BoldSign

BoldSign

This connector works with BoldSign, the e-signature service by Syncfusion, through its REST API v1 on your account's region: US https://api.boldsign.com, EU https://api-eu.boldsign.com, Canada https://api-ca.boldsign.com or Australia https://api-au.boldsign.com. It lists and reads documents (mine, my team's, sent on behalf), templates, sender identities, contacts, teams, users and brands, downloads signed PDFs and audit trails, sends documents and templates for signature, reminds, revokes, extends, changes signers, prefills fields and manages contacts and sender identities.

Setup (2 minutes)

1. Sign in to BoldSign (https://app.boldsign.com, EU accounts https://app-eu.boldsign.com) and open API in the left menu, then API Key. The API must be part of your plan.
2. Click Generate API Key, choose Sandbox (free, watermarked documents, 50 requests an hour) or Live, optionally set a validity date, and copy the key into BOLDSIGN_API_KEY. It is sent in the X-API-KEY header and has every scope.
3. Set BOLDSIGN_API_URL to the API address of your region (see above); the browser address after sign-in tells the region (app-eu is EU, app-ca Canada, app-au Australia, app US). No trailing slash.
4. Run boldsign_list_documents to check.

Workflow

• Status of documents: boldsign_list_documents (filter status, search, dates, recipients), boldsign_list_team_documents, boldsign_list_behalf_documents, then boldsign_get_document for each signer's status and the event history.
• Signed files: boldsign_download_document (PDF, or ZIP with format Individually) and boldsign_download_audit_log.
• Send from a template: boldsign_list_templates, boldsign_get_template for the role indexes and field ids, then boldsign_send_from_template with one roles entry per role.
• Send a file: boldsign_send_document with file_urls (or Base64 files) and signers with their formFields, or use_text_tags / auto_detect_fields. boldsign_send_draft sends a document saved as draft.
• Follow up: boldsign_remind_document, boldsign_extend_expiry, boldsign_change_recipient, boldsign_prefill_fields, boldsign_get_embedded_sign_link (a direct signing link), boldsign_revoke_document, boldsign_delete_document.
• Account: boldsign_list_sender_identities, boldsign_get_sender_identity, boldsign_create_sender_identity, boldsign_list_contacts, boldsign_get_contact, boldsign_create_contacts, boldsign_update_contact, boldsign_list_teams, boldsign_get_team, boldsign_list_users, boldsign_get_user, boldsign_list_brands, boldsign_get_brand, boldsign_get_api_credits.

Sending is real: confirm first. Sending, reminding, changing a signer and creating a sender identity email real people; a Live document is legally binding and may use API credits. Show the user the file or template, the signers and the message, and send only after a clear yes. Revoke and permanent delete cannot be undone.

Reading the answers: ids are GUID strings (documentId, templateId). Dates such as createdDate, activityDate and expiryDate are Unix timestamps in seconds; filters take ISO 8601. Document status: InProgress, Completed, Declined, Expired, Revoked, Draft, Scheduled. Signer status: NotCompleted, Completed, Declined, Revoked, Expired. Template roles are numbered from 1 (roleIndex). Form field bounds (x, y, width, height) are measured from the top left of the page. Sending is asynchronous: the answer carries the documentId at once; check boldsign_get_document a moment later (a failed send shows in its history).

Paging: lists take page (from 1) and page_size (up to 100) and return pageDetails (page, pageSize, totalRecordsCount, totalPages) with result (results for teams). Beyond 10,000 documents pass next_cursor = the cursor of the last document.

Limits and errors: 2,000 requests an hour per account on Live, 50 on Sandbox, for API key and OAuth together; 429 means wait (X-RateLimit-Reset). 401 for a wrong or expired key, or a key used against another region's host; 403 when the plan lacks the API or the user may not see the item; 400 with an error message for invalid input (unknown role index, missing signer email, file not readable).

Switched off at install: boldsign_revoke_document and boldsign_delete_document; they cannot be undone, so an admin switches them on when the team needs them.