Using E-Sign [12]

Adding an E-Sign Request to a Task

Once E-sign has been enabled, in the task itself you can:

  • Add a Sign Request.

  • Select signers:

- One or more client individuals.

- Optionally, one or more of your users.


  • Enter or accept the default message.
  • Upload the PDF to be signed.
  • Save the request.

At this point, the request is created but not yet sent.


Preparing and Sending the E-Sign Document

  • Click Prepare and Send on the e-sign request.

  • The document opens in the BoldSign interface.
  • For each signer drag a signature field onto the document.
  • Optional: Add initials, text fields, or checkboxes if required.
  • Click Send.

The document is emailed to all selected signers.

E-Signing Final Steps

Signing via email

  • Each signer receives an email with a secure link.
  • Clicking the link opens the document.
  • The signer completes the signing process.

Signing via the Client Portal

If the signing email is lost or not used, the client can:

  • Log into the Client Portal.
  • View the outstanding signing task.
  • Click Sign document.

This opens the same signing interface as the email link.


Completion rules

  • The request is only marked Completed once all selected signers have signed.
  • The completed date and time reflect when the final signer completes.
  • All signers can download the final, signed PDF.

E-Sign Post Completion

Within the task, you can see:

  • The e-sign request marked as completed.
  • Confirmation that the document has been fully signed.
  • Access to download the signed document.


Buying E-Sign Envelopes

One envelope is used each time you send an e-sign request. A request can contain multiple documents and be sent to more than one signer.


To check your remaining envelopes or purchase more:

  1. Go to Settings > Account Settings.
  2. Scroll down to E-sign Settings, where your remaining envelope balance is shown.
  3. Click Buy envelopes and select the required pack.
  4. Complete payment through Stripe.

For pack sizes and prices, see E-sign envelopes and pricing in Subscribing During or After Your Free Trial. Prices are also shown during purchase.


If you have not yet subscribed, you will see Subscribe to buy envelopes.