Boldsign Release Notes

BoldSign + Salesforce integration support

BoldSign now integrates with Salesforce, allowing users to send, track, and manage eSignature workflows directly within Salesforce records. The BoldSign eSignature solution is available on the Salesforce AppExchange, eliminating the need to switch between applications.

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Qualified electronic signature (QES) support for self-signing

BoldSign now offers qualified electronic signatures (QES) for self-signing, enabling individuals to apply the highest level of legal validity under EU eIDAS regulations when signing documents for themselves. Available on Business plans and higher, QES for self-signing is billed at $3 per verification on a pay-as-you-go basis.

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Form field configuration validation alerts

BoldSign now includes a validation check on the field configuration page to detect invalid form field settings. Any issues are clearly flagged with error messages, allowing senders to quickly identify and fix mistakes before sending documents for signature.

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Drawing field for visual annotations

BoldSign now introduces a Drawing field that lets signers add freehand drawings, shapes, and visual annotations within a defined area of a PDF document.

The field can be placed and resized during document preparation, and signers annotate using a cropped view with mouse or touch input for accurate, visual clarity.

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Password requirements and role-based policies

BoldSign now allows account administrators to define and enforce password requirements and policies for all users within an organization. These controls help strengthen account security, reduce unauthorized access, and ensure consistent credential standards.

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Webhook signer saved event

Webhook events now support a new SignerSaved event that is triggered when a signer explicitly saves their progress without completing the signing process.

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Synced form fields on mobile

The BoldSign mobile app now supports syncing data across linked form fields. Signers only need to enter information once, and the data is automatically populated in all connected fields. This is especially useful when the same information is required in multiple places within a document.

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Signing preference on mobile

BoldSign mobile users can now choose how their default signing details are applied. You can choose to automatically apply your saved profile details such as signature, initials, and job title when signing, or enter them manually each time.

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Timestamp support for editable date fields in the mobile app

The BoldSign mobile app now allows editable date fields to capture both date and time during document signing. This helps senders collect accurate timestamp details from signers whenever time sensitive information is required.

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Editable Date field with timestamp enabled on mobile

Masked text support in textbox fields in the mobile app

You can now mask sensitive information in textbox fields when preparing documents. Only the intended signer and the sender will see the masked value, ensuring privacy in multisigner workflows where confidential data must remain hidden from other recipients.

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Mask sensitive information in textbox fields (mobile)

Signature frame support in the mobile app

The mobile app now adds a frame around each signature form field in completed documents. This frame includes signer details such as name, email, and timestamp, confirming that the signature was captured through BoldSign.

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Add signature frame on mobile

Edit document API moved from beta to live

The Edit Document API has officially moved out of beta and is now available as a fully stable, production ready feature. This update ensures a more reliable and consistent document editing experience via API.

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Edit Document API

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AI-powered natural language search

BoldSign now supports natural language search across all your documents and templates. You can type what you remember, even vague or partial details, and the AI will understand context, intent, dates, statuses, signer roles, and more to help you quickly find what you need. This feature is currently available in beta.
Learn more:

• Search templates using natural language
• Search documents using natural language

Share with Team category on template pages

A new “Share with Team” category has been added to the All Templates, My Templates, and Shared Templates pages. This category clearly shows which templates are shared, and with which teams, giving users better visibility and control over template access.

Timestamp support for editable date fields

BoldSign now supports adding a timestamp next to the date in the Editable Date field, making it easier to collect accurate date‑and‑time information from signers.

Masked text support in textbox fields

BoldSign now allows senders to mask sensitive content in textbox fields so that only the intended recipient can view it. This update is especially useful in multi-signer workflows, where personal or confidential information must remain hidden from other signers.

Signature frame support in signed and audit trail documents

BoldSign now provides support for a signature frame, a visual element that appears around a recipient’s electronic signature in a document. This frame helps verify that the signer completed the document using the BoldSign platform and ensures a consistent and professional presentation of signer details.

Allow initiators to add CC recipients for bulk links

Bulk link creators can now allow initiators to add CC recipients who need to receive signing updates. This improvement makes bulk signing workflows more flexible and ensures relevant members stay informed throughout the process.
Learn more:

• Allow Initiator to Add CC Recipients in Bulk Link

Group contact management via API

The BoldSign API now supports full group contact management. Users can retrieve a list of group contacts, view details for each group, create new group contacts, update existing groups, or delete them entirely—streamlining group-based automation and workflows. This feature is currently available in beta.
Learn more:

• Create Group Contacts

Group signer support via API

You can now assign a Contact Group as a signer when sending documents or creating templates through the API. Any member of the group can complete the signing, and once one signer submits their signature, the signing process is marked as completed. This makes group-based approvals faster and more flexible.
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• Group Signers API

Embedded template preview URL support via API

The BoldSign API now allows you to generate an embedded preview URL for templates. This enables you to preview an existing template within your website or mobile app using an iFrame, a popup window, or a new browser tab.
Learn more:

• Preview Embedded Template API

Embedded edit URL support via API

The BoldSign API now supports generating embedded edit links for documents that are in progress, scheduled, or saved as drafts. Users can update document details and fields inside the embedded experience and then send the document immediately or schedule it for a later time.
Learn more:

• Create Embedded Edit URL

Share template support via API

Users can now share templates with other teams within the organization through the BoldSign API. While sharing, you can assign either edit permissions or use-only permissions. You can also revoke previously granted access at any time, ensuring proper control over template management.
Learn more:

• Template Sharing API

Webhook actor and signer context support

Webhook events now include additional context identifying who performed an action, what data was changed, and which signer triggered the event. This applies to both document and template webhook events, enabling more detailed automation and audit capabilities.

AI search on mobile

The BoldSign mobile app now supports natural language search for documents and templates. You can type what you remember, even vague or partial details, and the AI will understand context, intent, dates, statuses, signer roles, and more to help you quickly locate what you need.

Textbox resize settings on mobile

The BoldSign mobile app now enables senders to control how text fits inside textbox fields. The available resize options include:

• Grow vertically
• Grow horizontally
• Grow both directions
• Fixed size
• Auto-resize font
  These options allow better control over how text appears during the signing process.

Character spacing for textboxes on mobile

The BoldSign mobile app now supports customizable character spacing for textbox fields. The default spacing is zero, but users can adjust it as needed for improved readability or stylistic formatting.

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Collaborative field editing support via API

BoldSign API now supports Collaborative Fields. This feature allows multiple signers to edit specific form fields during the signing process through the API.

Available options include:

• Require initials: Collaborators must add their initials whenever they change a field.
• Require approval: Changes by collaborators must be approved by signers who have already signed.
• Required for collaborators: Collaborators must complete this field—it cannot be left empty.

Template edited webhook event

A new webhook event is now available for template edits. This event is triggered whenever a template is modified, ensuring all relevant properties are included in the webhook payload. You can select this event in the Add Webhook dialog.

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Template webhook events

Group checkboxes in the mobile app

The BoldSign mobile app now lets you group multiple checkboxes for enhanced control during document preparation. This update allows you to apply validation rules to an entire checkbox group, ensuring signers meet required conditions before completing the signing process.

Push notifications in the mobile app

BoldSign mobile users can now stay informed in real time with push notification support. You’ll receive instant updates about your document workflows and templates—whether the app is open, running in the background, or closed.

Push notifications are supported on both iOS and Android devices. You can also customize which alerts you receive based on your role: sender, recipient, or CC recipient.

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Push notifications in the mobile app

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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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