You never pick an action. Say what you need and it chooses the right one. Here is everything it can do in BoldSign.
Write and sendIt writes it and sends it when you’re ready.
Send a document for signatureSend a draft-status document out for signatureSend a document for signature using a TemplateSend the document by merging multiple templatesShare a template with teams and manage permissions
Create and addNew records and entries, from a plain-words ask.
Create the brandCreate the new ContactCreate the custom fieldGenerate a URL for creating or modifying customGenerate a send URL which embeds document sendingGenerate a URL to embeds Clone document processAdd the tags in documentsCreate a new Group ContactCreate sender identityCreate teamCreate a new templateGenerate an edit URL to embeds template edit processGenerate a URL to embeds Clone template processGenerate a send URL using a template which embedsAdd the tags in templatesGenerate a preview URL for a template to view itCreate the userGenerate an embedded edit URL that allowsGenerate a URL that embeds manual ID verificationGenerate a create URL to embeds template createGenerate a merge request URL using a template
Find and readLook anything up without opening BoldSign.
Get the specific brand detailsList all the brandsList Contact documentGet summary of the contactList documentsGet user Team documentsGet the behalf documentsView a documentDownload the documentDownload the attachmentDownload the audit trail documentGet sign link for Embedded SignList group contactsGet summary of the group contactList sender identityGet Team detailsList teamsList all the templatesGet summary of the templateDownload the templateList user documentsGet summary of the userList the custom fields respective to the brand IDRetrieve the ID verification reportRetrieve the uploaded ID verification documentCheck remaining API creditsGet sender identity by ID or email
Update and organizeKeep things current as they change.
Edit the brandUpdate the contactEdit the custom fieldChange the access code for the given document signerChange recipient details of a documentEdit and updates an existing documentUpdate the group contactUpdate sender identityUpdate teamEdit and updates an existing templateUpdate new User roleUpdate new User meta data detailsChange users to other teamUpdate the value (prefill) of the fields
Clean upClear out what you’re done with.
Delete the brandDelete a contactDelete the custom fieldRevoke the documentDelete the documentDelete the tags in documentsRemove the access code for the given document signerDelete a group contactDelete sender identityDelete a templateDelete the tags in templatesCancel the users invitationCancel editing for a document that is currently
More actionsEverything else it can do in BoldSign.
Reset default brandExtends the expiration date of the documentRemind the pending signersThe add authentication to recipientResend sender identity invitationRerequests denied sender identityResend the users invitation
Showing the main actions in each group.
Triggers
3
When something happens in BoldSign, an AI agent can start on its own. Pick an event, and say what should happen next.
Then An AI agent starts and runs the steps you describe.
Then An AI agent starts and runs the steps you describe.
Then An AI agent starts and runs the steps you describe.
It only does what you allow.
Choose which BoldSign actions it may use, and how often it checks with you. Looking things up just runs.
Turn off what you don’t need, when you connect or anytime after.
Disconnect in one click. Nothing in your BoldSign is deleted.
Manage actionsConnected
87 of 87 capabilities enabled
Send a document for signature
Add the tags in documents
Edit and updates an existing document
Resend the users invitation
Your permission mode is Auto. It decides when to check with you.
Praxivara
Chrome extension
