BoldSign bulk signing links are a powerful way to streamline the process of collecting signatures from multiple recipients. Unlike traditional e-signing methods that require sending individual documents to each signer, BoldSign allows you to create a single link that can be shared with many recipients. This makes it ideal for situations where speed, flexibility, and scalability are essential—especially when managing high-volume or repetitive signing tasks.
This blog explores when to use BoldSign bulk signing links and practical applications to help you decide when they are the best fit for your needs.
What are BoldSign bulk signing links?
BoldSign bulk links enable you to create a single signing link for a document or template that can be shared with multiple recipients. Each recipient who accesses the link can sign their own copy of the document, making it an efficient solution for collecting signatures at scale. These links offer enhanced flexibility, security features like email verification, and powerful management tools to help you stay organized and in control.
When to use BoldSign bulk signing links
Bulk signing links are perfect for collecting signatures from many people quickly and efficiently. Here are eight key scenarios where they’re especially useful.
1. Mass signature collection
When you need multiple individuals to sign the same document, such as NDAs or consent forms, bulk links simplify the process. Instead of sending individual emails, you can share a single link via email, social media, or your website, allowing recipients to access and sign the document at their convenience.
2. When you want direct website integration
BoldSign bulk links can be embedded directly into websites, making them ideal for scenarios where users need to sign documents as part of an online process. For example, on a training website, you can embed a bulk link for a feedback survey form, allowing employees to sign and submit their feedback immediately after completing a training session.
3. Flexible and scalable workflows
BoldSign bulk links are ideal when you need flexibility in your signing process. You can use predefined templates for consistency or upload a document for one-time use, adapting to your specific workflow. Additionally, you can customize signer roles, making it suitable for both small and large-scale signing needs.
4. When document expiration is not needed
BoldSign allows you to disable expiration for bulk signing links, ensuring that documents remain accessible indefinitely. This is particularly useful for ongoing processes where signatures are needed over an extended period without having to regenerate links.
5. Limit signers with response controls
With BoldSign bulk links, you can set a specific number of required responses, giving you control over how many signatures the link will accept. This is useful for limiting participation to a predefined group or ensuring a specific number of submissions.
6. Secure signing with verification options
When security and verification are critical, BoldSign bulk links offer robust features like email validation to ensure only intended recipients can access and sign documents. You can also configure authentication methods and set signing orders to maintain an organized and secure workflow.
7. Dynamic and editable signing needs
BoldSign bulk links allow you to edit or deactivate links after creation, providing flexibility to adapt to changing requirements. You can also enable signers to reassign signature requests, which is useful when the initial recipient is not the appropriate signer.
8. Efficient document management
For scenarios requiring efficient document management, BoldSign allows you to download signed documents individually or in bulk and delete them from the platform after downloading. This keeps your document repository organized and clutter-free.
How to get started with BoldSign bulk links
BoldSign simplifies bulk signing with a fast and customizable setup process. You can tailor each step to match your workflow, from link creation to signer configuration and security settings.
Creating and managing bulk signing links
Creating and managing bulk signing links in BoldSign is simple and flexible. Here’s a step-by-step guide:
1. Create the bulk link
- Go to your BoldSign dashboard.
- Click Create New and Select Create Bulk Link.
Alternatively, you can go to the My Bulk Links page and click New Bulk Link to start the process. You can also create a bulk link from the All Templates or My Templates sections by locating the desired template and selecting Create Bulk Link from its action menu.
2. Prepare the bulk link document
- Enter a title for your bulk link.
- Add a welcome message and an acknowledgment message to guide signers.
- Upload a document or select a template using the Browse Templates option.
- Assign the initiator role and choose the signer language, if needed.
- To add more required roles, click the Add Recipient Role button and enter the details for the new role.
Enter bulk link details
3. Configure bulk link settings
- Set options such as:
- Allow signers to sign multiple times.
- Limit the number of responses.
- Enable email validation.
- Set expiration date or disable it to create a non-expiring bulk link.
Configure bulk link settings
- In the Document Settings, you can:
- Select a brand.
- Allow signer reassignment.
- Set auto-reminders.
Document settings
4. Add form fields
- On the Configure Fields page, add or adjust the required fields for signing.
- You can customize fields even if you’re using a template.
Configure form fields
5. Create and share the link
- Click Create Bulk Link.
- You’ll receive:
- A URL to share with signers via email, social media, or any other messaging app.
- An embed code for web integration.
Bulk signing link URL and embed code
6. Monitor and manage
- Go to the BoldSign My Bulk Links page, where you can:
- Track who has signed.
- Edit or deactivate the link.
- Download signed documents.
- Delete documents to keep your dashboard organized.
Manage bulk signing links
Signing Process with BoldSign bulk links
The signing process is user-friendly and secure:
- Access the link: Recipients open the bulk link from any device.
- Enter details: Signers provide their name and email address.
Enter signer’s details
- Email verification
- If email verification is not enabled: The signer can directly access the document after entering their details.
- If email verification is enabled: The signer must verify their email address before accessing the document. An OTP is sent to their inbox. Only after entering the OTP can they proceed to review and sign the document.
Email authentication required
- Review and sign: Signers review the document, fill in required fields, and submit their signatures.
- Completion: The signed document is stored in the BoldSign dashboard for easy access.
Conclusion
BoldSign bulk signing links offer a smart, scalable solution for collecting signatures efficiently across a wide range of use cases. Whether you’re managing event registrations or feedback surveys, bulk links simplify the process by allowing multiple recipients to sign their own copy through a single shared link.
With features like non-expiring links, customizable response limits, editable signer roles, and advanced security options, BoldSign empowers teams to streamline workflows and reduce manual effort.
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 topics for future posts in the comments below.
Related blogs
- How to Create Bulk Links from Templates in BoldSign
- Integrate BoldSign with Google Drive, OneDrive, and Dropbox for Automatic Document Backups
- Staying Safe from Modern Phishing Attacks: A Guide for BoldSign Users
Note: This blog was originally published at boldsign.com
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