As document volume grows, teams spend more time filtering and searching instead of moving work forward. AI Search solves this by understanding natural language queries, applying the correct filters automatically, and ranking results so the most relevant documents appear first.
Led by Gayathri Annamalai, a Software Developer at Syncfusion, this session will walk you through real-world examples of how AI Search helps teams follow up faster, reduce manual checks, and work more efficiently.
Webinar details
- Date: March 27, 2026
- Time: 10:00 AM ET
- Duration: 40 minutes + live Q&A
- Speaker: Gayathri Annamalai
- Registration: Register now
Who this webinar is for
This session is ideal for:
- Operations teams managing process efficiency and document throughput
- Sales and customer success leaders who depend on fast follow ups and SLA driven workflows
- Legal and contract teams handling agreements, reviews, and high volumes of documents
- BoldSign administrators who oversee user management, workflow setup, and organization-wide search
- High volume teams that need quick access to pending, expiring, or time sensitive documents
If your work depends on finding the right documents quickly and minimizing manual filtering, this webinar is for you.
Agenda: What we will cover
Why AI Search now
How traditional filtering breaks down as document volume increases, and why teams need a smarter way to locate contracts.
How AI Search works
A simple overview of how natural language intent becomes automatically applied filters and ranked results.
Natural language query examples
Here are some examples of real queries you can type directly into AI Search:
- Documents waiting for my signature
- Contracts sent last month that are still pending
- Show completed contracts from last month
- Find agreements updated in the last 7 days
- NDA documents sent by John this month
- Expired documents between January 1 and January 15
Live demo
Real examples showing how teams can use everyday language to find what they need in seconds.
Best practices
How to write effective queries for accuracy, speed, and better prioritization.
Q&A
Get your questions answered live.
Why attend?
You will get:
- A clear understanding of how AI Search reduces manual filtering
- Live, practical examples of everyday queries across teams
- Simple techniques to make searching faster and more accurate
- Insights from BoldSign experts who work directly on product and engineering
What you will be able to do after the webinar
After this session, you should be able to:
- Search in plain English to find documents by status, date, signer, template, and more
- Combine multiple conditions in a single query, including status, date range, owner, and document type
- Prioritize work faster using AI ranked results that surface what matters most
- Accelerate follow ups by instantly finding pending, expiring, or stalled documents
Reserve your spot
Don’t miss this opportunity to experience the new AI Search capabilities in BoldSign.
Register now to see how natural language queries and AI-driven ranking can dramatically speed up your daily workflows.
For questions, contact us at support@boldsign.com
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Note: This blog was originally published at boldsign.com
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