Bring your BoldSign documents to Docracy
No account-linking, no handing over your BoldSign password. Export the PDFs you already have, then re-send or turn them into Docracy templates.
Most people leaving BoldSign do not need an enterprise migration project — they need the NDAs, offer letters, and client agreements they already use available in a lighter tool. This guide covers the free, built-in download path, what actually transfers, and how Docracy picks up once you have the PDF.
Why there's no "Connect your account" button
BoldSign does not offer a free, self-serve, general-purpose bulk-export API that a typical individual account can use to one-click migrate into another e-sign tool. We also will not ask for your BoldSign password to “connect your account.” Use the product’s normal per-document PDF download, then upload to Docracy.
Exporting from BoldSign
- Sign in to BoldSign and open Documents (or Manage / Agreements — wording varies).
- Open the completed document or the template source you want to keep.
- Choose Download / Download PDF (or Export).
- Save the PDF locally or to Drive/Dropbox.
- Repeat for each document — most individual plans do not offer a free bulk “download everything” button.
BoldSign templates (when they exist) usually export the underlying PDF, not a portable field/routing package. Re-place fields in Docracy — AI Auto-Detect typically gets most of the way.
What transfers (and what doesn't)
- Signed PDFs you download (signatures flattened into the file).
- Source/draft PDFs when the product lets you download them.
- Does not transfer: proprietary field layers, recipient routing automation, or in-app audit metadata as a live Docracy trail.
Tips for BoldSign
- Start with templates you reuse monthly — one upload + AI field detection turns them into a Docracy template on paid.
- Keep important BoldSign audit PDFs in your own Drive if the product offers them; Docracy’s retention window is short by design.
- After upload, run AI Auto-Detect once, then tweak any missed fields before sending.
Once you have the PDF
Upload it to Docracy the same way you'd upload any file. Our AI field detection scans the page and suggests where signature, date, and text fields probably go — usually faster than placing them by hand, especially on a form you already know well.
Just sending it once?
Free, no account needed. Upload the PDF, review the auto-detected fields, add signers, and send.
Reusing it as a template?
Save it as a Docracy template so you (or your team) can reuse the same field layout every time — a paid-plan feature ($10/mo flat, unlimited templates and signers).
Where your documents end up
Docracy isn't a long-term archive by design — completed documents and their audit trail are encrypted and automatically deleted after a short retention window (9 days by default), the same as everything else on the platform. If you're migrating documents over, you'll want them to land somewhere permanent, not just disappear again.
A paid account ($10/mo) can connect Dropbox, OneDrive, Box, or Google Drive — once linked, every completed document auto-uploads there the moment everyone's signed, so it lives in your own storage going forward. Zapier and webhooks cover any other destination (a CRM, a shared drive, an internal tool) if none of those four fit.
Why teams switch from BoldSign →
Importing from somewhere else? DocuSign · eversign (Xodo Sign) · HelloSign (Dropbox Sign) · PandaDoc · Adobe Acrobat Sign · Contractbook · OnlineSignature.com · SignNow · Zoho Sign · OneSpan Sign · DocuSeal · SignRequest · Yousign · Nitro Sign · DocHub · SignEasy · Blueink · Box Sign · GetAccept
Have your export ready? Upload it and see the auto-detected fields in under a minute.
Upload a document now