File management
Boldsign for your Agent
Flow can find and read files in Boldsign, and with read and write access it can save its drafts there.
It asks for your approval before it changes anything in Boldsign. Connect by signing in with Boldsign.
Connect Boldsign in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Boldsign.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Boldsign.
What Flow can do depends on what Boldsign offers through its API and on the access you choose.
Things to ask
Type these to Flow once Boldsign is connected.
- Boldsign
Find our latest ISO 9001 certificate in Boldsign and attach it to the bid.
- Boldsign
Save the filled technical offer to the tender folder in Boldsign.
About Boldsign
Boldsign is a digital eSignature platform for sending, signing, and tracking documents online. Organizations use it to automate agreements and manage legally binding workflows efficiently.
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