Setting up BoldSign App with BoldDesk
The BoldSign integration allows support agents to send, track, and manage e-signature requests directly from BoldDesk. This streamlines document workflows and ensures compliance without leaving your help desk environment.
Key Features
- Connect BoldSign account for enhanced flexibility.
- Send documents for signature directly from tickets.
- Track real-time signature status and document history.
- Manage templates and workflows for recurring agreements.
Installing and Configuring BoldSign
Follow these steps to install and configure the BoldSign app:
Step 1: Install the BoldSign App
- Navigate to the Admin menu > Marketplace.
- Search and select the BoldSign App.
- Click the Install button to initiate the installation process.
BoldSign Authentication
After installing BoldSign, you will be redirected to the BoldSign login page to authenticate your account. This step ensures secure access to BoldSign resources and enables you to send and manage e-signature requests directly from BoldDesk. Follow the steps below to complete the authentication process.
Step 2: Log in to Your BoldSign Account
-
Email input field for entering the user’s email.
-
Continue button to proceed after entering the email.
-
Alternative sign-in options:
- Sign in with Google
- Sign in with Microsoft
- Sign in with Apple
-
SSO (Single Sign-On) link for enterprise login.
Step 3: Authorize Access
Allow BoldDesk to Access BoldSign Resources.
Step 4: Configure Permissions
Set BoldSign app permissions and select target modules.
Step 5: Save Settings
Click Save to complete the setup.
FAQs
1. What happens if I refresh the page during authentication?
If you refresh the page after logging in, the system will retain your authentication session. You will not need to re-enter the code unless the session expires or you log out.
2. Is there an additional cost for using BoldSign with BoldDesk?
The integration is free within BoldDesk, but you must have an active BoldSign subscription.
