; and align text to the left, center, right, or right-to-left. The Carlito font type can be used on the Prepare, Configure Custom Field, and Sign pages.

Lock template fields in mobile app

The BoldSign mobile app now allows users to lock template fields directly. This feature gives template creators full control to prevent senders from adding, editing, or deleting fields when sending a document using their templates.

Currently supported field configuration options include:

• Allow senders to add new fields.
• Allow senders to edit or delete fields.
• Allow senders to set default values only for fields.

If all these options are disabled, senders will skip the field configuration screen and proceed straight to sending the document from the preparation screen.

Learn more:

Lock Template Fields in Mobile App

List Users API filtering

BoldSign now allows developers to filter user lists using the List Users API. In the List Users API, you can filter the list of users based on specified user IDs, making it easier to retrieve specific user data without fetching the entire list. This improves efficiency and simplifies user management.

Learn more:

Filter user list via API

API signature type selection

BoldSign now allows senders to specify the allowed signature types (text, draw, image, or any combination of these) on a per-document basis when sending documents through the API. If no signature type is specified in the API request, the system will use the default type configured in the sender’s business profile settings.

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Lock template fields with full control for creators

BoldSign now allows template creators to restrict senders from adding, editing, or deleting fields when sending a document using their templates.

Configuration options:

• Allow the sender to edit or delete existing fields already defined in the template.
• Allow the sender to update only the default values of existing fields. No structural changes are allowed.
• Allow the sender to configure new fields during document creation.

If all three configuration options are disabled, the sender won’t be allowed to access the field configuration page and will proceed directly to sending the document from the preparation page.

Learn more

Enhanced template download behavior via API

BoldSign now allows users to download template documents via the API either with or without form field values. By default, the document is downloaded without field data, offering a clean version that matches the original upload.

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Move users between teams via API

Users can now be moved between teams using BoldSign’s API. During the transfer, documents can either be reassigned to another user or retained by the original user. This feature is currently in beta and may be adjusted.

Learn more

AI-based form field detection for templates in mobile app

The BoldSign mobile app now supports AI-powered form field detection to accelerate template creation. The feature automatically places fields in uploaded PDF or Word files and supports signature, text box, date signed, checkbox, and radio button fields.

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Download templates without form fields in mobile app

The BoldSign mobile app now allows users to download template documents without form fields. The downloaded file will accurately reflect the original uploaded document.

Learn more

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Qualified Electronic Signatures (QES) for multiple signers

BoldSign supports Qualified Electronic Signatures for multiple signers. This feature offers the highest level of legal validity under EU eIDAS regulations. QES can be enabled for all signers or only for the final signer in a defined signing order.

Learn more about Qualified Electronic Signatures (QES).

Edit custom permission details

Users can edit existing custom permissions without needing to delete and re-create them. This includes the ability to update resources and permissions, as well as selected teams and users.

Learn more about custom permissions.

Hyperlink support for email and telephone

The hyperlink form field supports email addresses and phone numbers, in addition to standard URLs. While preparing a document for signing, senders can insert an email address or phone number into the hyperlink field. When a signer clicks the hyperlink, their device automatically opens the appropriate app—either the default email client or phone dialer—making it easy to initiate communication directly from the document.

Learn more about adding hyperlinks to a document.

Combine attachments with signed documents

Senders can choose whether to combine or separate signers’ signed documents and attachments. This setting is available on the Branding page.

Learn more about combining signed documents and attachments.

Templates in the BoldSign mobile app

The following template-related features have been added to the mobile app:

• Create template: Users can easily create new templates within the mobile app.
• Clone template: Users can easily duplicate existing templates within the mobile app. This is useful for creating variations of a template while keeping most of its original configuration.
• Edit template: Users can modify existing templates in the mobile app. This includes adding new files, form fields, roles, and other settings, even after a template has been created.
• Save draft templates: Templates can be saved as drafts in the mobile app. This allows users to pause template creation and resume it later, which is especially helpful when interrupted by other tasks.

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AI-Based Form Field Detection for Templates

BoldSign now offers AI form field detection to speed up template creation. The feature auto-places fields in uploaded PDF or Word files. It supports signature, text box, date signed, checkbox, and radio button fields.

Learn more:

• AI-Based Form Field Detection
• Edit Document API

Microsoft Entra ID Integration for User Provisioning

BoldSign now supports automatic user provisioning through Microsoft Entra ID (formerly Azure Active Directory) using the SCIM 2.0 protocol. This integration helps organizations streamline user management, enhance access control, and reduce manual administrative tasks.

Key Capabilities :

• Automatically sends email invitations upon provisioning.
• Automatically updates user profile details.
• Automatically deactivates users in BoldSign when they are removed from Microsoft Entra ID.
• Supports mapping of user profile attributes such as name, job title, and phone number.

Learn more:

• Installing and Configuring Microsoft Entra ID

Collaborative Field Editing for Shared Form Input

Collaborative field editing allows multiple signers to edit specific form fields during the signing process. Supported field types include text box, checkbox, radio button, editable date, and dropdown.

Options include:

• Require Initials: Collaborators must provide their initials whenever they change the field value.
• Require Approval: Any changes made by collaborators must be approved by signers who have already completed signing.
• Required for Collaborators: The field must be completed by collaborators; it cannot be left empty before signing.

All changes are tracked in the audit trail and document history. Also, email notifications sent when resigning are required.

Learn more:
What are collaborative field editing options and how do they work?

Expiration Filtering Support in Mobile App

The mobile app now includes enhanced filtering options based on document expiration dates. You can quickly view documents that are set to expire today, tomorrow, in the next 7 days, the next 30 days, or within a custom date range. Only documents that are currently in progress will be displayed, helping you focus on pending actions.

Auto detect PDF Form Fields in Mobile App

The mobile app now automatically detects fillable form fields in uploaded PDF documents. These fields are replaced with corresponding BoldSign form fields, reducing manual setup time.

Rename Uploaded Documents in the Mobile App

You can now rename uploaded documents during the creation process in the mobile app. The updated name will be used as the file name when downloading if the Download documents individually option is selected. This feature helps keep your files organized and easily identifiable.

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Export and import templates

BoldSign now allows users to export and import templates in JSON file format. Users can export one or more templates to back them up or share them across multiple BoldSign organizations. They can also import JSON files to quickly reuse templates or transfer them between accounts, streamlining template management.

Learn more:

Export and Import Templates

Authentication frequency settings

Users can now control how often signers must authenticate before accessing documents, providing more flexibility to align with the organization’s security policies.

Available frequency settings:

• None (Default): Signers must authenticate each time before signing. No authentication is required when viewing the document.
• Every Access: Signers must authenticate each time they access the document via the signing link, even after signing. If using a BoldSign account, authentication is only required until the document is signed. After that, no authentication is needed in log mode.
• Until signed: Authentication is required only until the document is signed. After signing, no further authentication is prompted.
• Once per document: Signers need to authenticate once per document. After the initial authentication, no additional prompts will appear.

Learn more:

Authentication Frequency Settings

Draft send document API

A new API endpoint allows users to send documents directly from draft status. Provide the draft document ID to convert it to in-progress and initiate the signing process. This endpoint performs the same validations as the standard send API.

Learn more:

Send Document from Draft

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Edit or delete template form fields

Senders can now edit or delete form fields in templates when sending documents or creating bulk links. Admins can enable the Allow Sender Actions option to control sender access to each field. This feature supports multiple send options: use template, merge and use template, bulk link, merge and bulk link, bulk send, and embedded send.

Learn more:

• Edit or Delete Template Form Fields

Qualified electronic signature (QES) support

BoldSign now offers qualified electronic signatures (QES), providing the highest level of legal validity under eIDAS regulations in the EU. Available for Business plans and higher, QES is billed at $3 per verification under a pay-as-you-go model.
Learn more:

• Qualified Electronic Signatures

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Edit existing on-behalf documents

You can now edit on-behalf documents even after sending, as long as they’re still in progress. Add files, form fields, signers, and more. Both senders and sender identity accounts can make updates. Once changes are saved, signers are notified.

Learn more:
Edit Existing On-Behalf Document

Manage team documents with clickable tags

Managing team documents is now faster with clickable tags. Instead of using the advanced filter manually, simply click a tag to view all related documents. You can also pin the filtered results to your dashboard for quick access.

Send signature requests via WhatsApp

You can now send signature requests and notifications directly through WhatsApp. A secure signing link is shared with recipients, allowing them to sign documents conveniently from their mobile device.

Learn more:
Send Signature Requests via WhatsApp

Scan and upload documents in the mobile app

The BoldSign mobile app now lets you scan physical documents using your device’s camera and upload them directly to the app. This streamlines the process of sending signature requests from your mobile device.

Expiration filtering support

The advanced filter now supports expiration-based filters. View documents that expire today, tomorrow, in the next 7 days, in the next 30 days, or within a custom date range. Only documents in progress appear in these results, helping you focus on what’s still pending.

Control signer flow with field navigation settings

You can now configure how signers navigate through fields during the signing process using the new Field Navigation Settings. Choose to navigate through all blank required fields, all required fields, all blank fields, or all fields.

Learn more:
Control Signer Flow with Field Navigation Settings

Customize email content for recipients

You can now customize the subject and body of emails sent to recipients based on recipient type and language. Modify templates for Signature Requests, Document Completion, Reminders, and more to match your brand or workflow needs.

Learn more:
Customize Email Content for Recipients

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Schedule and send documents

The latest BoldSign update lets you schedule documents to be sent at a specific time. Pick a future date and time, and ensure your documents reach recipients when it’s most convenient.

Learn more

Schedule and Send Documents

SDKs for simplified e-signature integration

Developers can now use SDKs in Python, PHP, Java, and Node.js to integrate e-signatures into their apps. Send, sign, and track requests effortlessly with these maintained tools.

Learn more

SDKs for Simplified E-Signature Integration

Get signed documents in your sender identity completion email

BoldSign lets you attach signed documents to the Sender Identity Completion Email – just enable it in your email settings. For files over 5 MB, a secure download link is provided instead.

Learn more

Signed Documents Emailed to Senders

Internet connectivity handling

The app now handles internet disruptions better. You’ll get real-time connectivity alerts, a restricted offline mode with an overlay to avoid mistakes during disconnections, and automatic recovery that lifts the overlay once the internet is back.

Text tag support for merge and send API

The mergeAndSend API now converts text tags into form fields automatically. Just enable the useTextTags property and the app does the rest.

Learn more

Text Tag Support for Merge and Send API

Support for file names in Base64 API input

You can now specify file names in Base64-encoded documents when submitting via API, an upgrade from the previous limitation.

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Support for File Names in Base64 API Input

Improved sandbox email identification

Sandbox emails triggered by API events now include “[TEST]:” in the subject line, helping you distinguish them from production emails during testing.

In-app purchases in the iOS app

BoldSign now offers in-app purchases on iOS. Subscribe to a plan, upgrade your account, or complete transactions directly from your iPhone or iPad.

Clone documents with form field values on mobile

When cloning a document in the BoldSign mobile app, default form field values now carry over automatically. These values stay in read-only mode in the cloned version, ensuring consistency and accuracy.

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Cloning Documents with Form Field Values on Mobile

Deep linking support on mobile

With deep linking, the BoldSign mobile app lets you jump to specific screens from emails, social posts, or other apps. App links work on Android and iOS—users go to the app if installed or the web app if not.

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Formula fields

Introducing formula fields – a way to automate calculations in your documents. Dynamically compute sums, date differences, and conditional logic directly within form fields, eliminating manual work.

Learn more

• Configure and use formula fields
• Download to a specific folder

With this update, BoldSign now allows you to download signed documents and audit trail files directly to a folder of your choice on your mobile device instead of saving them to the default downloads folder.

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• Download signed and audit trail documents to a specific folder on mobile

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