Electronic signature software has evolved beyond simply signing documents. It now enables efficient, interactive, and user-friendly workflows. Hyperlink fields in BoldSign are a feature that contributes to this. They allow users to embed clickable links in eSignature documents.
In this blog, we’ll explore hyperlinks in eSignature workflows and provide a step-by-step guide to adding them in BoldSign.
Introduction to hyperlinks in eSignature software
Hyperlinks bring interactivity to eSignature documents, making them more than just static forms. With the BoldSign hyperlink field, senders can embed clickable links that guide signers to:
- Webpages: Such as terms and conditions, product pages, or help centers.
- Downloadable files: Like brochures, invoices, or contracts.
- Email clients or phone dialers: For instant communication with support or sales teams.
By embedding links, documents become gateways to information, reducing friction and improving clarity.
What the BoldSign hyperlink feature provides
The BoldSign hyperlink field transforms static eSignature documents into engaging, action-oriented tools. Here’s what it offers:
- Versatile link types: Supports URLs for webpages, files, email addresses, and phone numbers.
- Smooth integration: Signers can click links to instantly access webpages, open email clients, or dial phone numbers.
- Customizable appearance: Adjust font style, size, line height, and color to match your document’s aesthetics or branding.
- Improved conversion: Drive traffic to landing pages, contact forms, or resources to increase engagement and action.
- Enhanced clarity: Provide direct access to supporting documents or instructions, reducing confusion.
- Professional presentation: Create modern, interactive documents that just work.
- Cross-platform compatibility: Links work seamlessly across devices, ensuring a consistent signer experience.
By allowing senders to embed clickable links, BoldSign transforms documents into dynamic tools that connect, inform, and convert.
How to use BoldSign hyperlinks: step-by-step guide
Adding a hyperlink in BoldSign is intuitive and efficient. Follow these steps:
1. Create a new document
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From the BoldSign dashboard, click Create New and select Create New Document.
Create new document -
On the Prepare document page, fill in all the required details and click Next.
Prepare document page
2. Configure the hyperlink field
- On the Configure fields page, locate the Hyperlink field in the left panel.
- Drag and drop it at the desired location in the document.
- Once the hyperlink field is added, the settings panel will appear on the right. Set the following:
- Text to display: Enter the clickable text.
- Hyperlink URL: Select the link type (URL, email, or phone) and enter the destination. For example, if you select the URL option, you must enter a valid link to a webpage or file.
- Adjust the font family, style, size, line height, and color to match the document’s design.
Add hyperlink field to the document
3. Send the document
- Once all fields are configured, click Send to deliver the document with the embedded hyperlink to the recipient.
- Signers can then interact with the hyperlink, which directs them to the specified destination.
Hyperlink visible to signer
Conclusion
BoldSign hyperlink fields help turn eSignature documents into interactive tools. With support for multiple link types and customizable design, it enhances clarity, streamlines communication, and boosts engagement. Whether you’re linking to a webpage, contact information, or downloadable resources, BoldSign makes it easy to create smarter, more dynamic documents.
Ready to enhance your eSignature workflows? Try adding a hyperlink in your next BoldSign document and experience the difference. If you’re not yet using it, sign up for a free 30-day trial on the BoldSign website or request a demo to see it in action.
We’d love your feedback! Share your thoughts or suggest features you’d like to see added to the platform in the comments below.
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Note: This blog was originally published at boldsign.com
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